VRT·Vertiv Holdings
enablerAI CoreData as of 2026-07-07
Holder Count
13 / 30
13 of 30 tracked investors hold VRT
Aggregate $
$3.71B
13F longs + subsequent 13G/D block filings, deduped
Share of AI Universe
0.4%
Share of aggregated AI exposure across 30 investors
Latest quarter · 2026-Q1
Exited
No Exited this quarter
—Holders
Sorted by position $ desc by default; click headers to sort| Investor | Position $↓ | % of AI Exposure | Latest 13F Action | Entry Quarter |
|---|---|---|---|---|
 T. Rowe Price Associates T. Rowe Price Associates, Inc. | $1.97B | 0.5% | ADD2026-Q1 | Before 2020-Q1 |
 Norges Bank Investment Management Norges Bank | $809M | 0.2% | ADD2025-Q4 | Before 2020-Q1 |
 Andreas Halvorsen / Viking Global Viking Global Investors LP | $280M | 4.4% | ADD2024-Q3 | Before 2020-Q1 |
 Philippe Laffont / Coatue Coatue Management LLC | $246M | 1.7% | ADD2026-Q1 | 2023-Q2 |
 Temasek Holdings Temasek Holdings (Private) Ltd | $103M | 1.4% | TRIM2026-Q1 | Before 2020-Q1 |
 Alex Sacerdote / Whale Rock Capital Whale Rock Capital Management LLC | $97M | 2.4% | HOLD2025-Q3 | Before 2020-Q1 |
 Stan Druckenmiller / Duquesne Family Office Duquesne Family Office LLC | $82M | 21.5% | TRIM2024-Q1 | Before 2020-Q1 |
 Leopold Aschenbrenner / Situational Awareness LP Situational Awareness LP | $52M | 1.8% | HOLD2024-Q4 | Before 2020-Q1 |
 Dan Sundheim / D1 Capital D1 Capital Partners L.P. | $42M | 2.9% | NEW2024-Q3 | Before 2020-Q1 |
 Ken Griffin / Citadel Citadel LLC | $27M | 0.1% | HOLD2026-Q1 | Before 2020-Q1 |
 Izzy Englander / Millennium Millennium Management LLC | $4M | 0.0% | TRIM2026-Q1 | Before 2020-Q1 |
 Lei Zhang / HHLR Advisors HHLR Advisors, Ltd. | $3M | 0.9% | NEW2024-Q1 | Before 2020-Q1 |
 Steve Cohen / Point72 Point72 Asset Management, L.P. | $291618 | 0.0% | HOLD2025-Q4 | Before 2020-Q1 |
Position Action Log
70 entries · newest first| Date | Investor | Action | Δ $ | Δ Shares |
|---|---|---|---|---|
| 2026-Q1 | ADD | +$112M | +152.7K | |
| 2026-Q1 | TRIM | −$138M | −2.95M | |
| 2026-Q1 | ADD | +$879M | +1.13M | |
| 2026-Q1 | TRIM | +$27M | −59.4K | |
| 2025-Q4 | ADD | +$134M | +828.9K | |
| 2025-Q4 | ADD | +$271M | +800.9K | |
| 2025-Q4 | ADD | +$292K | +1.8K | |
| 2025-Q4 | TRIM | +$16M | −391.1K | |
| 2025-Q4 | ADD | +$76M | +471.1K | |
| 2025-Q4 | EXIT | −$97M | −640.0K | |
| 2025-Q3 | EXIT | −$16M | −127.4K | |
| 2025-Q3 | ADD | +$769M | +4.74M | |
| 2025-Q3 | EXIT | −$28M | −217.3K | |
| 2025-Q3 | TRIM | +$12M | −17.0K | |
| 2025-Q2 | ADD | +$146M | +742.3K | |
| 2025-Q2 | TRIM | −$44M | −705.5K | |
| 2025-Q2 | ADD | +$237M | +1.43M | |
| 2025-Q2 | TRIM | −$36M | −668.0K | |
| 2025-Q2 | TRIM | +$350K | −506.6K | |
