Foundation Capital’s Sunrun RUN Stock Holding History

Foundation 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
2018 Q4	–	Sell	-2,341,468	Closed	-$29.1M	–	5
2018 Q3	$29.1M	Sell	2,341,468 -3,400,000	-59%	-$47.1M	23.09%	3
2018 Q2	$75.5M	Sell	5,741,468 -2,226,668	-28%	-$24.2M	40.77%	1
2018 Q1	$70.9M	Sell	7,968,136 -900,000	-10%	-$6.08M	39.87%	1
2017 Q4	$52.2M	Sell	8,868,136 -900,000	-9%	-$5.17M	15.13%	3
2017 Q3	$54.1M	Sell	9,768,136 -1,100,000	-10%	-$7.5M	14.03%	4
2017 Q2	$77.4M	Hold	10,868,136	–	–	20.29%	3
2017 Q1	$58.7M	Hold	10,868,136	–	–	15.8%	4
2016 Q4	$57.6M	Hold	10,868,136	–	–	15.16%	4
2016 Q3	$68.3M	Sell	10,868,136 -1,252,570	-10%	-$7.02M	16.4%	3
2016 Q2	$71.9M	Sell	12,120,706 -4,100,000	-25%	-$27.1M	17.44%	4
2016 Q1	$105M	Hold	16,220,706	–	–	16.1%	3
2015 Q4	$191M	Hold	16,220,706	–	–	23.26%	2
2015 Q3	$168M	Buy	+16,220,706	New	+$175M	20.57%	2

Other funds holding RUN

Tiger Global Management

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $656M AUM 155.41% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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