Third Point’s Enphase Energy ENPH Stock Holding History

Third Point’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
2017 Q2	–	Sell	-6,248,987	Closed	-$8.56M	–	36
2017 Q1	$8.56M	Hold	6,248,987	–	–	0.08%	38
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%	39
2016 Q1	$14.6M	Hold	6,248,987	–	–	0.14%	35
2015 Q4	$21.9M	Hold	6,248,987	–	–	0.22%	23
2015 Q3	$23.1M	Hold	6,248,987	–	–	0.22%	30
2015 Q2	$47.6M	Hold	6,248,987	–	–	0.47%	39
2015 Q1	$82.4M	Hold	6,248,987	–	–	0.82%	33
2014 Q4	$89.3M	Hold	6,248,987	–	–	0.81%	30
2014 Q3	$93.7M	Sell	6,248,987 -1,200,000	-16%	-$15.2M	1.12%	31
2014 Q2	$63.7M	Hold	7,448,987	–	–	0.79%	33
2014 Q1	$54.8M	Hold	7,448,987	–	–	0.86%	37
2013 Q4	$47.2M	Hold	7,448,987	–	–	0.9%	35
2013 Q3	$60.5M	Hold	7,448,987	–	–	1.48%	21
2013 Q2	$57.6M	Buy	+7,448,987	New	+$52.8M	1.31%	21

Other funds holding ENPH

Electron Capital Partners New York $2.13B AUM 87.77% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return