ENPH β€” ENPHASE ENERGY INC

Ownership history in COATUE MANAGEMENT LLC  Β·  11 quarters on record

AI Ownership Summary

COATUE MANAGEMENT LLC reported ENPHASE ENERGY INC (ENPH) in 11 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.47% in 2024 Q1. The latest visible filing shows ENPH at 0.14% 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 COATUE MANAGEMENT LLC'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 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% 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.

How COATUE MANAGEMENT LLC held ENPH β€” position size vs. price
% of Fund (quarterly)    ENPH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 1,647,893 +803,945 +95.3% 0.14% $58.3M 2025-11-14 $28.68
2025 Q2 REDUCED 843,948 -116,752 -12.2% 0.09% $33.5M 2025-08-14 $32.22
2024 Q3 UNCHANGED 960,700 β€” 0% 0.40% $108.6M 2024-11-14 $63.56
2024 Q2 REDUCED 960,700 -28,500 -2.9% 0.37% $95.8M 2024-08-14 $111.15
2024 Q1 ADDED 989,200 +376,849 +61.5% 0.47% $119.7M 2024-05-15 $115.47
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About COATUE MANAGEMENT LLC and ENPH

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

How long has COATUE MANAGEMENT LLC reported owning ENPH?

COATUE MANAGEMENT LLC reported ENPH across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported ENPH position in COATUE MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for ENPH was 0.47% in 2024 Q1.

What is the latest reported ENPH position on this page?

The most recent filing on this page is 2025 Q3, when COATUE MANAGEMENT LLC reported 1,647,893 shares, equal to 0.14% of portfolio, with an estimated market value of $58.3M.

What does the chart on this ENPH ownership page compare?

The chart compares COATUE MANAGEMENT LLC'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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