Sector: energygrid
Conviction from: NASDAQCitrini
52-week range: 25.7773.74
Solar microinverters and energy storage
4 tracked filer(s) hold this · 0 opened, 1 added, 3 trimmed in 30-JUN-2026
Aggregate 13FScore 66 — mean of 4 scored holder(s) · buyers (new/add) avg 63. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Paul Tudor Jones / Tudor | 63 | Added +115% | 613,636 | $30,215,437 | 0.0% |
| Howard Marks / Oaktree | 71 | Trimmed -64% | 61,820,000 | $57,609,766 | 0.8% |
| Steve Cohen / Point72 | 76 | Trimmed -37% | 713,900 | $35,152,436 | 0.0% |
| Bridgewater | 56 | Trimmed -67% | 18,682 | $919,902 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
| Filed | Insider | Role | Shares | Value | |
|---|
| 2026-05-26 | Kothandaraman Badrinarayanan | director+officer | 5,000 | $337,482 | Form 4 |
| 2026-02-05 | Kothandaraman Badrinarayanan | director+officer | 5,000 | $259,890 | Form 4 |
4 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-09-22 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,004 - $50,000 | PTR |
| 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 |