Clean Energy Transition LLP

CIK 0001911523 · LONDON, X0 · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Clean Energy Transition LLP reported 14 positions worth $1.44B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: FSLR (21.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.44B
2026 Q2
Positions
14
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
94.4%
Est. Net Flow (Q)
2026 Q2
10 / 14 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1FSLRFIRST SOLAR INCSH$301.6M21.00%1,278,237
2SWKSTANLEY BLACK & DECKER INCSH$247.6M17.24%2,630,774
3EMREMERSON ELEC COSH$178.6M12.44%1,247,352
4OTISOTIS WORLDWIDE CORPSH$165.0M11.49%2,305,007
5NVTNVENT ELEC PLCSH$115.9M8.07%683,347
6OCOWENS CORNING NEWSH$112.1M7.81%705,286
7RALRALLIANT CORPSH$72.2M5.03%980,665
8EDCONSOLIDATED EDISON INCSH$68.5M4.77%619,179
9PNRPENTAIR PLCSH$59.7M4.15%778,135
10XELXCEL ENERGY INCSH$34.6M2.41%430,722

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Clean Energy Transition LLP hold as of Q2 2026?

Clean Energy Transition LLP reported 14 positions worth $1.44B in its Q2 2026 13F filing. Largest positions: FSLR (21.0%), SWK (17.2%), EMR (12.4%), OTIS (11.5%) and NVT (8.1%).

What did Clean Energy Transition LLP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Clean Energy Transition LLP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.