AROSA CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GWH | 910K | $1.06M |
 | EOSE | 726K | $3.60M |
 | BW | 575K | $8.45M |
 | LAC | 550K | $2.17M |
 | ATOM | 490K | $1.87M |
 | OPTX | 250K | $1.76M |
 | ASPI | 200K | $884.00K |
 | FEAM | 200K | $280.00K |
 | VICR | 157K | $25.20M |
 | TSSI | 150K | $1.95M |
 | RDW | 120K | $1.02M |
 | CLSK | 100K | $851.00K |
 | ECG | 88K | $10.39M |
 | AXTI | 85K | $4.84M |
Forgent Power Solutions, Inc. | FPS | 85K | $2.49M |
 | WMB | 75K | $5.46M |
 | ENPH | 70K | $2.66M |
 | IREN | 70K | $2.40M |
 | CCJ | 65K | $7.08M |
 | USAR | 65K | $983.77K |
ESS Tech, Inc.
GWH
Shares Held
910K
Value
$1.06M
Eos Energy Enterprises, Inc.
EOSE
Shares Held
726K
Value
$3.60M
Babcock & Wilcox Enterprises, Inc.
BW
Shares Held
575K
Value
$8.45M
Lithium Americas Corp.
LAC
Shares Held
550K
Value
$2.17M
Atomera Incorporated
ATOM
Shares Held
490K
Value
$1.87M
Syntec Optics Holdings, Inc.
OPTX
Shares Held
250K
Value
$1.76M
ASP Isotopes Inc. Common Stock
ASPI
Shares Held
200K
Value
$884.00K
5E Advanced Materials Inc.
FEAM
Shares Held
200K
Value
$280.00K
Vicor Corporation
VICR
Shares Held
157K
Value
$25.20M
TSS, Inc.
TSSI
Shares Held
150K
Value
$1.95M
Redwire Corporation
RDW
Shares Held
120K
Value
$1.02M
CleanSpark, Inc.
CLSK
Shares Held
100K
Value
$851.00K
Everus Construction Group, Inc.
ECG
Shares Held
88K
Value
$10.39M
AXT, Inc.
AXTI
Shares Held
85K
Value
$4.84M
Forgent Power Solutions, Inc.
FPS
Shares Held
85K
Value
$2.49M
The Williams Companies, Inc.
WMB
Shares Held
75K
Value
$5.46M
Enphase Energy, Inc.
ENPH
Shares Held
70K
Value
$2.66M
IREN Limited
IREN
Shares Held
70K
Value
$2.40M
Cameco Corporation
CCJ
Shares Held
65K
Value
$7.08M
USA Rare Earth Inc
USAR
Shares Held
65K
Value
$983.77K