# EDGAR Filing Document

**Accession Number:** 0002025905
**File Stem:** 0002025905-26-000003
**Filing Date:** 2026-4
**Character Count:** 12925
**Document Hash:** d38dac835d7b13624d71858f152fb423
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002025905-26-000003.hdr.sgml**: 20260416

**ACCESSION NUMBER**: 0002025905-26-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260416

**DATE AS OF CHANGE**: 20260416

**EFFECTIVENESS DATE**: 20260416

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Generate Investment Management Ltd
- **CENTRAL INDEX KEY:** 0002025905

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** Q2
- **FISCAL YEAR END:** 0331

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24257
- **FILM NUMBER:** 26866437

**BUSINESS ADDRESS:**
- **STREET 1:** LEVEL 9, JARDEN HOUSE
- **STREET 2:** 21 QUEEN STREET
- **CITY:** AUCKLAND
- **STATE:** Q2
- **ZIP:** 1010
- **BUSINESS PHONE:** 6496005100

**MAIL ADDRESS:**
- **STREET 1:** PO BOX 91609
- **STREET 2:** VICTORIA STREET WEST
- **CITY:** AUCKLAND
- **STATE:** Q2
- **ZIP:** 1142

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Generate Investment Management Ltd<br>**Address:** PO BOX 91609<br>VICTORIA STREET WEST<br>AUCKLAND, Q2 1142

**Form 13F File Number:** 028-24257

**CRD Number (if applicable):** 000334058

**SEC File Number (if applicable):** 801-132120

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Nicholas Kynoch<br>**Title:** General Counsel/Director<br>**Phone:** 6496005100

**Signature, Place, and Date of Signing:**

Nicholas Kynoch  Auckland, Q2  04-16-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[ ] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[x] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 1

