Arosa Capital Management LP

13F filer · CIK 0001596053

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$561MU.S. long equity reported on 13F

Positions226 new · 32 closed

Net flow last quarter-$110MBuys minus sells

Top 10 positions weight18.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202622 positions
VICRVicor Corp	$47.5M	8.46%	1.06%	-20.1%	Q4 2025
MPWRMonolithic Power Systems, Inc.	$16.6M	2.96%	0.02%	+166.7%	Q1 2026
POWIPower Integrations Inc	$10.5M	1.87%	0.22%	Not reported	Q4 2025
QQnity Electronics, Inc.	$8.17M	1.46%	0.02%	New	Q2 2026
WMBWilliams Companies, Inc.	$4.46M	0.79%	0.00%	-20.0%	Q2 2016
BWBabcock & Wilcox Enterprises, Inc.	$3.88M	0.69%	0.18%	-52.2%	Q1 2026
ROGRogers Corp	$3.6M	0.64%	0.12%	-49.6%	Q1 2026
CEVACeva Inc	$3.3M	0.59%	0.25%	New	Q2 2026
SEISolaris Energy Infrastructure, Inc.	$3.22M	0.57%	Not reported	-33.3%	Q1 2026
AMBAAmbarella Inc	$3M	0.54%	0.08%	New	Q2 2026
FLEXFlex Ltd.	$1.62M	0.29%	0.00%	Not reported	Q1 2021
AXTIAxt Inc	$1.26M	0.22%	0.03%	-79.4%	Q4 2025
MTRNMATERION Corp	$1.19M	0.21%	0.02%	-84.0%	Q1 2026
EOSEEos Energy Enterprises, Inc.	$1.18M	0.21%	0.06%	-72.5%	Q4 2025
KULRKULR Technology Group, Inc.	$1.14M	0.20%	0.65%	Not reported	Q4 2025
NEOVNeoVolta Inc.	$1.01M	0.18%	0.55%	New	Q2 2026
AOSLALPHA & OMEGA SEMICONDUCTOR Ltd	$710K	0.13%	0.05%	-50.0%	Q4 2025
TGENTecogen Inc.	$653K	0.12%	0.41%	-64.3%	Q3 2025
IMSRWTerrestrial Energy Inc.	$592K	0.11%	Not reported	Not reported	Q2 2025
NUCLWEagle Nuclear Energy Corp.	$566K	0.10%	Not reported	-48.0%	Q1 2026
GWHESS Tech, Inc.	$523K	0.09%	1.67%	-39.6%	Q3 2025
NPWRNet Power Inc.	$30.8K	0.01%	2.82%	Not reported	Q2 2023
Q1 2026Reported May 15, 202648 positions
VICRVicor Corp	$25.2M	3.82%	1.33%	+15.9%	Q4 2025
ECGEverus Construction Group, Inc.	$10.4M	1.57%	0.17%	+120.0%	Q2 2025
BWBabcock & Wilcox Enterprises, Inc.	$8.45M	1.28%	0.42%	New	Q1 2026
CCJCameco Corp	$7.08M	1.07%	0.02%	+30.3%	Q4 2024
NXTNextpower Inc.	$6.02M	0.91%	0.04%	+131.2%	Q1 2023
FSLRFirst Solar, Inc.	$6.02M	0.91%	0.03%	+391.5%	Q3 2017
WMBWilliams Companies, Inc.	$5.46M	0.83%	0.01%	-31.8%	Q2 2016
PWRQuanta Services, Inc.	$5.17M	0.78%	0.01%	+20.6%	Q3 2023
MPWRMonolithic Power Systems, Inc.	$4.92M	0.75%	0.01%	New	Q1 2026
AXTIAxt Inc	$4.84M	0.73%	0.15%	+6.3%	Q4 2025
MTZMastec Inc	$4.83M	0.73%	0.02%	Not reported	Q4 2022
ROGRogers Corp	$4.68M	0.71%	0.25%	New	Q1 2026
MTRNMATERION Corp	$3.62M	0.55%	0.12%	New	Q1 2026
EOSEEos Energy Enterprises, Inc.	$3.6M	0.55%	0.21%	+148.6%	Q4 2025
