Vertiv Holdings (VRT) Sees Robust Growth Ahead as AI Infrastructure Spending Accelerates
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 279,992 | $93,746,921 | -7% | 2.14% |
| 2. | Navellier & Associates Louis Navellier | 99,894 | $33,446,429 | +6% | 2.65% |
| 3. | Fisher Asset Management Ken Fisher | 18,944 | $6,343,029 | +8% | 0% |
| 4. | 17,100 | $5,725,422 | -28% | 0.02% | |
| 5. | Aubrey Capital Management Andrew Dalrymple And Barry Mccorkell | 13,700 | $4,585,250 | -14% | 2.87% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $21.18 | 35,001 | $741,321.18 | 105,814 | 2023-06-09 | Filing | |
| $13.99 | 71,600 | $1,001,684.00 | 71,600 | 2022-11-03 | Filing | |
| $13.47 | 13,000 | $175,110.00 | 220,679 | 2022-03-18 | Filing | |
| $12.39 | 15,000 | $185,850.00 | 167,912 | 2022-03-16 | Filing | |
| $11.50 | 10,000 | $115,000.00 | 152,912 | 2022-03-03 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $250.46 | 1,900 | $475,874.00 | 16,500 | 2026-03-06 | Filing | |
| $249.58 | 2,491 | $621,703.78 | 18,400 | 2026-03-06 | Filing | |
| $248.56 | 12,758 | $3,171,128.48 | 20,891 | 2026-03-06 | Filing | |
| $247.64 | 10,162 | $2,516,517.68 | 33,649 | 2026-03-06 | Filing | |
| $246.60 | 13,306 | $3,281,259.60 | 43,811 | 2026-03-06 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,381,476 | $797,365,770 | 0.13% | |
| 2. | 1,916,632 | $641,726,724 | 0.79% | |
| 3. | 1,878,379 | $628,225,280 | 0.6% | |
| 4. | 1,405,200 | $470,489,064 | 0.11% | |
| 5. | 1,325,407 | $443,772,671 | 0.27% |