# EDGAR Filing Document

**Accession Number:** 0001596053
**File Stem:** 0001596053-26-000003
**Filing Date:** 2026-5
**Character Count:** 10615
**Document Hash:** 9e556f08137385345f925bd0dcaae205
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001596053-26-000003.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0001596053-26-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260515

**EFFECTIVENESS DATE**: 20260515

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Arosa Capital Management LP
- **CENTRAL INDEX KEY:** 0001596053

**ORGANIZATION NAME:**
- **EIN:** 800948256
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16456
- **FILM NUMBER:** 26985123

**BUSINESS ADDRESS:**
- **STREET 1:** 1674 MERIDIAN AVENUE
- **STREET 2:** SUITE 500
- **CITY:** MIAMI BEACH
- **STATE:** FL
- **ZIP:** 33139
- **BUSINESS PHONE:** 212-218-0550

**MAIL ADDRESS:**
- **STREET 1:** 1674 MERIDIAN AVENUE
- **STREET 2:** SUITE 500
- **CITY:** MIAMI BEACH
- **STATE:** FL
- **ZIP:** 33139

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Arosa Capital Management LP<br>**Address:** 1674 MERIDIAN AVENUE<br>SUITE 500<br>MIAMI BEACH, FL 33139

**Form 13F File Number:** 028-16456

**CRD Number (if applicable):** 000169851

**SEC File Number (if applicable):** 801-78870

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Daniel Radden<br>**Title:** COO/GC/CCO<br>**Phone:** 212-218-0550

**Signature, Place, and Date of Signing:**

Daniel Radden  Miami Beach, FL  05-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 68

