6 tracked superinvestors hold GE VERNOVA INC (GEV), worth $6.3B combined, led by Philippe Laffont. Smart money is trimming GEV as of the latest 13F filings.
Current price
$941.95
+57.7%
1Y
GE Vernova Inc. is an energy enterprise primarily engaged in generating electricity. Its business activities are categorized into three main divisions: Power, Wind, and Electrification. The Power segment is responsible for producing and distributing electricity from various sources, including hydroelectric, natural gas, nuclear, and steam power. The Wind division concentrates on the fabrication…
Market cap
$285.6B
P/E
31.09
Div yield
0.2%
Revenue YoY
8.9%
Analyst target
$1256
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
6
tracked 13F / N-PORT funds
Combined value
$6.3B
disclosed long exposure
Tier-1 conviction
3
concentrated holders
Net this quarter
-1
2 buying · 3 selling
Smart money is net reducing GEV: 3 funds trimmed versus 2 adding. 1 opened a brand-new position.
GE VERNOVA INC (GEV) is a genuine cross-fund conviction name: 3 concentrated Tier-1 superinvestors hold it, alongside 3 other tracked funds, for $6.3B of combined disclosed exposure.
The highest-conviction holder is Philippe Laffont, who has committed 6.2% of their portfolio to it.
This quarter 1 fund opened a brand-new position (Terry Smith), with 1 adding and 3 trimming — a net reduction signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 6.2% | $3.0B | |
| Trimmed | 1.1% | $1.8B | |
| Trimmed | 3.9% | $937M | |
| Added | 0.3% | $325M | |
| New buy | 3.3% | $151M | |
| Trimmed | 0.6% | $144M |
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?
6 tracked funds hold GE VERNOVA INC (GEV), the largest being Philippe Laffont (Coatue Management) at 6.2% of its 13F portfolio. 3 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling GEV?
In the most recent 13F quarter, 2 tracked funds added or opened GEV and 3 trimmed it, including 1 brand-new position.
How much GEV do tracked funds hold?
Combined disclosed long exposure to GEV across tracked superinvestors is $6.3B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 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.