1 tracked superinvestor hold ENPHASE ENERGY INC (ENPH), worth $62M combined, led by Philippe Laffont. Smart money is accumulating ENPH as of the latest 13F filings.
Current price
$44.89
+4.3%
1Y
Enphase Energy, Inc., together with its subsidiaries, designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally. The company offers semiconductor-based microinverter, which converts energy at the individual solar module level, and combines with its proprietary networking and software technologies to provide energy…
Market cap
$4.5B
P/E
33.51
Div yield
0.0%
Revenue YoY
10.7%
Analyst target
$48
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
$62M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating ENPH: 1 funds added or opened versus 0 trimming. 1 opened a brand-new position.
ENPHASE ENERGY INC (ENPH) is held by 1 tracked funds worth $62M 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.
This quarter 1 fund opened a brand-new position (Philippe Laffont), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 0.2% | $62M |
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, 1 tracked fund added or opened ENPH and 0 trimmed it, including 1 brand-new position.
How much ENPH do tracked funds hold?
Combined disclosed long exposure to ENPH across tracked superinvestors is $62M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 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.