§ 13F · FUND PROFILE
Clean Energy Transition LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1248.9T (13F)Positions · 17Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$47.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FSLR | FIRST SOLAR INC | 1.15M | $300.1T | 25.0% | +3% |
| 2 | SWK | STANLEY BLACK & DECKER INC | 2.94M | $218.1T | 18.2% | +5% |
| 3 | EMR | EMERSON ELEC CO | 1.35M | $179.3T | 15.0% | +111% |
| 4 | NVT | NVENT ELECTRIC PLC | 1.51M | $153.6T | 12.8% | +12% |
| 5 | OC | OWENS CORNING NEW | 564K | $63.1T | 5.3% | +6% |
| 6 | FTV | FORTIVE CORP | 1.05M | $58.2T | 4.9% | −10% |
| 7 | OTIS | OTIS WORLDWIDE CORP | 596K | $52.0T | 4.3% | −11% |
| 8 | WCC | WESCO INTL INC | 211K | $51.7T | 4.3% | −8% |
| 9 | CNI | CANADIAN NATL RY CO | 478K | $47.3T | 3.9% | NEW |
| 10 | RAL | RALLIANT CORP | 902K | $45.9T | 3.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLEAN SIGNAL
AC read
Clean Energy Transition LLP is a Other fund managing $1248900.0 trillion in assets. The fund runs a focused portfolio of just 17 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed