Holdings
Arosa Capital Management LP
As of Jun 30, 2026, Arosa Capital Management LP reported 18 positions worth US$112M. Largest: Vicor Corporation, Monolithic Power Systems, Inc. and Power Integrations, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vicor Corporation | 125K | US$47.5M | −31,500 | Jun 30, 2026 |
| Monolithic Power Systems, Inc. | 12,000 | US$16.6M | +7,500 | Jun 30, 2026 |
| Power Integrations, Inc. | 125K | US$10.5M | new | Jun 30, 2026 |
| Qnity Electronics, Inc. | 50,000 | US$8.17M | new | Jun 30, 2026 |
| Williams Companies, Inc. (the) | 60,000 | US$4.46M | −15,000 | Jun 30, 2026 |
| Babcock & Wilcox Enterprises, Inc. | 275K | US$3.88M | −300K | Jun 30, 2026 |
| Rogers Corporation | 22,000 | US$3.6M | −21,612 | Jun 30, 2026 |
| Ceva, Inc. | 70,000 | US$3.3M | new | Jun 30, 2026 |
| Solaris Energy Infrastructure, Inc. | 40,000 | US$3.22M | −20,000 | Jun 30, 2026 |
| Ambarella, Inc. | 35,000 | US$3M | new | Jun 30, 2026 |