0001012975-23-000224.txt : 20230515 0001012975-23-000224.hdr.sgml : 20230515 20230515160204 ACCESSION NUMBER: 0001012975-23-000224 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Electron Capital Partners, LLC CENTRAL INDEX KEY: 0001586986 IRS NUMBER: 455150099 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16049 FILM NUMBER: 23921811 BUSINESS ADDRESS: STREET 1: 10 EAST 53RD STREET STREET 2: 19TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-554-1800 MAIL ADDRESS: STREET 1: 10 EAST 53RD STREET STREET 2: 19TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 FORMER COMPANY: FORMER CONFORMED NAME: Electron Capital Partners LLC DATE OF NAME CHANGE: 20130917 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001586986 XXXXXXXX 03-31-2023 03-31-2023 Electron Capital Partners, LLC

10 EAST 53RD STREET 19TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-16049 000166102 801-79375 N Aaron A. Keller 212-554-1800 /s/ Aaron A. Keller New York NY 05-15-2023 3 42 2305921706 false 1 0001598364 028-16050 Electron GP, LLC 2 0001598371 028-16051 Shaver James O. 3 0001767528 028-19366 Electron Infrastructure GP, LLC INFORMATION TABLE 2 infotabletwo.xml AES CORP COM 00130H105 204012286 8472271 SH DFND 1,2,3 8472271 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 92118935 4210189 SH DFND 1,2,3 4210189 0 0 AUTOLIV INC COM 052800109 12253873 131254 SH DFND 1,2,3 131254 0 0 BENSON HILL INC *W EXP 09/29/202 082490111 26273 313706 SH DFND 1,2,3 313706 0 0 BIRD GLOBAL INC *W EXP 01/07/202 09077J115 9217 242247 SH DFND 1,2,3 242247 0 0 BLUESCAPE OPPORTUNITIES ACQU *W EXP 10/28/202 G1195N113 176321 1259434 SH DFND 1,2,3 1259434 0 0 BLUESCAPE OPPORTUNITIES ACQU SHS G1195N105 25069211 2511945 SH DFND 1,2,3 2511945 0 0 CHINDATA GROUP HLDGS LTD ADS 16955F107 18740015 2680975 SH DFND 1,2,3 2680975 0 0 CONSTELLATION ENERGY CORP COM 21037T109 134329985 1711210 SH DFND 1,2,3 1711210 0 0 DENBURY INC COM 24790A101 11176944 127547 SH DFND 1,2,3 127547 0 0 DOMINION ENERGY INC COM 25746U109 87483104 1564713 SH DFND 1,2,3 1564713 0 0 EDISON INTL COM 281020107 86067352 1219257 SH DFND 1,2,3 1219257 0 0 ENOVIX CORPORATION COM 293594107 14011165 939716 SH DFND 1,2,3 939716 0 0 EOS ENERGY ENTERPRISES INC COM CL A 29415C101 8164875 3176994 SH DFND 1,2,3 3176994 0 0 FLUENCE ENERGY INC COM CL A 34379V103 51227174 2529737 SH DFND 1,2,3 2529737 0 0 FREYR BATTERY SHS L4135L100 16495262 1855485 SH DFND 1,2,3 1855485 0 0 GDS HLDGS LTD SPONSORED ADS 36165L108 27471065 1472190 SH DFND 1,2,3 1472190 0 0 GENERAL ELECTRIC CO COM NEW 369604301 134125557 1402987 SH DFND 1,2,3 1402987 0 0 HERC HLDGS INC COM 42704L104 38066633 334211 SH DFND 1,2,3 334211 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 37709275 117500 SH Put DFND 1,2,3 117500 0 0 ISHARES TR 20 YR TR BD ETF 464287432 172468318 1621400 SH Call DFND 1,2,3 1621400 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 41342000 1400000 SH Call DFND 1,2,3 1400000 0 0 MASTEC INC COM 576323109 137483769 1455779 SH DFND 1,2,3 1455779 0 0 NEW FORTRESS ENERGY INC COM CL A 644393100 11539150 392088 SH DFND 1,2,3 392088 0 0 NEXTERA ENERGY INC COM 65339F101 98820029 1282045 SH DFND 1,2,3 1282045 0 0 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 36364707 598596 SH DFND 1,2,3 598596 0 0 NEXTRACKER INC CLASS A COM 65290E101 21695373 598328 SH DFND 1,2,3 598328 0 0 OPAL FUELS INC CLASS A COM 68347P103 12546000 1800000 SH DFND 1,2,3 1800000 0 0 PG&E CORP COM 69331C108 61325291 3792535 SH DFND 1,2,3 3792535 0 0 QUANTA SVCS INC COM 74762E102 114176062 685166 SH DFND 1,2,3 685166 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 36424800 360000 SH Put DFND 1,2,3 360000 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 60359715 891708 SH DFND 1,2,3 891708 0 0 SES AI CORPORATION *W EXP 12/10/202 78397Q117 99380 244027 SH DFND 1,2,3 244027 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 30650318 100840 SH DFND 1,2,3 100840 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 357356531 872900 SH Put DFND 1,2,3 872900 0 0 SUNNOVA ENERGY INTL INC. COM 86745K104 37415554 2395362 SH DFND 1,2,3 2395362 0 0 SUNRUN INC COM 86771W105 18231257 904777 SH DFND 1,2,3 904777 0 0 TELLURIAN INC NEW COM 87968A104 2727954 2217849 SH DFND 1,2,3 2217849 0 0 WALLBOX NV *W EXP 10/01/202 N94209116 19007 25000 SH DFND 1,2,3 25000 0 0 XPENG INC ADS 98422D105 25580519 2302477 SH DFND 1,2,3 2302477 0 0 ZIMMER ENERGY TRANSITION ACQ *W EXP 06/16/202 989570114 171450 1000000 SH DFND 1,2,3 1000000 0 0 ZIMMER ENERGY TRANSITION ACQ COM CL A 989570106 30390000 3000000 SH DFND 1,2,3 3000000 0 0