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$ENPH:NASDAQ · ENPHASE ENERGY INC

Sector: energygrid

Conviction from: NASDAQCitrini

Solar microinverters and energy storage

2 tracked filer(s) hold this · 0 opened, 1 added, 1 trimmed in 31-MAR-2026

Aggregate 13FScore 62 — mean of 2 scored holder(s) · buyers (new/add) avg 70. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Howard Marks / Oaktree70Added +345%169,860,000$151,812,8340.8%
Bridgewater55Trimmed -79%56,058$2,119,5530.0%

Beyond 13F — activists, insiders, politicians & research

Insider open-market buys daily digest →

FiledInsiderRoleSharesValue
2026-05-26Kothandaraman Badrinarayanandirector+officer5,000$337,482Form 4
2026-02-05Kothandaraman Badrinarayanandirector+officer5,000$259,890Form 4

Trump & executive branch trades all Trump/exec trades →

3 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-07-01Trump, Donald J PresidentSELL$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,004 - $50,000PTR

Citrini Research coverage report library →

ReportDateStance
#104 — State of the Themes: Long GOOGL, Asian Outperformance and the Age of Virality2025-08-18LONG
#80 — Market Memo: January Musings2025-01-09LONG

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 2026-07-20.