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Coatue Management's GE Vernova Inc. (GEV) position

Yes: as of Q1 2026, Coatue Management holds 2.6M shares of GEV worth $2.2B (7.7% of the disclosed portfolio). Last quarter the position was reduced by 23.7%. First disclosed Q2 2024.
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Current value
$2.2B
Shares held
2.6M
% of portfolio
7.7%
Est. average buy price (i)
$163.67
Quarter-end price
$850.21

Estimated trade prices

Average price in quarters with purchases
$163.67
Average prices in quarters with sales
  • Q1 2026: $780.95 (798K shares sold)
  • Q4 2025: $609.00 (264K shares sold)
  • Q3 2025: $605.60 (121K shares sold)
  • Q2 2025: $416.37 (5K shares sold)
  • Q1 2025: $348.71 (105K shares sold)
  • Q4 2024: $312.60 (79K shares sold)

GEV price vs Management's position

1Y 3Y 5Y MAX
Dates
$100$500$1,000$1,50020252026New position of 3.3M shares · Q2 2024. Average closing price $158.47 · Price range $122.70–$181.453.3MsharespurchasedAdded 611K shares (18.3%) · Q3 2024. Average closing price $192.02 · Price range $160.00–$255.48611KsharespurchasedSold 79K shares (2.0%) · Q4 2024. Average closing price $312.60 · Price range $252.29–$349.4479KsharessoldSold 105K shares (2.7%) · Q1 2025. Average closing price $348.71 · Price range $270.13–$437.71105KsharessoldSold 5K shares (0.1%) · Q2 2025. Average closing price $416.37 · Price range $271.48–$529.155KsharessoldSold 121K shares (3.2%) · Q3 2025. Average closing price $605.60 · Price range $505.07–$664.55121KsharessoldSold 264K shares (7.3%) · Q4 2025. Average closing price $609.00 · Price range $547.96–$720.86264KsharessoldSold 798K shares (23.7%) · Q1 2026. Average closing price $780.95 · Price range $622.50–$942.80798Ksharessold
Average closing price · filing quarter
$780.95
Price range · filing quarter
$622.50 – $942.80
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Reduced −798K −$623M −23.7% 2.6M May 15, 2026
Q4 2025 Reduced −264K −$161M −7.3% 3.4M May 15, 2026
Q3 2025 Reduced −121K −$73M −3.2% 3.6M Nov 14, 2025
Q2 2025 Reduced −5K −$2.0M −0.1% 3.8M Aug 14, 2025
Q1 2025 Reduced −105K −$36M −2.7% 3.8M May 15, 2025
Q4 2024 Reduced −79K −$25M −2.0% 3.9M Feb 14, 2025
Q3 2024 Added +611K +$117M +18.3% 3.9M Nov 14, 2024
Q2 2024 New +3.3M +$528M – 3.3M Aug 14, 2024
Data through Q1 2026 · filed May 15, 2026
8 grouped rows from 8 quarters

Who else owns GEV

FMR LLC
owns 6.8% of shares outstanding
Est. $15.6B · Shares: 18.3M

JPMorgan Chase & Co
owns 2.5% of shares outstanding
Est. $5.7B · Shares: 6.8M

Morgan Stanley
owns 2.4% of shares outstanding
Est. $5.4B · Shares: 6.4M

Capital World Investors
owns 1.6% of shares outstanding
Est. $3.6B · Shares: 4.3M

See all owners of GEV →

More Management positions

Taiwan Semiconductor Manufacturing Company Limited(TSM)
$3.1B
10.8% of portfolio

Lam Research Corporation(LRCX)
$2.1B
7.4% of portfolio

Applied Materials, Inc.(AMAT)
$1.8B
6.2% of portfolio

Broadcom Inc.(AVGO)
$1.7B
5.9% of portfolio

Eaton Corporation plc(ETN)
$1.7B
5.8% of portfolio

Amazon.com, Inc.(AMZN)
$1.6B
5.7% of portfolio

Common questions

Does Coatue Management own GEV?

Yes. As of Q1 2026, Coatue Management disclosed 2.6M shares of GEV, worth $2.2B. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Coatue Management buy GEV?

Coatue Management first disclosed a GEV position in Q2 2024; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Coatue Management sell GEV?

The quarter-by-quarter table above shows each sale and reduction Coatue Management disclosed in GEV. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of GEV does Coatue Management own?

Coatue Management disclosed 2.6M shares of GEV as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Coatue Management pay for GEV?

Coatue Management's estimated average buy price for GEV is $163.67, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.