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SIR Capital Management’s Enphase Energy ENPH Stock Holding History

SIR Capital Management’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 		$10.9M Buy
220,508
+141,808
+180% +$6.46M 1.25% 26
2026
Q1 		$2.98M Buy
+78,700
New +$3.27M 0.28% 68

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

SIR Capital Management's ENPH Position: Q2 2026 in Review

SIR Capital Management increased its Enphase Energy (ENPH) stake by 180% in Q2 2026, buying an estimated $6.46M and bringing the position to 220,508 shares worth $10.9M. The position accounts for 1.25% of the portfolio, ranked #26.

SIR Capital Management first reported a position in ENPH in Q1 2026 and has held it in 2 quarters since. 535 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • SIR Capital Management held 220,508 shares of Enphase Energy worth $10.9M as of Q2 2026.
  • SIR Capital Management bought 141,808 Enphase Energy shares in Q2 2026, an estimated $6.46M.
  • Enphase Energy made up 1.25% of SIR Capital Management's portfolio in Q2 2026, its #26 holding.
  • SIR Capital Management first reported a position in Enphase Energy in Q1 2026 and has held it in 2 quarters since.
  • 535 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on SIR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.