Valiant Capital Management’s GE Vernova GEV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$85.8M	Buy	162,153 +7,200	+5%	+$3.81M	4.7%	4
2025 Q1	$47.3M	Buy	154,953 +20,663	+15%	+$6.31M	3.46%	6
2024 Q4	$44.2M	Buy	134,290 +42,490	+46%	+$14M	2.8%	6
2024 Q3	$23.4M	Buy	+91,800	New	+$23.4M	1.29%	15