# EDGAR Filing Document

**Accession Number:** 0001596053
**File Stem:** 0001596053-25-000007
**Filing Date:** 2025-8
**Character Count:** 9739
**Document Hash:** 3081cb4739105d59953989c650a03064
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001596053-25-000007.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0001596053-25-000007

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250814

**EFFECTIVENESS DATE**: 20250814

**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:** 251219551

**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:** 06-30-2025

**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  08-14-2025<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:** 60

**Form 13F Information Table Value Total:** $531120003

      (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 |
| AMENTUM HOLDINGS INC | COM | 023939101 |  | 5961525 | 252500 | SH |  | SOLE |  | 252500 | 0 | 0 |
| ANTERO RESOURCES CORP | COM | 03674X106 |  | 805600 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| ARGAN INC | COM | 04010E109 |  | 992160 | 4500 | SH |  | SOLE |  | 4500 | 0 | 0 |
| BWX TECHNOLOGIES INC | COM | 05605H100 |  | 1152480 | 8000 | SH |  | SOLE |  | 8000 | 0 | 0 |
| CAMECO CORP | COM | 13321L108 |  | 17340128 | 233600 | SH |  | SOLE |  | 233600 | 0 | 0 |
| CAMECO CORP | COM | 13321L108 |  | 54559050 | 735000 | SH | Call | SOLE |  | 735000 | 0 | 0 |
| CENTRUS ENERGY CORP | CL A | 15643U104 |  | 977815 | 5338 | SH |  | SOLE |  | 5338 | 0 | 0 |
| CENTURI HOLDINGS INC | COM SHS | 155923105 |  | 6732000 | 300000 | SH |  | SOLE |  | 300000 | 0 | 0 |
| CIPHER MINING INC | COM | 17253J106 |  | 1434000 | 300000 | SH |  | SOLE |  | 300000 | 0 | 0 |
| CIPHER MINING INC | COM | 17253J106 |  | 5736000 | 1200000 | SH | Call | SOLE |  | 1200000 | 0 | 0 |
| CLEARWAY ENERGY INC | CL C | 18539C204 |  | 2016000 | 63000 | SH |  | SOLE |  | 63000 | 0 | 0 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 3227600 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| CORE SCIENTIFIC INC NEW | COM | 21874A106 |  | 4267500 | 250000 | SH |  | SOLE |  | 250000 | 0 | 0 |
| CORE SCIENTIFIC INC NEW | COM | 21874A106 |  | 10242000 | 600000 | SH | Call | SOLE |  | 600000 | 0 | 0 |
| DENISON MINES CORP | COM | 248356107 |  | 2339064 | 1285200 | SH |  | SOLE |  | 1285200 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 3569900 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 28559200 | 80000 | SH | Call | SOLE |  | 80000 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 7139800 | 20000 | SH | Put | SOLE |  | 20000 | 0 | 0 |
| ENPHASE ENERGY INC | COM | 29355A107 |  | 1982500 | 50000 | SH | Put | SOLE |  | 50000 | 0 | 0 |
| EQT CORP | COM | 26884L109 |  | 4199040 | 72000 | SH |  | SOLE |  | 72000 | 0 | 0 |
| EVERUS CONSTR GROUP | COM | 300426103 |  | 6162410 | 97000 | SH |  | SOLE |  | 97000 | 0 | 0 |
| EXPAND ENERGY CORPORATION | COM | 165167735 |  | 2455740 | 21000 | SH |  | SOLE |  | 21000 | 0 | 0 |
| EXPAND ENERGY CORPORATION | COM | 165167735 |  | 2923500 | 25000 | SH | Call | SOLE |  | 25000 | 0 | 0 |
| FERRARI N V | COM | N3167Y103 |  | 5398140 | 11000 | SH |  | SOLE |  | 11000 | 0 | 0 |
| FIRST SOLAR INC | COM | 336433107 |  | 28141800 | 170000 | SH | Call | SOLE |  | 170000 | 0 | 0 |
| FIRST SOLAR INC | COM | 336433107 |  | 728376 | 4400 | SH |  | SOLE |  | 4400 | 0 | 0 |
| FLUENCE ENERGY INC | COM CL A | 34379V103 |  | 3355000 | 500000 | SH |  | SOLE |  | 500000 | 0 | 0 |
