Sector: energygrid
Conviction from: NASDAQS&PCitrini
52-week range: 182.99320.95
First Solar designs and manufactures thin-film cadmium telluride photovoltaic solar modules and provides utility-scale solar power solutions.
5 tracked filer(s) hold this · 1 opened, 1 added, 2 trimmed in 30-JUN-2026
Aggregate 13FScore 52 — mean of 5 scored holder(s) · buyers (new/add) avg 40. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| George Soros / Soros Fund Mgmt | 33 | New buy | 103,925 | $24,522,143 | 0.3% |
| Irenic Capital | 48 | Added +21% | 349,089 | $82,371,040 | 4.0% |
| Ancora | 40 | Holds (flat) | 200 | $47,192 | 0.0% |
| Paul Tudor Jones / Tudor | 63 | Trimmed -34% | 179,600 | $42,378,416 | 0.1% |
| Steve Cohen / Point72 | 76 | Trimmed -8% | 248,232 | $58,572,823 | 0.1% |
Beyond 13F — activists, insiders, politicians & research
3 disclosed trade(s) by 2 filer(s).
2 disclosed trade(s) by 1 filer(s).
| Report | Date | Stance |
|---|
| #104 — State of the Themes: Long GOOGL, Asian Outperformance and the Age of Virality | 2025-08-18 | LONG |
| #80 — Market Memo: January Musings | 2025-01-09 | LONG |