Universe · entity
Arosa Capital Management LP
Institutional manager (13F) · CIK 1596053
13F holdings · as of 2026-03-31 · top 49 · reported portfolio $154M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VICOR CORP | $25M | 156,500 |
| 2 | EVERUS CONSTR GROUP | $10M | 88,000 |
| 3 | BABCOCK & WILCOX ENTERPRISES | $8M | 575,000 |
| 4 | CAMECO CORP | $7M | 65,205 |
| 5 | NEXTPOWER INC | $6M | 49,959 |
| 6 | FIRST SOLAR INC | $6M | 30,500 |
| 7 | WILLIAMS COS INC | $5M | 75,000 |
| 8 | QUANTA SVCS INC | $5M | 9,418 |
| 9 | MONOLITHIC PWR SYS INC | $5M | 4,500 |
| 10 | AXT INC | $5M | 85,000 |
| 11 | MASTEC INC | $5M | 15,000 |
| 12 | ROGERS CORP | $5M | 43,612 |
| 13 | MATERION CORP | $4M | 25,000 |
| 14 | EOS ENERGY ENTERPRISES INC | $4M | 726,033 |
| 15 | SOLARIS ENERGY INFRAS INC | $3M | 60,000 |
| 16 | STERLING INFRASTRUCTURE INC | $3M | 8,000 |
| 17 | ENI SPA | $3M | 55,000 |
| 18 | BLOOM ENERGY CORP | $3M | 21,692 |
| 19 | ENERGY FUELS INC | $3M | 155,000 |
| 20 | ENPHASE ENERGY INC | $3M | 70,394 |
| 21 | FORGENT POWER SOLUTIONS INC | $2M | 85,000 |
| 22 | SELECT SECTOR SPDR TR | $2M | 15,354 |
| 23 | IREN LIMITED | $2M | 69,975 |
| 24 | LITHIUM AMERS CORP NEW | $2M | 550,000 |
| 25 | SOLV ENERGY INC | $2M | 65,686 |
| 26 | TSS INC DEL | $2M | 150,000 |
| 27 | ATOMERA INC | $2M | 490,000 |
| 28 | NVENT ELEC PLC | $2M | 15,000 |
| 29 | SYNTEC OPTICS HLDGS INC | $2M | 250,000 |
| 30 | LEGENCE CORP | $2M | 30,000 |
| 31 | VISTRA CORP | $2M | 10,205 |
| 32 | ESS TECH INC | $1M | 910,000 |
| 33 | EAGLE NUCLEAR ENERGY CORP | $1M | 750,000 |
| 34 | BWX TECHNOLOGIES INC | $1M | 5,000 |
| 35 | REDWIRE CORPORATION | $1M | 120,000 |
| 36 | USA RARE EARTH INC | $984k | 65,000 |
| 37 | HUT 8 CORP | $938k | 20,000 |
| 38 | TECOGEN INC NEW | $896k | 350,000 |
| 39 | ASP ISOTOPES INC | $884k | 200,000 |
| 40 | CLEANSPARK INC | $851k | 100,000 |
| 41 | AEROVIRONMENT INC | $732k | 4,000 |
| 42 | KULR TECHNOLOGY GROUP INC | $711k | 300,000 |
| 43 | KRATOS DEFENSE & SEC SOLUTIO | $705k | 10,000 |
| 44 | ALPHA & OMEGA SEMICONDUCTOR | $665k | 30,000 |
| 45 | ASCENT SOLAR TECHNOLOGIES IN | $591k | 150,000 |
| 46 | TERRESTRIAL ENERGY INC | $453k | 175,000 |
| 47 | 5E ADVANCED MATERIALS INC | $280k | 200,000 |
| 48 | CORE SCIENTIFIC INC NEW | $164k | 10,993 |
| 49 | NET POWER INC | $29k | 106,249 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.