§ 13F · FUND PROFILE
Clean Energy Transition LLP.
AUM · $1.4B (13F)Positions · 14Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$103M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FSLR | FIRST SOLAR INC | 1.28M | $302M | 21.0% | −10% |
| 2 | SWK | STANLEY BLACK & DECKER INC | 2.63M | $248M | 17.2% | +1% |
| 3 | EMR | EMERSON ELEC CO | 1.25M | $179M | 12.4% | +2% |
| 4 | OTIS | OTIS WORLDWIDE CORP | 2.31M | $165M | 11.5% | +225% |
| 5 | NVT | NVENT ELEC PLC | 683K | $116M | 8.1% | −43% |
| 6 | OC | OWENS CORNING NEW | 705K | $112M | 7.8% | +23% |
| 7 | RAL | RALLIANT CORP | 981K | $72M | 5.0% | −14% |
| 8 | ED | CONSOLIDATED EDISON INC | 619K | $68M | 4.8% | NEW |
| 9 | PNR | PENTAIR PLC | 778K | $60M | 4.2% | +38% |
| 10 | XEL | XCEL ENERGY INC | 431K | $35M | 2.4% | NEW |
§ 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 $1.4 billion in assets. The fund runs a focused portfolio of just 14 positions.
Read the full dossier →