Clean Energy Transition LLP
CIK 0001911523 · LONDON, X0 · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
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
Top Holdings
FSLR
FIRST SOLAR INC
21.0%
SWK
STANLEY BLACK & DECKER INC
17.2%
EMR
EMERSON ELEC CO
12.4%
OTIS
OTIS WORLDWIDE CORP
11.5%
NVT
NVENT ELEC PLC
8.1%
OC
OWENS CORNING NEW
7.8%
RAL
RALLIANT CORP
5.0%
ED
CONSOLIDATED EDISON INC
4.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.