Enphase Energy, Inc. (ENPH): A Bull Case Theory
We came across a bullish thesis on Enphase Energy, Inc. (ENPH) on The Finance Corner’s Substack by Kostadin Ristovski, ACCA. In this article, we will summarize the bulls’ thesis on ENPH.
Enphase Energy Inc. (ENPH)
Market is closed
Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 1,959,400 | $221,451,388 | +38% | 0.04% | |
| 2. | 1,462,800 | $165,325,656 | +33% | 0.03% | |
| 3. | Coatue Management Philippe Laffont | 960,700 | $108,578,314 | 0.4% | |
| 4. | Alyeska Investment Group Anand Parekh | 831,043 | $93,924,480 | +732% | 0.47% |
| 5. | 641,300 | $72,479,726 | -2% | 0.06% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $62.42 | 2,436 | Officer, Director | 1,594,696 | 2024-11-20 | Filing | |
| $61.10 | 2,564 | Officer, Director | 1,592,260 | 2024-11-19 | Filing | |
| $60.38 | 5,000 | Officer, Director | 1,589,696 | 2024-11-14 | Filing | |
| $104.99 | 2,000 | Officer | 62,973 | 2024-05-02 | Filing | |
| $104.00 | 1,000 | Officer | 60,973 | 2024-05-02 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $123.72 | 665 | Officer | 107,943 | 2024-06-17 | Filing | |
| $123.20 | 4,335 | Officer | 108,608 | 2024-06-17 | Filing | |
| $129.60 | 5,188 | Director | 1,979,374 | 2024-05-30 | Filing | |
| $127.63 | 314 | Director | 1,984,562 | 2024-05-29 | Filing | |
| $126.89 | 195,840 | Director | 1,984,876 | 2024-05-29 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 15,641,335 | $2,066,846,006 | 0.04% | |
| 2. | 14,359,030 | $1,897,402,190 | 0.04% | |
| 3. | 5,655,388 | $747,302,970 | 0.03% | |
| 4. | 4,236,825 | $559,854,056 | 0.13% | |
| 5. | 4,079,776 | $539,101,601 | 0.44% |
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Enphase Energy, Inc. (NASDAQ:ENPH) Q3 2024 Earnings Call Transcript
Operator: Good day, and welcome to the Enphase Energy’s Third Quarter 2024 Financial Results Conference Call. All participants will be in listen-only mode.
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