Position in POWI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,470,000
+$9,048,400 QoQ
Shares Held
125,000
+212.5% QoQ
Ownership
0.224%
of shares outstanding
% of Portfolio
9.23%
of 13F equity value
Holder Rank
#58
of 370 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in POWI Over Time
Shares Held
Position Value (USD)
Derivatives in POWI
reported options exposure · as of Jun 30, 2026CallValue
$12,564,000
CallShares
150,000
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 Semiconductors
Technology · as of Jun 30, 2026Arosa Capital Management LP holds $31,069,470 across 4 Semiconductors names. POWI ranks #2 (33.7% of the industry book) .
All Filings in POWI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,564,000 | 150,000 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $10,470,000 | 125,000 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $1,421,600 | 40,000 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||