What does Clean Energy Transition LLP hold?

Clean Energy Transition LLP's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include TSM, FSLR, SWK. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1911523.

What is Clean Energy Transition LLP's AUM?

Clean Energy Transition LLP reported approximately $1.5B in 13F-reportable AUM as of 2026-03-31. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $4.6B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Clean Energy Transition LLP's holdings?

All Clean Energy Transition LLP holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1911523. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Clean Energy Transition LLP's 13F data updated on 13F Pro?

Clean Energy Transition LLP's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Clean Energy Transition LLP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1911523

Institutional-grade research for retail investors

13F Reported Value

ⓘ

$1.5B

incl. option notional

Equity Holdings

ⓘ

$1.2B

Option Notional

ⓘ

$317.7M

$317.7M puts / $0 calls

Holdings

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Clean Energy Transition LLP disclosed 15 positions worth $1.5B in its Form 13F-HR for Q1 2026 — $1.2B in common stock plus $317.7M of put/call option positions (reported at underlying notional value, not premium at risk), led by $TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD) puts, followed by $FSLR and $SWK. During the quarter the fund opened 5 new positions and exited 2 — including a new stake in $TSM and a full exit from $CNI. The portfolio is most concentrated in Technology (47.9% of disclosed assets). All figures are sourced directly from Clean Energy Transition LLP’s Form 13F-HR filing with the SEC under CIK 1911523.

AI Fund Analysis

Diversifying

4 quarters accumulating

$RAL

3 quarters accumulating

$OC

2 quarters accumulating

Sector Allocation

TechnologyIndustrialsEnergyMaterialsConsumer Discretionary

AUM History

Top Equity Holdings by Value

Option Positions

13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.

$TSMPUT$318M notional

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$TSM PUT
—
Quality
$317.7M940,000 sh
FIRST SOLAR, INC.
$FSLR
73.8#178
Quality
$281.4M1,426,587 sh
STANLEY BLACK & DECKER, INC.
$SWK
52.4#1,349
Quality
$184.9M2,601,390 sh
EMERSON ELECTRIC CO
$EMR
65.9
Quality
$160.2M1,222,925 sh
nVent Electric plc
$NVT
—
Quality
$142.2M1,201,911 sh
Owens Corning
$OC
47.3
Quality
$62.2M574,854 sh
Diamondback Energy, Inc.
$FANG
81.4
Quality
$56.6M286,311 sh
Otis Worldwide Corp
$OTIS
60.3
Quality
$54.6M708,348 sh
PENTAIR plc
$PNR
—
Quality
$49.3M565,871 sh
EQT Corp
$EQT
83.3
Quality
$47.4M744,509 sh

Company	Quality	Value	Shares
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSMPUT	—	$317.7M	940,000
FIRST SOLAR, INC.$FSLR	73.8#178	$281.4M	1,426,587
STANLEY BLACK & DECKER, INC.$SWK	52.4#1,349	$184.9M	2,601,390
EMERSON ELECTRIC CO$EMR	65.9	$160.2M	1,222,925
nVent Electric plc$NVT	—	$142.2M	1,201,911
Owens Corning$OC	47.3	$62.2M	574,854
Diamondback Energy, Inc.$FANG	81.4	$56.6M	286,311
Otis Worldwide Corp$OTIS	60.3	$54.6M	708,348
PENTAIR plc$PNR	—	$49.3M	565,871
EQT Corp$EQT	83.3	$47.4M	744,509

Unlock AI quality scores for every holding

32-signal composite ranking on each of Clean Energy Transition LLP's 15 positions.

Showing top 10 of 15 holdings.

Sector Allocation

Technology

$583.6M

Industrials

$441.3M

Energy

$104.0M

Materials

$62.2M

Consumer Discretionary

$28.2M

Full Holdings — Clean Energy Transition LLP (Q1 2026)

All 15 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$TSMPUT	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$317.7M	—	NEW	—
2	$FSLR	FIRST SOLAR, INC.	$281.4M	23.1%	+24%	73.8
3	$SWK	STANLEY BLACK & DECKER, INC.	$184.9M	15.2%	-11%	52.4
4	$EMR	EMERSON ELECTRIC CO	$160.2M	13.1%	-9%	65.9
5	$NVT	nVent Electric plc	$142.2M	11.7%	-20%	—
6	$OC	Owens Corning	$62.2M	5.1%	+2%	47.3
7	$FANG	Diamondback Energy, Inc.	$56.6M	4.6%	NEW	81.4
8	$OTIS	Otis Worldwide Corp	$54.6M	4.5%	+19%	60.3
9	$PNR	PENTAIR plc	$49.3M	4.0%	+129%	—
10	$EQT	EQT Corp	$47.4M	3.9%	NEW	83.3
11	$RAL	Ralliant Corp	$47.3M	3.9%	+26%	36.3
12	$FTV	Fortive Corp	$40.1M	3.3%	-31%	55.9
13	$TKR	TIMKEN CO	$33.4M	2.7%	NEW	50.7
14	$ETN	Eaton Corp plc	$31.7M	2.6%	NEW	—
15	$WCC	WESCO INTERNATIONAL INC	$28.2M	2.3%	-51%	55.4

New Positions (5)

$TSMPUT TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$317.7M

$FANG Diamondback Energy, Inc.$56.6M

$EQT EQT Corp$47.4M

$TKR TIMKEN CO$33.4M

$ETN Eaton Corp plc$31.7M

Exited Positions (2)

$CNI CANADIAN NATIONAL RAILWAY CO

$AAON AAON, INC.

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AI-Powered Hedge Fund Analysis: Clean Energy Transition LLP

13F Pro is an AI hedge fund tracker and stock research platform. For Clean Energy Transition LLP (SEC CIK: 1911523), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Clean Energy Transition LLP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.