TAM
Telemark Asset Management’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-120,000
| Closed | -$13.6M | – | 62 |
|
|
2024
Q4 | $13.6M | Buy |
120,000
+90,000
| +300% | +$10.2M | 1.36% | 26 |
|
|
2024
Q3 | $2.98M | Buy |
+30,000
| New | +$2.98M | 0.3% | 54 |
|
|
2024
Q2 | – | Sell |
-50,000
| Closed | -$4.08M | – | 71 |
|
|
2024
Q1 | $4.08M | Buy |
+50,000
| New | +$4.08M | 0.42% | 55 |
|