Which hedge funds own FSLR? FIRST SOLAR INC, Q2 2026 13F holders
77 tracked hedge funds disclosed a position in FSLR (FIRST SOLAR INC) in their Q2 2026 13F filings, worth $2.1bn in total. The largest holder by portfolio weight is Clean Energy Transition LLP at 21.0% of its book. 19 opened a new position this quarter: Panoramic Capital, LLC, Yaupon Capital Management LP, Turas Capital Management LP, Steadfast Capital Management LP. 22 exited: Arosa Capital Management LP, Peconic Partners LLC, Quantitative Investment Management, LLC.
- 77
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 19
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 22
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $137m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $220m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $2.1bn
- Combined value Sum of the holders' reported positions in the security.
- 6.2%
- 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
Exited since the previous filing
| Arosa Capital Management LP | 3.9% | $6.0m |
| Peconic Partners LLC | 1.3% | $77.9m |
| Quantitative Investment Management, LLC | 0.7% | $7.2m |
| FORA Capital, LLC | 0.7% | $9.0m |
| Intercapital, LLC | 0.4% | $789k |
| Mirabella Financial Services LLP | 0.2% | $2.6m |
| Oak Thistle LLC | 0.1% | $1.5m |
| Numerai GP LLC | 0.1% | $1.3m |
| Alphadyne Asset Management LP | 0.1% | $982k |
| Tudor Investment Corp ET AL | 0.1% | $20.9m |
| Greenland Capital Management LP | 0.1% | $542k |
| Polar Capital Holdings Plc | 0.10% | $22.6m |
| Trexquant Investment LP | 0.09% | $12.5m |
| Patton Fund Management, Inc. | 0.06% | $348k |
| Qube Research & Technologies Ltd | 0.05% | $33.1m |
| Gsa Capital Partners LLP | 0.02% | $337k |
| Bridgewater Associates, LP | 0.02% | $4.0m |
| Marshall Wace, LLP | 0.02% | $16.1m |
| Campbell & CO Investment Adviser LLC | 0.02% | $288k |
| Engineers Gate Manager LP | 0.01% | $1.2m |
| Polen Capital | 0.0% | $252k |
| Capstone Investment Advisors, LLC | 0.0% | $209k |
Ownership over time
Who discovered FSLR first? Beta
The run: Q2 2012 → Q2 2014, +372%
| Coatue Management LLC | Q2 2012 | 1.1% | +0.7 pts |
| Ruane, Cunniff & Goldfarb (Sequoia Fund) | Q2 2011 | 0.1% | −1.5 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.