WhaleCreep

Which hedge funds own ENPH? ENPHASE ENERGY INC, Q2 2026 13F holders

TechnologySolar

68 tracked hedge funds disclosed a position in ENPH (ENPHASE ENERGY INC) in their Q2 2026 13F filings, worth $855.5m in total. The largest holder by portfolio weight is Palo Duro Investment Partners, LP at 6.3% of its book. 31 opened a new position this quarter: Palo Duro Investment Partners, LP, Potrero Capital Research LLC, 12 West Capital Management LP, HITE Hedge Asset Management LLC. 26 exited: Arosa Capital Management LP, Cartenna Capital, LP, Encompass Capital Advisors LLC.

68
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
31
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
26
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$148m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$179m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$855m
Combined value
Sum of the holders' reported positions in the security.
5.5%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

68 rows
Palo Duro Investment Partners, LP Hedge fund6.3%$32.7m663,389–new
Potrero Capital Research LLC Hedge fund2.6%$4.2m85,840–new
Westerly Capital Management, LLC Hedge fund2.5%$13.5m275,000−31%reduced
Slate Path Capital LP Hedge fund1.8%$127m2.59m+184%added
SIR Capital Management, L.P. Hedge fund1.2%$10.9m220,508+180%added
Ardsley Advisory Partners LP Hedge fund1.2%$10.8m220,000+159%added
12 West Capital Management LP Hedge fund0.9%$4.9m100,000–new
HITE Hedge Asset Management LLC Hedge fund0.9%$16.6m336,483–new
Ground Swell Capital, LLC Hedge fund0.6%$592k12,024–new
Apis Capital Advisors, LLC Hedge fund0.3%$3.4m70,000–new
Lepercq De Neuflize Asset Management LLC Hedge fund0.3%$492k10,0000.0%held
Graham Capital Management, L.P. Hedge fund0.3%$9.8m199,018+1718%added
ArrowMark Colorado Holdings LLC Hedge fund0.2%$5.9m118,842–new
Landscape Capital Management, L.L.C. Hedge fund0.2%$3.6m72,451+569%added
Sender Co & Partners, Inc. Hedge fund0.2%$443k9,005–new
Twin Tree Management, LP Hedge fund0.2%$1.1m23,262+13%added
Two Sigma Investments, LP Hedge fund0.2%$229m4.66m−15%reduced
Coatue Management LLC Hedge fund0.2%$76.7m1.56m−5.5%reduced
Engineers Gate Manager LP Hedge fund0.1%$8.7m176,080–new
Freestone Grove Partners LP Hedge fund0.1%$16.5m334,620–new
Wolverine Asset Management LLC Hedge fund0.1%$7.7m156,369−38%reduced
Stevens Capital Management LP Hedge fund0.09%$382k7,759−67%reduced
Dark Forest Capital Management LP Hedge fund0.09%$1.4m28,496+84%added
Lighthouse Investment Partners, LLC Hedge fund0.09%$2.9m58,243+432%added
Trexquant Investment LP Hedge fund0.09%$13.9m281,375+31%added
Old West Investment Management, LLC Hedge fund0.08%$785k15,948–new
Capital Fund Management S.A. Hedge fund0.08%$11.0m223,280−40%reduced
CenterBook Partners LP Hedge fund0.08%$1.6m32,146−82%reduced
Y-Intercept (Hong Kong) Ltd Hedge fund0.07%$3.5m71,807–new
Caption Management, LLC Hedge fund0.07%$1.9m39,000−29%reduced
Mariner Investment Group LLC Hedge fund0.06%$246k5,000–new
Entropy Technologies, LP Hedge fund0.05%$1.3m26,775–new
Quantitative Investment Management, LLC Hedge fund0.05%$449k9,132−45%reduced
Millennium Management LLC Hedge fund0.05%$71.1m1.44m+512%added
Alyeska Investment Group, L.P. Hedge fund0.04%$15.1m307,233−95%reduced
111 Capital Hedge fund0.04%$225k4,571–new
Qsemble Capital Management, LP Hedge fund0.04%$293k5,950–new
Tudor Investment Corp ET AL Hedge fund0.04%$8.9m180,536–new
Pilgrim Partners Asia Pte Ltd Hedge fund0.04%$81.7k1,660–new
Fox Run Management, L.L.C. Hedge fund0.03%$208k4,222–new
Jain Global LLC Hedge fund0.03%$2.6m51,950–new
Squarepoint Ops LLC Hedge fund0.03%$15.4m313,745–new
SummitTX Capital, L.P. Hedge fund0.03%$1.1m22,143−72%reduced
Campbell & CO Investment Adviser LLC Hedge fund0.02%$474k9,625−80%reduced
Gsa Capital Partners LLP Hedge fund0.02%$362k7,350−35%reduced
Brevan Howard Capital Management LP Hedge fund0.02%$1.4m29,403+199%added
D. E. Shaw & Co., Inc. Hedge fund0.02%$32.6m661,058−72%reduced
Renaissance Technologies LLC Hedge fund0.02%$14.6m296,400−67%reduced
Citadel Advisors LLC Hedge fund0.02%$34.7m704,923−70%reduced
Edgestream Partners, L.P. Hedge fund0.02%$646k13,111−19%reduced