Philippe Laffont’s Enphase Energy ENPH Stock Holding History

Philippe Laffont’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	$62.3M	Buy	+1,647,893	New	+$68.4M	0.21%	37
2025 Q4	–	Sell	-1,647,893	Closed	-$58.3M	–	59
2025 Q3	$58.3M	Buy	1,647,893 +803,945	+95%	+$29.9M	0.14%	48
2025 Q2	$33.5M	Buy	+843,948	New	+$39M	0.09%	49
2024 Q4	–	Sell	-960,700	Closed	-$109M	–	76
2024 Q3	$109M	Hold	960,700	–	–	0.4%	41
2024 Q2	$95.8M	Sell	960,700 -28,500	-3%	-$3.32M	0.37%	36
2024 Q1	$120M	Buy	+989,200	New	+$115M	0.47%	38
2023 Q3	–	Sell	-612,351	Closed	-$103M	–	92
2023 Q2	$103M	Sell	612,351 -102,091	-14%	-$18.2M	0.5%	30
2023 Q1	$150M	Sell	714,442 -424,930	-37%	-$92M	1%	23
2022 Q4	$302M	Sell	1,139,372 -61,747	-5%	-$18M	3.39%	13
2022 Q3	$333M	Sell	1,201,119 -165,474	-12%	-$44.6M	3.87%	8
2022 Q2	$267M	Buy	1,366,593 +1,215,319	+803%	+$220M	3.23%	11
2022 Q1	$30.5M	Buy	+151,274	New	+$23.8M	0.22%	40

Other funds holding ENPH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Philippe Laffont's ENPH Position: Q1 2026 in Review

Philippe Laffont opened a new position in Enphase Energy (ENPH) in Q1 2026: 1,647,893 shares worth $62.3M. The stake represents 0.21% of the portfolio and ranks #37 among its holdings. This is a return to the name: Philippe Laffont previously reported a position in ENPH as recently as Q3 2025.

Philippe Laffont first reported a position in ENPH in Q1 2022 and has held it in 12 quarters since. The position peaked at $333M in Q3 2022. 493 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

Philippe Laffont held 1,647,893 shares of Enphase Energy worth $62.3M as of Q1 2026.
Enphase Energy was a new Philippe Laffont position in Q1 2026.
Enphase Energy made up 0.21% of Philippe Laffont's portfolio in Q1 2026, its #37 holding.
Philippe Laffont first reported a position in Enphase Energy in Q1 2022 and has held it in 12 quarters since.
Philippe Laffont's Enphase Energy position peaked at $333M in Q3 2022.
493 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on Coatue Management's 13F filing for Q1 2026, filed 15 May 2026.