Position in ENPH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$413,906
-$552,417 QoQ
Shares Held
10,947
-59.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ENPH Over Time
Shares Held
Position Value (USD)
Position in Solar
Technology · as of Mar 31, 2026Graham Capital Management, L.P. holds $21,377,189 across 7 Solar names. ENPH ranks #3 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSLR |
First Solar, Inc.
|
99,320 | $19,591,863 | |
| 2 | SEDG |
Solaredge Technologies, Inc.
|
13,093 | $668,397 | |
| 3 | ENPH |
Enphase Energy, Inc.
This page
|
10,947 | $413,906 | |
| 4 | RUN |
Sunrun Inc.
|
24,208 | $328,260 | |
| 5 | SHLS |
Shoals Technologies Group, Inc.
|
31,138 | $204,888 | |
| 6 | TYGO |
Tigo Energy, Inc.
|
31,224 | $117,402 | |
| 7 | FTCI |
FTC Solar, Inc.
|
13,882 | $52,473 |
All Filings in ENPH
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $413,906 | 10,947 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $966,323 | 27,305 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,561,945 | 64,614 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,689,373 | 27,226 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $1,376,389 | 11,377 | Shares | Sole | 2024-05-15 | |
| 2023-03-31 | $9,097,553 | 43,264 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,496,084 | 43,388 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,617,104 | 23,848 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,380,187 | 68,532 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,831,348 | 53,679 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,022,584 | 11,056 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,485,602 | 16,574 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,558,749 | 19,380 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,087,689 | 43,708 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,931,065 | 39,500 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,674,676 | 68,709 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,957,222 | 104,209 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $746,189 | 23,109 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||