Sector: energygrid
Conviction from: NASDAQCitrini
52-week range: 69.22163.13
Solar trackers and utility power infrastructure (formerly Nextracker)
4 tracked filer(s) hold this · 1 opened, 1 added, 2 trimmed in 30-JUN-2026
Aggregate 13FScore 64 — mean of 4 scored holder(s) · buyers (new/add) avg 69. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Terry Smith / Fundsmith | 62 | New buy | 2,856,092 | $340,274,801 | 2.5% |
| Steve Cohen / Point72 | 76 | Added +661% | 700,016 | $83,399,906 | 0.1% |
| Paul Tudor Jones / Tudor | 63 | Trimmed -5% | 82,671 | $9,849,423 | 0.0% |
| Bridgewater | 56 | Trimmed -80% | 50,590 | $6,027,293 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
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 |