Bain Capital Public Equity Management II’s GE Vernova GEV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-396,986	Closed	-$131M	–	33
2024 Q4	$131M	Buy	396,986 +178,936	+82%	+$58.9M	5.91%	5
2024 Q3	$55.6M	Sell	218,050 -106,441	-33%	-$27.1M	2.39%	17
2024 Q2	$55.7M	Buy	+324,491	New	+$55.7M	2.3%	17