Arosa Capital Management LP 13F Holdings
CIK 0001596053 · NY, NY
As of Sep 30, 2025, Arosa Capital Management LP reported 58 positions worth $455.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| CAMECO CORP | CCO | Basic Materials | 863,000 | $72.4M | 15.89% |
| TALEN ENERGY CORP | TLN | Utilities | 104,057 | $44.3M | 9.72% |
| SPDR S&P 500 ETF TRUST | SPY | — | 60,000 | $40.0M | 8.78% |
| THE INDUSTRIAL SELECT SECTOR SPDR FUND | XLI | — | 250,000 | $38.6M | 8.47% |
| FIRST SOLAR INC | FSLR | Technology | 132,500 | $29.2M | 6.42% |
| EATON CORP PLC | ETN | Industrials | 70,000 | $26.2M | 5.75% |
| CIPHER MINING INC | CIFR | Financial Services | 1,822,636 | $22.9M | 5.04% |
| IREN LTD | IREN | Financial Services | 424,000 |