| 2025-Q1 | EXIT | −$52M | −455.1K | |
| 2025-Q1 | EXIT | −$724M | −6.38M | |
| 2025-Q1 | ADD | +$19M | +473.6K | |
| 2025-Q1 | TRIM | −$172M | −1.17M | |
| 2025-Q1 | ADD | +$40M | +674.4K | |
| 2025-Q1 | TRIM | −$52M | −30.2K | |
| 2024-Q4 | TRIM | −$43M | −1.34M | |
| 2024-Q4 | EXIT | −$42M | −422.5K | |
| 2024-Q4 | TRIM | +$19M | −854.0K | |
| 2024-Q4 | ADD | +$41M | +359.3K | |
| 2024-Q4 | ADD | +$38M | +77.9K | |
| 2024-Q4 | TRIM | −$33M | −356.8K | |
| 2024-Q4 | EXIT | −$280M | −2.81M | |
| 2024-Q4 | ADD | +$25M | +82.9K | |
| 2024-Q3 | TRIM | −$15M | −1.33M | |
| 2024-Q3 | NEW | +$42M | +422.5K | |
| 2024-Q3 | EXIT | −$35M | −405.0K | |
| 2024-Q3 | TRIM | −$158M | −2.13M | |
| 2024-Q3 | ADD | +$56M | +567.7K | |
| 2024-Q3 | ADD | +$220M | +2.12M | |
| 2024-Q3 | NEW | +$111M | +1.11M | |
| 2024-Q2 | TRIM | +$28M | −202.4K | |
| 2024-Q2 | EXIT | −$82M | −998.5K | |
| 2024-Q2 | EXIT | −$3M | −38.2K | |
| 2024-Q2 | ADD | +$187M | +443.6K | |
| 2024-Q2 | TRIM | −$9M | −132.8K | |
| 2024-Q2 | TRIM | −$29M | −609.9K | |
| 2024-Q2 | TRIM | −$23M | −328.3K | |
| 2024-Q1 | TRIM | +$92M | −4.57M | |
| 2024-Q1 | TRIM | −$30M | −1.31M | |
| 2024-Q1 | NEW | +$3M | +38.2K | |
| 2024-Q1 | TRIM | −$26M | −920.9K | |
| 2024-Q1 | ADD | +$333M | +3.59M | |
| 2024-Q1 | NEW | +$83M | +1.02M | |
| 2023-Q4 | ADD | +$233M | +2.25M | |
| 2023-Q4 | ADD | +$41M | +427.3K | |
| 2023-Q4 | TRIM | +$17M | −399.8K | |
| 2023-Q4 | ADD | +$28M | +318.8K | |
| 2023-Q4 | TRIM | −$17M | −793.4K | |
| 2023-Q3 | ADD | +$316M | +6.97M | |
| 2023-Q3 | ADD | +$40M | +652.5K | |
| 2023-Q3 | TRIM | +$41M | −22.1K | |
| 2023-Q3 | ADD | +$21M | +265.8K | |
| 2023-Q3 | ADD | +$70M | +1.85M | |
| 2023-Q2 | NEW | +$114M | +4.59M | |
| 2023-Q2 | TRIM | +$1M | −806.2K | |
| 2023-Q1 | TRIM | −$52M | −3.88M | |
| 2022-Q4 | ADD | +$33M | +990.0K | |
| 2022-Q3 | NEW | +$48M | +4.93M | |
| 2020-Q3 | EXIT | −$68M | −5.00M | |
| 2020-Q1 | NEW | +$43M | +5.00M |
Related Tickers
enabler layer · sorted by holder countHolder Count: count of the 30 tracked investors who hold this ticker via latest 13F-HR long positions or subsequent 13G/D filings, deduped.
Aggregate $: market value sum of the above positions.
Share of AI Universe: ratio of this ticker's aggregate $ to total AI exposure across 30 investors.
Latest quarter: each investor's own latest 13F vs prior; aggregated NEW/ADD/TRIM/EXIT counts and net $. ADD/TRIM count only ≥5% changes. Cathie uses a 90-day window. Each row's quarter is marked; amber indicates lagging behind majority.
Layers: chip · infra · model · app · enabler · autonomy · power.
Data live from source, as of 2026-07-07