Which funds own FRVO
Fervo Energy Co in the Q2 2026 filings. At least 6 of the 91 current managers on file reported a position, worth $109m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 6 managers opened or added against 0 cutting.
- Managers holding
- 6
- at least, of 91 current
- Combined value
- $109m
- as reported
- Opened
- 6
- new this quarter
- Added to
- 0
- already held
- Trimmed or sold out
- 0
- 0 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC Multi-strategy · $27.9bn book | $37m | 0.1% | 1,268,730 | opened1,268,730 | New |
| Viking Global Investors LP Long/short equity · $35.1bn book | $22m | 0.1% | 750,000 | opened750,000 | New |
| Soros Fund Management LLC Macro · $8.1bn book | $20m | 0.2% | 669,350 | opened669,350 | New |
| ExodusPoint Capital Management LP Multi-strategy · $15.5bn book | $18m | 0.1% | 605,197 | opened605,197 | New |
| Davidson Kempner Capital Management LP Long/short equity · $8.4bn book | $9.5m | 0.1% | 325,000 | opened325,000 | New |
| Steadfast Capital Management LP Long/short equity · $3.3bn book | $3.0m | 0.1% | 101,333 | opened101,333 | New |
What FRVO is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around FRVO →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.
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