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Generate Investment Management Ltd: MSFT position timeline

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

Generate Investment Management Ltd held 422,913 MSFT 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 422,913 shares
    Change vs previous 13F -78,350 shares

    6.49% of the 13F portfolio, value $157,755,007.

    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 501,263 shares
    Change vs previous 13F +183,263 shares

    9.14% of the 13F portfolio, value $185,552,525.

    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 318,000 shares
    Change vs previous 13F +69,069 shares

    7.02% of the 13F portfolio, value $153,791,160.

    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 248,931 shares
    Change vs previous 13F +44,132 shares

    6.54% of the 13F portfolio, value $128,933,811.

    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 204,799 shares
    Change vs previous 13F -5,999 shares

    5.65% of the 13F portfolio, value $101,869,070.

    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 210,798 shares
    Change vs previous 13F +14,643 shares

    5.55% of the 13F portfolio, value $79,131,461.

    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 196,155 shares
    Change vs previous 13F +29,891 shares

    5.78% of the 13F portfolio, value $82,679,333.

    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 166,264 shares
    Change vs previous 13F not available

    4.78% of the 13F portfolio, value $71,513,471.

    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).