Arosa Capital Management LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Arosa Capital Management LP held in its portfolio 66 assets valued at $795,478,618 (i.e. $795.48M).
The most valuable assets in the portfolio included: INVESCO QQQ TR ($67.57M), EATON CORP PLC ($55.74M), and FIRST SOLAR INC ($53.87M).
The chart below shows the top 10 valuable assets, and the table below shows the top 66 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Arosa Capital Management LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO QQQ TR | 110000 | 67574100 | UNIT SER 1 |
| EATON CORP PLC | 175000 | 55739250 | SHS |
| FIRST SOLAR INC | 206206 | 53867193 | COM |
| QUANTA SVCS INC | 97808 | 41280844 | COM |
| TALEN ENERGY CORP | 110000 | 41232400 | COM |
| SELECT SECTOR SPDR TR | 250000 | 38780000 | STATE STREET IND |
| CIPHER MINING INC | 2597207 | 38334775 | COM |
| VISTRA CORP | 235000 | 37912550 | COM |
| IREN LIMITED | 940912 | 35538246 | ORDINARY SHARES |
| TERAWULF INC | 3002870 | 34502976 | COM |
| CAMECO CORP | 375025 | 34311037 | COM |
| BLOOM ENERGY CORP | 328532 | 28546145 | COM CL A |
| CORE SCIENTIFIC INC NEW | 1850000 | 26936000 | COM |
| SUNRUN INC | 1300000 | 23920000 | COM |
| EOS ENERGY ENTERPRISES INC | 1942113 | 22256615 | COM CL A |
| VERTIV HOLDINGS CO | 95000 | 15390950 | COM CL A |
| VICOR CORP | 135000 | 14796000 | COM |
| NEXTPOWER INC | 161608 | 14077673 | CLASS A COM |
| GE VERNOVA INC | 20000 | 13071400 | COM |
| EQT CORP | 220000 | 11792000 | COM |
| APPLIED DIGITAL CORP | 450000 | 11034000 | COM NEW |
| GLOBAL X FDS | 220000 | 9400600 | GLOBAL X URANIUM |
| ORMAT TECHNOLOGIES INC | 83000 | 9169010 | COM |
| VALKYRIE ETF TRUST II | 200000 | 7654000 | COINSHARES BITCN |
| SOLAREDGE TECHNOLOGIES INC | 255000 | 7356750 | COM |
| GENERAL MTRS CO | 90000 | 7318800 | COM |
| ENPHASE ENERGY INC | 220152 | 7055872 | COM |
| WILLIAMS COS INC | 110000 | 6612100 | COM |
| HALLIBURTON CO | 200000 | 5652000 | COM |
| CLEANSPARK INC | 500000 | 5060000 | COM NEW |
| BROOKFIELD RENEWABLE PARTNER | 155000 | 4180350 | PARTNERSHIP UNIT |
| ENI S P A | 110000 | 4173400 | SPONSORED ADR |
| FORD MTR CO | 300000 | 3936000 | COM |
| HUT 8 CORP | 85000 | 3904900 | COM |
| BWX TECHNOLOGIES INC | 20000 | 3456800 | COM |
| EVERUS CONSTR GROUP | 40000 | 3422400 | COM |
| MASTEC INC | 15000 | 3260550 | COM |
| NVENT ELECTRIC PLC | 27722 | 2826812 | SHS |
| GILAT SATELLITE NETWORKS LTD | 200000 | 2588000 | SHS NEW |
| MP MATERIALS CORP | 50000 | 2526000 | COM CL A |
| ENERGY VAULT HOLDINGS INC | 525000 | 2420250 | COM |
| TRUMP MEDIA & TECHNOLOGY GRO | 180000 | 2383200 | COM |
| VIPER ENERGY INC | 60000 | 2317800 | CL A |
| CONSTELLATION ENERGY CORP | 6000 | 2119620 | COM |
| T1 ENERGY INC | 300000 | 2004000 | COM NEW |
| TARGA RES CORP | 10000 | 1845000 | COM |
| ESS TECH INC | 950000 | 1786000 | COM NEW |
| TECOGEN INC NEW | 350000 | 1729000 | COM NEW |
| LEGENCE CORP | 40000 | 1721600 | CL A |
| PRIMORIS SVCS CORP | 12000 | 1489680 | COM |
| FERRARI N V | 4000 | 1478240 | COM |
| POWER INTEGRATIONS INC | 40000 | 1421600 | COM |
| TSS INC DEL | 200000 | 1414000 | COM |
| AXT INC | 80000 | 1308000 | COM |
| STERLING INFRASTRUCTURE INC | 4000 | 1224920 | COM |
| ASP ISOTOPES INC | 200000 | 1070000 | COM |
| NIOCORP DEVS LTD | 200000 | 1060000 | COM NEW |
| GENERAC HLDGS INC | 7500 | 1022775 | COM |
| KULR TECHNOLOGY GROUP INC | 300000 | 888000 | COM |
| BITFARMS LTD | 375000 | 881250 | COM |
| KNOWLES CORP | 36000 | 771480 | COM |
| CENTRUS ENERGY CORP | 3000 | 728280 | CL A |
| SYNTEC OPTICS HLDGS INC | 250000 | 715000 | CL A |
| ALPHA & OMEGA SEMICONDUCTOR | 30000 | 594300 | SHS |
| TERRESTRIAL ENERGY INC | 275000 | 583000 | *W EXP 10/28/203 |
| NET POWER INC | 106249 | 53125 | *W EXP 06/08/202 |
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