SEISolaris Energy Infrastructure, Inc.	$3.39M	0.51%	Not reported	New	Q1 2026
STRLSterling Infrastructure, Inc.	$3.26M	0.49%	0.03%	+100.0%	Q4 2025
EEni Spa	$3.11M	0.47%	0.00%	-50.0%	Q4 2025
BEBloom Energy Corp	$2.94M	0.45%	0.01%	-75.5%	Q4 2022
UUUUEnergy Fuels Inc	$2.83M	0.43%	0.06%	New	Q1 2026
ENPHEnphase Energy, Inc.	$2.66M	0.40%	0.05%	+249.3%	Q4 2019
FPSForgent Power Solutions, Inc.	$2.49M	0.38%	Not reported	New	Q1 2026
IRENIREN Ltd	$2.4M	0.36%	0.02%	-23.0%	Q2 2025
LACLithium Americas Corp.	$2.17M	0.33%	0.16%	New	Q1 2026
MWHSOLV Energy, Inc.	$1.97M	0.30%	Not reported	New	Q1 2026
TSSITSS, Inc.	$1.95M	0.30%	0.53%	-25.0%	Q4 2025
ATOMAtomera Inc	$1.87M	0.28%	1.27%	New	Q1 2026
NVTnVent Electric plc	$1.77M	0.27%	0.01%	-45.9%	Q1 2023
OPTXSyntec Optics Holdings, Inc.	$1.76M	0.27%	0.68%	Not reported	Q4 2025
LGNLegence Corp.	$1.69M	0.26%	Not reported	-25.0%	Q4 2025
VSTVistra Corp.	$1.53M	0.23%	0.00%	Not reported	Q1 2025
GWHESS Tech, Inc.	$1.06M	0.16%	3.26%	-4.2%	Q3 2025
NUCLWEagle Nuclear Energy Corp.	$1.04M	0.16%	Not reported	New	Q1 2026
BWXTBWX Technologies, Inc.	$1.02M	0.15%	0.01%	-75.0%	Q1 2025
RDWRedwire Corp	$1.02M	0.15%	0.06%	New	Q1 2026
USARUSA Rare Earth, Inc.	$984K	0.15%	0.03%	New	Q1 2026
HUTHut 8 Corp.	$938K	0.14%	0.02%	-76.5%	Q4 2025
TGENTecogen Inc.	$896K	0.14%	1.17%	Not reported	Q3 2025
ASPIASP Isotopes Inc.	$884K	0.13%	0.16%	Not reported	Q4 2025
CLSKCleanspark, Inc.	$851K	0.13%	0.04%	New	Q1 2026
AVAVAeroVironment Inc	$732K	0.11%	0.01%	New	Q1 2026
KULRKULR Technology Group, Inc.	$711K	0.11%	0.65%	Not reported	Q4 2025
KTOSKratos Defense & Security Solutions, Inc.	$705K	0.11%	0.01%	New	Q1 2026
AOSLALPHA & OMEGA SEMICONDUCTOR Ltd	$665K	0.10%	0.10%	Not reported	Q4 2025
ASTIAscent Solar Technologies, Inc.	$591K	0.09%	1.59%	New	Q1 2026
IMSRWTerrestrial Energy Inc.	$453K	0.07%	Not reported	-36.4%	Q2 2025
FEAM5E Advanced Materials, Inc.	$280K	0.04%	0.48%	New	Q1 2026
CORZCore Scientific, Inc./tx	$164K	0.02%	0.00%	Not reported	Q2 2025
NPWRNet Power Inc.	$28.7K	0.00%	2.82%	Not reported	Q2 2023
Q4 2025Reported Feb 17, 202653 positions
VICRVicor Corp	$14.8M	1.86%	1.15%	New	Q4 2025
ORAOrmat Technologies, Inc.	$9.17M	1.15%	0.14%	+591.7%	Q4 2020
BEBloom Energy Corp	$7.69M	0.97%	0.04%	+2113.3%	Q4 2022
WMBWilliams Companies, Inc.	$6.61M	0.83%	0.01%	+189.5%	Q2 2016
ETNEaton Corp plc	$6.37M	0.80%	0.01%	Not reported	Q4 2022
CIFRCipher Digital Inc.	$5.86M	0.74%	0.10%	+1654.8%	Q2 2025
VRTVertiv Holdings Co	$5.67M	0.71%	0.01%	Not reported	Q2 2024
