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Ran Zhou 13F portfolio summary

Ran Zhou of ELECTRON CAPITAL PARTNERS, LLC has 41 current stock holdings with a reported portfolio value of $2.55B. The portfolio 1 year return is +44.18%. Top holdings include MTZ (8.98%), NEE (7.42%), XEL (5.97%), FE (5.93%), ETR (5.56%).

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Ran Zhou

ELECTRON CAPITAL PARTNERS, LLC
Latest filing: 2026-03-31

Ran Zhou runs ELECTRON CAPITAL PARTNERS, LLC and currently holds 41 stock positions, which is fewer than the average of 496 among the investors we track. The portfolio is valued at approximately $2.55B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. Ran Zhou ranks #18 out of 75 investors tracked based on their composite Alpha Score. Their current best-performing position is SEDG (SOLAREDGE TECHNOLOGIES INC) with returns of +76.95% from their average buy price, held for approximately 4.0 quarters. Over the past year, Ran Zhou's portfolio at ELECTRON CAPITAL PARTNERS, LLC has delivered returns of +44.18%. Their 3-year annualized return is +89.09%. Looking at the 5-year horizon, Ran Zhou has achieved +119.99% annualized returns at ELECTRON CAPITAL PARTNERS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+44.18%
#13/75
3 Year
+89.09%
#30/75
5 Year
+119.99%
#12/75

Portfolio Value

$2.55B

Alpha Score

84.7

#18 of 75

Holdings

41

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change