Position in RUN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$256,719,249
+$91,559,657 QoQ
Shares Held
19,186,790
+57.5% QoQ
Ownership
7.97%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2
of 394 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in RUN Over Time
Shares Held
Position Value (USD)
Derivatives in RUN
reported options exposure · as of Jun 30, 2026CallValue
$2,257,206
CallShares
168,700
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 Solar
Technology · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $753,185,477 across 15 Solar names. RUN ranks #1 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RUN |
Sunrun Inc.
This page
|
19,186,790 | $256,719,249 | |
| 2 | FSLR |
First Solar, Inc.
|
709,626 | $167,443,349 | |
| 3 | NXT |
Nextpower Inc.
|
1,073,644 | $127,913,944 | |
| 4 | ENPH |
Enphase Energy, Inc.
|
1,671,593 | $82,309,237 | |
| 5 | SEDG |
Solaredge Technologies, Inc.
|
1,288,360 | $75,291,756 | |
| 6 | ARRY |
Array Technologies, Inc.
|
1,947,326 | $14,429,684 | |
| 7 | CSIQ |
Canadian Solar Inc.
|
853,337 | $13,670,457 | |
| 8 | SHLS |
Shoals Technologies Group, Inc.
|
1,279,425 | $12,666,307 |
All Filings in RUN
Export CSV
45 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,719,249 | 19,186,790 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $2,257,206 | 168,700 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $2,287,572 | 168,700 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $5,830,800 | 430,000 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $165,159,592 | 12,179,911 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,104,080 | 168,700 | Call | Defined | 2026-03-25 | |
| 2025-12-31 | $319,392,737 | 17,358,301 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $2,916,823 | 168,700 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $52,635,582 | 3,044,279 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $38,974,255 | 4,764,579 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,517,894 | 2,306,808 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $14,687,639 | 1,587,853 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $47,344,578 | 2,621,516 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $17,064,047 | 1,438,790 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,744,231 | 511,702 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,610,790 | 133,000 | Put | Defined | 2024-05-14 | |
| 2023-12-31 | $11,297,593 | 575,527 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $6,792,584 | 540,811 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $11,534,844 | 645,848 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $10,559,909 | 524,065 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $7,455,500 | 370,000 | Put | Defined | 2024-05-14 | |
| 2022-12-31 | $30,138,877 | 1,254,741 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $1,201,000 | 50,000 | Call | Defined | 2024-05-14 | |
| 2022-09-30 | $37,416,509 | 1,356,162 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $1,379,500 | 50,000 | Call | Defined | 2024-05-14 | |
| 2022-06-30 | $27,994,389 | 1,198,390 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $1,168,000 | 50,000 | Call | Defined | 2024-05-14 | |
| 2022-03-31 | $35,051,808 | 1,154,159 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $3,024,852 | 99,600 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $2,596,510 | 75,700 | Call | Defined | 2022-02-17 | |
| 2021-12-31 | $43,714,732 | 1,274,482 | Shares | Defined | 2022-02-17 | |
| 2021-12-31 | $2,538,200 | 74,000 | Put | Defined | 2022-02-17 | |
| 2021-09-30 | $37,291,760 | 847,540 | Shares | Defined | 2022-01-20 | |
| 2021-09-30 | $3,330,800 | 75,700 | Call | Defined | 2022-01-20 | |
| 2021-06-30 | $4,222,546 | 75,700 | Call | Defined | 2021-08-13 | |
| 2021-06-30 | $34,158,555 | 612,380 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,225,664 | 36,800 | Put | Defined | 2021-05-17 | |
| 2021-03-31 | $50,001,052 | 826,737 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $77,481,710 | 1,116,773 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $38,913,721 | 504,914 | Shares | Defined | 2020-11-13 | |
| 2020-09-30 | $8,223,369 | 106,700 | Put | Defined | 2020-11-13 | |
| 2020-06-30 | $25,719,060 | 1,304,212 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $887,400 | 45,000 | Call | Defined | 2020-08-12 | |
| 2020-03-31 | $454,500 | 45,000 | Call | Defined | 2020-05-15 | |
| 2020-03-31 | $9,933,086 | 983,474 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||