LMR Partners’s Enphase Energy ENPH Stock Holding History

LMR Partners’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	$300K	Sell	6,093 -104,657	-94%	-$4.77M	﹤0.01%	1258
2026 Q1	$4.19M	Buy	110,750 +52,650	+91%	+$2.19M	0.01%	686
2025 Q4	$1.86M	Buy	+58,100	New	+$1.88M	﹤0.01%	832
2025 Q3	–	Sell	-569,400	Closed	-$21.2M	–	1502
2025 Q2	$22.6M	Buy	569,400 +555,858	+4,105%	+$25.7M	0.16%	135
2025 Q1	$840K	Buy	+13,542	New	+$857K	0.01%	819
2024 Q1	–	Sell	-21,627	Closed	-$2.86M	–	1202
2023 Q4	$2.86M	Buy	+21,627	New	+$2.29M	0.03%	415
2023 Q1	–	Sell	-19,894	Closed	-$5.27M	–	1067
2022 Q4	$5.27M	Sell	19,894 -25,106	-56%	-$7.3M	0.09%	260
2022 Q3	$12.5M	Sell	45,000 -90,467	-67%	-$24.4M	0.23%	92
2022 Q2	$26.4M	Buy	135,467 +109,117	+414%	+$19.7M	0.44%	36
2022 Q1	$5.32M	Buy	+26,350	New	+$4.14M	0.06%	305
2019 Q2	–	Sell	-18,540	Closed	-$171K	–	473
2019 Q1	$171K	Buy	+18,540	New	+$141K	0.01%	351
2016 Q3	–	Sell	-28,118	Closed	-$56K	–	376
2016 Q2	$56K	Buy	+28,118	New	+$61.8K	0.01%	433

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

LMR Partners's ENPH Position: Q2 2026 in Review

LMR Partners reduced its Enphase Energy (ENPH) stake by 94% in Q2 2026, selling an estimated $4.77M and leaving 6,093 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

LMR Partners first reported a position in ENPH in Q2 2016 and has held it in 12 quarters since. The position peaked at $26.4M in Q2 2022. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

LMR Partners held 6,093 shares of Enphase Energy worth $300K as of Q2 2026.
LMR Partners sold 104,657 Enphase Energy shares in Q2 2026, an estimated $4.77M.
Enphase Energy made up ﹤0.01% of LMR Partners's portfolio in Q2 2026, its #1258 holding.
LMR Partners first reported a position in Enphase Energy in Q2 2016 and has held it in 12 quarters since.
LMR Partners's Enphase Energy position peaked at $26.4M in Q2 2022.
537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.