GEV

GE Vernova Inc

9 super-investor ownerscombined $1.64Blargest position 3.9%

1 NEW

9 of the 83 super-investors we track hold GEV, worth a combined $1.64B per their latest 13F filings. The largest position: Chase Coleman at 3.9% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Conviction score: 28 of 100 (how strongly the cohort backs it) — ranked #442 of 742 stocks. The stock is up 6.1x since a tracked investor first held it at conviction size (Q2 2024 or earlier). Conviction rising: 4 more super-investors hold it than in 2026Q1.

Held through it: Chase Coleman (5q straight), Stanley Druckenmiller (3q straight), Viking Global Investors (3q straight) and 2 more. All multibaggers the cohort held →

Share𝕏 in

Why super-investors own GEV

GEV is held by 9 super-investors in our cohort, with a combined position value of $1.6B. The highest-conviction owner is Chase Coleman at 3.9% of their portfolio. Cohort ownership has grown from 6 to 9 over the last four quarters — net interest is rising. This quarter the cohort registered 1 new positions.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2024Q1 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 9

Peak: 9

Owners (9) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Chase Coleman	3.9%	6q	$937M	797,511
2	Polen Capital Management	2.0%	— 1q	$231M	196,612
3	Joel Greenblatt	0.1%	10q	$171M	145,490
4	Terry Smith	3.3%	— 1q	$151M	128,646
5	Dodge & Cox Funds	0.1%	9q	$144M	122,871
6	Christopher Bloomstran	0.3%	9q	$2M	1,994
7	Lee Ainslie	<0.1%	— 1q	$1M	1,109
8	Mairs & Power Funds	<0.1%	9q	$994K	846
9	Richard Pzena	<0.1%	— 1q	$216K	184