Arosa Capital Management LP — 13F holdings

Arosa Capital Management LP reported 52 holdings worth $561M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. VICR VICOR CORP — $101M (17.9%)
  2. SPY SPDR S&P 500 ETF TR — $59.7M (10.6%)
  3. SMH VANECK ETF TRUST — $59.0M (10.5%)
  4. ENPH ENPHASE ENERGY INC — $32.7M (5.8%)
  5. IREN IREN LIMITED — $32.5M (5.8%)
  6. MPWR MONOLITHIC PWR SYS INC — $27.6M (4.9%)
  7. POWI POWER INTEGRATIONS INC — $23.0M (4.1%)
  8. QQQ Invesco Qqq Tr — $22.1M (3.9%)
  9. APLD APPLIED DIGITAL CORP — $20.1M (3.6%)
  10. RUN SUNRUN INC — $16.1M (2.9%)