Arosa Capital Management LP - Q12026 Holdings

Arosa Capital Management LP holds 61 stocks with a total portfolio value of $ 660.39M as of Q12026. In Q12026, Arosa Capital Management LP added 22 new positions, increased stakes in 9 stocks, reduced 24 holdings, and fully exited 27 positions. The largest holding is State Str Spdr S&P 500 Etf T (SPY), representing 23.63% of the total portfolio.