EnerSys manufactures industrial batteries and energy storage systems, including reserve power and motive power batteries for telecom, data center, material handling, and defense applications.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| Bridgewater | 56 | Added +188% | 55,597 | $12,999,691 | 0.1% |
| Paul Tudor Jones / Tudor | 63 | Trimmed -69% | 37,742 | $8,824,834 | 0.0% |
| Steve Cohen / Point72 | 76 | Trimmed -15% | 21,500 | $5,027,130 | 0.0% |
| Date | Tweet |
|---|---|
| 2026-07-05T13:38:44 | Looks like there's a high power cylindrical cell / BBU cell shortage (aka: bottleneck): - Samsung SDI supplies the cells to Simplo, which assembles them into BBUs for $META to $AMZN. - As demand from data centers has increased, production of Samsung SDI's cylindrical cells has also risen sharply. … → · 862 likes · 384,242 views |
Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-09-24.