Arosa Capital Management’s SolarEdge SEDG Stock Holding History

Arosa Capital Management’s Portfolio SEDG Stock Details SEDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-105,000	Closed	-$3.03M	–	103
2025 Q4	$3.03M	Buy	+105,000	New	+$3.66M	0.38%	49
2024 Q1	–	Sell	-141,600	Closed	-$13.3M	–	40
2023 Q4	$13.3M	Buy	+141,600	New	+$12.9M	5.97%	5
2023 Q3	–	Sell	-85,190	Closed	-$22.9M	–	52
2023 Q2	$22.9M	Buy	85,190 +12,500	+17%	+$3.58M	5.8%	3
2023 Q1	$22.1M	Sell	72,690 -15,700	-18%	-$4.79M	3.46%	6
2022 Q4	$25M	Buy	88,390 +73,390	+489%	+$19.5M	5.31%	3
2022 Q3	$3.47M	Hold	15,000	–	–	0.74%	43
2022 Q2	$4.11M	Buy	15,000 +2,500	+20%	+$684K	0.67%	40
2022 Q1	$4.03M	Sell	12,500 -15,000	-55%	-$4.12M	0.69%	41
2021 Q4	$7.72M	Buy	+27,500	New	+$8.68M	1.9%	17

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arosa Capital Management's SEDG Position: Q1 2026 in Review

Arosa Capital Management sold out of SolarEdge (SEDG) in Q1 2026, closing a stake of 105,000 shares — an estimated $3.03M sold.

Arosa Capital Management first reported a position in SEDG in Q4 2021 and held it in 9 quarters. The position peaked at $25M in Q4 2022. 325 funds tracked by Wall St. Rank hold SEDG as of Q1 2026.

Arosa Capital Management reported no remaining SolarEdge position as of Q1 2026 after selling out during the quarter.
Arosa Capital Management sold 105,000 SolarEdge shares in Q1 2026, an estimated $3.03M.
Arosa Capital Management first reported a position in SolarEdge in Q4 2021 and held it in 9 quarters.
Arosa Capital Management's SolarEdge position peaked at $25M in Q4 2022.
325 funds tracked by Wall St. Rank held SolarEdge as of Q1 2026.

Based on Arosa Capital Management's 13F filing for Q1 2026, filed 15 May 2026.