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GEV —
GE VERNOVA INC
CUSIP: 36828A101 · Held by 9 superinvestors · Combined value: $5,137,639,918
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Philippe Laffont | 5.5% | $2,202,644,620 | 3,370,174 | REDUCE | -263,992 |
| 2 | Ken Griffin | 0.2% | $1,541,931,755 | 2,359,245 | ADD | +201,436 |
| 3 | Chase Coleman | 2.1% | $635,919,689 | 972,994 | REDUCE | -181,600 |
| 4 | Ray Dalio | 1.6% | $435,275,659 | 665,997 | ADD | +14,905 |
| 5 | Jim Simons | 0.3% | $225,736,542 | 345,390 | REDUCE | -370,892 |
| 6 | Dodge & Cox | 0.1% | $90,332,525 | 138,214 | REDUCE | -15,526 |
| 7 | FPA Queens Road | 0.1% | $3,886,128 | 5,946 | REDUCE | -86 |
| 8 | Christopher Bloomstran | 0.1% | $1,303,219 | 1,994 | REDUCE | -1,442 |
| 9 | Mairs & Power | 0.0% | $609,781 | 933 | REDUCE | -67 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ken Griffin | ADD | +201,436 | +9.3% |
| Ray Dalio | ADD | +14,905 | +2.3% |
| Chase Coleman | REDUCE | -181,600 | -15.7% |
| Christopher Bloomstran | REDUCE | -1,442 | -42.0% |
| Dodge & Cox | REDUCE | -15,526 | -10.1% |
| FPA Queens Road | REDUCE | -86 | -1.4% |
| Jim Simons | REDUCE | -370,892 | -51.8% |
| Mairs & Power | REDUCE | -67 | -6.7% |
| Philippe Laffont | REDUCE | -263,992 | -7.3% |
| Stanley Druckenmiller | SOLD | -77,320 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Stanley Druckenmiller | NEW BUY | +77,320 | New |
| Chase Coleman | ADD | +56,800 | +5.2% |
| Ken Griffin | ADD | +8,556 | +0.4% |
| Dodge & Cox | REDUCE | -8,481 | -5.2% |
| FPA Queens Road | REDUCE | -272 | -4.3% |
| Jim Simons | REDUCE | -460,120 | -39.1% |
| Philippe Laffont | REDUCE | -121,094 | -3.2% |
| Ray Dalio | REDUCE | -127,171 | -16.3% |
| Lee Ainslie | SOLD | -273,600 | Exit |
Who Owns GEV? Superinvestor Holdings
GE VERNOVA INC is held by 9 tracked superinvestors, with a combined position value of $5.1 billion . The largest positions are held by Philippe Laffont (5.5% of portfolio), Ken Griffin (0.2% of portfolio), Chase Coleman (2.1% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions while 7 reduced or exited.