SEDG

SEDG

SEDG

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Sep 24, 2025	Andrew Hill Investment Advisors	-	-	AMSC, COST, EQT, GE, GEV, GLD, GOOGL, META, MSFT, NVDA, NXT, SEDG, SYK, TMO, VRTX, YETI	AI, Energy Transition, equities, Federal Reserve, gold, Rate Cuts, Solar, technology	The AI buildout continues to drive equity market performance with companies like Microsoft and Meta showing strong results from AI products. However, momentum is stalling for first-tier AI companies despite excellent earnings, suggesting the next phase may be led by second-tier companies focused on energy infrastructure for data centers.	YETI	View
2025 Q2	Jul 28, 2025	Harry Qelm Baabsman	-	9.7%	ADBE, BIRD, BWA, CRM, FLNC, GOOGL, HFG.DE, LIGHT.AS, LYFT, MGA, NVDA, NXT, PUM.DE, S92.DE, SEDG, SHOP.TO, THO, VWSB.CO, ZAL.DE, ZM	AI, clean energy, Cloud, E-Commerce, Solar, technology, value, Wind	Solar equipment companies like Nextracker grew 59% since December, while SMA Solar and SolarEdge combined grew 50%. The fund sees solar as a primary energy source with rapidly increasing presence, moving from below 0.5% to 5-7% of total energy consumption and above 10% of electricity generation worldwide.	ADBE PUM GR VWSB GR NXT ZAL GR ZM CRM	View
2024 Q2	Jul 19, 2024	Harry Qelm Baabsman	-	-16.5%	ADBE, AMZN, ASC.L, CRM, CSIQ, ENPH, GOOGL, HFG.DE, NVDA, PUM.DE, SEDG, SIGNF, TPIC, ZAL.DE, ZM	clean energy, Cloud, Cyclical, Europe, growth, long-term, value	The fund is heavily invested in clean energy companies, particularly solar energy firms like SolarEdge and Canadian Solar. The manager expects a recovery in the clean energy sector by 2025 after the current oversupply cycle. Solar energy installations continue to grow globally, with 2022 seeing 1185 Gigawatts installed.	TPIC HFG.DE SEDG	View
2023 Q2	Jun 30, 2023	Baird Small/Mid Cap Growth Equity Fund	3.4%	12.9%	CHDN, CNMD, COCO, CTLT, CWAN, DECK, EXAS, ICLR, INSP, IRTC, KNSL, LGIH, MKTX, PODD, POOL, RGEN, RVNC, SEDG, SWAV, TECH	consumer discretionary, financials, growth, healthcare, industrials, small caps, technology	Healthcare sector showed mixed performance with surgical volumes returning to normal seasonal patterns, benefiting medical technology holdings like Shockwave and Inspire. However, constrained biotech spending hurt companies like Catalent, which faced operational issues and CFO termination.		View
2024 Q1	Apr 20, 2024	Alpha Wealth Funds – The Insiders Fund	0.0%	1.2%	AAPL, AMZN, AXON, CRK, DELL, DVN, ET, GOOGL, HR, ILMN, INTC, MSFT, MU, NVDA, ORCL, PEAK, QCOM, RXRX, SEDG, XOM	AI, energy, insider buying, Natural Gas, semiconductors, technology	Manager believes we are at an internet game-changing moment with AI, describing it as profound and transformational. Companies are stampeding to embrace AI or risk being disrupted by chatbots, robots, or machine learning. A massive uptick in capex spending is underway directly attributable to AI adoption.		View
2024 Q4	Feb 19, 2025	Harry Qelm Baabsman	-	-8.5%	AAPL, ADBE, AMZN, BIRD, CRM, CSIQ, GOOGL, HFG.DE, LIGHT.AS, META, MSFT, NVDA, NXT, PUM.DE, SEDG, SHOP, TPIC, TSLA, ZAL.DE, ZM	clean energy, Europe, long-term, technology, undervalued, value	The fund maintains deep exposure (up to 30% of portfolio) to wind, solar, and battery companies despite extreme sector decline in 2024. Manager views this as cyclical weakness similar to post-Fukushima crisis 2011-2013, with mathematical evidence showing global power generation shifting toward renewables at 3-5x the rate of fossil fuel installations.		View
2023 Q4	Dec 31, 2023	Harry Qelm Baabsman	-	6.8%	ADBE, CRM, CSIQ, ENPH, GOOGL, HFG.DE, LIGHT.AS, LYFT, SEDG, SHOP.TO, TPIC, VWSB.DE, ZAL.DE, ZM	clean energy, Esg, Europe, long-term, technology, value	The fund invested in solar energy leaders SolarEdge, Canadian Solar, and Enphase after the sector crashed in late 2023 due to declining demand. These companies maintain leadership positions and financial health despite industry cyclical challenges.	SEDG AZM IM CRM TPIC LIGHT.AS HFG.DE ZAL.DE	View
2024 Q4	Jan 20, 2025	Alpha Wealth Funds – The Insiders Fund	-	7.6%	BIOHAVEN, CARR, COP, CRK, DVN, EQT, ET, GRAL, INBX, LBRT, LLY, LULU, LUV, MSFT, RXST, SEDG, SMCI, SNBR, TMCI	AI, Biotechnology, Concentration, energy, Insider Trading, Long/Short, value	Energy Transfer is positioned as a prime beneficiary of Trump administration's LNG export growth plans. Devon Energy holds substantial natural gas reserves that appear undervalued despite recent sector price increases. ConocoPhillips offers diversified energy exposure with strong shareholder returns.		View
2023 Q4	Jan 13, 2024	ClearBridge Investments International Growth ADR Strategy	5.7%	0.0%	0700.HK, 4911.T, 6098.T, 6273.T, 7741.T, 8035.T, 9449.T, ACN, ADYEN.AS, ASML, CLNX.MC, CRH, III.L, NVO, RELX, RTO.L, SAP, SEDG, SHOP.TO, TRI	AI, Europe, growth, international, Japan, semiconductors	Recognition of generative artificial intelligence opportunities for companies outside the U.S. Semiconductor equipment makers ASML and Tokyo Electron are considered enablers of AI, while enterprise software maker SAP and IT consultant Accenture are seen as facilitators of AI adoption. RELX and Thomson Reuters own large proprietary data sets and stand to become key beneficiaries of the processing power of large language models that drive generative AI.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	Harry Qelm Baabsman	SolarEdge Technologies Inc	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	clean technology, Cyclical, energy storage, Fast Growth, Power Optimization, Solar Energy	View Pitch
Apr 15, 2026	Seeking Alpha	Seeking Alpha	SolarEdge Technologies, Inc.	Renewable Energy	Solar Energy	Bull	Nasdaq Stock Market	data centers, Inverters, market share, Power Optimizers, renewable energy, Solar Energy, solar industry, SolarEdge Technologies, tax credits, U.S. manufacturing	View Pitch
Apr 13, 2026	Fund Letters	Harry Qelm Baabsman	SolarEdge Technologies	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	clean energy, Cyclical, EV/Sales, growth, Inverters, Power Optimizers, Solar Energy, Value	View Pitch

BSD Shareholders of SEDG

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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