3 tracked superinvestors hold VERTIV HOLDINGS CO (VRT), worth $596M combined, led by Philippe Laffont. Smart money is trimming VRT as of the latest 13F filings.
Current price
$323.92
+164.4%
1Y
Vertiv Holdings Co, together with its subsidiaries, designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments. It offers AC and DC power management products, thermal management products, integrated rack systems, modular solutions, and management systems for…
Market cap
$126.1B
P/E
82.7
Div yield
0.1%
Revenue YoY
27.7%
Analyst target
$375
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
3
tracked 13F / N-PORT funds
Combined value
$596M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-2
0 buying · 2 selling
Smart money is net reducing VRT: 2 funds trimmed versus 0 adding.
VERTIV HOLDINGS CO (VRT) is held by 3 tracked funds worth $596M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Philippe Laffont at 0.8% 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 2 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 0.8% | $246M | |
| Trimmed | 0.4% | $243M | |
| Held | 0.5% | $108M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own VRT?
3 tracked funds hold VERTIV HOLDINGS CO (VRT), the largest being Philippe Laffont (Coatue Management) at 0.8% 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 2 trimmed it.
How much VRT do tracked funds hold?
Combined disclosed long exposure to VRT across tracked superinvestors is $596M 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.