TSC
FSLR icon

Two Seas Capital’s First Solar FSLR Stock Holding History

Two Seas Capital’s Portfolio FSLR Stock Details FSLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$90.5M Buy
+458,700
New +$101M 1.26% 12
2025
Q3 		– Sell
-2,844,000
Closed -$471M – 46
2025
Q2 		$471M Buy
+2,844,000
New +$420M 7.91% 3

Other funds holding FSLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Two Seas Capital's FSLR Position: Q1 2026 in Review

Two Seas Capital increased its First Solar (FSLR) stake by 6.6% in Q1 2026, buying an estimated $4.14M and bringing the position to 302,984 shares worth $59.8M. The position accounts for 0.84% of the portfolio, ranked #18.

Two Seas Capital first reported a position in FSLR in Q2 2025 and has held it in 4 quarters since. The position peaked at $75.1M in Q3 2025. 966 funds tracked by Wall St. Rank hold FSLR as of Q1 2026.

  • Two Seas Capital held 302,984 shares of First Solar worth $59.8M as of Q1 2026.
  • Two Seas Capital bought 18,725 First Solar shares in Q1 2026, an estimated $4.14M.
  • First Solar made up 0.84% of Two Seas Capital's portfolio in Q1 2026, its #18 holding.
  • Two Seas Capital first reported a position in First Solar in Q2 2025 and has held it in 4 quarters since.
  • Two Seas Capital's First Solar position peaked at $75.1M in Q3 2025.
  • 966 funds tracked by Wall St. Rank held First Solar as of Q1 2026.

Based on Two Seas Capital's 13F filing for Q1 2026, filed 15 May 2026.