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ENPH icon

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 		$2.22M Sell
45,000
-440,000
-91% -$20M 0.01% 871
2026
Q1 		$18.3M Buy
485,000
+67,500
+16% +$2.8M 0.04% 236
2025
Q4 		$13.4M Buy
417,500
+150,000
+56% +$4.86M 0.03% 284
2025
Q3 		$9.47M Sell
267,500
-1,149,300
-81% -$42.7M 0.04% 341
2025
Q2 		$56.2M Buy
+1,416,800
New +$65.4M 0.4% 44

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
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.