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