AROSA CAPITAL MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GWH | 950K | $1.79M |
 | NRGV | 525K | $2.42M |
 | CIFR | 397K | $5.86M |
 | BITF | 375K | $881.25K |
 | F | 300K | $3.94M |
 | WULF | 293K | $3.37M |
 | EOSE | 292K | $3.35M |
 | TSSI | 200K | $1.41M |
 | NB | 200K | $1.06M |
 | GILT | 200K | $2.59M |
 | APLD | 200K | $4.90M |
 | ASPI | 200K | $1.07M |
 | DJT | 180K | $2.38M |
 | BEP | 155K | $4.18M |
 | VICR | 135K | $14.80M |
 | E | 110K | $4.17M |
 | WMB | 110K | $6.61M |
 | SEDG | 105K | $3.03M |
 | IREN | 91K | $3.43M |
 | BE | 89K | $7.69M |
ESS Tech, Inc.
GWH
Shares Held
950K
Value
$1.79M
Energy Vault Holdings, Inc.
NRGV
Shares Held
525K
Value
$2.42M
Cipher Mining Inc.
CIFR
Shares Held
397K
Value
$5.86M
Bitfarms Ltd.
BITF
Shares Held
375K
Value
$881.25K
Ford Motor Company
F
Shares Held
300K
Value
$3.94M
TeraWulf Inc.
WULF
Shares Held
293K
Value
$3.37M
Eos Energy Enterprises, Inc.
EOSE
Shares Held
292K
Value
$3.35M
TSS, Inc.
TSSI
Shares Held
200K
Value
$1.41M
NioCorp Developments Ltd.
NB
Shares Held
200K
Value
$1.06M
Gilat Satellite Networks Ltd.
GILT
Shares Held
200K
Value
$2.59M
Applied Digital Corporation
APLD
Shares Held
200K
Value
$4.90M
ASP Isotopes Inc. Common Stock
ASPI
Shares Held
200K
Value
$1.07M
Trump Media & Technology Group Corp.
DJT
Shares Held
180K
Value
$2.38M
Brookfield Renewable Partners L.P.
BEP
Shares Held
155K
Value
$4.18M
Vicor Corporation
VICR
Shares Held
135K
Value
$14.80M
Eni S.p.A.
E
Shares Held
110K
Value
$4.17M
The Williams Companies, Inc.
WMB
Shares Held
110K
Value
$6.61M
SolarEdge Technologies, Inc.
SEDG
Shares Held
105K
Value
$3.03M
IREN Limited
IREN
Shares Held
91K
Value
$3.43M
Bloom Energy Corporation
BE
Shares Held
89K
Value
$7.69M