Arosa Capital Management LP
Hedge Fund • Multi-Strategy
Arosa Capital Management LP is a Multi-Strategy Hedge Fund based in Miami Beach, FL led by Till August Bechtolsheimer, reporting $794.6M in AUM as of Q3 2025 with 38% Energy concentration.
CEOTill August Bechtolsheimer
- Portfolio Value
- $60.9M
- Positions
- 41
- Top Holding
- NXPI at 8.61%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Arosa Capital Management LP's portfolio (49.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $5.2M | 8.61% | -$227.7K Sold | 0.01% 23.0K shares | |
Renewable Utilities Utilities | $3.5M | 5.68% | +$164.5K Bought | 0.00% 10.5K shares | |
Auto - Manufacturers Consumer Cyclical | $3.4M | 5.58% | -$1.9M Sold | 0.00% 7.0K shares | |
Uranium Energy | $3.2M | 5.24% | -$16.4M Sold | 0.01% 38.0K shares | |
Aerospace & Defense Industrials | $2.9M | 4.85% | +$1.5M Bought | 0.02% 16.0K shares | |
Unknown Unknown | $2.5M | 4.16% | +$2.5M New | 0.97% 287.5K shares | |
Oil & Gas Midstream Energy | $2.4M | 3.95% | -$2.6M Sold | 0.00% 38.0K shares | |
Oil & Gas Midstream Energy | $2.3M | 3.85% | -$2.5M Sold | 0.01% 14.0K shares | |
Engineering & Construction Industrials | $2.3M | 3.74% | +$2.3M Bought | 0.00% 5.5K shares | |
Solar Energy | $2.2M | 3.62% | +$1.2M Bought | 0.01% 10.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Arosa Capital Management LP's latest filing
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Market Value
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Arosa Capital Management LP
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