$0 is the total value of Polarity Investment Partners LP's 1 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 104.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | N/An/a | $0 | – | 0 | +100.0% | 0.00% | – | |
| Exit | FARADAY FUTRE INTLGT ELCTR Iput | $0 | – | -24,900 | -100.0% | -0.30% | – | |
| Exit | FARADAY FUTRE INTLGT ELCTR Icall | $0 | – | -50,000 | -100.0% | -0.61% | – | |
| RUN | Exit | SUNRUN INC | $0 | – | -12,504 | -100.0% | -0.93% | – |
| Exit | LARGO INC | $0 | – | -47,500 | -100.0% | -1.47% | – | |
| STEM | Exit | STEM INC | $0 | – | -66,353 | -100.0% | -1.79% | – |
| Exit | SAMSARA INC | $0 | – | -53,735 | -100.0% | -2.11% | – | |
| TPIC | Exit | TPI COMPOSITES INC | $0 | – | -66,725 | -100.0% | -2.30% | – |
| NOVA | Exit | SUNNOVA ENERGY INTL INC. | $0 | – | -45,046 | -100.0% | -2.55% | – |
| FSLR | Exit | FIRST SOLAR INC | $0 | – | -14,090 | -100.0% | -2.89% | – |
| CRNC | Exit | CERENCE INC | $0 | – | -38,946 | -100.0% | -3.45% | – |
| TER | Exit | TERADYNE INC | $0 | – | -12,442 | -100.0% | -3.61% | – |
| FSR | Exit | FISKER INC | $0 | – | -119,309 | -100.0% | -3.78% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,767 | -100.0% | -4.67% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -44,025 | -100.0% | -4.72% | – |
| APTV | Exit | APTIV PLC | $0 | – | -18,943 | -100.0% | -5.56% | – |
| XPO | Exit | XPO LOGISTICS INC | $0 | – | -31,332 | -100.0% | -5.60% | – |
| ST | Exit | SENSATA TECHNOLOGIES HLDG PL | $0 | – | -46,547 | -100.0% | -5.81% | – |
| ALTR | Exit | ALTAIR ENGR INC | $0 | – | -42,132 | -100.0% | -6.66% | – |
| TDY | Exit | TELEDYNE TECHNOLOGIES INC | $0 | – | -6,355 | -100.0% | -7.37% | – |
| QQQ | Exit | INVESCO QQQ TRput | $0 | – | -10,000 | -100.0% | -8.89% | – |
| Exit | GXO LOGISTICS INCORPORATED | $0 | – | -67,931 | -100.0% | -11.89% | – | |
| Exit | RENEW ENERGY GLOBAL PLC | $0 | – | -646,483 | -100.0% | -13.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| RENEW ENERGY GLOBAL PLC | 2 | Q1 2022 | 13.0% |
| GXO LOGISTICS INCORPORATED | 2 | Q1 2022 | 11.9% |
| TELEDYNE TECHNOLOGIES INC | 2 | Q1 2022 | 7.9% |
| GENERAL MTRS CO | 2 | Q1 2022 | 8.2% |
| ALTAIR ENGR INC | 2 | Q1 2022 | 6.7% |
| XPO LOGISTICS INC | 2 | Q1 2022 | 6.0% |
| SENSATA TECHNOLOGIES HLDG PL | 2 | Q1 2022 | 5.8% |
| APTIV PLC | 2 | Q1 2022 | 5.6% |
| FISKER INC | 2 | Q1 2022 | 5.9% |
| TESLA INC | 2 | Q1 2022 | 4.7% |
View Polarity Investment Partners LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Polarity Investment Partners LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.