RWC Asset Management LLP FSLR — FIRST SOLAR INC

Ownership history in RWC Asset Management LLP  ·  5 quarters on record

AI Ownership Summary

RWC Asset Management LLP reported FIRST SOLAR INC (FSLR) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.84% in 2024 Q4. The latest visible filing shows FSLR at 0.53% 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.

What this FSLR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RWC Asset Management LLP's position in FIRST SOLAR 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 Q4

FSLR was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.84% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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.

FSLR stock page RWC Asset Management LLP fund profile RWC Asset Management LLP full holdings
How RWC Asset Management LLP held FSLR — position size vs. price
% of Fund (quarterly)    FSLR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 36.7% -24.5% ✅ 41,424 -23,991 -36.7% 0.53% $10.8M 2026-02-11 $227.74
2025 Q3 REDUCED — — — 65,415 -68 -0.1% 0.70% $14.4M 2025-10-27 $247.69
2025 Q2 REDUCED — — — 65,483 -1,800 -2.7% 0.57% $10.8M 2025-08-13 $184.84
2025 Q1 REDUCED 29.2% +30.9% ❌ 67,283 -27,729 -29.2% 0.44% $8.5M 2025-05-07 $129.78
2024 Q4 INITIATED — — — 95,012 — — 0.84% $16.7M 2025-02-04 $166.23

🏢 Other funds also holding FSLR

As of 2026 Q1 — sorted by position size

Credit Capital Investments LLC 3Y 7Y 4.6% Triodos Investment Management BV 3Y 7Y 4.14% NIA IMPACT ADVISORS, LLC 3Y 4.05% Lightrock Netherlands B.V. 4.03% Foresight Group Ltd Liability Partnership 3.84% Summerhill Capital Management lnc. 3.69% Robeco Schweiz AG 3Y 7Y 2.69% GRACE & WHITE INC /NY 3Y 7Y 2.42% KTF INVESTMENTS, LLC 2.16% Mader & Shannon Wealth Management, Inc. 3Y 7Y 2.09%

FAQ About RWC Asset Management LLP and FSLR

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

How long has RWC Asset Management LLP reported owning FSLR?

RWC Asset Management LLP reported FSLR across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported FSLR position in RWC Asset Management LLP's portfolio?

The largest reported portfolio weight for FSLR was 0.84% in 2024 Q4.

What is the latest reported FSLR position on this page?

The most recent filing on this page is 2025 Q4, when RWC Asset Management LLP reported 41,424 shares, equal to 0.53% of portfolio, with an estimated market value of $10.8M.

What does the chart on this FSLR ownership page compare?

The chart compares RWC Asset Management LLP's quarterly FSLR 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.

How well did RWC Asset Management LLP time their FSLR position?

Based on 13F filing dates vs. subsequent FSLR price moves, RWC Asset Management LLP correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on FSLR relative to SPY over the holding period was +17.4%.

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