L3VLUP

ACMR · 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.

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.
  • ACMR
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterACMRGEV
Q3 20202 holders, $23mnone listed holders, n.a.
Q4 20203 holders, $36mnone listed holders, n.a.
Q1 20212 holders, $3.4mnone listed holders, n.a.
Q2 20211 holders, $22knone listed holders, n.a.
Q3 20211 holders, $24knone listed holders, n.a.
Q4 20211 holders, $19knone listed holders, n.a.
Q1 20221 holders, $14knone listed holders, n.a.
Q2 20221 holders, $11knone listed holders, n.a.
Q3 20221 holders, $8knone listed holders, n.a.
Q4 20223 holders, $1.6mnone listed holders, n.a.
Q1 20232 holders, $1.2mnone listed holders, n.a.
Q2 20231 holders, $1.0mnone listed holders, n.a.
Q3 20232 holders, $14mnone listed holders, n.a.
Q4 20232 holders, $15mnone listed holders, n.a.
Q1 20241 holders, $25m3 holders, $544m
Q2 20241 holders, $20m26 holders, $9.8bn
Q3 20242 holders, $16m31 holders, $11.9bn
Q4 20243 holders, $8.4m37 holders, $15.3bn
Q1 20254 holders, $27m36 holders, $14.8bn
Q2 20252 holders, $33m36 holders, $26.3bn
Q3 20254 holders, $66m35 holders, $29.5bn
Q4 20255 holders, $125m34 holders, $28.7bn
Q1 20263 holders, $78m31 holders, $36.7bn
Q2 20266 holders, $411m28 holders, $45.0bn
ACMR

ACM Research

Holders
3
Reported value
$8.4m
Buyers
3
Sellers
0

Breadth +3 among 94 comparable managers.

GEV

Ge Vernova Inc

Holders
37
Reported value
$15.3bn
Buyers
25
Sellers
15

Breadth +10 among 94 comparable managers.

Who holds both, Q4 2024

Among the 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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 →