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Which hedge funds own GEV? GE VERNOVA LLC, Q2 2026 13F holders

IndustrialsSpecialty Industrial Machinery

114 tracked hedge funds disclosed a position in GEV (GE VERNOVA LLC) in their Q2 2026 13F filings, worth $10.7bn in total. The largest holder by portfolio weight is Sirios Capital Management L P at 11.9% of its book. 23 opened a new position this quarter: Fundsmith (Terry Smith), Fundsmith Investment Services Ltd., Polen Capital, Anomaly Capital Management, LP. 34 exited: Segra Capital Management, LLC, Mark Asset Management LP, Tenere Capital LLC.

114
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
23
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
34
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$986m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$389m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$10.7bn
Combined value
Sum of the holders' reported positions in the security.
9.2%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

114 rows
Sirios Capital Management L P Hedge fund11.9%$97.8m83,279−32%reduced
Morgens Waterfall Vintiadis & Co Inc Hedge fund11.2%$14.7m12,5000.0%held
RH Tailwind Management, LLC Hedge fund10.4%$22.3m19,000+12%added
Arrow Capital Management, LLC Hedge fund9.0%$16.3m13,863+1.3%added
Telligent Fund, LP Hedge fund8.7%$11.7m10,0000.0%held
Valiant Capital Management, L.P. Hedge fund7.1%$115m97,612+3.2%added
11 Capital Partners LP Hedge fund6.6%$22.4m19,076−3.7%reduced
Coatue Management LLC Hedge fund6.2%$3.0bn2.56m−0.6%reduced
Potrero Capital Research LLC Hedge fund5.1%$8.3m7,085−22%reduced
Settian Capital LP Hedge fund4.5%$7.0m6,0000.0%held
KADENSA CAPITAL Ltd Hedge fund4.5%$21.0m17,914−2.9%reduced
Thames Capital Management LLC Hedge fund4.2%$50.9m43,318−14%reduced
Axiom Investors LLC Hedge fund4.2%$483m411,058+48%added
Tribune Investment Group LP Hedge fund4.0%$5.9m5,050−20%reduced
Tiger Global Management LLC Hedge fund3.9%$937m797,511−18%reduced
Fundsmith (Terry Smith) Long-only investor3.5%$481m409,835–new
Fundsmith Investment Services Ltd. Hedge fund3.3%$151m128,646–new
Glynn Capital Management LLC Hedge fund2.8%$10.2m8,662+31981%added
Totem Point Management, LLC Hedge fund2.7%$4.4m3,740+423%added
M37 Management LP Hedge fund2.0%$11.7m10,0000.0%held
Polen Capital Long-only investor2.0%$231m196,612–new
Anomaly Capital Management, LP Hedge fund1.5%$38.2m32,519–new
KP Management LLC Hedge fund1.4%$6.9m5,875−47%reduced
SCP Investment, LP Hedge fund1.4%$1.5m1,288+164%added
Archon Partners LLC Hedge fund1.4%$12.9m11,0000.0%held
Old West Investment Management, LLC Hedge fund1.3%$12.7m10,8150.0%held
Science & Technology Partners, L.P. Hedge fund1.3%$7.8m6,600+247%added
Aventail Capital Group, LP Hedge fund1.3%$22.4m19,062−60%reduced
Zimmer Partners, LP Hedge fund1.2%$51.7m44,000+487%added
Encore Global Management, LP Hedge fund1.2%$1.2m1,000–new
Symmetry Investments LP Hedge fund1.1%$9.8m8,307+28%added
BTG Pactual Asset Management US LLC Hedge fund1.1%$14.5m12,322−5.9%reduced
Patton Fund Management, Inc. Hedge fund1.1%$4.9m4,141−30%reduced
Polar Capital Holdings Plc Hedge fund1.0%$358m304,432+5.7%added
Ilex Capital Partners (UK) LLP Hedge fund1.0%$48.1m40,906–new
TB Alternative Assets Ltd. Hedge fund1.0%$6.0m5,085–new
Fulcrum Asset Management LLP Hedge fund0.9%$9.5m8,624–new
Crystal Rock Capital Management Hedge fund0.9%$1.8m1,5500.0%held
Wilmar Advisors LLC Hedge fund0.9%$1.2m1,0000.0%held
Teza Capital Management LLC Hedge fund0.8%$437k372–new
First Manhattan Long-only investor0.8%$318m270,578−1.0%reduced
Kinetic Partners Management, LP Hedge fund0.7%$30.4m25,905−15%reduced
Electron Capital Partners, LLC Hedge fund0.7%$16.7m14,175−1.0%reduced
Candriam S.C.A. Hedge fund0.6%$133m113,685−13%reduced
AQR Capital Management LLC Hedge fund0.6%$1.7bn1.52m+2.8%added
Bridgewater Associates, LP Hedge fund0.6%$144m122,768−72%reduced
Stevens Capital Management LP Hedge fund0.6%$2.5m2,091+157%added
Scopus Asset Management, L.P. Hedge fund0.6%$25.0m21,282+76%added
Dockside LLC Hedge fund0.6%$2.5m2,100−43%reduced
Holocene Advisors, LP Hedge fund0.6%$248m210,914−69%reduced