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LFUS · 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.

LFUSGEV
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.
  • LFUS
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterLFUSGEV
Q3 20206 holders, $911mnone listed holders, n.a.
Q4 20208 holders, $1.3bnnone listed holders, n.a.
Q1 20219 holders, $1.3bnnone listed holders, n.a.
Q2 20217 holders, $1.0bnnone listed holders, n.a.
Q3 20217 holders, $1.4bnnone listed holders, n.a.
Q4 20216 holders, $1.6bnnone listed holders, n.a.
Q1 20225 holders, $1.0bnnone listed holders, n.a.
Q2 20226 holders, $1.3bnnone listed holders, n.a.
Q3 20226 holders, $475mnone listed holders, n.a.
Q4 20225 holders, $517mnone listed holders, n.a.
Q1 20235 holders, $619mnone listed holders, n.a.
Q2 20235 holders, $665mnone listed holders, n.a.
Q3 20235 holders, $545mnone listed holders, n.a.
Q4 20234 holders, $593mnone listed holders, n.a.
Q1 20245 holders, $373m3 holders, $544m
Q2 20243 holders, $287m26 holders, $9.8bn
Q3 20244 holders, $304m31 holders, $11.9bn
Q4 20244 holders, $267m37 holders, $15.3bn
Q1 20255 holders, $254m36 holders, $14.8bn
Q2 20256 holders, $327m36 holders, $26.3bn
Q3 20257 holders, $357m35 holders, $29.5bn
Q4 20257 holders, $320m34 holders, $28.7bn
Q1 202613 holders, $701m31 holders, $36.7bn
Q2 202617 holders, $918m28 holders, $45.0bn
LFUS

Littelfuse Inc

Holders
17
Reported value
$918m
Buyers
25
Sellers
16

Breadth +9 among 91 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP
GEV

Ge Vernova Inc

Holders
28
Reported value
$45.0bn
Buyers
13
Sellers
33

Breadth -20 among 91 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q2 2026

Among the 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only LFUS (4)

D1 Capital Partners LP, First Eagle Investment Management LLC, Marshall Wace LLP, PDT Partners LLC

Only GEV (15)

Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Winton Group Ltd, Woodline Partners LP

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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