Coatue Management’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $33.5M | Buy |
+843,948
| New | +$33.5M | 0.09% | 49 |
|
2024
Q4 | – | Sell |
-960,700
| Closed | -$109M | – | 76 |
|
2024
Q3 | $109M | Hold |
960,700
| – | – | 0.4% | 41 |
|
2024
Q2 | $95.8M | Sell |
960,700
-28,500
| -3% | -$2.84M | 0.37% | 36 |
|
2024
Q1 | $120M | Buy |
+989,200
| New | +$120M | 0.47% | 38 |
|
2023
Q3 | – | Sell |
-612,351
| Closed | -$103M | – | 92 |
|
2023
Q2 | $103M | Sell |
612,351
-102,091
| -14% | -$17.1M | 0.5% | 30 |
|
2023
Q1 | $150M | Sell |
714,442
-424,930
| -37% | -$89.4M | 1% | 23 |
|
2022
Q4 | $302M | Sell |
1,139,372
-61,747
| -5% | -$16.4M | 3.39% | 13 |
|
2022
Q3 | $333M | Sell |
1,201,119
-165,474
| -12% | -$45.9M | 3.87% | 8 |
|
2022
Q2 | $267M | Buy |
1,366,593
+1,215,319
| +803% | +$237M | 3.23% | 11 |
|
2022
Q1 | $30.5M | Buy |
+151,274
| New | +$30.5M | 0.22% | 40 |
|