QQQ β€” INVESCO QQQ TR

Ownership history in Arosa Capital Management LP  Β·  4 quarters on record

This page tracks every 13F SEC filing in which Arosa Capital Management LP reported a position in INVESCO QQQ TR (QQQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
8.49% (2025 Q4)
πŸ“Š Avg. % of fund
4.56%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
4

Position Intelligence

Arosa Capital Management LP Γ— QQQ AI Analytics

πŸ“ˆ Arosa Capital Management LP outperformed the S&P 500 by +10.2% annually on this QQQ position. Timing score: 33% (1/3 decisions correct). Average cost basis: $580.62. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+10.2%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 10.2% per year on this position.
3 quarters analyzed

⏱️ Timing Score
33%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct

πŸ’° Entry Quality
$580.62
+5.7% vs current ($613.54)

Best entry: $466.66 (2025 Q1)  Β·  Worst: $613.54 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

2 adds Β· 2 trims. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Arosa Capital Management LP has been actively increasing its QQQ allocation β€” a bullish signal from insiders.
Currently 8.49% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    QQQ price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 110,000 +90,000 +450.0% 8.49% $67.6M $613.54
2025 Q3 REDUCED 20,000 -5,000 -20.0% 2.64% $12.0M $598.84
2025 Q2 REDUCED 25,000 -1,000 -3.8% 2.60% $13.8M $549.60
2025 Q1 INITIATED 26,000 β€” β€” 4.50% $12.2M $466.66
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