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Makena Capital Management’s First Solar FSLR Stock Holding History

Makena Capital Management’s Portfolio FSLR Stock Details FSLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.7M Hold
57,851
– – 1.43% 23
2026
Q1 		$11.4M Buy
57,851
+14,312
+33% +$3.17M 1.32% 24
2025
Q4 		$11.4M Buy
+43,539
New +$11M 1.36% 24

Other funds holding FSLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Makena Capital Management's FSLR Position: Q2 2026 in Review

Makena Capital Management held its First Solar (FSLR) position steady in Q2 2026 at 57,851 shares worth $13.7M. The position accounts for 1.43% of the portfolio, ranked #23.

Makena Capital Management first reported a position in FSLR in Q4 2025 and has held it in 3 quarters since. 1,007 funds tracked by Wall St. Rank hold FSLR as of Q2 2026.

  • Makena Capital Management held 57,851 shares of First Solar worth $13.7M as of Q2 2026.
  • Makena Capital Management left its First Solar share count unchanged in Q2 2026.
  • First Solar made up 1.43% of Makena Capital Management's portfolio in Q2 2026, its #23 holding.
  • Makena Capital Management first reported a position in First Solar in Q4 2025 and has held it in 3 quarters since.
  • 1,007 funds tracked by Wall St. Rank held First Solar as of Q2 2026.

Based on Makena Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.