Institutional Fund
Arosa Capital Management LP
Miami Beach, FLCIK 15960535 filings on record
Portfolio Value
$153.59M
Q1 2026
Holdings
49
Reported positions
New Buys
21
Opened this quarter
QoQ Change
-1.5%
from $155.87M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vicor Corp16.4%
- Everus Constr Group6.8%
- Babcock & Wilcox Enterprises5.5%
- Cameco Corp4.6%
- Nextracker Inc3.9%
- First Solar Inc3.9%
- Other58.9%
Portfolio Holdings
49 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vicor Corp | 156.5K | $25.20M | 16.4% | +21.5K | Added |
| 2 | Everus Constr Group | 88.0K | $10.39M | 6.8% | +48.0K | Added |
| 3 | Babcock & Wilcox Enterprises | 575.0K | $8.45M | 5.5% | +575.0K | New |
| 4 | Cameco Corp | 65.2K | $7.08M | 4.6% | +15.2K | Added |
| 5 | Nextracker Inc | 50.0K | $6.02M | 3.9% | +28.4K | Added |
| 6 | First Solar Inc | 30.5K | $6.02M | 3.9% | +24.3K | Added |
| 7 | Williams Cos Inc | 75.0K | $5.46M | 3.6% | −35.0K | Reduced |
| 8 | Quanta Svcs Inc | 9.4K | $5.17M | 3.4% | +1.6K | Added |
| 9 | Monolithic Pwr Sys Inc | 4.5K | $4.92M | 3.2% | +4.5K | New |
| 10 | Axt Inc | 85.0K | $4.84M | 3.2% | +5.0K | Added |
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