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AROSA CAPITAL MANAGEMENT LP
AROSA CAPITAL MANAGEMENT LP
Latest filing: 2026-06-30
AROSA CAPITAL MANAGEMENT LP runs AROSA CAPITAL MANAGEMENT LP and currently holds 52 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $561.07M. Their top holdings are VICR, MPWR, POWI, Q, WMB. The top five represent 15.5% of reported portfolio weight. AROSA CAPITAL MANAGEMENT LP ranks #195 out of 1000 investors tracked by Alpha Score. In the most recent quarter, AROSA CAPITAL MANAGEMENT LP initiated 4 new positions. They added to 2 existing positions. They trimmed 9 positions. Their current best-performing preview position is VICR with returns of +135.89%.
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52 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VICR VICOR CORP | 8.46% | $116.66 | $200.32 | +71.71% | Trimmed -20.13% |
 MPWR MONOLITHIC PWR SYS INC | 2.96% | $1,273.98 | $1,316.28 | +3.32% | Added +166.67% |
 POWI POWER INTEGRATIONS INC | 1.87% | $83.76 | $55.18 | -34.12% | Added +100.00% |
 Q QNITY ELECTRONICS INC | 1.46% | $163.31 | $128.83 | -21.11% | New Buy |
 WMB WILLIAMS COS INC | 0.80% | $60.44 | $70.50 | +16.64% | Trimmed -20.00% |
 BW BABCOCK & WILCOX ENTERPRISES | 0.69% | $14.69 | $8.29 | -43.57% | Trimmed -52.17% |
 ROG ROGERS CORP | 0.64% | $107.33 | $126.69 | +18.04% | Trimmed -49.56% |
 CEVA CEVA INC | 0.59% | $47.16 | $27.99 | -40.65% | New Buy |
 SEI SOLARIS ENERGY INFRAS INC | 0.57% | $56.51 | $53.32 | -5.65% | Trimmed -33.33% |
 AMBA AMBARELLA INC | 0.54% | $85.80 | $73.73 | -14.07% | New Buy |
Showing 1-10 of 52