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Slate Path Capital’s Enphase Energy ENPH Stock Holding History

Slate Path Capital’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 		$127M Buy
2,587,170
+1,677,270
+184% +$76.4M 1.76% 24
2026
Q1 		$34.4M Buy
+909,900
New +$37.8M 0.51% 34
2024
Q1 		– Sell
-28,200
Closed -$3.73M – 68
2023
Q4 		$3.73M Buy
+28,200
New +$2.99M 0.08% 53

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Slate Path Capital's ENPH Position: Q2 2026 in Review

Slate Path Capital increased its Enphase Energy (ENPH) stake by 184% in Q2 2026, buying an estimated $76.4M and bringing the position to 2,587,170 shares worth $127M. The position accounts for 1.76% of the portfolio, ranked #24.

Slate Path Capital first reported a position in ENPH in Q4 2023 and has held it in 3 quarters since. 535 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Slate Path Capital held 2,587,170 shares of Enphase Energy worth $127M as of Q2 2026.
  • Slate Path Capital bought 1,677,270 Enphase Energy shares in Q2 2026, an estimated $76.4M.
  • Enphase Energy made up 1.76% of Slate Path Capital's portfolio in Q2 2026, its #24 holding.
  • Slate Path Capital first reported a position in Enphase Energy in Q4 2023 and has held it in 3 quarters since.
  • 535 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

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