| FLUENCE ENERGY INC | COM CL A | 34379V103 |  | 2348500 | 350000 | SH | Call | SOLE |  | 350000 | 0 | 0 |
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 |  | 2882286 | 6600 | SH |  | SOLE |  | 6600 | 0 | 0 |
| HCM II ACQUISITION CORP | SHS CL A | G43658106 |  | 6216000 | 560000 | SH |  | SOLE |  | 560000 | 0 | 0 |
| HCM II ACQUISITION CORP | *W EXP 99/99/999 | G43658122 |  | 1057500 | 450000 | SH |  | SOLE |  | 450000 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | SOLAR ETF | 46138G706 |  | 20556000 | 600000 | SH | Call | SOLE |  | 600000 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 13791000 | 25000 | SH | Put | SOLE |  | 25000 | 0 | 0 |
| IREN LIMITED | ORDINARY SHARES | Q4982L109 |  | 4735250 | 325000 | SH |  | SOLE |  | 325000 | 0 | 0 |
| IREN LIMITED | ORDINARY SHARES | Q4982L109 |  | 16027000 | 1100000 | SH | Call | SOLE |  | 1100000 | 0 | 0 |
| ISHARES TR | GL CLEAN ENE ETF | 464288224 |  | 3933000 | 300000 | SH | Call | SOLE |  | 300000 | 0 | 0 |
| ISHARES TR | GL CLEAN ENE ETF | 464288224 |  | 431909 | 32945 | SH |  | SOLE |  | 32945 | 0 | 0 |
| ISOENERGY LTD | COM NEW | 46500E867 |  | 1142486 | 160425 | SH |  | SOLE |  | 160425 | 0 | 0 |
| ITRON INC | COM | 465741106 |  | 3948900 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| LIGHTBRIDGE CORP | COM | 53224K302 |  | 4011000 | 300000 | SH |  | SOLE |  | 300000 | 0 | 0 |
| MARATHON PETE CORP | COM | 56585A102 |  | 996660 | 6000 | SH |  | SOLE |  | 6000 | 0 | 0 |
| MASTEC INC | COM | 576323109 |  | 3408600 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| MIRION TECHNOLOGIES INC | COM CL A | 60471A101 |  | 3881278 | 180273 | SH |  | SOLE |  | 180273 | 0 | 0 |
| NET POWER INC | *W EXP 06/08/202 | 64107A113 |  | 35062 | 106249 | SH |  | SOLE |  | 106249 | 0 | 0 |
| NEXGEN ENERGY LTD | COM | 65340P106 |  | 4956548 | 714200 | SH |  | SOLE |  | 714200 | 0 | 0 |
| NEXGEN ENERGY LTD | COM | 65340P106 |  | 8675000 | 1250000 | SH | Call | SOLE |  | 1250000 | 0 | 0 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 |  | 5243760 | 24000 | SH |  | SOLE |  | 24000 | 0 | 0 |
| RIOT PLATFORMS INC | COM | 767292105 |  | 13560000 | 1200000 | SH | Call | SOLE |  | 1200000 | 0 | 0 |
| SELECT SECTOR SPDR TR | Energy | 81369Y506 |  | 6784800 | 80000 | SH | Put | SOLE |  | 80000 | 0 | 0 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 66384000 | 450000 | SH | Put | SOLE |  | 450000 | 0 | 0 |
| SUNRUN INC | COM | 86771W105 |  | 5726000 | 700000 | SH | Call | SOLE |  | 700000 | 0 | 0 |
| TALEN ENERGY CORP | COM | 87422Q109 |  | 2035390 | 7000 | SH |  | SOLE |  | 7000 | 0 | 0 |
| TALEN ENERGY CORP | COM | 87422Q109 |  | 42161650 | 145000 | SH | Call | SOLE |  | 145000 | 0 | 0 |
| TARGA RES CORP | COM | 87612G101 |  | 4996096 | 28700 | SH |  | SOLE |  | 28700 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 1797740 | 14000 | SH |  | SOLE |  | 14000 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 2568200 | 20000 | SH | Call | SOLE |  | 20000 | 0 | 0 |
| VIPER ENERGY INC | CL A | 927959106 |  | 1906500 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| VISTRA CORP | COM | 92840M102 |  | 5232870 | 27000 | SH |  | SOLE |  | 27000 | 0 | 0 |
| VISTRA CORP | COM | 92840M102 |  | 52328700 | 270000 | SH | Call | SOLE |  | 270000 | 0 | 0 |
| WILLIAMS COS INC | COM | 969457100 |  | 4961990 | 79000 | SH |  | SOLE |  | 79000 | 0 | 0 |

---