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Arosa Capital Management LP - Portfolio Stock Holdings

Arosa Capital Management LP disclosed 74 stock positions in a recent SEC 13F filing. $152,941,699 of stock holdings were filed, with the largest holdings including VICR, ECG, and BW. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $856,576,690 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

March 31, 2026

No. of Stocks:

74

Est. Stock Holding Value:

$152,941,699

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Arosa Capital Management LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Arosa Capital Management LP

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Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.