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NE · 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.

NEGEV
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.
  • NE
  • GEV
010203040Q3 2022Q1 2023Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
Holders and value by quarter
QuarterNEGEV
Q3 20224 holders, $98mnone listed holders, n.a.
Q4 20227 holders, $197mnone listed holders, n.a.
Q1 20237 holders, $206mnone listed holders, n.a.
Q2 20236 holders, $281mnone listed holders, n.a.
Q3 202311 holders, $526mnone listed holders, n.a.
Q4 20236 holders, $592mnone listed holders, n.a.
Q1 20247 holders, $644m3 holders, $544m
Q2 20246 holders, $522m26 holders, $9.8bn
Q3 20247 holders, $458m31 holders, $11.9bn
Q4 20244 holders, $587m37 holders, $15.3bn
Q1 20254 holders, $428m36 holders, $14.8bn
Q2 20254 holders, $530m36 holders, $26.3bn
Q3 20254 holders, $507m35 holders, $29.5bn
Q4 20254 holders, $486m34 holders, $28.7bn
Q1 20263 holders, $927m31 holders, $36.7bn
Q2 20266 holders, $791m28 holders, $45.0bn
NE

Noble Corp PLC

Holders
7
Reported value
$458m
Buyers
7
Sellers
1

Breadth +6 among 94 comparable managers.

EnergyEnergy and power infrastructure · L3VLUPOil and gas
GEV

Ge Vernova Inc

Holders
31
Reported value
$11.9bn
Buyers
13
Sellers
20

Breadth -7 among 94 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q3 2024

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NE (4)

Brevan Howard Capital Management LP, Capital World Investors, First Eagle Investment Management LLC, Maverick Capital Ltd

Only GEV (28)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Coatue Management LLC, Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Viking Global Investors LP, Voloridge Investment Management LLC, and 3 more

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.

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