Stock Taper 
AROSA CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Babcock & Wilcox Enterprises, Inc. | BW | 275K | $3.88M |
 Eos Energy Enterprises, Inc. | EOSE | 200K | $1.18M |
 Power Integrations, Inc. | POWI | 125K | $10.47M |
 Vicor Corporation | VICR | 125K | $47.47M |
 CEVA, Inc. | CEVA | 70K | $3.3M |
 The Williams Companies, Inc. | WMB | 60K | $4.46M |
 Qnity Electronics, Inc. | Q | 50K | $8.17M |
 Solaris Energy Infrastructure, Inc. | SEI | 40K | $3.22M |
 Ambarella, Inc. | AMBA | 35K | $3M |
 Rogers Corporation | ROG | 22K | $3.6M |
 AXT, Inc. | AXTI | 17.5K | $1.26M |
 Alpha and Omega Semiconductor Limited | AOSL | 15K | $709.95K |
 Monolithic Power Systems, Inc. | MPWR | 12K | $16.59M |
 Flex Ltd. | FLEX | 10K | $1.62M |
 Materion Corporation | MTRN | 4K | $1.19M |