$40.8 Million is the total value of Polarity Investment Partners LP's 22 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | BERKSHIRE GREY INCcall | $0 | – | -20,000 | -100.0% | -0.22% | – | |
| AEVA | Exit | AEVA TECHNOLOGIES INC | $0 | – | -34,264 | -100.0% | -0.53% | – |
| Exit | BERKSHIRE GREY INC | $0 | – | -149,748 | -100.0% | -1.68% | – | |
| EVRG | Exit | EVERGY INC | $0 | – | -13,769 | -100.0% | -1.93% | – |
| Exit | NAVITAS SEMICONDUCTOR CORP | $0 | – | -70,321 | -100.0% | -2.45% | – | |
| RUN | Exit | SUNRUN INCcall | $0 | – | -40,000 | -100.0% | -2.81% | – |
| ASPN | Exit | ASPEN AEROGELS INC | $0 | – | -28,614 | -100.0% | -2.92% | – |
| IVAN | Exit | IVANHOE CAPITAL ACQUISTIN CO | $0 | – | -158,361 | -100.0% | -3.22% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -9,058 | -100.0% | -3.26% | – |
| S | Exit | SENTINELONE INCcl a | $0 | – | -41,707 | -100.0% | -4.31% | – |
| WSC | Exit | WILLSCOT MOBIL MINI HLDNG CO | $0 | – | -51,957 | -100.0% | -4.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
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.