**Form 13F Information Table Value Total:** $660392314

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 5E ADVANCED MATERIALS INC | COM NEW | 33830Q208 |  | 280000 | 200000 | SH |  | SOLE |  | 200000 | 0 | 0 |
| AEROVIRONMENT INC | COM | 008073108 |  | 732200 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| ALPHA  OMEGA SEMICONDUCTOR | SHS | G6331P104 |  | 664800 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| ASCENT SOLAR TECHNOLOGIES IN | COM NEW | 043635804 |  | 591000 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| ASP ISOTOPES INC | COM | 00218A105 |  | 884000 | 200000 | SH |  | SOLE |  | 200000 | 0 | 0 |
| ATOMERA INC | COM | 04965B100 |  | 1866900 | 490000 | SH |  | SOLE |  | 490000 | 0 | 0 |
| AXT INC | COM | 00246W103 |  | 4843300 | 85000 | SH |  | SOLE |  | 85000 | 0 | 0 |
| BABCOCK  WILCOX ENTERPRISES | COM | 05614L209 |  | 8446750 | 575000 | SH |  | SOLE |  | 575000 | 0 | 0 |
| BLOOM ENERGY CORP | COM CL A | 093712107 |  | 2939049 | 21692 | SH |  | SOLE |  | 21692 | 0 | 0 |
| BWX TECHNOLOGIES INC | COM | 05605H100 |  | 1022450 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| CAMECO CORP | COM | 13321L108 |  | 7081915 | 65205 | SH |  | SOLE |  | 65205 | 0 | 0 |
| CAMECO CORP | COM | 13321L108 |  | 3258300 | 30000 | SH | Call | SOLE |  | 30000 | 0 | 0 |
| CIPHER DIGITAL INC | COM | 17253J106 |  | 3217500 | 250000 | SH | Call | SOLE |  | 250000 | 0 | 0 |
| CLEANSPARK INC | COM NEW | 18452B209 |  | 851000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 5585000 | 20000 | SH | Call | SOLE |  | 20000 | 0 | 0 |
| CORE SCIENTIFIC INC NEW | COM | 21874A106 |  | 164455 | 10993 | SH |  | SOLE |  | 10993 | 0 | 0 |
| EAGLE NUCLEAR ENERGY CORP | *W EXP 02/25/203 | 269710117 |  | 1042500 | 750000 | SH |  | SOLE |  | 750000 | 0 | 0 |
| ENERGY FUELS INC | COM NEW | 292671708 |  | 2828750 | 155000 | SH |  | SOLE |  | 155000 | 0 | 0 |
| ENI SPA | SPONSORED ADR | 26874R108 |  | 3113550 | 55000 | SH |  | SOLE |  | 55000 | 0 | 0 |
| ENPHASE ENERGY INC | COM | 29355A107 |  | 2661597 | 70394 | SH |  | SOLE |  | 70394 | 0 | 0 |
| ENPHASE ENERGY INC | COM | 29355A107 |  | 3781000 | 100000 | SH | Call | SOLE |  | 100000 | 0 | 0 |
| EOS ENERGY ENTERPRISES INC | COM CL A | 29415C101 |  | 3601124 | 726033 | SH |  | SOLE |  | 726033 | 0 | 0 |
| ESS TECH INC | COM NEW | 26916J205 |  | 1064700 | 910000 | SH |  | SOLE |  | 910000 | 0 | 0 |
| EVERUS CONSTR GROUP | COM | 300426103 |  | 10389280 | 88000 | SH |  | SOLE |  | 88000 | 0 | 0 |
| EXPAND ENERGY CORPORATION | COM | 165167735 |  | 4391200 | 40000 | SH | Call | SOLE |  | 40000 | 0 | 0 |
| FIRST SOLAR INC | COM | 336433107 |  | 6016430 | 30500 | SH |  | SOLE |  | 30500 | 0 | 0 |
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | 34631F102 |  | 2487950 | 85000 | SH |  | SOLE |  | 85000 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 8729000 | 10000 | SH | Call | SOLE |  | 10000 | 0 | 0 |
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 |  | 9686000 | 200000 | SH | Call | SOLE |  | 200000 | 0 | 0 |
| HUT 8 CORP | COM | 44812J104 |  | 938200 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | SOLAR ETF | 46138G706 |  | 11142000 | 200000 | SH | Call | SOLE |  | 200000 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 92348800 | 160000 | SH | Put | SOLE |  | 160000 | 0 | 0 |
| IREN LIMITED | ORDINARY SHARES | Q4982L109 |  | 2398743 | 69975 | SH |  | SOLE |  | 69975 | 0 | 0 |
| IREN LIMITED | ORDINARY SHARES | Q4982L109 |  | 32737400 | 955000 | SH | Call | SOLE |  | 955000 | 0 | 0 |
| KRATOS DEFENSE  SEC SOLUTIO | COM NEW | 50077B207 |  | 705100 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| KULR TECHNOLOGY GROUP INC | COM | 50125G307 |  | 711000 | 300000 | SH |  | SOLE |  | 300000 | 0 | 0 |
| LEGENCE CORP | CL A | 52476L109 |  | 1693800 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| LITHIUM AMERS CORP NEW | COM SHS | 53681J103 |  | 2172500 | 550000 | SH |  | SOLE |  | 550000 | 0 | 0 |
| MASTEC INC | COM | 576323109 |  | 4826100 | 15000 | SH |  | SOLE |  | 15000 | 0 | 0 |
| MASTEC INC | COM | 576323109 |  | 24130500 | 75000 | SH | Call | SOLE |  | 75000 | 0 | 0 |
| MATERION CORP | COM | 576690101 |  | 3616250 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| MONOLITHIC PWR SYS INC | COM | 609839105 |  | 4920075 | 4500 | SH |  | SOLE |  | 4500 | 0 | 0 |
| NET POWER INC | *W EXP 06/08/202 | 64107A113 |  | 28687 | 106249 | SH |  | SOLE |  | 106249 | 0 | 0 |
| NEXTPOWER INC | CLASS A COM | 65290E101 |  | 6022557 | 49959 | SH |  | SOLE |  | 49959 | 0 | 0 |
| NVENT ELEC PLC | SHS | G6700G107 |  | 1774200 | 15000 | SH |  | SOLE |  | 15000 | 0 | 0 |
| QUANTA SVCS INC | COM | 74762E102 |  | 5170670 | 9418 | SH |  | SOLE |  | 9418 | 0 | 0 |
| QUANTA SVCS INC | COM | 74762E102 |  | 76862800 | 140000 | SH | Call | SOLE |  | 140000 | 0 | 0 |
| REDWIRE CORPORATION | COM | 75776W103 |  | 1020000 | 120000 | SH |  | SOLE |  | 120000 | 0 | 0 |
| ROGERS CORP | COM | 775133101 |  | 4680876 | 43612 | SH |  | SOLE |  | 43612 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 2483202 | 15354 | SH |  | SOLE |  | 15354 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 32346000 | 200000 | SH | Put | SOLE |  | 200000 | 0 | 0 |
| SHOALS TECHNOLOGIES GROUP IN | CL A | 82489W107 |  | 1316000 | 200000 | SH | Call | SOLE |  | 200000 | 0 | 0 |
| SOLARIS ENERGY INFRAS INC | COM CL A | 83418M103 |  | 3390600 | 60000 | SH |  | SOLE |  | 60000 | 0 | 0 |
| SOLV ENERGY INC | COM SHS CL A | 78475V103 |  | 1972551 | 65686 | SH |  | SOLE |  | 65686 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 156081600 | 240000 | SH | Put | SOLE |  | 240000 | 0 | 0 |
| STERLING INFRASTRUCTURE INC | COM | 859241101 |  | 3258160 | 8000 | SH |  | SOLE |  | 8000 | 0 | 0 |
| SYNTEC OPTICS HLDGS INC | CL A | 87169M105 |  | 1757500 | 250000 | SH |  | SOLE |  | 250000 | 0 | 0 |
| TALEN ENERGY CORP | COM | 87422Q109 |  | 6384600 | 20000 | SH | Call | SOLE |  | 20000 | 0 | 0 |
| TECOGEN INC NEW | COM NEW | 87876P201 |  | 896000 | 350000 | SH |  | SOLE |  | 350000 | 0 | 0 |
| TERAWULF INC | COM | 88080T104 |  | 4329000 | 300000 | SH | Call | SOLE |  | 300000 | 0 | 0 |
| TERRESTRIAL ENERGY INC | *W EXP 10/28/203 | 881454110 |  | 453250 | 175000 | SH |  | SOLE |  | 175000 | 0 | 0 |
| TSS INC DEL | COM | 87288V101 |  | 1951500 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| USA RARE EARTH INC | COM | 91733P107 |  | 983775 | 65000 | SH |  | SOLE |  | 65000 | 0 | 0 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 14377500 | 37500 | SH | Call | SOLE |  | 37500 | 0 | 0 |
| VICOR CORP | COM | 925815102 |  | 25196500 | 156500 | SH |  | SOLE |  | 156500 | 0 | 0 |
| VICOR CORP | COM | 925815102 |  | 16100000 | 100000 | SH | Call | SOLE |  | 100000 | 0 | 0 |
| VISTRA CORP | COM | 92840M102 |  | 1534118 | 10205 | SH |  | SOLE |  | 10205 | 0 | 0 |
| WILLIAMS COS INC | COM | 969457100 |  | 5458500 | 75000 | SH |  | SOLE |  | 75000 | 0 | 0 |

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