Arosa Capital Management LP: 13F holdings
CIK 15960532026Q2
| Positions | 45 |
|---|---|
| Reported value | $561.1m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VICR VICOR CORP | 125,000 | $47.5m | 8.5% |
| MPWR MONOLITHIC PWR SYS INC | 12,000 | $16.6m | 3.0% |
| POWI POWER INTEGRATIONS INC | 125,000 | $10.5m | 1.9% |
| Q QNITY ELECTRONICS INC | 50,000 | $8.2m | 1.5% |
| WMB WILLIAMS COS INC | 60,000 | $4.5m | 0.8% |
| BW BABCOCK & WILCOX ENTERPRISES | 275,000 | $3.9m | 0.7% |
| ROG ROGERS CORP | 22,000 | $3.6m | 0.6% |
| CEVA CEVA INC | 70,000 | $3.3m | 0.6% |
| SEI SOLARIS ENERGY INFRAS INC | 40,000 | $3.2m | 0.6% |
| AMBARELLA INC | 35,000 | $3.0m | 0.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1596053")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.