Position in BE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,939,049
-$4,753,496 QoQ
Shares Held
21,692
-75.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Derivatives in BE
reported options exposure · as of Dec 31, 2025CallValue
$20,853,600
CallShares
240,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026Arosa Capital Management LP holds $12,763,022 across 6 Electrical Equipment & Parts names. BE ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EOSE |
Eos Energy Enterprises, Inc.
|
726,033 | $3,601,123 | |
| 2 | BE |
Bloom Energy Corp
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|
21,692 | $2,939,049 | |
| 3 | FPS |
Forgent Power Solutions, Inc.
|
85,000 | $2,487,950 | |
| 4 | NVT |
nVent Electric plc
|
15,000 | $1,774,200 | |
| 5 | GWH |
ESS Tech, Inc.
|
910,000 | $1,064,700 | |
| 6 | TGEN |
Tecogen Inc.
|
350,000 | $896,000 |
All Filings in BE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,939,049 | 21,692 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,853,600 | 240,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $7,692,545 | 88,532 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $338,280 | 4,000 | Shares | Sole | 2025-11-14 | |
| 2023-09-30 | $2,877,420 | 217,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,270,000 | 200,000 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $1,434,000 | 75,000 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||