BIT Capital’s Sunrun RUN Stock Holding History

BIT Capital’s Portfolio RUN Stock Details RUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-50,000	Closed	-$1.01M	–	169
2023 Q1	$1.01M	Buy	+50,000	New	+$1.17M	0.15%	64

Other funds holding RUN

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

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

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

BIT Capital's RUN Position: Q1 2026 in Review

BIT Capital opened a new position in Sunrun (RUN) in Q1 2026: 2,286,978 shares worth $31M. The stake represents 1.5% of the portfolio and ranks #19 among its holdings. This is a return to the name: BIT Capital previously reported a position in RUN as recently as Q3 2023.

BIT Capital first reported a position in RUN in Q3 2022 and has held it in 6 quarters since. 397 funds tracked by Wall St. Rank hold RUN as of Q1 2026.

BIT Capital held 2,286,978 shares of Sunrun worth $31M as of Q1 2026.
Sunrun was a new BIT Capital position in Q1 2026.
Sunrun made up 1.5% of BIT Capital's portfolio in Q1 2026, its #19 holding.
BIT Capital first reported a position in Sunrun in Q3 2022 and has held it in 6 quarters since.
397 funds tracked by Wall St. Rank held Sunrun as of Q1 2026.

Based on BIT Capital's 13F filing for Q1 2026, filed 13 May 2026.