0001012975-20-000822.txt : 20201116 0001012975-20-000822.hdr.sgml : 20201116 20201116160634 ACCESSION NUMBER: 0001012975-20-000822 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201116 DATE AS OF CHANGE: 20201116 EFFECTIVENESS DATE: 20201116 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: 201316792 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 13F-HR LIVE false false false 0001586986 XXXXXXXX 09-30-2020 09-30-2020 Electron Capital Partners, LLC

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

13F HOLDINGS REPORT 028-16049 N Aaron A. Keller 212-554-1800 /s/ Aaron A. Keller New York NY 11-16-2020 3 41 1448525 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 infotable.xlsx.xml 21VIANET GROUP INC SPONSORED ADS A 90138A103 24368 1052151 SH DFND 1,2,3 1052151 0 0 AECOM COM 00766T100 11955 285737 SH DFND 1,2,3 285737 0 0 AES CORP COM 00130H105 141235 7798746 SH DFND 1,2,3 7798746 0 0 ALLEGIANT TRAVEL CO COM 01748X102 3125 26083 SH DFND 1,2,3 26083 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 548 44616 SH DFND 1,2,3 44616 0 0 CANADIAN SOLAR INC COM 136635109 22540 642159 SH DFND 1,2,3 642159 0 0 CEMEX SAB DE CV SPON ADR NEW 151290889 65943 17353315 SH DFND 1,2,3 17353315 0 0 CHINDATA GROUP HLDGS LTD ADS 16955F107 1623 100000 SH DFND 1,2,3 100000 0 0 CLEARWAY ENERGY INC CL C 18539C204 25604 949711 SH DFND 1,2,3 949711 0 0 COVANTA HLDG CORP COM 22282E102 17701 2283977 SH DFND 1,2,3 2283977 0 0 DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 34918 258192 SH DFND 1,2,3 258192 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 3931 128564 SH DFND 1,2,3 128564 0 0 ENPHASE ENERGY INC COM 29355A107 97309 1178220 SH DFND 1,2,3 1178220 0 0 ETF SER SOLUTIONS US GLB JETS 26922A842 23243 1375355 SH DFND 1,2,3 1375355 0 0 F M C CORP COM NEW 302491303 10055 94938 SH DFND 1,2,3 94938 0 0 FIRSTENERGY CORP COM 337932107 76443 2662578 SH DFND 1,2,3 2662578 0 0 FORTERRA INC COM 34960W106 55586 4702730 SH DFND 1,2,3 4702730 0 0 GCP APPLIED TECHNOLOGIES INC COM 36164Y101 8481 404839 SH DFND 1,2,3 404839 0 0 GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 3569 167890 SH DFND 1,2,3 167890 0 0 H & E EQUIPMENT SERVICES INC COM 404030108 5159 262415 SH DFND 1,2,3 262415 0 0 HERC HLDGS INC COM 42704L104 25753 650176 SH DFND 1,2,3 650176 0 0 INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 12900 199100 SH DFND 1,2,3 199100 0 0 ISHARES INC MSCI BRAZIL ETF 464286400 11389 411744 SH DFND 1,2,3 411744 0 0 ISHARES TR 20 YR TR BD ETF 464287432 119996 735000 SH Put DFND 1,2,3 735000 0 0 LI AUTO INC SPONSORED ADS 50202M102 19946 1146994 SH DFND 1,2,3 1146994 0 0 MARTIN MARIETTA MATLS INC COM 573284106 23631 100404 SH DFND 1,2,3 100404 0 0 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 66444 1108145 SH DFND 1,2,3 1108145 0 0 NIO INC SPON ADS 62914V106 76439 3602203 SH DFND 1,2,3 3602203 0 0 PG&E CORP COM 69331C108 69971 7451646 SH DFND 1,2,3 7451646 0 0 PPL CORP COM 69351T106 80038 2941509 SH DFND 1,2,3 2941509 0 0 QUANTA SVCS INC COM 74762E102 38620 730603 SH DFND 1,2,3 730603 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 15437 64767 SH DFND 1,2,3 64767 0 0 SOUTHWEST AIRLS CO COM 844741108 3982 106190 SH DFND 1,2,3 106190 0 0 SUNNOVA ENERGY INTL INC. COM 86745K104 92211 3032267 SH DFND 1,2,3 3032267 0 0 SUNPOWER CORP COM 867652406 7067 564900 SH DFND 1,2,3 564900 0 0 SUNRUN INC COM 86771W105 59505 772085 SH DFND 1,2,3 772085 0 0 SWITCHBACK ENERGY ACQUISTN C COM CL A 87105M102 7691 493000 SH DFND 1,2,3 493000 0 0 TPI COMPOSITES INC COM 87266J104 13776 475699 SH DFND 1,2,3 475699 0 0 UNITED AIRLS HLDGS INC COM 910047109 3528 101539 SH DFND 1,2,3 101539 0 0 VULCAN MATLS CO COM 929160109 41332 304946 SH DFND 1,2,3 304946 0 0 XPO LOGISTICS INC COM 983793100 25533 301599 SH DFND 1,2,3 301599 0 0