Arosa Capital Management LP Portfolio Holdings

Arosa Capital Management LP

  • $271 Billion
  • Q1 2025

Arosa Capital Management LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $271 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ge Vernova Inc with a value of $17.5B, Cameco Corp with a value of $14B, Mirion Technologies, Inc. with a value of $12.6B, Mastec Inc with a value of $10.6B, and First Solar, Inc. with a value of $9.89B.

Examining the 13F form we can see an increase of $21.5B in the current position value, from $249B to 271B.

Arosa Capital Management LP is based out at Ny, NY

Below you can find more details about Arosa Capital Management LP portfolio as well as his latest detailed transactions.

Portfolio value $271 Billion
Industrials: $94.3 Billion
Energy: $73.8 Billion
Technology: $24.6 Billion
ETFs: $22.3 Billion
Utilities: $9.09 Billion
Consumer Cyclical: $2.97 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $271 Billion
  • Prior Value $249 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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