account_balance
Investment manager · 13F filer · SEC CIK 1596053
Arosa Capital Management LP
Reported value$115Mas of Jun 30, 2026
Positions22 6 new, 33 sold out
Top 10 weight90.9%VICR alone is 41%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VICRVicor Corp
41.4%Trimmed −20%
MPWRMonolithic PWR Sys Inc
14.5%Added +167%
POWIPower Integrations Inc
9.1%New
QQnity Electronics Inc
7.1%New
WMBWilliams Cos Inc
3.9%Trimmed −20%
BWBabcock & Wilcox Enterprises
3.4%Trimmed −52%
ROGRogers Corp
3.1%Trimmed −50%
CEVACeva Inc
2.9%New
SEI2.8%AMBAAmbarella Inc
2.6%New
FLEX1.4%AXTI1.1%VICRVicor Corp
41.4%Trimmed −20%
MPWRMonolithic PWR Sys Inc
14.5%Added +167%
POWIPower Integrations Inc
9.1%New
Q7.1%WMB3.9%BW3.4%ROG3.1%CEVA2.9%SEI2.8%AMBA2.6%FLEXAXTIBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VICR Vicor Corp 41.4% Trimmed −20%MPWR Monolithic PWR Sys Inc 14.5% Added +167%POWI Power Integrations Inc 9.1% NewQ Qnity Electronics Inc 7.1% NewWMB Williams Cos Inc 3.9% Trimmed −20%BW Babcock & Wilcox Enterprises 3.4% Trimmed −52%ROG Rogers Corp 3.1% Trimmed −50%CEVA Ceva Inc 2.9% NewSEI Solaris Energy Infras Inc 2.8% Trimmed −33%AMBA Ambarella Inc 2.6% NewFLEX Flex Ltd 1.4% NewAXTI Axt Inc 1.1% Trimmed −79%
What changed