**Form 13F Information Table Entry Total:** 92

**Form 13F Information Table Value Total:** $2029951807

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

|   No. | Name                            | Form 13F File Number   |   CRD Number | SEC File Number   |
|---:|:---|:---|---:|:---|
|     1 | Vinva Investment Management Ltd | 028-23233              |    000334058 | 801-132120        |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 6999698 | 32184 | SH |  | SOLE |  | 32184 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 9598438 | 47183 | SH |  | SOLE |  | 47183 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 18308700 | 90000 | SH |  | OTR | 1 | 90000 | 0 | 0 |
| AGNICO EAGLE MINES LTD | COM | 008474108 |  | 19283100 | 95000 | SH |  | OTR | 1 | 95000 | 0 | 0 |
| ALAMOS GOLD INC | COM CL A | 011532108 |  | 33322500 | 750000 | SH |  | OTR | 1 | 750000 | 0 | 0 |
| ALASKA AIR GROUP INC | COM | 011659109 |  | 7356000 | 200000 | SH |  | OTR | 1 | 200000 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 87594227 | 304612 | SH |  | SOLE |  | 304612 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 34507200 | 120000 | SH |  | OTR | 1 | 120000 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 106292052 | 510357 | SH |  | SOLE |  | 510357 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 62481000 | 300000 | SH |  | OTR | 1 | 300000 | 0 | 0 |
| AMPHENOL CORP | CL A | 032095101 |  | 9355207 | 74042 | SH |  | SOLE |  | 74042 | 0 | 0 |
| AMPHENOL CORP | CL A | 032095101 |  | 22743000 | 180000 | SH |  | OTR | 1 | 180000 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 103811023 | 409043 | SH |  | SOLE |  | 409043 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 2352199 | 6882 | SH |  | SOLE |  | 6882 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 10253700 | 30000 | SH |  | OTR | 1 | 30000 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 8271811 | 67371 | SH |  | SOLE |  | 67371 | 0 | 0 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 |  | 645886 | 489 | SH |  | SOLE |  | 489 | 0 | 0 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 |  | 13208300 | 10000 | SH |  | OTR | 1 | 10000 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 9548858 | 195874 | SH |  | SOLE |  | 195874 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 31169564 | 65045 | SH |  | SOLE |  | 65045 | 0 | 0 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 266688 | 4250 | SH |  | SOLE |  | 4250 | 0 | 0 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 15687500 | 250000 | SH |  | OTR | 1 | 250000 | 0 | 0 |
| BP PLC | SPONSORED ADR | 055622104 |  | 5318097 | 113151 | SH |  | SOLE |  | 113151 | 0 | 0 |
| BP PLC | SPONSORED ADR | 055622104 |  | 21150000 | 450000 | SH |  | OTR | 1 | 450000 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 30626015 | 98950 | SH |  | SOLE |  | 98950 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 46426500 | 150000 | SH |  | OTR | 1 | 150000 | 0 | 0 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 11350400 | 40000 | SH |  | OTR | 1 | 40000 | 0 | 0 |
| CORPAY INC | COM SHS | 219948106 |  | 23279200 | 80000 | SH |  | OTR | 1 | 80000 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 607822 | 610 | SH |  | SOLE |  | 610 | 0 | 0 |
| CRH PLC | ORD | G25508105 |  | 4575663 | 43528 | SH |  | SOLE |  | 43528 | 0 | 0 |
| DANAHER CORP DEL | COM | 235851102 |  | 13093207 | 69057 | SH |  | SOLE |  | 69057 | 0 | 0 |
| DOORDASH INC | CL A | 25809K105 |  | 5658853 | 37688 | SH |  | SOLE |  | 37688 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 14441999 | 40378 | SH |  | SOLE |  | 40378 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 13517860 | 14697 | SH |  | SOLE |  | 14697 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 11497125 | 12500 | SH |  | OTR | 1 | 12500 | 0 | 0 |
| EQT CORP | COM | 26884L109 |  | 8273200 | 130000 | SH |  | OTR | 1 | 130000 | 0 | 0 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 19492200 | 90000 | SH |  | OTR | 1 | 90000 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 28847599 | 33048 | SH |  | SOLE |  | 33048 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 21822500 | 25000 | SH |  | OTR | 1 | 25000 | 0 | 0 |
| HCA HEALTHCARE INC | COM | 40412C101 |  | 201600 | 426 | SH |  | SOLE |  | 426 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 5047475 | 15347 | SH |  | SOLE |  | 15347 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 18096110 | 74657 | SH |  | SOLE |  | 74657 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 12021894 | 27804 | SH |  | SOLE |  | 27804 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 455919 | 989 | SH |  | SOLE |  | 989 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 8385619 | 28507 | SH |  | SOLE |  | 28507 | 0 | 0 |
| KLA CORP | COM NEW | 482480100 |  | 11673266 | 7928 | SH |  | SOLE |  | 7928 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 22719322 | 106334 | SH |  | SOLE |  | 106334 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 9614700 | 45000 | SH |  | OTR | 1 | 45000 | 0 | 0 |
| MAPLEBEAR INC | COM | 565394103 |  | 5619000 | 150000 | SH |  | OTR | 1 | 150000 | 0 | 0 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 6312853 | 63734 | SH |  | SOLE |  | 63734 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 6030397 | 12069 | SH |  | SOLE |  | 12069 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 22484700 | 45000 | SH |  | OTR | 1 | 45000 | 0 | 0 |
| MCKESSON CORP | COM | 58155Q103 |  | 491524 | 568 | SH |  | SOLE |  | 568 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 57065963 | 99743 | SH |  | SOLE |  | 99743 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 68655600 | 120000 | SH |  | OTR | 1 | 120000 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 17630856 | 52187 | SH |  | SOLE |  | 52187 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 50676000 | 150000 | SH |  | OTR | 1 | 150000 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 111518525 | 301263 | SH |  | SOLE |  | 301263 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 74034000 | 200000 | SH |  | OTR | 1 | 200000 | 0 | 0 |
| MONOLITHIC PWR SYS INC | COM | 609839105 |  | 11633244 | 10640 | SH |  | SOLE |  | 10640 | 0 | 0 |
| MOODYS CORP | COM | 615369105 |  | 6057331 | 13885 | SH |  | SOLE |  | 13885 | 0 | 0 |
| MOODYS CORP | COM | 615369105 |  | 8725000 | 20000 | SH |  | OTR | 1 | 20000 | 0 | 0 |
| NETFLIX INC. | COM | 64110L106 |  | 37278413 | 387711 | SH |  | SOLE |  | 387711 | 0 | 0 |
| NETFLIX INC. | COM | 64110L106 |  | 7692000 | 80000 | SH |  | OTR | 1 | 80000 | 0 | 0 |
| NEWMONT CORP | COM | 651639106 |  | 21650000 | 200000 | SH |  | OTR | 1 | 200000 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 137059042 | 785889 | SH |  | SOLE |  | 785889 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 104640000 | 600000 | SH |  | OTR | 1 | 600000 | 0 | 0 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 |  | 5569760 | 28293 | SH |  | SOLE |  | 28293 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 227138 | 1544 | SH |  | SOLE |  | 1544 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 40455250 | 275000 | SH |  | OTR | 1 | 275000 | 0 | 0 |
| PROLOGIS INC. | COM | 74340W103 |  | 13766283 | 104148 | SH |  | SOLE |  | 104148 | 0 | 0 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 |  | 3792117 | 4908 | SH |  | SOLE |  | 4908 | 0 | 0 |
| REPLIGEN CORP | COM | 759916109 |  | 4892004 | 41521 | SH |  | SOLE |  | 41521 | 0 | 0 |
| ROSS STORES INC | COM | 778296103 |  | 484385 | 2236 | SH |  | SOLE |  | 2236 | 0 | 0 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 |  | 263072 | 956 | SH |  | SOLE |  | 956 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 10633500 | 25000 | SH |  | OTR | 1 | 25000 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 16913795 | 90608 | SH |  | SOLE |  | 90608 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 19151887 | 183184 | SH |  | SOLE |  | 183184 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 8004894 | 16508 | SH |  | SOLE |  | 16508 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 |  | 4572987 | 13917 | SH |  | SOLE |  | 13917 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 43670575 | 129222 | SH |  | SOLE |  | 129222 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 40554000 | 120000 | SH |  | OTR | 1 | 120000 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 4500406 | 12106 | SH |  | SOLE |  | 12106 | 0 | 0 |
| TEXAS INSTRS INC | COM | 882508104 |  | 384591 | 1981 | SH |  | SOLE |  | 1981 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 6515722 | 13256 | SH |  | SOLE |  | 13256 | 0 | 0 |
| TKO GROUP HOLDINGS INC | CL A | 87256C101 |  | 6285229 | 31169 | SH |  | SOLE |  | 31169 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 19523888 | 271429 | SH |  | SOLE |  | 271429 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 10181490 | 37627 | SH |  | SOLE |  | 37627 | 0 | 0 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 280427 | 628 | SH |  | SOLE |  | 628 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 7151804 | 28541 | SH |  | SOLE |  | 28541 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 12070559 | 39937 | SH |  | SOLE |  | 39937 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 13600800 | 45000 | SH |  | OTR | 1 | 45000 | 0 | 0 |

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