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VECO · 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.

VECOGEV
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.
  • VECO
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterVECOGEV
Q3 20203 holders, $28mnone listed holders, n.a.
Q4 20203 holders, $61mnone listed holders, n.a.
Q1 20213 holders, $81mnone listed holders, n.a.
Q2 20214 holders, $103mnone listed holders, n.a.
Q3 20214 holders, $94mnone listed holders, n.a.
Q4 20214 holders, $123mnone listed holders, n.a.
Q1 20223 holders, $106mnone listed holders, n.a.
Q2 20224 holders, $79mnone listed holders, n.a.
Q3 20223 holders, $78mnone listed holders, n.a.
Q4 20223 holders, $82mnone listed holders, n.a.
Q1 20233 holders, $95mnone listed holders, n.a.
Q2 20234 holders, $119mnone listed holders, n.a.
Q3 20234 holders, $129mnone listed holders, n.a.
Q4 20234 holders, $138mnone listed holders, n.a.
Q1 20244 holders, $177m3 holders, $544m
Q2 20245 holders, $207m26 holders, $9.8bn
Q3 20244 holders, $153m31 holders, $11.9bn
Q4 20244 holders, $127m37 holders, $15.3bn
Q1 20255 holders, $105m36 holders, $14.8bn
Q2 20253 holders, $90m36 holders, $26.3bn
Q3 20254 holders, $143m35 holders, $29.5bn
Q4 20252 holders, $111m34 holders, $28.7bn
Q1 20265 holders, $134m31 holders, $36.7bn
Q2 20269 holders, $1.2bn28 holders, $45.0bn
VECO

Veeco Instruments Inc

Holders
4
Reported value
$177m
Buyers
3
Sellers
1

Breadth +2 among 93 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
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 7 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 VECO (4)

Baillie Gifford & Co, First Eagle Investment Management LLC, Neuberger Berman Group LLC, Two Sigma Advisers LP

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 →