Daniel Radden
@Arosa Capital Management Lp
Latest period2024 - Q3ReportedManaged Assets$258.149MTotal holdings32
Assets growth rate49.14%Assets growth rate (2-Q avg)25.65%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Arosa Capital Management Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 32 positions.
Assets under management
The assets under management (AUM) of Arosa Capital Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 258.149M in assets, with a quarterly growth rate of 49.14% and a 2-quarter average growth rate of 25.65%. The portfolio is managed by Daniel Radden, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
TANInvesco Exch Traded Fd Tr Ii
| 20.04% | $51.732M↑ Call 1.2M shares@ $43.11 avg price | Increased 71.43% |
OIHVaneck Etf Trust
| 13.19% | $34.045M↑ Call 120,000 shares@ $283.71 avg price | New Position |
ICLNIshares Tr
| 9.68% | $24.973M↑ Call 1.7M shares@ $14.69 avg price | New Position |
GEVGe Vernova Inc
| 7.82% | $20.169M 79,100 shares@ $254.98 avg price | Decreased -17.08% |
NXTNextracker Inc
| 3.92% | $10.112M 269,800 shares@ $37.48 avg price | Increased 107.86% |
CLNEClean Energy Fuels Corp
| 3.72% | $9.582M 3.081M shares@ $3.12 avg price | Decreased -4.04% |
FSLRFirst Solar Inc
| 3.72% | $9.578M 38,400 shares@ $249.44 avg price | New Position |
CWENClearway Energy Inc
| 3.66% | $9.439M 307,673 shares@ $30.69 avg price | |
PWRQuanta Svcs Inc
| 3.53% | $9.094M 30,500 shares@ $298.15 avg price | |
ENSEnersys
| 3.52% | $9.072M 88,900 shares@ $102.05 avg price |