SEC 13F Intelligence

Coatue Management LLC / VRT

Coatue Management LLC’s Vertiv Holdings Co Position

Does Coatue Management LLC own Vertiv Holdings Co (VRT)? Yes — 981.6K shares worth $246M (+0.85% of its 13F portfolio) as of Q1 2026, up from 828.9K shares the prior filed quarter.

Position Value
$246M
Q1 2026
Shares
981.6K
% of Portfolio
+0.85%
Quarters Held
9
currently held

Position History VRT

Reported value by quarter
Q2 ’23: $114MQ2 ’23Q3 ’23: $430MQ4 ’23: $663MQ4 ’23Q1 ’24: $755MQ2 ’24: $783MQ2 ’24Q3 ’24: $768MQ4 ’24: $724MQ4 ’24Q4 ’25: $134MQ1 ’26: $246MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026981.6K$246M+0.85%
Q4 2025828.9K$134M+0.34%
Q4 20246.38M$724M+2.44%
Q3 20247.72M$768M+2.85%
Q2 20249.04M$783M+3.05%
Q1 20249.25M$755M+2.96%
Q4 202313.81M$663M+2.78%
Q3 202311.56M$430M+2.18%
Q2 20234.59M$114M+0.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Coatue Management LLC’s full portfolio or all institutional holders of VRT.