Arosa Capital Management LP

Position in ENPH — Enphase Energy, Inc.

CIK 1596053 MIAMI BEACH, FL

Back to ENPH Full portfolio

Position in ENPH

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,661,597

+$2,015,726 QoQ

Shares Held

70,394

+249.3% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

1.78%

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)

Derivatives in ENPH

reported options exposure · as of Mar 31, 2026

CallValue

$3,781,000

CallShares

100,000

PutValue

PutShares

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 Solar

Technology · as of Mar 31, 2026

Arosa Capital Management LP holds $15,291,584 across 4 Solar names. ENPH ranks #3 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NXT	Nextpower Inc.	49,959	$6,022,557
2	FSLR	First Solar, Inc.	30,500	$6,016,430
3	ENPH	Enphase Energy, Inc. This page	70,394	$2,661,597
4	ASTI	Ascent Solar Technologies, Inc.	150,000	$591,000

All Filings in ENPH

Export CSV

27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,661,597	70,394	-29.6%	Shares	Sole	2026-05-15
2026-03-31	$3,781,000	100,000	+396.2%	Call	Sole	2026-05-15
2025-12-31	$645,871	20,152	-89.9%	Shares	Sole	2026-02-17
2025-12-31	$6,410,000	200,000	+300.0%	Call	Sole	2026-02-17
2025-06-30	$1,982,500	50,000	+42.9%	Put	Sole	2025-08-14
2024-09-30	$3,955,700	35,000	-53.3%	Shares	Sole	2024-11-14
2024-06-30	$7,478,250	75,000	+150.0%	Call	Sole	2024-08-14
2024-06-30	$2,991,300	30,000	-31.4%	Shares	Sole	2024-08-14
2024-03-31	$5,286,826	43,700	-67.6%	Shares	Sole	2024-05-15
2023-12-31	$17,838,900	135,000	+592.3%	Shares	Sole	2024-02-14
2022-12-31	$5,166,720	19,500	+30.0%	Shares	Sole	2023-02-14
2022-09-30	$4,162,050	15,000	-62.5%	Shares	Sole	2022-11-14
2022-06-30	$7,809,600	40,000	+33.3%	Call	Sole	2022-08-15
2022-06-30	$5,857,200	30,000	-53.8%	Shares	Sole	2022-08-15
2022-03-31	$13,115,700	65,000	+30.0%	Shares	Sole	2022-05-16
2021-09-30	$7,498,500	50,000	-77.3%	Shares	Sole	2021-11-12
2021-06-30	$40,398,600	220,000	+576.9%	Call	Sole	2021-08-16
2021-06-30	$5,967,975	32,500	-18.8%	Shares	Sole	2021-08-16
2021-03-31	$6,486,400	40,000	-60.0%	Shares	Sole	2021-05-17
2021-03-31	$16,216,000	100,000	-54.5%	Call	Sole	2021-05-17
2020-12-31	$38,603,400	220,000	+450.0%	Call	Sole	2021-02-12
2020-12-31	$7,018,800	40,000	-71.4%	Shares	Sole	2021-02-12
2020-09-30	$11,562,600	140,000	-64.1%	Shares	Sole	2020-11-13
2020-09-30	$32,210,100	390,000	-29.1%	Call	Sole	2020-11-13
2020-06-30	$26,163,500	550,000	+107.7%	Call	Sole	2020-08-14
2020-06-30	$12,596,107	264,791	-28.6%	Shares	Sole	2020-08-14
2020-03-31	$11,979,590	371,000	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.