ENPH β€” ENPHASE ENERGY INC

Ownership history in Bayesian Capital Management, LP  Β·  17 quarters on record

AI Ownership Summary

Bayesian Capital Management, LP reported ENPHASE ENERGY INC (ENPH) in 17 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.73% in 2024 Q1. The latest visible filing shows ENPH at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ENPH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bayesian Capital Management, LP's position in ENPHASE ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ENPH was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ENPH stock page Bayesian Capital Management, LP fund profile Bayesian Capital Management, LP full holdings
How Bayesian Capital Management, LP held ENPH β€” position size vs. price
% of Fund (quarterly)    ENPH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 15,288 -29,100 -65.6% 0.11% $541K 2025-11-14 $28.68
2025 Q1 ADDED 44,388 +30,700 +224.3% 0.46% $2.8M 2025-05-15 $49.73
2024 Q4 REDUCED 13,688 -21,198 -60.8% 0.12% $940K 2025-02-14 $63.94
2024 Q3 ADDED 34,886 +6,700 +23.8% 0.46% $3.9M 2024-11-14 $63.56
2024 Q2 REDUCED 28,186 -35,200 -55.5% 0.32% $2.8M 2024-08-14 $111.15
2024 Q1 ADDED 63,386 +51,286 +423.9% 0.73% $7.7M 2024-05-15 $115.47
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ENPH

As of 2025 Q4 β€” sorted by position size

Greenvale Capital LLP 3Y 7Y 6.85% SORA INVESTORS LLC 3Y 2.24% REX Advisers, LLC 1.71% WESTERLY CAPITAL MANAGEMENT, LLC 3Y 7Y 1.23% Stelac Advisory Services LLC 3Y 7Y 1.2% SPHERA FUNDS MANAGEMENT LTD. 3Y 7Y 1.16% Baader Bank Aktiengesellschaft 3Y 0.82% Arosa Capital Management LP 3Y 7Y 0.81% Leibman Financial Services, Inc. 0.76% USCF Advisers LLC 0.61%

FAQ About Bayesian Capital Management, LP and ENPH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bayesian Capital Management, LP reported owning ENPH?

Bayesian Capital Management, LP reported ENPH across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported ENPH position in Bayesian Capital Management, LP's portfolio?

The largest reported portfolio weight for ENPH was 0.73% in 2024 Q1.

What is the latest reported ENPH position on this page?

The most recent filing on this page is 2025 Q3, when Bayesian Capital Management, LP reported 15,288 shares, equal to 0.11% of portfolio, with an estimated market value of $541K.

What does the chart on this ENPH ownership page compare?

The chart compares Bayesian Capital Management, LP's quarterly ENPH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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