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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LMR Partners's ENPH Position: Q1 2026 in Review

LMR Partners increased its Enphase Energy (ENPH) stake by 91% in Q1 2026, buying an estimated $2.19M and bringing the position to 110,750 shares worth $4.19M. The position accounts for 0.01% of the portfolio, ranked #686.

LMR Partners first reported a position in ENPH in Q2 2016 and has held it in 11 quarters since. The position peaked at $26.4M in Q2 2022. 493 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

  • LMR Partners held 110,750 shares of Enphase Energy worth $4.19M as of Q1 2026.
  • LMR Partners bought 52,650 Enphase Energy shares in Q1 2026, an estimated $2.19M.
  • Enphase Energy made up 0.01% of LMR Partners's portfolio in Q1 2026, its #686 holding.
  • LMR Partners first reported a position in Enphase Energy in Q2 2016 and has held it in 11 quarters since.
  • LMR Partners's Enphase Energy position peaked at $26.4M in Q2 2022.
  • 493 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.