VRT fund manager activity
Vertiv Holdings, LLC · NYSE. Reported by 15 tracked fund managers in their 13F filings, Q1 2020 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Trimmed | 979,821 | $328,063,667 | 0.49% | Aug 14, 2026 |
| Philippe Laffont - Coatue Management | Trimmed | 806,594 | $270,063,803 | 0.56% | Aug 14, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 18,944 | $6,343,029 | 0.00% | Aug 4, 2026 |
| Terry Smith - Fundsmith | Trimmed | 41,893 | $14,026,614 | 0.10% | Aug 14, 2026 |
| Jeremy Grantham - GMO | Trimmed | 5,953 | $1,993,183 | 0.00% | Aug 13, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 213,966 | $71,640,096 | 0.17% | Aug 14, 2026 |
| Leon Cooperman | No change | 2,157,789 | $722,470,913 | 20.4% | Aug 14, 2026 |
| Mairs & Power Funds | New | 780 | $261,160 | 0.00% | Aug 14, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Trimmed | 1,181,144 | $295,971,064 | 0.89% | May 15, 2026 |
| Philippe Laffont - Coatue Management | Added | 981,633 | $245,977,597 | 0.85% | May 15, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 17,578 | $4,404,777 | 0.00% | May 5, 2026 |
| Terry Smith - Fundsmith | Trimmed | 91,254 | $22,866,427 | 0.18% | May 15, 2026 |
| Jeremy Grantham - GMO | New | 6,748 | $1,690,914 | 0.00% | May 14, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 192,588 | $48,258,701 | 0.15% | May 15, 2026 |
| Leon Cooperman | No change | 2,157,789 | $540,698,768 | 17.7% | May 15, 2026 |
Older quarters