Generali Investments, Management Co LLC

CIK: 0002043136SEC EDGAR →

Portfolio Value

$501.9M

Holdings

164

As of

Q4 2025

New Positions

22

Closed Positions

9

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

TESLA INC

82,150$36.9M
7.36%
2

NVIDIA CORPORATION

191,505$35.7M
7.12%
3

ALPHABET INC

105,806$33.1M
6.60%
4

AMAZON COM INC

141,536$32.7M
6.51%
5

META PLATFORMS INC

46,760$30.9M
6.15%
6

MICROSOFT CORP

50,560$24.5M
4.87%
7

APPLE INC

84,394$22.9M
4.57%
8

PALANTIR TECHNOLOGIES INC

77,015$13.7M
2.73%
9

NETFLIX INC

134,468$12.6M
2.51%
10

BROADCOM INC

35,976$12.5M
2.48%

Quarterly Changes

Top Buys

TSLA↑ Increased
$10.8M
META↑ Increased
$5.3M
AMAT↑ Increased
$3.9M
CRWD↑ Increased
$3.6M
AMD↑ Increased
$3.5M

Top Sells

MSFT↓ Decreased
$10.6M
GOOGL↓ Decreased
$4.2M
AAPL↓ Decreased
$3.5M
HIMSCLOSED
$3.2M
LLY↓ Decreased
$2.7M

New Positions (4)

$383K · 965 shares
$54K · 6K shares
$48K · 88 shares
$48K · 60 shares

Closed Positions (14)

$3.2M · 56K shares
$1.6M · 3K shares
$1.3M · 4K shares
$1.1M · 13K shares
$595K · 14K shares
$385K · 1K shares
$337K · 9K shares
$218K · 8K shares
$171K · 1K shares
$151K · 3K shares
$141K · 2K shares
$117K · 7K shares
$68K · 1K shares
$53K · 634 shares

Sector Breakdown

Sector# HoldingsValue%
Technology33$181.8M36.2%
Healthcare38$85.5M17.0%
Communication Services7$83.7M16.7%
Consumer Cyclical9$78.6M15.7%
Financial Services17$23.1M4.6%
Energy18$14.1M2.8%
Consumer Defensive8$9.2M1.8%
Unknown8$8.5M1.7%
Industrials10$7.0M1.4%
Utilities5$5.2M1.0%
Basic Materials9$4.0M0.8%
Real Estate2$1.1M0.2%