SailingStone Capital Partners’s Energy Vault NRGV Stock Holding History

SailingStone Capital Partners’s Portfolio NRGV Stock Details NRGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21M	Buy	4,469,075 +24,058	+0.5%	+$108K	3.94%	9
2026 Q1	$14.7M	Sell	4,445,017 -492,983	-10%	-$2.03M	3.33%	9
2025 Q4	$22.8M	Sell	4,938,000 -2,009,922	-29%	-$7.69M	5.66%	7
2025 Q3	$20.6M	Sell	6,947,922 -1,259,406	-15%	-$2.07M	5.4%	6
2025 Q2	$5.88M	Hold	8,207,328	–	–	1.55%	11
2025 Q1	$5.71M	Hold	8,207,328	–	–	2.12%	11
2024 Q4	$18.7M	Hold	8,207,328	–	–	6.21%	8
2024 Q3	$7.88M	Buy	8,207,328 +59,930	+0.7%	+$60.3K	2.48%	11
2024 Q2	$7.74M	Hold	8,147,398	–	–	2.74%	12
2024 Q1	$14.6M	Buy	8,147,398 +1,241,795	+18%	+$2.17M	5.29%	9
2023 Q4	$16.1M	Sell	6,905,603 -189,341	-3%	-$437K	5.93%	8
2023 Q3	$17.9M	Buy	7,094,944 +2,351,839	+50%	+$7.04M	5.25%	8
2023 Q2	$13.2M	Buy	4,743,105 +413,045	+10%	+$870K	3.69%	10
2023 Q1	$8.83M	Buy	4,330,060 +376,732	+10%	+$1.28M	3.15%	10
2022 Q4	$15.8M	Sell	3,953,328 -235,684	-6%	-$874K	5.29%	7
2022 Q3	$22.1M	Buy	4,189,012 +316,538	+8%	+$1.72M	5.75%	6
2022 Q2	$16.8M	Buy	3,872,474 +2,635,116	+213%	+$34.2M	4.31%	9
2022 Q1	$19.7M	Buy	+1,237,358	New	+$14.1M	4.1%	7

Other funds holding NRGV

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Scoggin Management New York $935M AUM 301.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

WDOM

Wasserstein Debt Opportunities Management New York $264M AUM 188.78% 1-Year Est. Return

SailingStone Capital Partners's NRGV Position: Q2 2026 in Review

SailingStone Capital Partners increased its Energy Vault (NRGV) stake by 0.54% in Q2 2026, buying an estimated $108K and bringing the position to 4,469,075 shares worth $21M. The position accounts for 3.94% of the portfolio, ranked #9.

SailingStone Capital Partners first reported a position in NRGV in Q1 2022 and has held it in 18 quarters since. The position peaked at $22.8M in Q4 2025. 173 funds tracked by Wall St. Rank hold NRGV as of Q2 2026.

SailingStone Capital Partners held 4,469,075 shares of Energy Vault worth $21M as of Q2 2026.
SailingStone Capital Partners bought 24,058 Energy Vault shares in Q2 2026, an estimated $108K.
Energy Vault made up 3.94% of SailingStone Capital Partners's portfolio in Q2 2026, its #9 holding.
SailingStone Capital Partners first reported a position in Energy Vault in Q1 2022 and has held it in 18 quarters since.
SailingStone Capital Partners's Energy Vault position peaked at $22.8M in Q4 2025.
173 funds tracked by Wall St. Rank held Energy Vault as of Q2 2026.

Based on SailingStone Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.