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Arosa Capital Management LP

Arosa Capital Management LP is an Investment Adviser institutional filer with the SEC under CIK 1596053, reporting 22 portfolio positions, with 21 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-14

Top 10 portfolio positions

The largest reported holdings in Arosa Capital Management LP's most recent 13F filing, ranked by reported market value.

  1. VICOR CORP (VICR)
  2. MONOLITHIC PWR SYS INC (MPWR)
  3. POWER INTEGRATIONS INC (POWI)
  4. QNITY ELECTRONICS INC (Q)
  5. WILLIAMS COS INC (WMB)
  6. BABCOCK & WILCOX ENTERPRISES (BW)
  7. ROGERS CORP (ROG)
  8. CEVA INC (CEVA)
  9. SOLARIS ENERGY INFRAS INC (SEI)
  10. AMBARELLA INC (AMBA)
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