SEC 13F Intelligence

Peconic Partners LLC / FSLR

Peconic Partners LLC’s First Solar Inc Position

Does Peconic Partners LLC own First Solar Inc (FSLR)? Yes — 395.0K shares worth $78M (+1.35% of its 13F portfolio) as of Q1 2026, up from 295.0K shares the prior filed quarter.

Position Value
$78M
Q1 2026
Shares
395.0K
% of Portfolio
+1.35%
Quarters Held
4
currently held

Position History FSLR

Reported value by quarter
Q2 ’25: $50MQ2 ’25Q3 ’25: $22MQ3 ’25Q4 ’25: $77MQ4 ’25Q1 ’26: $78MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026395.0K$78M+1.35%
Q4 2025295.0K$77M+1.83%
Q3 2025100.0K$22M+0.61%
Q2 2025300.0K$50M+1.59%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peconic Partners LLC’s full portfolio or all institutional holders of FSLR.