Clean Energy Transition LLP
- SEC CIK
- 0001911523
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 11
- −1 vs. Q2 2024
- Portfolio value
- $902.4M
- −$939.4M (−51.0%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SWKStanley Black & Decker, Inc. | COM | 1,984,184 | $218.5M | 24.2% | +652,780+49.0% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 686,700 | $171.3M | 19.0% | +188,205+37.8% | Added | History |
| GEVGE Vernova Inc. | Stock | 652,431 | $166.4M | 18.4% | −102,672−13.6% | Reduced | History |
| NVTnVent Electric plc | SHS | 2,254,633 | $158.4M | 17.6% | +813,909+56.5% | Added | History |
| EMREmerson Electric Co | Stock | 1,041,568 | $113.9M | 12.6% | −609,177−36.9% | Reduced | History |
| ETNEaton Corp plc | Stock | 74,317 | $24.6M | 2.7% | −220,335−74.8% | Reduced | History |
| AZPNAspen Technology, Inc. | COM | 96,149 | $23.0M | 2.5% | −9,051−8.6% | Reduced | History |
| ARRYArray Technologies, Inc. | COM SHS | 2,598,221 | $17.1M | 1.9% | +2,598,221 | New | History |
| SIISprott Inc. | COM NEW | 92,308 | $4.00M | 0.4% | 00.0% | Unchanged | History |
| PNWPinnacle West Capital Corp | COM | 40,842 | $3.62M | 0.4% | +40,842 | New | History |
| TPICQTpi Composites, Inc | COM | 342,496 | $1.56M | 0.2% | 00.0% | Unchanged | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| TSLATesla, Inc. | Stock | $1.05B | – |
Sold out since Q2 2024 (3)
Positions held at the end of Q2 2024 that are gone from this filing.