Third Point’s Enphase Energy ENPH Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-6,248,987	Closed	-$8.56M	–	36
2017 Q1	$8.56M	Hold	6,248,987	–	–	0.08%	37
2016 Q4	$6.31M	Hold	6,248,987	–	–	0.06%	38
2016 Q3	$7.37M	Hold	6,248,987	–	–	0.06%	37
2016 Q2	$12.4M	Hold	6,248,987	–	–	0.12%	38
2016 Q1	$14.6M	Hold	6,248,987	–	–	0.13%	33
2015 Q4	$21.9M	Hold	6,248,987	–	–	0.22%	23
2015 Q3	$23.1M	Hold	6,248,987	–	–	0.22%	28
2015 Q2	$47.6M	Hold	6,248,987	–	–	0.45%	36
2015 Q1	$82.4M	Hold	6,248,987	–	–	0.76%	30
2014 Q4	$89.3M	Hold	6,248,987	–	–	0.81%	30
2014 Q3	$93.7M	Sell	6,248,987 -1,200,000	-16%	-$18M	1.08%	30
2014 Q2	$63.7M	Hold	7,448,987	–	–	0.78%	32
2014 Q1	$54.8M	Hold	7,448,987	–	–	0.81%	35
2013 Q4	$47.2M	Hold	7,448,987	–	–	0.81%	32
2013 Q3	$60.5M	Hold	7,448,987	–	–	1.48%	21
2013 Q2	$57.6M	Buy	+7,448,987	New	+$57.6M	1.3%	21