EdgeMarket › What Arosa Capital Management Lp reported owning
What Arosa Capital Management Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
660.4MPositions
68Quarter
2026-03-31Shown below
49largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VICR VICOR CORP | 25.2M | 3.8% | 156.5K | 200.54 | +331.4% |
| ECG Everus Construction Group, Inc. | 10.4M | 1.6% | 88.0K | 125.96 | +68.4% |
| BW Babcock & Wilcox Enterprises, Inc. | 8.4M | 1.3% | 575.0K | 8.28 | +459.5% |
| CCJ CAMECO CORP | 7.1M | 1.1% | 65.2K | 102.51 | +45.5% |
| NXT Nextpower Inc. | 6.0M | 0.9% | 50.0K | 86.18 | +30.3% |
| FSLR FIRST SOLAR, INC. | 6.0M | 0.9% | 30.5K | 214.28 | +3.8% |
| WMB WILLIAMS COMPANIES, INC. | 5.5M | 0.8% | 75.0K | 70.49 | +23.2% |
| PWR QUANTA SERVICES, INC. | 5.2M | 0.8% | 9.4K | 639.34 | +70.1% |
| MPWR MONOLITHIC POWER SYSTEMS, INC. | 4.9M | 0.7% | 4.5K | 1,316.28 | +59.3% |
| AXTI AXT INC | 4.8M | 0.7% | 85.0K | 70.74 | +2718.3% |
| MTZ MASTEC INC | 4.8M | 0.7% | 15.0K | 266.26 | +54.3% |
| ROG ROGERS CORP | 4.7M | 0.7% | 43.6K | 126.55 | +71.0% |
| MTRN MATERION Corp | 3.6M | 0.5% | 25.0K | 231.96 | +111.4% |
| EOSE Eos Energy Enterprises, Inc. | 3.6M | 0.5% | 726.0K | 3.81 | -36.4% |
| SEI Solaris Energy Infrastructure, Inc. | 3.4M | 0.5% | 60.0K | 53.28 | +96.2% |
| STRL STERLING INFRASTRUCTURE, INC. | 3.3M | 0.5% | 8.0K | 516.81 | +88.0% |
| E ENI SPA | 3.1M | 0.5% | 55.0K | 56.47 | +60.3% |
| BE Bloom Energy Corp | 2.9M | 0.4% | 21.7K | 201.45 | +352.6% |
| UUUU ENERGY FUELS INC | 2.8M | 0.4% | 155.0K | 15.14 | +77.5% |
| ENPH Enphase Energy, Inc. | 2.7M | 0.4% | 70.4K | 38.61 | +8.2% |
| FPS Forgent Power Solutions, Inc. | 2.5M | 0.4% | 85.0K | 33.18 | — |
| XLI State Street Industrial Select Sector SPDR ETF | 2.5M | 0.4% | 15.4K | 180.25 | +19.2% |
| IREN IREN Ltd | 2.4M | 0.4% | 70.0K | 41.88 | +111.9% |
| LAC LITHIUM AMERICAS CORP. | 2.2M | 0.3% | 550.0K | 3.14 | +15.0% |
| MWH SOLV Energy, Inc. | 2.0M | 0.3% | 65.7K | 28.34 | — |
| TSSI TSS, Inc. | 2.0M | 0.3% | 150.0K | 8.75 | -43.5% |
| ATOM Atomera Inc | 1.9M | 0.3% | 490.0K | 4.78 | +44.0% |
| NVT nVent Electric plc | 1.8M | 0.3% | 15.0K | 151.98 | +72.6% |
| OPTX SYNTEC OPTICS HOLDINGS, INC. | 1.8M | 0.3% | 250.0K | 8.51 | +491.0% |
| LGN Legence Corp. | 1.7M | 0.3% | 30.0K | 59.37 | — |
| VST Vistra Corp. | 1.5M | 0.2% | 10.2K | 136.21 | -29.4% |
| GWH ESS Tech, Inc. | 1.1M | 0.2% | 910.0K | 0.40 | -74.9% |
| NUCLW Eagle Nuclear Energy Corp. | 1.0M | 0.2% | 750.0K | 0.92 | — |
| BWXT BWX Technologies, Inc. | 1.0M | 0.2% | 5.0K | 156.78 | -4.1% |
| RDW Redwire Corp | 1.0M | 0.2% | 120.0K | 12.02 | +38.2% |
| USAR USA Rare Earth, Inc. | 983.8K | 0.1% | 65.0K | 19.26 | +35.0% |
| HUT Hut 8 Corp. | 938.2K | 0.1% | 20.0K | 80.86 | +262.4% |
| TGEN TECOGEN INC. | 896.0K | 0.1% | 350.0K | 3.42 | -58.2% |
| ASPI ASP Isotopes Inc. | 884.0K | 0.1% | 200.0K | 4.00 | -55.4% |
| CLSK CLEANSPARK, INC. | 851.0K | 0.1% | 100.0K | 11.98 | +26.2% |
| AVAV AeroVironment Inc | 732.2K | 0.1% | 4.0K | 160.22 | -31.0% |
| KULR KULR Technology Group, Inc. | 711.0K | 0.1% | 300.0K | 2.56 | -48.5% |
| KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | 705.1K | 0.1% | 10.0K | 57.17 | -11.0% |
| AOSL ALPHA & OMEGA SEMICONDUCTOR Ltd | 664.8K | 0.1% | 30.0K | 26.39 | +0.4% |
| ASTI Ascent Solar Technologies, Inc. | 591.0K | 0.1% | 150.0K | 3.09 | +33.2% |
| IMSRW Terrestrial Energy Inc. /DE/ | 453.2K | 0.1% | 175.0K | 2.43 | -2.4% |
| FEAM 5E Advanced Materials, Inc. | 280.0K | 0.0% | 200.0K | 1.67 | -60.4% |
| CORZ Core Scientific, Inc./tx | 164.5K | 0.0% | 11.0K | 17.81 | +26.5% |
| unmapped CUSIP 64107A113 | 28.7K | 0.0% | 106.2K | — | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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