Hedge Fund - Engine No. 1 LLC

Engine No. 1 is an American activist and impact-focused investment firm founded in December 2020 by Christopher James, who initially seeded the fund with $250 million of his own capital. According to its most recent 13F filing, the firm manages approximately $430 million in assets.

Chris James founded Engine No. 1 with a visionary perspective on how macroeconomic shifts towards deglobalization and decarbonization, coupled with rapid innovation, will reshape the global landscape. As Chief Investment Officer, he focuses on identifying investment opportunities within these transformative trends, emphasizing solutions to their inherent challenges. With over 30 years of experience in investing and business development across evolving industries, Chris has a robust background. Before launching Engine No. 1, he founded Partner Fund Management, initially part of Andor Capital Management which he co-founded. Prior to that, Chris played a pivotal role as a member of the Management Committee at Pequot Capital Management. He has also established several companies in the natural resources sector, including White Oak Resources, Pin Oak Mt. Airy, Pin Oak Corpus Christi (co-founded), and Greenfield Holdings. Chris holds a BA in Economics from Tulane University, where he chaired the Investment Committee during his 12-year tenure on the board. He is a founding board member of Tipping Point Community, an organization dedicated to combating poverty in the Bay Area.

Engine No. 1 manages discretionary assets totaling $299,882,851, according to their Form ADV filed on March 2023. The firm serves three clients. Their most recent 13F filing for Q1 2024 reported $84,478,751 in managed 13F securities, with a top 10 holdings concentration of 100.0%. Engine No. 1's largest holding is Vertiv Holdings Co, with 215,325 shares held.