Institutions / Arosa Capital Management LP
Arosa Capital Management LP
CIK 1596053 · Institution · as of Dec 31, 2025
Portfolio value
$155.87M
Positions
54
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 54 →
| Company | Value | % of portfolio |
|---|---|---|
| Vicor Corp | $14.80M | 9.5% |
| Ormat Technologies Inc | $9.17M | 5.9% |
| Bloom Energy Corp | $7.69M | 4.9% |
| Williams Cos Inc/The | $6.61M | 4.2% |
| Eaton Corp plc | $6.37M | 4.1% |
| Cipher Digital Inc. | $5.86M | 3.8% |
| Vertiv Holdings Co | $5.67M | 3.6% |
| Applied Digital Corp | $4.90M | 3.1% |
| Cameco Corp | $4.58M | 2.9% |
| Brookfield Renewable Partner | $4.18M | 2.7% |
| Eni S P a | $4.17M | 2.7% |
| Ford Motor Co | $3.94M | 2.5% |
| Hut 8 Corp. | $3.90M | 2.5% |
| BWX Technologies, Inc. | $3.46M | 2.2% |
| Iren Limited | $3.43M | 2.2% |
| Everus Construction Group, Inc. | $3.42M | 2.2% |
| Terawulf Inc. | $3.37M | 2.2% |
| Eos Energy Enterprises, Inc. | $3.35M | 2.1% |
| Quanta Services Inc | $3.30M | 2.1% |
| Mastec Inc | $3.26M | 2.1% |
| Solaredge Technologies, Inc. | $3.03M | 1.9% |
| nVent Electric plc | $2.83M | 1.8% |
| Gilat Satellite Networks Ltd | $2.59M | 1.7% |
| MP Materials Corp. / DE | $2.53M | 1.6% |
| Energy Vault Holdings, Inc.NRGV | $2.42M | 1.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.