Arosa Capital Management LP

Est. AUM

$660.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF TPUT	TR UNIT	$156.1M	240000	23.63%	SOLE
2	INVESCO QQQ TRPUT	UNIT SER 1	$92.3M	160000	13.98%	SOLE
3	QUANTA SVCS INCCALL	COM	$76.9M	140000	11.64%	SOLE
4	IREN LIMITEDCALL	ORDINARY SHARES	$32.7M	955000	4.96%	SOLE
5	SELECT SECTOR SPDR TRPUT	STATE STREET IND	$32.3M	200000	4.90%	SOLE
6	VICOR CORP	COM	$25.2M	156500	3.82%	SOLE
7	MASTEC INCCALL	COM	$24.1M	75000	3.65%	SOLE
8	VICOR CORPCALL	COM	$16.1M	100000	2.44%	SOLE
9	VANECK ETF TRUSTCALL	SEMICONDUCTR ETF	$14.4M	37500	2.18%	SOLE
10	INVESCO EXCH TRADED FD TR IICALL	SOLAR ETF	$11.1M	200000	1.69%	SOLE
11	EVERUS CONSTR GROUP	COM	$10.4M	88000	1.57%	SOLE
12	GLOBAL X FDSCALL	GLOBAL X URANIUM	$9.7M	200000	1.47%	SOLE
13	GE VERNOVA INCCALL	COM	$8.7M	10000	1.32%	SOLE
14	BABCOCK & WILCOX ENTERPRISES	COM	$8.4M	575000	1.28%	SOLE
15	CAMECO CORP	COM	$7.1M	65205	1.07%	SOLE
16	TALEN ENERGY CORPCALL	COM	$6.4M	20000	0.97%	SOLE
17	NEXTPOWER INC	CLASS A COM	$6.0M	49959	0.91%	SOLE
18	FIRST SOLAR INC	COM	$6.0M	30500	0.91%	SOLE
19	CONSTELLATION ENERGY CORPCALL	COM	$5.6M	20000	0.85%	SOLE
20	WILLIAMS COS INC	COM	$5.5M	75000	0.83%	SOLE
21	QUANTA SVCS INC	COM	$5.2M	9418	0.78%	SOLE
22	MONOLITHIC PWR SYS INC	COM	$4.9M	4500	0.75%	SOLE
23	AXT INC	COM	$4.8M	85000	0.73%	SOLE
24	MASTEC INC	COM	$4.8M	15000	0.73%	SOLE
25	ROGERS CORP	COM	$4.7M	43612	0.71%	SOLE
26	EXPAND ENERGY CORPORATIONCALL	COM	$4.4M	40000	0.66%	SOLE
27	TERAWULF INCCALL	COM	$4.3M	300000	0.66%	SOLE
28	ENPHASE ENERGY INCCALL	COM	$3.8M	100000	0.57%	SOLE
29	MATERION CORP	COM	$3.6M	25000	0.55%	SOLE
30	EOS ENERGY ENTERPRISES INC	COM CL A	$3.6M	726033	0.55%	SOLE
31	SOLARIS ENERGY INFRAS INC	COM CL A	$3.4M	60000	0.51%	SOLE
32	CAMECO CORPCALL	COM	$3.3M	30000	0.49%	SOLE
33	STERLING INFRASTRUCTURE INC	COM	$3.3M	8000	0.49%	SOLE
34	CIPHER DIGITAL INCCALL	COM	$3.2M	250000	0.49%	SOLE
35	ENI SPA	SPONSORED ADR	$3.1M	55000	0.47%	SOLE
36	BLOOM ENERGY CORP	COM CL A	$2.9M	21692	0.45%	SOLE
37	ENERGY FUELS INC	COM NEW	$2.8M	155000	0.43%	SOLE
38	ENPHASE ENERGY INC	COM	$2.7M	70394	0.40%	SOLE
39	FORGENT POWER SOLUTIONS INC	COM SHS CL A	$2.5M	85000	0.38%	SOLE
40	SELECT SECTOR SPDR TR	STATE STREET IND	$2.5M	15354	0.38%	SOLE
41	IREN LIMITED	ORDINARY SHARES	$2.4M	69975	0.36%	SOLE
42	LITHIUM AMERS CORP NEW	COM SHS	$2.2M	550000	0.33%	SOLE
43	SOLV ENERGY INC	COM SHS CL A	$2.0M	65686	0.30%	SOLE
44	TSS INC DEL	COM	$2.0M	150000	0.30%	SOLE
45	ATOMERA INC	COM	$1.9M	490000	0.28%	SOLE
46	NVENT ELEC PLC	SHS	$1.8M	15000	0.27%	SOLE
47	SYNTEC OPTICS HLDGS INC	CL A	$1.8M	250000	0.27%	SOLE
48	LEGENCE CORP	CL A	$1.7M	30000	0.26%	SOLE
49	VISTRA CORP	COM	$1.5M	10205	0.23%	SOLE
50	SHOALS TECHNOLOGIES GROUP INCALL	CL A	$1.3M	200000	0.20%	SOLE

1–50 of 68

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.