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Arosa Capital Management LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Arosa Capital Management LP
报告期 2026-03-31 · CIK 0001596053
持仓数
68
前50大市值合计
$647.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 79 项
建仓 22
增持 18
减持 11
清仓 28
方向
标的
Δ市值
现股数(环比)
减持
XLE
SELECT SECTOR SPDR TR
-$112.0M
200,000
-91%
增持
ICLN
ISHARES TR
+$44.3M
4,346,000
+89%
减持
—
ROYAL DUTCH SHELL PLC
-$18.2M
226,773
-64%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
—
ZIM INTEGRATED SHIPPING SERVIC
-$16.2M
0
-100%
清仓
—
LI-CYCLE HOLDINGS CORP
-$13.1M
0
-100%
清仓
—
VINE ENERGY INC
-$11.0M
0
-100%
建仓
ELMSQ
ELECTRIC LAST MILE SOLUTNS I
+$10.9M
1,554,166
减持
OVV
OVINTIV INC
-$10.9M
218,340
-61%
建仓
ATKR
ATKORE INC
+$9.5M
85,000
清仓
AR
ANTERO RESOURCES CORP
-$9.2M
0
-100%
增持
—
ARCHAEA ENERGY INC
+$8.6M
550,000
+633%
建仓
EQT
EQT CORP
+$8.1M
370,000
减持
VLO
VALERO ENERGY CORP
-$8.1M
33,760
-77%
减持
FSLR
FIRST SOLAR INC
-$8.0M
20,000
-80%
增持
TAN
INVESCO EXCH TRADED FD TR II
+$8.0M
300,000
+50%
建仓
SEDG
SOLAREDGE TECHNOLOGIES INC
+$7.7M
27,500
增持
COP
CONOCOPHILLIPS
+$7.7M
200,000
+100%
清仓
ENPH
ENPHASE ENERGY INC
-$7.5M
0
-100%
清仓
—
PIONEER NAT RES CO
-$6.3M
0
-100%
建仓
—
DENBURY INC
+$5.9M
77,090
清仓
—
BUNGE LIMITED
-$5.6M
0
-100%
清仓
—
COVANTA HLDG CORP
-$5.5M
0
-100%
建仓
GNRC
GENERAC HLDGS INC
+$5.3M
15,000
清仓
—
ARCHAEA ENERGY INC
-$4.7M
0
-100%
清仓
DAR
DARLING INGREDIENTS INC
-$4.7M
0
-100%
清仓
—
RICE ACQUISITION CORP II
-$4.4M
0
-100%
清仓
—
CIMAREX ENERGY CO
-$4.4M
0
-100%
建仓
—
RICE ACQUISITION CORP II
+$4.3M
425,000
减持
AMRC
AMERESCO INC
-$4.3M
37,500
-70%
清仓
FTV
FORTIVE CORP
-$3.9M
0
-100%
清仓
MVST
MICROVAST HOLDINGS INC
-$3.3M
0
-100%
清仓
GPRE
GREEN PLAINS INC
-$3.3M
0
-100%
建仓
—
TE CONNECTIVITY LTD
+$3.2M
20,000
清仓
PCAR
PACCAR INC
-$3.2M
0
-100%
建仓
XIFR
NEXTERA ENERGY PARTNERS LP
+$3.0M
35,000
清仓
FF
FUTUREFUEL CORP
-$2.9M
0
-100%
增持
—
APTIV PLC
+$2.7M
30,000
+100%
清仓
—
AZURE POWER GLOBAL LTD
-$2.6M
0
-100%
增持
GM
GENERAL MOTORS CO
+$2.6M
201,470
+15%
增持
—
RENEWABLE ENERGY GROUP INC
+$2.5M
177,090
+77%
建仓
CLNE
CLEAN ENERGY FUELS CORP
+$2.5M
400,000
清仓
—
GREEN PLAINS INC
-$2.4M
0
-100%
增持
CWEN
CLEARWAY ENERGY INC
+$2.4M
150,000
+50%
建仓
CSIQ
CANADIAN SOLAR INC
+$2.3M
75,000
清仓
ENS
ENERSYS
-$2.2M
0
-100%
清仓
—
FORTISTAR SUSTAINABLE SOL CO
-$2.0M
0
-100%
清仓
ORA
ORMAT TECHNOLOGIES INC
-$2.0M
0
-100%
建仓
—
FORTISTAR SUSTAINABLE SOL CO
+$1.9M
200,000
建仓
—
FTC SOLAR INC
+$1.9M
250,000
增持
ALGM
ALLEGRO MICROSYSTEMS INC
+$1.9M
135,400
+42%
建仓
—
SUNPOWER CORP
+$1.8M
85,000
增持
—
MARATHON OIL CORP
+$1.7M
605,648
+1%
清仓
—
CHAMPIONX CORPORATION
-$1.6M
0
-100%
减持
TRGP
TARGA RES CORP
-$1.5M
65,000
-35%
减持
AMSC
AMERICAN SUPERCONDUCTOR CORP
-$1.5M
250,000
-14%
增持
RUN
SUNRUN INC
-$1.5M
175,000
+3%
清仓
BEEM
BEAM GLOBAL
-$1.4M
0
-100%
建仓
—
POWER & DIGITAL INFRA ACQ CO
+$1.4M
125,000
清仓
—
POWER & DIGITAL INFRA ACQ CO
-$1.4M
0
-100%
增持
OXY/WS
OCCIDENTAL PETE CORP
+$1.3M
1,116,675
+4%
清仓
MNTK
MONTAUK RENEWABLES INC
-$1.1M
0
-100%
增持
FANG
DIAMONDBACK ENERGY INC
+$1.1M
75,830
+1%
建仓
—
RICE ACQUISITION CORP II
+$1.1M
106,249
减持
BP
BP PLC
-$1.0M
244,600
-11%
建仓
—
FORTISTAR SUSTAINABLE SOL CO
+$977.0K
100,000
建仓
—
SNOW LAKE RES LTD
+$763.0K
132,500
增持
MWA
MUELLER WTR PRODS INC
+$728.0K
156,260
+56%
清仓
—
SUSTAINABLE DEVELOPMENT ACQU I CO
-$725.0K
0
-100%
建仓
—
SUSTAINABLE DEVELP ACQU I CO
+$700.0K
71,900
增持
BKR
BAKER HUGHES COMPANY
+$626.0K
334,390
+11%
建仓
BLNK
BLINK CHARGING CO
+$486.0K
18,348
增持
—
INFRA AND ENERGY ALTRNTIVE I
+$481.0K
425,000
+42%
清仓
FLUX
FLUX PWR HLDGS INC
-$381.0K
0
-100%
建仓
—
SUSTAINABLE DEVELP ACQU I CO
+$351.0K
35,949
减持
CVX
CHEVRON CORP NEW
+$350.0K
93,750
-11%
建仓
—
POWER & DIGITAL INFRA ACQ CO
+$316.0K
31,249
增持
GFL
GFL ENVIRONMENTAL INC
+$221.0K
50,000
+11%
减持
CAT
CATERPILLAR INC
+$136.0K
47,090
-6%
增持
WLDN
WILLDAN GROUP INC
+$16.0K
80,000
+2%