LSCM
NOVA

Light Street Capital Management’s Sunnova Energy NOVA Stock Holding History

Light Street Capital Management’s Portfolio NOVA Stock Details NOVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-911,323
Closed -$37.2M – 74
2021
Q1 		$37.2M Sell
911,323
-1,225,988
-57% -$54.4M 1.99% 27
2020
Q4 		$96.5M Buy
+2,137,311
New +$74.1M 2.88% 7

Other funds holding NOVA

EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NP
Newlight Partners New York $3.9M AUM 96.05% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Light Street Capital Management's NOVA Position: Q2 2021 in Review

Light Street Capital Management sold out of Sunnova Energy (NOVA) in Q2 2021, closing a stake of 911,323 shares — an estimated $37.2M sold.

Light Street Capital Management first reported a position in NOVA in Q4 2020 and held it in 2 quarters. The position peaked at $96.5M in Q4 2020. 205 funds tracked by Wall St. Rank hold NOVA as of Q2 2021.

  • Light Street Capital Management reported no remaining Sunnova Energy position as of Q2 2021 after selling out during the quarter.
  • Light Street Capital Management sold 911,323 Sunnova Energy shares in Q2 2021, an estimated $37.2M.
  • Light Street Capital Management first reported a position in Sunnova Energy in Q4 2020 and held it in 2 quarters.
  • Light Street Capital Management's Sunnova Energy position peaked at $96.5M in Q4 2020.
  • 205 funds tracked by Wall St. Rank held Sunnova Energy as of Q2 2021.

Based on Light Street Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.