Electron Capital Partners, LLC
- SEC CIK
- 0001586986
- 最新申報
- 2026/8/14
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/16 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 50
- 較 2021 年第 1 季 +7
- 總值
- $16.1 億
- 較 2021 年第 1 季 +$1.91 億 (+13.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AESAES Corp | Stock | 8,721,986 | $2.27 億 | 14.1% | +1,333,814+18.1% | 加碼 | 歷史 |
| EXCExelon Corp | Stock | 2,907,675 | $1.29 億 | 8.0% | −154,452−5.0% | 減碼 | 歷史 |
| PCGPG&E Corp | Stock | 8,354,138 | $8,496 萬 | 5.3% | +1,440,813+20.8% | 加碼 | 歷史 |
| MTZMastec Inc | COM | 684,712 | $7,265 萬 | 4.5% | −22,363−3.2% | 減碼 | 歷史 |
| Rodgers Silicon Valley Aq Co774873103 | COM | 3,024,996 | $6,948 萬 | 4.3% | 00.0% | 不變 | – |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 904,737 | $6,909 萬 | 4.3% | −116,105−11.4% | 減碼 | 歷史 |
| NOVASunnova Energy International Inc. | COM | 1,783,522 | $6,717 萬 | 4.2% | +410,121+29.9% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 1,298,234 | $6,309 萬 | 3.9% | +252,561+24.2% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 689,772 | $6,247 萬 | 3.9% | −39,046−5.4% | 減碼 | 歷史 |
| HRIHerc Holdings Inc | COM | 543,826 | $6,095 萬 | 3.8% | −52,979−8.9% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 3,373,848 | $5,014 萬 | 3.1% | +3,373,848 | 新進 | 歷史 |
| CVACovanta Holding Corp | COM | 2,734,042 | $4,815 萬 | 3.0% | 00.0% | 不變 | 歷史 |
| XPOXPO, Inc. | COM | 324,064 | $4,533 萬 | 2.8% | +109,044+50.7% | 加碼 | 歷史 |
| CXCemex SAB de CV | SPON ADR NEW | 4,985,843 | $4,188 萬 | 2.6% | −4,305,159−46.3% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 450,743 | $4,080 萬 | 2.5% | +450,743 | 新進 | 歷史 |
| EIXEdison International | Stock | 700,617 | $4,051 萬 | 2.5% | +700,617 | 新進 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 95,695 | $3,973 萬 | 2.5% | −38,876−28.9% | 減碼 | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 1,080,149 | $3,752 萬 | 2.3% | −785,799−42.1% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 199,969 | $3,682 萬 | 2.3% | +199,969 | 新進 | 歷史 |
| ZTAQUZimmer Energy Transition Acquisition Corp. | UNIT 06/16/2026 | 3,000,000 | $3,045 萬 | 1.9% | +3,000,000 | 新進 | 歷史 |
| CSXCSX Corp | Stock | 839,484 | $2,693 萬 | 1.7% | +839,484 | 新進 | 歷史 |
| BOACBluescape Opportunities Acquisition Corp. | SHS | 2,511,945 | $2,464 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| ACMAecom | COM | 354,842 | $2,247 萬 | 1.4% | −13,998−3.8% | 減碼 | 歷史 |
| VSTVistra Corp. | Stock | 1,168,614 | $2,168 萬 | 1.3% | +1,168,614 | 新進 | 歷史 |
| DENDenbury Inc | COM | 269,487 | $2,069 萬 | 1.3% | +269,487 | 新進 | 歷史 |
| CWENClearway Energy, Inc. | CL C | 780,759 | $2,067 萬 | 1.3% | −53,880−6.5% | 減碼 | 歷史 |
| IBPInstalled Building Products, Inc. | COM | 150,881 | $1,846 萬 | 1.1% | −6,606−4.2% | 減碼 | 歷史 |
| AOSSmith A O Corp | COM | 244,781 | $1,764 萬 | 1.1% | +244,781 | 新進 | 歷史 |
| STEMStem, Inc. | CL A | 445,529 | $1,604 萬 | 1.0% | +445,529 | 新進 | 歷史 |
| Rodgers Silicon Valley Aq Co774873111 | *W EXP 11/30/202 | 1,512,498 | $1,562 萬 | 1.0% | 00.0% | 不變 | – |
| CLFCleveland-Cliffs Inc. | COM | 643,252 | $1,387 萬 | 0.9% | +643,252 | 新進 | 歷史 |
