Contour Asset Management’s Enphase Energy ENPH Stock Holding History

Contour Asset Management’s Portfolio ENPH Stock Details ENPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-620,559	Closed	-$23.5M	–	31
2026 Q1	$23.5M	Buy	+620,559	New	+$25.8M	0.76%	27

Other funds holding ENPH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Contour Asset Management's ENPH Position: Q2 2026 in Review

Contour Asset Management sold out of Enphase Energy (ENPH) in Q2 2026, closing a stake of 620,559 shares — an estimated $23.5M sold.

Contour Asset Management first reported a position in ENPH in Q1 2026 and held it in 1 quarter. The position peaked at $23.5M in Q1 2026. 535 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

Contour Asset Management reported no remaining Enphase Energy position as of Q2 2026 after selling out during the quarter.
Contour Asset Management sold 620,559 Enphase Energy shares in Q2 2026, an estimated $23.5M.
Contour Asset Management first reported a position in Enphase Energy in Q1 2026 and held it in 1 quarter.
Contour Asset Management's Enphase Energy position peaked at $23.5M in Q1 2026.
535 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Contour Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.