Kingdon Capital Management’s Enphase Energy ENPH Stock Holding History

Kingdon Capital 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
2025 Q3	–	Sell	-150,000	Closed	-$5.95M	–	84
2025 Q2	$5.95M	Buy	150,000 +75,000	+100%	+$3.46M	0.8%	49
2025 Q1	$4.65M	Buy	+75,000	New	+$4.75M	0.49%	47
2024 Q1	–	Sell	-50,000	Closed	-$6.61M	–	90
2023 Q4	$6.61M	Buy	+50,000	New	+$5.3M	0.83%	46

Other funds holding ENPH

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingdon Capital Management's ENPH Position: Q2 2023 in Review

Kingdon Capital Management sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 30,000 shares — an estimated $6.31M sold.

Kingdon Capital Management first reported a position in ENPH in Q1 2023 and held it in 1 quarter. The position peaked at $6.31M in Q1 2023. 863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

Kingdon Capital Management reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
Kingdon Capital Management sold 30,000 Enphase Energy shares in Q2 2023, an estimated $6.31M.
Kingdon Capital Management first reported a position in Enphase Energy in Q1 2023 and held it in 1 quarter.
Kingdon Capital Management's Enphase Energy position peaked at $6.31M in Q1 2023.
863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on Kingdon Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.