SIR Capital Management, L.P. EVGO — EVGO INC

Ownership history in SIR Capital Management, L.P.  ·  10 quarters on record

AI Ownership Summary

SIR Capital Management, L.P. reported EVGO INC (EVGO) in 10 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.74% in 2025 Q3. The latest visible filing shows EVGO at 1.40% 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 EVGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIR Capital Management, L.P.'s position in EVGO 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

EVGO was reported at 1.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.74% in 2025 Q3

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 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.

EVGO stock page SIR Capital Management, L.P. fund profile SIR Capital Management, L.P. full holdings
How SIR Capital Management, L.P. held EVGO — position size vs. price
% of Fund (quarterly)    EVGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 4,345,531 +234,500 +5.7% 1.40% $12.6M 2026-02-14 (Est.) $2.92
2025 Q3 REDUCED 5.2% -36.8% ✅ 4,111,031 -223,365 -5.2% 1.74% $19.4M 2025-11-14 $2.94
2025 Q2 ADDED — — — 4,334,396 +36,951 +0.9% 1.41% $15.8M 2025-08-12 $3.76
2025 Q1 ADDED — — — 4,297,445 +763,800 +21.6% 1.00% $11.4M 2025-05-15 $3.97
2024 Q4 ADDED — — — 3,533,645 +2,704,662 +326.3% 1.48% $14.3M 2025-02-14 $3.03
2024 Q3 REDUCED 13.5% -1.0% ✅ 828,983 -129,617 -13.5% 0.33% $3.4M 2024-11-14 $5.05
2024 Q2 ADDED — — — 958,600 +416,800 +76.9% 0.23% $2.3M 2024-08-07 $3.63
2024 Q1 REDUCED 68.6% -4.4% ✅ 541,800 -1,185,130 -68.6% 0.14% $1.4M 2024-05-15 $2.36
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EVGO

As of 2026 Q1 — sorted by position size

Inspire Investing, LLC 3Y 7Y 0.04% Fullerton Advisors, LLC 0.02% Sage Investment Advisers LLC 3Y 0.01% Forefront Wealth Partners, LLC 0.01% Presidio Capital Management, LLC 3Y 0.0% Pictet Asset Management Holding SA 0.0% Abacus Wealth Partners, LLC 0.0% U.S. Capital Wealth Advisors, LLC 3Y 0.0% J.W. COLE ADVISORS, INC. 3Y 0.0% Y-Intercept (Hong Kong) Ltd 3Y 0.0%

FAQ About SIR Capital Management, L.P. and EVGO

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

How long has SIR Capital Management, L.P. reported owning EVGO?

SIR Capital Management, L.P. reported EVGO across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported EVGO position in SIR Capital Management, L.P.'s portfolio?

The largest reported portfolio weight for EVGO was 1.74% in 2025 Q3.

What is the latest reported EVGO position on this page?

The most recent filing on this page is 2025 Q4, when SIR Capital Management, L.P. reported 4,345,531 shares, equal to 1.40% of portfolio, with an estimated market value of $12.6M.

What does the chart on this EVGO ownership page compare?

The chart compares SIR Capital Management, L.P.'s quarterly EVGO 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 SIR Capital Management, L.P. time their EVGO position?

Based on 13F filing dates vs. subsequent EVGO price moves, SIR Capital Management, L.P. correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on EVGO relative to SPY over the holding period was -21.2%.

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