APLDApplied Digital Corp.	$4.9M	0.62%	0.07%	+1328.6%	Q3 2025
CCJCameco Corp	$4.58M	0.58%	0.01%	+31.6%	Q4 2024
BEPBrookfield Renewable Partners L.P.	$4.18M	0.53%	0.06%	New	Q4 2025
EEni Spa	$4.17M	0.52%	0.00%	New	Q4 2025
FFord Motor Co	$3.94M	0.49%	0.01%	New	Q4 2025
HUTHut 8 Corp.	$3.9M	0.49%	0.08%	New	Q4 2025
BWXTBWX Technologies, Inc.	$3.46M	0.43%	0.02%	+25.0%	Q1 2025
IRENIREN Ltd	$3.43M	0.43%	0.03%	+910.1%	Q2 2025
ECGEverus Construction Group, Inc.	$3.42M	0.43%	0.08%	+60.0%	Q2 2025
WULFTerawulf Inc.	$3.37M	0.42%	0.07%	New	Q4 2025
EOSEEos Energy Enterprises, Inc.	$3.35M	0.42%	0.09%	New	Q4 2025
PWRQuanta Services, Inc.	$3.3M	0.41%	0.01%	+42.0%	Q3 2023
MTZMastec Inc	$3.26M	0.41%	0.02%	+114.3%	Q4 2022
SEDGSolaredge Technologies, Inc.	$3.03M	0.38%	0.17%	Not reported	Q4 2021
NVTnVent Electric plc	$2.83M	0.36%	0.02%	Not reported	Q1 2023
GILTGilat Satellite Networks Ltd	$2.59M	0.33%	0.27%	New	Q4 2025
MPMP Materials Corp. / DE	$2.53M	0.32%	0.03%	New	Q4 2025
NRGVEnergy Vault Holdings, Inc.	$2.42M	0.30%	0.31%	New	Q4 2025
DJTTrump Media & Technology Group Corp.	$2.38M	0.30%	0.07%	New	Q4 2025
VNOMViper Energy, Inc.	$2.32M	0.29%	Not reported	+20.0%	Q1 2019
CEGConstellation Energy Corp	$2.12M	0.27%	0.00%	-42.9%	Q2 2025
NXTNextpower Inc.	$1.88M	0.24%	0.02%	Not reported	Q1 2023
TRGPTarga Resources Corp.	$1.85M	0.23%	0.00%	-28.6%	Q3 2016
GWHESS Tech, Inc.	$1.79M	0.22%	4.25%	+40.7%	Q3 2025
TGENTecogen Inc.	$1.73M	0.22%	1.17%	+21.7%	Q3 2025
LGNLegence Corp.	$1.72M	0.22%	Not reported	New	Q4 2025
FSLRFirst Solar, Inc.	$1.62M	0.20%	0.01%	-37.9%	Q3 2017
PRIMPrimoris Services Corp	$1.49M	0.19%	0.02%	Not reported	Q3 2023
RACEFerrari N.V.	$1.48M	0.19%	0.00%	-42.9%	Q3 2020
POWIPower Integrations Inc	$1.42M	0.18%	0.07%	New	Q4 2025
TSSITSS, Inc.	$1.41M	0.18%	0.72%	New	Q4 2025
AXTIAxt Inc	$1.31M	0.16%	0.14%	New	Q4 2025
STRLSterling Infrastructure, Inc.	$1.22M	0.15%	0.01%	New	Q4 2025
GMGeneral Motors Co	$1.22M	0.15%	0.00%	Not reported	Q1 2021
EQTEQT Corp	$1.07M	0.13%	0.00%	-47.4%	Q4 2014
ASPIASP Isotopes Inc.	$1.07M	0.13%	0.18%	New	Q4 2025
NBNiocorp Developments Ltd	$1.06M	0.13%	0.17%	New	Q4 2025
GNRCGenerac Holdings Inc.	$1.02M	0.13%	0.01%	Not reported	Q1 2020
KULRKULR Technology Group, Inc.	$888K	0.11%	0.65%	New	Q4 2025
KNKnowles Corp	$771K	0.10%	0.04%	-35.7%	Q3 2025
LEUCentrus Energy Corp	$728K	0.09%	0.02%	Not reported	Q4 2024
OPTXSyntec Optics Holdings, Inc.	$715K	0.09%	0.68%	New	Q4 2025
ENPHEnphase Energy, Inc.	$646K	0.08%	0.02%	Not reported	Q4 2019

