Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Polarity Investment Partners LP (CIK 1901667) reported $40.8M across 19 reported positions in its SEC 13F filing for 2022-03-31. Largest positions: RNW ($5.3M, 13.03%), GXO ($4.8M, 11.89%), QQQ ($3.6M, 8.89%), TDY ($3.0M, 7.37%), ALTR ($2.7M, 6.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RNW | RENEW ENERGY GLOBAL PLC | $5.3M | 13.03% | 646,483 | Added |
| 2 | GXO | GXO LOGISTICS INCORPORATED | $4.8M | 11.89% | 67,931 | Added |
| 3 | QQQ | INVESCO QQQ TR | $3.6M | 8.89% | 10,000 | New |
| 4 | TDY | TELEDYNE TECHNOLOGIES INC | $3.0M | 7.37% | 6,355 | Trimmed |
| 5 | ALTR | ALTAIR ENGR INC | $2.7M | 6.65% | 42,132 | Added |
| 6 | ST | SENSATA TECHNOLOGIES HLDG PL | $2.4M | 5.81% | 46,547 | Added |
| 7 | XPO | XPO LOGISTICS INC | $2.3M | 5.60% | 31,332 | Trimmed |
| 8 | APTV | APTIV PLC | $2.3M | 5.56% | 18,943 | Added |
| 9 | GM | GENERAL MTRS CO | $1.9M | 4.72% | 44,025 | Trimmed |
| 10 | TSLA | TESLA INC | $1.9M | 4.67% | 1,767 | Added |
| 11 | FSRN | FISKER INC | $1.5M | 3.78% | 119,309 | Trimmed |
| 12 | TER | TERADYNE INC | $1.5M | 3.61% | 12,442 | New |
| 13 | CRNC | CERENCE INC | $1.4M | 3.45% | 38,946 | Added |
| 14 | FSLR | FIRST SOLAR INC | $1.2M | 2.89% | 14,090 | Added |
| 15 | NOVA | SUNNOVA ENERGY INTL INC. | $1.0M | 2.55% | 45,046 | New |
| 16 | TPIC | TPI COMPOSITES INC | $938,000 | 2.30% | 66,725 | New |
| 17 | IOT | SAMSARA INC | $861,000 | 2.11% | 53,735 | New |
| 18 | STEM | STEM INC | $731,000 | 1.79% | 66,353 | New |
| 19 | LGO | LARGO INC | $601,000 | 1.47% | 47,500 | Trimmed |
| 20 | RUN | SUNRUN INC | $380,000 | 0.93% | 12,504 | Trimmed |
| 21 | FFIE | FARADAY FUTRE INTLGT ELCTR I | $374,000 | 0.92% | 74,900 | New |
| 22 | AEVA | AEVA TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
| 23 | ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | Exited |
| 24 | ASPN | ASPEN AEROGELS INC | $0 | 0.00% | 0 | Exited |
| 25 | BGRY | BERKSHIRE GREY INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2022-03-31