| JCIJohnson Controls International plc | Stock | 198,314 | $1,361 萬 | 0.8% | +198,314 | 新進 | 歷史 |
| Star Peak Corp II855179107 | COM CL A | 1,254,826 | $1,242 萬 | 0.8% | 00.0% | 不變 | – |
| SWBKSwitchback II Corp | COM CL A | 1,211,235 | $1,198 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BBBLACKBERRY Ltd | COM | 730,821 | $893.1 萬 | 0.6% | −393,473−35.0% | 減碼 | 歷史 |
| SES AI CorpG4R87P114 | COM CL A | 732,083 | $744.5 萬 | 0.5% | 00.0% | 不變 | – |
| Decarbonization Plus Acqu II242794105 | COM CL A | 681,455 | $672.6 萬 | 0.4% | +681,455 | 新進 | – |
| Ecp Environmental GW Opt Cor26829T100 | COM CL A | 486,753 | $474.6 萬 | 0.3% | +486,753 | 新進 | – |
| Broadscale Acquisition Corp11134Y101 | COM CL A | 292,052 | $283.6 萬 | 0.2% | +292,052 | 新進 | – |
| FRTAForterra, Inc. | COM | 109,740 | $258.0 萬 | 0.2% | −2,555,564−95.9% | 減碼 | 歷史 |
| Bluescape Opportunities AcquG1195N113 | *W EXP 10/28/202 | 1,259,434 | $162.5 萬 | 0.1% | 00.0% | 不變 | – |
| Kensington Capital Acquisiti49006L104 | COM CL A | 100,000 | $99.5 萬 | 0.1% | +100,000 | 新進 | – |
| Star Peak Corp II855179115 | *W EXP 12/24/202 | 558,085 | $98.2 萬 | 0.1% | 00.0% | 不變 | – |
| SESCWSES AI Corp | *W EXP 01/08/202 | 244,027 | $45.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Decarbonization Plus Acqu II242794113 | *W EXP 01/19/202 | 227,151 | $33.2 萬 | <0.1% | +227,151 | 新進 | – |
| Switchback II CorpG8633T107 | *W EXP 01/07/202 | 242,247 | $32.5 萬 | <0.1% | 00.0% | 不變 | – |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 10,000 | $20.4 萬 | <0.1% | +10,000 | 新進 | 歷史 |
| Ecp Environmental GW Opt Cor26829T118 | *W EXP 03/01/202 | 121,687 | $17.6 萬 | <0.1% | +121,687 | 新進 | – |
| Broadscale Acquisition Corp11134Y119 | *W EXP 02/02/202 | 73,012 | $8.40 萬 | <0.1% | +73,012 | 新進 | – |
| Kensington Capital Acquisiti49006L112 | *W EXP 02/23/202 | 25,000 | $4.30 萬 | <0.1% | +25,000 | 新進 | – |
選擇權（5 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
2021 年第 1 季之後清倉（14 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GMGeneral Motors Co | COM | 699,759 | $4,021 萬 | 2.8% | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 191,963 | $3,113 萬 | 2.2% | 歷史 |
| VNETVNET Group, Inc. | SPONSORED ADS A | 933,946 | $3,017 萬 | 2.1% | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 199,290 | $1,276 萬 | 0.9% | – |
| ARRYArray Technologies, Inc. | COM SHS | 425,085 | $1,268 萬 | 0.9% | 歷史 |
| RUNSunrun Inc. | COM | 180,118 | $1,089 萬 | 0.8% | 歷史 |
| SUMSummit Materials, Inc. | CL A | 388,122 | $1,088 萬 | 0.8% | 歷史 |
| Decarbonization Plus Acqu II242794204 | UNIT 01/19/2026 | 681,455 | $685.5 萬 | 0.5% | – |
| GCPGCP Applied Technologies Inc. | COM | 245,705 | $603.0 萬 | 0.4% | 歷史 |
| Ecp Environmental GW Opt Cor26829T209 | UNIT 03/01/2026 | 486,753 | $490.6 萬 | 0.3% | – |
| NRGNRG Energy, Inc. | Stock | 124,263 | $468.8 萬 | 0.3% | 歷史 |
| Broadscale Acquisition Corp11134Y200 | UNIT 02/02/2026 | 292,052 | $289.4 萬 | 0.2% | – |
| HEESH&E Equipment Services, Inc. | COM | 67,999 | $258.4 萬 | 0.2% | 歷史 |
| Kensington Capital Acquisiti49006L203 | UNIT 99/99/9999 | 100,000 | $102.6 萬 | 0.1% | – |