1 tracked superinvestor hold ENPHASE ENERGY INC (ENPH), worth $77M combined, led by Philippe Laffont. Smart money is trimming ENPH as of the latest 13F filings.
Current price
$36.37
-0.4%
1Y
Enphase Energy, Inc., along with its subsidiaries, is dedicated to developing, manufacturing, and distributing home energy solutions for the global solar photovoltaic industry. Their core offering is a semiconductor-based microinverter, designed to convert energy at the individual solar module level. This technology seamlessly integrates with their proprietary networking and software, providing…
Market cap
$4.5B
P/E
33.51
Div yield
0.0%
Revenue YoY
10.7%
Analyst target
$45
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$77M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing ENPH: 1 funds trimmed versus 0 adding.
ENPHASE ENERGY INC (ENPH) is held by 1 tracked funds worth $77M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Philippe Laffont at 0.2% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 0.2% | $77M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own ENPH?
1 tracked funds hold ENPHASE ENERGY INC (ENPH), the largest being Philippe Laffont (Coatue Management) at 0.2% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling ENPH?
In the most recent 13F quarter, 0 tracked funds added or opened ENPH and 1 trimmed it.
How much ENPH do tracked funds hold?
Combined disclosed long exposure to ENPH across tracked superinvestors is $77M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.