Q3 2025Reported Nov 14, 202543 positions
NXPINXP Semiconductors N.V.	$5.24M	1.15%	0.01%	-4.2%	Q1 2023
CEGConstellation Energy Corp	$3.46M	0.76%	0.00%	+5.0%	Q2 2025
RACEFerrari N.V.	$3.4M	0.75%	0.00%	-36.4%	Q3 2020
CCJCameco Corp	$3.19M	0.70%	0.01%	-83.7%	Q4 2024
BWXTBWX Technologies, Inc.	$2.95M	0.65%	0.02%	+100.0%	Q1 2025
IMSRWTerrestrial Energy Inc.	$2.7M	0.59%	Not reported	Not reported	Q2 2025
TGENTecogen Inc.	$2.53M	0.56%	0.96%	New	Q3 2025
WMBWilliams Companies, Inc.	$2.41M	0.53%	0.00%	-51.9%	Q2 2016
TRGPTarga Resources Corp.	$2.35M	0.52%	0.01%	-51.2%	Q3 2016
PWRQuanta Services, Inc.	$2.28M	0.50%	0.00%	Not reported	Q3 2023
FSLRFirst Solar, Inc.	$2.21M	0.48%	0.01%	+127.3%	Q3 2017
ECGEverus Construction Group, Inc.	$2.14M	0.47%	0.05%	-74.2%	Q2 2025
EQTEQT Corp	$2.07M	0.45%	0.01%	-47.2%	Q4 2014
SLBSLB Limited	$2.06M	0.45%	0.00%	Not reported	Q3 2017
VNOMViper Energy, Inc.	$1.91M	0.42%	Not reported	Not reported	Q1 2019
TLNTalen Energy Corp	$1.73M	0.38%	0.01%	-42.0%	Q2 2025
KMIKinder Morgan, Inc.	$1.7M	0.37%	0.00%	Not reported	Q2 2015
MTZMastec Inc	$1.49M	0.33%	0.01%	-65.0%	Q4 2022
CTRACentra Software Inc	$1.42M	0.31%	Not reported	Not reported	Q4 2014
ANAutonation, Inc.	$1.31M	0.29%	0.02%	Not reported	Q3 2024
GPIGroup 1 Automotive Inc	$1.31M	0.29%	0.02%	-54.6%	Q1 2023
KNKnowles Corp	$1.31M	0.29%	0.07%	New	Q3 2025
FCELFuelcell Energy Inc	$1.17M	0.26%	0.46%	New	Q3 2025
ORAOrmat Technologies, Inc.	$1.16M	0.25%	0.02%	Not reported	Q4 2020
ARRYArray Technologies, Inc.	$1.12M	0.25%	0.09%	Not reported	Q3 2022
IMSRTerrestrial Energy Inc.	$1.07M	0.23%	0.17%	-88.4%	Q2 2025
GWHESS Tech, Inc.	$1.03M	0.23%	4.39%	New	Q3 2025
SVIISpring Valley Acquisition Corp. II	$801K	0.18%	Not reported	New	Q3 2025
LBRTLiberty Energy Inc.	$740K	0.16%	Not reported	Not reported	Q3 2020
ONOn Semiconductor Corp	$740K	0.16%	0.00%	New	Q3 2025
NXENexGen Energy Ltd.	$716K	0.16%	0.01%	-88.8%	Q4 2024
MPCMarathon Petroleum Corp	$694K	0.15%	0.00%	-40.0%	Q1 2015
ISOUIsoEnergy Ltd.	$609K	0.13%	Not reported	-62.3%	Q2 2025
VLOValero Energy Corp	$511K	0.11%	0.00%	Not reported	Q4 2018
WWRWestwater Resources, Inc.	$427K	0.09%	0.49%	New	Q3 2025
IRENIREN Ltd	$422K	0.09%	Not reported	-97.2%	Q2 2025
RIOTRiot Platforms, Inc.	$343K	0.08%	0.00%	New	Q3 2025
BEBloom Energy Corp	$338K	0.07%	0.00%	Not reported	Q4 2022
AGXArgan Inc	$338K	0.07%	0.01%	-72.2%	Q1 2025
VSTVistra Corp.	$325K	0.07%	0.00%	-93.9%	Q1 2025
APLDApplied Digital Corp.	$321K	0.07%	0.01%	New	Q3 2025
CIFRCipher Digital Inc.	$285K	0.06%	0.01%	-92.5%	Q2 2025
NPWRNet Power Inc.	$79.7K	0.02%	2.82%	Not reported	Q2 2023

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