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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PRIMPrimoris Svcs Corp
Recent Activity
3.21%
$8.282M
142,600 shares@ $58.08 avg price
SHLSShoals Technologies Group In
Recent Activity
Increased 58.42%
2.94%
$7.574M
1.35M shares@ $5.61 avg price
OKLOOklo Inc
Recent Activity
Increased 82.65%
2.51%
$6.472M
800,000 shares@ $8.09 avg price
AMRCAmeresco Inc
Recent Activity
Decreased -29.16%
2.33%
$5.99M
157,886 shares@ $37.95 avg price
ATKRAtkore Inc
Recent Activity
New Position
1.97%
$5.084M
60,000 shares@ $84.74 avg price
RUNSunrun Inc
Recent Activity
Decreased -39.1%
1.78%
$4.584M
253,800 shares@ $18.06 avg price
ENPHEnphase Energy Inc
Recent Activity
Decreased -66.66%
1.54%
$3.956M
35,000 shares@ $113.02 avg price
NVTNvent Electric Plc
Recent Activity
1.28%
$3.281M
46,700 shares@ $70.26 avg price
RACEFerrari N V
Recent Activity
Decreased -16.45%
1.21%
$3.103M
6,600 shares@ $470.11 avg price
FCXFreeport-mcmoran Inc
Recent Activity
New Position
0.97%
$2.496M
50,000 shares@ $49.92 avg price