§ 13F · FUND PROFILE
Clean Energy Transition LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.4B (13F)Positions · 15Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$487M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 940K | $318M | 20.7% | NEW |
| 2 | FSLR | FIRST SOLAR INC | 1.43M | $281M | 18.3% | +24% |
| 3 | SWK | STANLEY BLACK & DECKER INC | 2.60M | $185M | 12.0% | −11% |
| 4 | EMR | EMERSON ELEC CO | 1.22M | $160M | 10.4% | −9% |
| 5 | NVT | NVENT ELECTRIC PLC | 1.20M | $142M | 9.2% | −20% |
| 6 | OC | OWENS CORNING NEW | 575K | $62M | 4.0% | +2% |
| 7 | FANG | DIAMONDBACK ENERGY INC | 286K | $57M | 3.7% | NEW |
| 8 | OTIS | OTIS WORLDWIDE CORP | 708K | $55M | 3.6% | +19% |
| 9 | PNR | PENTAIR PLC | 566K | $49M | 3.2% | +129% |
| 10 | EQT | EQT CORP | 745K | $47M | 3.1% | 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 15 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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