Arosa Capital Management Lp Top Holdings and 13F Report (2023) → SHOCKING Crypto Leak… (From Crypto 101 Media) (Ad) About Arosa Capital Management LpInvestment ActivityArosa Capital Management Lp has $169.44 million in total holdings as of September 30, 2023.Arosa Capital Management Lp owns shares of 34 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 35.64% of the portfolio was purchased this quarter.About 64.53% of the portfolio was sold this quarter.This quarter, Arosa Capital Management Lp has purchased 28 new stocks and bought additional shares in 8 stocks.Arosa Capital Management Lp sold shares of 12 stocks and completely divested from 7 stocks this quarter.Largest Holdings nVent Electric $14,069,640Invesco Solar ETF $13,611,000Shoals Technologies Group $13,092,898Clean Energy Fuels $8,605,987Quanta Services $8,287,620 Largest New Holdings this Quarter MYR Group $6,186,250 HoldingEnerSys $6,139,900 HoldingFluence Energy $6,069,000 HoldingNextEra Energy Partners $5,264,000 HoldingGenerac $4,414,900 Holding Largest Purchases this Quarter MYR Group 35,000 shares (about $6.19M)EnerSys 65,000 shares (about $6.14M)Fluence Energy 350,000 shares (about $6.07M)Shoals Technologies Group 524,500 shares (about $5.86M)NextEra Energy Partners 175,000 shares (about $5.26M) Largest Sales this Quarter Enphase Energy 91,300 shares (about $11.05M)First Solar 63,600 shares (about $10.74M)iShares Global Clean Energy ETF 700,000 shares (about $9.79M)Invesco Solar ETF 200,000 shares (about $9.07M)Itron 90,900 shares (about $8.41M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArosa Capital Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVTnVent Electric$14,069,640$844,480 ▼-5.7%186,6008.3%Computer and TechnologyTANInvesco Solar ETF$13,611,000$9,074,000 ▼-40.0%300,0008.0%ETFSHLSShoals Technologies Group$13,092,898$5,863,910 ▲81.1%1,171,1007.7%Oils/EnergyCLNEClean Energy Fuels$8,605,987$1,431,656 ▲20.0%3,211,1895.1%UtilitiesPWRQuanta Services$8,287,620$2,364,180 ▼-22.2%31,9004.9%ConstructionPRIMPrimoris Services$7,002,765$421,443 ▲6.4%164,5004.1%ConstructionATKRAtkore$6,948,140$2,988,652 ▲75.5%36,5004.1%Industrial ProductsMYRGMYR Group$6,186,250$6,186,250 ▲New Holding35,0003.7%UtilitiesENSEnerSys$6,139,900$6,139,900 ▲New Holding65,0003.6%Industrial ProductsFLNCFluence Energy$6,069,000$6,069,000 ▲New Holding350,0003.6%Oils/EnergyFSLRFirst Solar$5,975,520$10,735,680 ▼-64.2%35,4003.5%Oils/EnergyRUNSunrun$5,377,440$1,212,560 ▼-18.4%408,0003.2%Oils/EnergyENPHEnphase Energy$5,286,826$11,045,474 ▼-67.6%43,7003.1%Oils/EnergyNEPNextEra Energy Partners$5,264,000$5,264,000 ▲New Holding175,0003.1%Oils/EnergyCWENClearway Energy$5,063,463$1,604,280 ▲46.4%219,6733.0%Oils/EnergyITRIItron$4,438,369$8,410,067 ▼-65.5%47,9722.6%Computer and TechnologyGNRCGenerac$4,414,900$4,414,900 ▲New Holding35,0002.6%Computer and TechnologyICLNiShares Global Clean Energy ETF$4,194,000$9,786,000 ▼-70.0%300,0002.5%ETFVIPER ENERGY INC$4,076,760$230,760 ▲6.0%106,0002.4%CL ACLHClean Harbors$4,026,200$4,026,200 ▲New Holding20,0002.4%Business ServicesNXTNextracker$3,657,606$3,657,606 ▲New Holding65,0012.2%Oils/EnergyAMRCAmeresco$3,411,137$3,411,137 ▲New Holding141,3652.0%Oils/EnergyPRPermian Resources$3,249,440$423,840 ▲15.0%184,0001.9%Oils/EnergyWCNWaste Connections$3,078,979$189,211 ▲6.5%17,9001.8%Business ServicesCNQCanadian Natural Resources$2,671,200$686,880 ▼-20.5%35,0001.6%Oils/EnergyNXPINXP Semiconductors$2,527,254$842,418 ▼-25.0%10,2001.5%Computer and TechnologyGMGeneral Motors$2,448,900$2,448,900 ▲New Holding54,0001.4%Auto/Tires/TrucksEQTEQT$2,372,480$2,372,480 ▲New Holding64,0001.4%Oils/EnergyARAntero Resources$1,914,000$551,000 ▼-22.4%66,0001.1%Oils/EnergyVLOValero Energy$1,911,728$1,911,728 ▲New Holding11,2001.1%Oils/EnergyRACEFerrari$1,525,790$2,572,046 ▼-62.8%3,5000.9%Auto/Tires/TrucksNET POWER INC$1,210,1760.0%106,2490.7%*W EXP 06/08/202FREYR BATTERY INC$699,612$699,612 ▲New Holding416,4360.4%COM NEWCVXChevron$630,960$630,960 ▲New Holding4,0000.4%Oils/EnergySEDGSolarEdge Technologies$0$22,613,760 ▼-100.0%00.0%Oils/EnergyARRYArray Technologies$0$11,166,960 ▼-100.0%00.0%Oils/EnergySUNRUN INC$0$6,224,560 ▼-100.0%00.0%NOTE 2/0AYAtlantica Sustainable Infrastructure$0$4,682,700 ▼-100.0%00.0%Oils/EnergyXOMExxon Mobil$0$2,999,400 ▼-100.0%00.0%Oils/EnergyGPIGroup 1 Automotive$0$2,072,232 ▼-100.0%00.0%Retail/WholesaleTTTrane Technologies$0$1,463,400 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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