1 tracked superinvestor hold VERTIV HOLDINGS CO (VRT), worth $270M combined, led by Philippe Laffont. Smart money is trimming VRT as of the latest 13F filings.
Current price
$280.53
+123.4%
1Y
Vertiv Holdings Co, headquartered in Columbus, Ohio, is a global provider of essential digital infrastructure technologies and comprehensive lifecycle services. The company specializes in the design, manufacturing, and servicing of critical systems vital for data centers, communication networks, and diverse commercial and industrial applications. Its extensive product range encompasses AC and DC…
Market cap
$126.1B
P/E
82.7
Div yield
0.1%
Revenue YoY
27.7%
Analyst target
$369
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$270M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing VRT: 1 funds trimmed versus 0 adding.
VERTIV HOLDINGS CO (VRT) is held by 1 tracked funds worth $270M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Philippe Laffont at 0.6% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 0.6% | $270M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
1 insider filed SEC Form 144 for $4M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Edward Monser | Director | 15,287 | $4M | 2026-09-01 |
Which superinvestors own VRT?
1 tracked funds hold VERTIV HOLDINGS CO (VRT), the largest being Philippe Laffont (Coatue Management) at 0.6% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling VRT?
In the most recent 13F quarter, 0 tracked funds added or opened VRT and 1 trimmed it.
How much VRT do tracked funds hold?
Combined disclosed long exposure to VRT across tracked superinvestors is $270M 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.