Arosa Capital Management LP

Position in FLEX — Flex Ltd.

CIK 1596053 MIAMI BEACH, FL

Position in FLEX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,620,700

-$9,192,503 QoQ

Shares Held

10,000

-98.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.43%

of 13F equity value

Holder Rank

#491

of 1,102 holders

Holding Since

Mar 2021

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Arosa Capital Management LP holds $53,838,260 across 4 Electronic Components names. FLEX ranks #3 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICR	Vicor Corp	125,000	$47,472,500
2	ROG	Rogers Corp	22,000	$3,602,060
3	FLEX	Flex Ltd. This page	10,000	$1,620,700
4	KULR	KULR Technology Group, Inc.	300,000	$1,143,000

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,620,700	10,000	-97.9%	Shares	Sole	2026-08-14
2023-03-31	$10,813,203	469,934	+36.9%	Shares	Sole	2023-05-15
2022-12-31	$7,368,498	343,360	+128.9%	Shares	Sole	2023-02-14
2021-03-31	$2,746,491	150,000	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.