Cliff Asness's FSLR Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 402,871 shares of First Solar, Inc. (FSLR) worth $105.24 M, representing 0.06% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in FSLR, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2017, adding 1.66 M shares. Largest reduction occurred in Q4 2018, reducing 1.54 M shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's First Solar (FSLR) Holding Value Over Time
Track share changes against reported price movement
Quarterly First Solar (FSLR) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +208,204 | Add 106.95% | 402,871 | $261.23 |
| Q3 2025 | +8,444 | Add 4.53% | 194,667 | $220.53 |
| Q2 2025 | -191,403 | Reduce 50.69% | 186,223 | $160.30 |
| Q1 2025 | +92,542 | Add 32.46% | 377,626 | $123.63 |
| Q4 2024 | +68,891 | Add 31.87% | 285,084 | $176.24 |
| Q3 2024 | +53,419 | Add 32.82% | 216,193 | $249.44 |
| Q2 2024 | -82,023 | Reduce 33.51% | 162,774 | $225.46 |
| Q1 2024 | -78,814 | Reduce 24.35% | 244,797 | $168.60 |
| Q4 2023 | +265,755 | Add 459.34% | 323,611 | $172.28 |
| Q3 2023 | -175,106 | Reduce 75.17% | 57,856 | $161.59 |
| Q2 2023 | +209,423 | Add 889.69% | 232,962 | $184.32 |
| Q1 2023 | +18,417 | Add 359.57% | 23,539 | $214.66 |
| Q4 2022 | +3,089 | Add 151.94% | 5,122 | $146.78 |
| Q3 2022 | -6,212 | Reduce 75.34% | 2,033 | $132.32 |
| Q2 2022 | -24,058 | Reduce 74.48% | 8,245 | $65.98 |
| Q1 2022 | +21,739 | Add 205.78% | 32,303 | $82.62 |
| Q4 2021 | -40,671 | Reduce 79.38% | 10,564 | $87.18 |
| Q3 2021 | -125,755 | Reduce 71.05% | 51,235 | $94.62 |
| Q2 2021 | -232,790 | Reduce 56.81% | 176,990 | $90.15 |
| Q1 2021 | +68,552 | Add 20.09% | 409,780 | $86.81 |
| Q4 2020 | +285,508 | Add 512.40% | 341,228 | $98.92 |
| Q3 2020 | -152,097 | Reduce 73.19% | 55,720 | $66.21 |
| Q2 2020 | +86,596 | Add 71.44% | 207,817 | $49.23 |
| Q1 2020 | +113,311 | Add 1432.50% | 121,221 | $35.42 |
| Q4 2019 | +2,343 | Add 42.09% | 7,910 | $56.01 |
| Q3 2019 | +5,567 | New Buy | 5,567 | $58.02 |
| Q1 2019 | -314,763 | Sold Out | 0 | $0.00 |
| Q4 2018 | -1.54 M | Reduce 83.01% | 314,763 | $42.45 |
| Q3 2018 | +62,482 | Add 3.49% | 1.85 M | $48.42 |
| Q2 2018 | -883,494 | Reduce 33.04% | 1.79 M | $52.81 |
| Q1 2018 | +171,003 | Add 6.83% | 2.67 M | $70.98 |
| Q4 2017 | +1.66 M | Add 197.99% | 2.5 M | $67.52 |
| Q3 2017 | +501,593 | Add 148.23% | 839,990 | $45.88 |
| Q2 2017 | +286,690 | Add 554.45% | 338,397 | $39.88 |
| Q1 2017 | -246,739 | Reduce 82.67% | 51,707 | $27.09 |
| Q4 2016 | -1.44 M | Reduce 82.83% | 298,446 | $32.09 |
| Q3 2016 | -391,585 | Reduce 18.38% | 1.74 M | $39.49 |
| Q2 2016 | +718,308 | Add 50.88% | 2.13 M | $48.48 |
| Q1 2016 | -671,261 | Reduce 32.23% | 1.41 M | $68.47 |
| Q4 2015 | +1.07 M | Add 105.00% | 2.08 M | $65.99 |
| Q3 2015 | +389,933 | Add 62.27% | 1.02 M | $42.75 |
| Q2 2015 | +119,562 | Add 23.60% | 626,158 | $46.98 |
| Q1 2015 | -4,735 | Reduce 0.93% | 506,596 | $59.79 |
| Q4 2014 | +27,143 | Add 5.61% | 511,331 | $44.60 |
| Q3 2014 | -353,563 | Reduce 42.20% | 484,188 | $65.81 |
| Q2 2014 | -638,909 | Reduce 43.27% | 837,751 | $71.06 |
| Q1 2014 | -199,600 | Reduce 11.91% | 1.48 M | $69.79 |
| Q4 2013 | +119,635 | Add 7.69% | 1.68 M | $54.64 |
| Q3 2013 | +350,219 | Add 29.03% | 1.56 M | $40.21 |
| Q2 2013 | +1.21 M | Add 0.00% | 1.21 M | $44.73 |
| Q4 2012 | +335,000 | Add 0.00% | 335,000 | $30.88 |
Cliff Asness's First Solar Investment FAQs
Cliff Asness first purchased First Solar, Inc. (FSLR) in Q4 2012, acquiring 335,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held First Solar, Inc. (FSLR) for 52 quarters since Q4 2012.
Cliff Asness's largest addition to First Solar, Inc. (FSLR) was in Q4 2017, adding 2,503,124 shares worth $169.01 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 402,871 shares of First Solar, Inc. (FSLR), valued at approximately $105.24 M.
As of the Q4 2025 filing, First Solar, Inc. (FSLR) represents approximately 0.06% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in First Solar, Inc. (FSLR) was 2,674,127 shares, as reported at the end of Q1 2018.