Cliff Asness's FSLR Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 194,667 shares of First Solar, Inc. (FSLR) worth $42.93 M, representing 0.03% 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2012 | +335,001 | Add 0.00% | 335,000 | $30.88 |
| Q2 2013 | +1.21 M | Add 0.00% | 1.21 M | $44.73 |
| Q3 2013 | +350,219 | Add 29.03% | 1.56 M | $40.21 |
| Q4 2013 | +119,635 | Add 7.69% | 1.68 M | $54.64 |
| Q1 2014 | -199,600 | Reduce 11.91% | 1.48 M | $69.79 |
| Q2 2014 | -638,909 | Reduce 43.27% | 837,751 | $71.06 |
| Q3 2014 | -353,563 | Reduce 42.20% | 484,188 | $65.81 |
| Q4 2014 | +27,143 | Add 5.61% | 511,331 | $44.60 |
| Q1 2015 | -4,735 | Reduce 0.93% | 506,596 | $59.79 |
| Q2 2015 | +119,562 | Add 23.60% | 626,158 | $46.98 |
| Q3 2015 | +389,933 | Add 62.27% | 1.02 M | $42.75 |
| Q4 2015 | +1.07 M | Add 105.00% | 2.08 M | $65.99 |
| Q1 2016 | -671,261 | Reduce 32.23% | 1.41 M | $68.47 |
| Q2 2016 | +718,308 | Add 50.88% | 2.13 M | $48.48 |
| Q3 2016 | -391,585 | Reduce 18.38% | 1.74 M | $39.49 |
| Q4 2016 | -1.44 M | Reduce 82.83% | 298,446 | $32.09 |
| Q1 2017 | -246,739 | Reduce 82.67% | 51,707 | $27.09 |
| Q2 2017 | +286,690 | Add 554.45% | 338,397 | $39.88 |
| Q3 2017 | +501,593 | Add 148.23% | 839,990 | $45.88 |
| Q4 2017 | +1.66 M | Add 197.99% | 2.5 M | $67.52 |
| Q1 2018 | +171,003 | Add 6.83% | 2.67 M | $70.98 |
| Q2 2018 | -883,494 | Reduce 33.04% | 1.79 M | $52.81 |
| Q3 2018 | +62,482 | Add 3.49% | 1.85 M | $48.42 |
| Q4 2018 | -1.54 M | Reduce 83.01% | 314,763 | $42.45 |
| Q1 2019 | -314,763 | Sold Out | 314,763 | $0.00 |
| Q3 2019 | +5,567 | New Buy | 5,567 | $58.02 |
| Q4 2019 | +2,343 | Add 42.09% | 7,910 | $56.01 |
| Q1 2020 | +113,311 | Add 1432.50% | 121,221 | $35.42 |
| Q2 2020 | +86,596 | Add 71.44% | 207,817 | $49.23 |
| Q3 2020 | -152,097 | Reduce 73.19% | 55,720 | $66.21 |
| Q4 2020 | +285,508 | Add 512.40% | 341,228 | $98.92 |
| Q1 2021 | +68,552 | Add 20.09% | 409,780 | $86.81 |
| Q2 2021 | -232,790 | Reduce 56.81% | 176,990 | $90.15 |
| Q3 2021 | -125,755 | Reduce 71.05% | 51,235 | $94.62 |
| Q4 2021 | -40,671 | Reduce 79.38% | 10,564 | $87.18 |
| Q1 2022 | +21,739 | Add 205.78% | 32,303 | $82.62 |
| Q2 2022 | -24,058 | Reduce 74.48% | 8,245 | $65.98 |
| Q3 2022 | -6,212 | Reduce 75.34% | 2,033 | $132.32 |
| Q4 2022 | +3,089 | Add 151.94% | 5,122 | $146.78 |
| Q1 2023 | +18,417 | Add 359.57% | 23,539 | $214.66 |
| Q2 2023 | +209,423 | Add 889.69% | 232,962 | $184.32 |
| Q3 2023 | -175,106 | Reduce 75.17% | 57,856 | $161.59 |
| Q4 2023 | +265,755 | Add 459.34% | 323,611 | $172.28 |
| Q1 2024 | -78,814 | Reduce 24.35% | 244,797 | $168.60 |
| Q2 2024 | -82,023 | Reduce 33.51% | 162,774 | $225.46 |
| Q3 2024 | +53,419 | Add 32.82% | 216,193 | $249.44 |
| Q4 2024 | +68,891 | Add 31.87% | 285,084 | $176.24 |
| Q1 2025 | +92,542 | Add 32.46% | 377,626 | $123.63 |
| Q2 2025 | -191,403 | Reduce 50.69% | 186,223 | $160.30 |
| Q3 2025 | +8,444 | Add 4.53% | 194,667 | $220.53 |
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to First Solar, Inc. (FSLR) was in Q4 2017, adding 2,503,124 shares worth $169.01 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 194,667 shares of First Solar, Inc. (FSLR), valued at approximately $42.93 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, First Solar, Inc. (FSLR) represents approximately 0.03% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in First Solar, Inc. (FSLR) was 2,674,127 shares, as reported at the end of Q1 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.