Fund HoldingsQuaero Capital S.A.

Total Portfolio Value
$78.32M
Total Bought
$8.03M
Total Sold
$15.35M
Net Transaction
-$7.32M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
QUANTA SVCS INC2,3907,128+4,7387132,2532.88%+1,540
UBER TECHNOLOGIES INC(UBER)00001,5371.96%+1,537
WESTERN DIGITAL CORP(WDC)00001,3241.69%+1,324
TC ENERGY CORP(TRP)026,260+26,26001,2221.56%+1,222
GE VERNOVA INC(GEV)3,8696,601+2,7329872,1712.77%+1,185
TESLA INC(TSLA)02,669+2,66901,0781.38%+1,078
HALOZYME THERAPEUTICS INC(HALO)00008591.10%+859
KINETIK HOLDINGS INC(KNTK)13,40025,800+12,4006061,4631.87%+857
CHENIERE ENERGY INC(LNG)02,860+2,86006150.78%+615
GFL ENVIRONMENTAL INC(GFL)27,62037,310+9,6901,1011,6622.12%+560
COINBASE GLOBAL INC(COIN)00005280.67%+528
HUBSPOT INC(HUBS)0001,3271,7202.20%+394
VERTIV HOLDINGS CO(VRT)19,36520,326+9611,9272,3092.95%+383
HAWAIIAN ELEC INDUSTRIES(HE)035,010+35,01003410.43%+341
SEMPRA(SRE)10,13011,080+9508479721.24%+125
LIBERTY MEDIA CORP DEL(FWONA)0001,0981,2201.56%+122
DROPBOX INC(DBX)0001,3451,4301.83%+85
SHOPIFY INC(SHOP)0001,4421,5271.95%+85
ENTERGY CORP NEW(ETR)9,66317,806+8,1431,2721,3501.72%+78
HUBBELL INC(HUBB)5,1485,371+2232,2052,2502.87%+45
FLUOR CORP(FLR)0001,2241,2571.60%+33
RAPID7 INC0001,0871,1141.42%+26
ZSCALER INC(ZS)0006116190.79%+8
AIRBNB INC(ABNB)0009329381.20%+6
ITRON INC(ITRI)0001,4611,4531.86%-8
POST HLDGS INC(POST)0009519381.20%-13
VISHAY INTERTECHNOLOGY INC(VSH)0009169001.15%-16
FORD MTR CO(F)0001,4681,4511.85%-17
TYLER TEX INDPT SCH DIST(TYL)0001,8511,8172.32%-34
PG&E CORP(PCG)71,90068,730-3,1701,4211,3871.77%-34
TARGA RES CORP(TRGP)6,8005,440-1,3601,0069711.24%-35
MIDDLEBY CORP(MIDD)0001,1531,1141.42%-39
AKAMAI TECHNOLOGIES INC(AKAM)0001,7551,7072.18%-48
ON SEMICONDUCTOR CORP(ON)0007046510.83%-53
AMERICAN WTR CAP CORP(AWK)0001,5371,4811.89%-56
BENTLEY SYS INC(BSY)0001,6091,5511.98%-58
SOUTHERN CO(SO)0002,0021,8902.41%-111
AXON ENTERPRISE INC(AXON)0001,4341,3041.67%-130
REPUBLIC SVCS INC(RSG)4,2003,450-7508446940.89%-149
TETRA TECH INC NEW(TTEK)0001,5721,4151.81%-158
EQUINIX INC(EQIX)2,1851,875-3101,9391,7682.26%-172
WASTE CONNECTIONS INC(WCN)10,0409,250-7901,7951,5872.03%-208
EATON CORP PLC(ETN)10,79210,088-7043,5773,3484.27%-229
AGNICO EAGLE MINES LTD(AEM)3,0000-3,0002420-242
CLEAN HARBORS INC(CLH)4,7223,730-9921,1418581.10%-283
FERROVIAL SE
ORD SHS
28,85018,290-10,5601,2407690.98%-471
BOOKING HOLDINGS INC(BKNG)0001,6781,1891.52%-489
NEXTRACKER INC49,27235,862-13,4101,8471,3101.67%-537
SUNRUN INC(RUN)71,79253,673-18,1191,2974960.63%-800
LINDE PLC(LIN)7,0545,997-1,0573,3642,5113.21%-853
NEXTERA ENERGY INC(NEE)52,32049,574-2,7464,4233,5544.54%-869
TAIWAN SEMICONDUCTOR MFG LTD(TSM)29,56420,926-8,6385,1344,1335.28%-1,002
DATADOG INC(DDOG)0001,2950-1,295
HA SUSTAINABLE INFRA CAP INC(HASI)95,77062,008-33,7623,3011,6642.12%-1,638
ENPHASE ENERGY INC(ENPH)25,39516,643-8,7522,8701,1431.46%-1,727
AMERICAN TOWER CORP NEW(AMT)7,5500-7,5501,7560-1,756
FIRST SOLAR INC(FSLR)13,9148,521-5,3933,4711,5021.92%-1,969
BROOKFIELD RENEWABLE CORP(BEPC)72,7000-72,7002,3740-2,374
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