Arosa Capital Management LP - Q42025 Holdings

Arosa Capital Management LP holds 66 stocks with a total portfolio value of $ 795.48M as of Q42025. In Q42025, Arosa Capital Management LP added 35 new positions, increased stakes in 22 stocks, reduced 6 holdings, and fully exited 27 positions. The largest holding is Invesco Qqq Tr (QQQ), representing 8.49% of the total portfolio.