TSC
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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
Q2 		$111M Buy
471,500
+12,800
+3% +$3M 2.2% 11
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Seas Capital's FSLR Position: Q2 2026 in Review

Two Seas Capital reduced its First Solar (FSLR) stake by 58% in Q2 2026, selling an estimated $41M and leaving 127,984 shares worth $30.2M. The position accounts for 0.6% of the portfolio, ranked #30.

Two Seas Capital first reported a position in FSLR in Q2 2025 and has held it in 5 quarters since. The position peaked at $75.1M in Q3 2025. 1,010 funds tracked by Wall St. Rank hold FSLR as of Q2 2026.

  • Two Seas Capital held 127,984 shares of First Solar worth $30.2M as of Q2 2026.
  • Two Seas Capital sold 175,000 First Solar shares in Q2 2026, an estimated $41M.
  • First Solar made up 0.6% of Two Seas Capital's portfolio in Q2 2026, its #30 holding.
  • Two Seas Capital first reported a position in First Solar in Q2 2025 and has held it in 5 quarters since.
  • Two Seas Capital's First Solar position peaked at $75.1M in Q3 2025.
  • 1,010 funds tracked by Wall St. Rank held First Solar as of Q2 2026.

Based on Two Seas Capital's 13F filing for Q2 2026, filed 12 Aug 2026.