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NOA · GEV in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

NOAGEV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • NOA
  • GEV
0102030402019202420252026
Holders and value by quarter
QuarterNOAGEV
Q2 20181 holders, $6.2mnone listed holders, n.a.
Q3 20181 holders, $11mnone listed holders, n.a.
Q4 20181 holders, $9.7mnone listed holders, n.a.
Q1 20192 holders, $11mnone listed holders, n.a.
Q2 20191 holders, $7.1mnone listed holders, n.a.
Q3 20191 holders, $7.6mnone listed holders, n.a.
Q4 20191 holders, $7.5mnone listed holders, n.a.
Q2 20231 holders, $6.0mnone listed holders, n.a.
Q3 20231 holders, $8.5mnone listed holders, n.a.
Q4 20231 holders, $4.7mnone listed holders, n.a.
Q1 2024none listed holders, n.a.3 holders, $544m
Q2 2024none listed holders, n.a.26 holders, $9.8bn
Q3 2024none listed holders, n.a.31 holders, $11.9bn
Q4 2024none listed holders, n.a.37 holders, $15.3bn
Q1 2025none listed holders, n.a.36 holders, $14.8bn
Q2 2025none listed holders, n.a.36 holders, $26.3bn
Q3 2025none listed holders, n.a.35 holders, $29.5bn
Q4 2025none listed holders, n.a.34 holders, $28.7bn
Q1 20261 holders, $656k31 holders, $36.7bn
Q2 20261 holders, $851k28 holders, $45.0bn
NOA

North Amern Constr Group LTD

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

EnergyEnergy and power infrastructure · L3VLUPOil and gas
GEV

Ge Vernova Inc

New listing

Holders
3
Reported value
$544m
Buyers
3
Sellers
0

Not ranked this quarter: its new positions are allocations in a new listing.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q1 2024

Among the 3 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only NOA (0)

None.

Only GEV (3)

D1 Capital Partners LP, Steadfast Capital Management LP, T. Rowe Price Associates Inc

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →