Filer Name: AROSA CAPITAL MANAGEMENT LP
CIK: 1596053
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 42
Portfolio Value: $0.25B

Arosa Capital Management Lp Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
FSLR US FIRST SOLAR INC 120,000 $21M 8.49% 212.5% Call
CCJ US CAMECO CORP 400,000 $21M 8.25% 100.0% Call
GEV US GE VERNOVA INC 46,000 $15M 6.07% -41.8% -
ICLN US ISHARES GLOBAL CLEAN ENERGY 1,300,000 $15M 5.94% 85.7% Put
CCJ US CAMECO CORP 276,000 $14M 5.69% 100.0% -
PRIM US PRIMORIS SERVICES CORP 143,600 $11M 4.40% 0.7% -
ETN US EATON CORP PLC 32,000 $11M 4.26% 100.0% -
ETN US EATON CORP PLC 27,500 $9M 3.66% 100.0% Put
FSLR US FIRST SOLAR INC 49,500 $9M 3.50% 212.5% -
MIR US MIRION TECHNOLOGIES INC 493,000 $9M 3.45% 100.0% -
OKLO US OKLO INC 375,000 $8M 3.19% 87.5% Call
OKLO US OKLO INC 350,000 $7M 2.98% 87.5% -
XOP US SPDR S&P OIL & GAS EXP & PR 56,000 $7M 2.97% 100.0% Call
AMTM US AMENTUM HOLDINGS INC 350,000 $7M 2.95% 100.0% -
CWEN US CLEARWAY ENERGY INC-C 270,300 $7M 2.82% -12.1% -
OIH US VANECK OIL SERVICES ETF 25,000 $7M 2.72% -58.3% Call
SHLS US SHOALS TECHNOLOGIES GROUP -A 1,121,616 $6M 2.49% 124.3% -
NPWR US NET POWER INC 583,837 $6M 2.48% 209.1% -
ENS US ENERSYS 63,900 $6M 2.37% -28.1% -
URA US GLOBAL X URANIUM ETF 175,000 $5M 1.88% 100.0% Put
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