5 tracked superinvestors hold GE VERNOVA INC (GEV), worth $5.8B combined, led by Philippe Laffont. Smart money is trimming GEV as of the latest 13F filings.
Current price
$1075.26
+102.9%
1Y
GE Vernova LLC, an energy business company, generates electricity. It operates under three segments: Power, Wind, and Electrification. The Power segments generates and sells electricity through hydro, gas, nuclear, and steam power. Wind segment engages in the manufacturing and sale of wind turbine blades; and Electrification segment provides grid solutions, power conversion, solar, and storage…
Market cap
$285.6B
P/E
31.09
Div yield
0.2%
Revenue YoY
8.9%
Analyst target
$1155
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
5
tracked 13F / N-PORT funds
Combined value
$5.8B
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
-3
0 buying · 3 selling
Smart money is net reducing GEV: 3 funds trimmed versus 0 adding.
GE VERNOVA INC (GEV) is held by 5 tracked funds worth $5.8B combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The highest-conviction holder is Philippe Laffont, who has committed 7.7% of their portfolio to it.
No tracked fund opened a new position this quarter; 0 added and 3 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 7.7% | $2.2B | |
| Trimmed | 1.5% | $2.0B | |
| Held | 3.7% | $849M | |
| Trimmed | 1.7% | $380M | |
| Held | 0.3% | $249M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Disclosed put/call positions — directional bets, not share ownership. A put is typically bearish or a hedge.
Puts (bearish / hedge)
Calls (bullish)
None disclosed.
Which superinvestors own GEV?
5 tracked funds hold GE VERNOVA INC (GEV), the largest being Philippe Laffont (Coatue Management) at 7.7% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling GEV?
In the most recent 13F quarter, 0 tracked funds added or opened GEV and 3 trimmed it.
How much GEV do tracked funds hold?
Combined disclosed long exposure to GEV across tracked superinvestors is $5.8B as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.