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Generate Investment Management Ltd: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Generate Investment Management Ltd on AVGO, newest first. How the timeline and the estimate are built.

Generate Investment Management Ltd held 201,192 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 201,192 shares
    Change vs previous 13F -47,758 shares

    3.13% of the 13F portfolio, value $76,000,278.

    13F-HR 0002025905-26-000004 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 248,950 shares
    Change vs previous 13F +29,693 shares

    3.8% of the 13F portfolio, value $77,052,515.

    13F-HR 0002025905-26-000003 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 219,257 shares
    Change vs previous 13F +96,075 shares

    3.46% of the 13F portfolio, value $75,884,848.

    13F-HR 0002025905-26-000001 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 123,182 shares
    Change vs previous 13F +78,463 shares

    2.06% of the 13F portfolio, value $40,638,974.

    13F-HR 0002025905-25-000012 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 44,719 shares
    Change vs previous 13F -78,713 shares

    0.68% of the 13F portfolio, value $12,326,792.

    13F-HR 0002025905-25-000004 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 123,432 shares
    Change vs previous 13F -34,003 shares

    1.45% of the 13F portfolio, value $20,666,220.

    13F-HR 0002025905-25-000003 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 157,435 shares
    Change vs previous 13F -32,290 shares

    2.55% of the 13F portfolio, value $36,499,731.

    13F-HR 0002025905-25-000001 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 189,725 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $32,727,563.

    13F-HR 0002025905-24-000005 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).