VRT fund manager activity
Vertiv Holdings, LLC · NYSE. Reported by 15 tracked fund managers in their 13F filings, Q1 2020 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Trimmed | 1,545,572 | $250,398,120 | 0.68% | Feb 17, 2026 |
| Philippe Laffont - Coatue Management | New | 828,947 | $134,297,703 | 0.34% | May 15, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 17,662 | $2,861,493 | 0.00% | Feb 9, 2026 |
| Terry Smith - Fundsmith | Trimmed | 410,944 | $66,577,037 | 0.39% | Feb 17, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 199,180 | $32,269,152 | 0.12% | Feb 17, 2026 |
| Leon Cooperman | No change | 2,157,789 | $349,583,396 | 11.6% | Feb 17, 2026 |
| Alex Sacerdote - Whale Rock Capital Management | Sold out | — | — | 0.00% | Feb 17, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Trimmed | 2,070,643 | $312,377,203 | 0.83% | Nov 14, 2025 |
| Ken Fisher - Fisher Asset Management | Trimmed | 20,105 | $3,033,144 | 0.00% | Nov 12, 2025 |
| Terry Smith - Fundsmith | Trimmed | 591,450 | $89,226,147 | 0.45% | Nov 14, 2025 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 157,697 | $23,790,169 | 0.10% | Nov 14, 2025 |
| Leon Cooperman | No change | 2,157,789 | $325,524,049 | 10.2% | Nov 14, 2025 |
| Alex Sacerdote - Whale Rock Capital Management | Trimmed | 639,965 | $96,545,120 | 1.14% | Nov 14, 2025 |
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