Clean Energy Transition LLP
13F Reported Value
ⓘ$1.4B
Holdings
14
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Clean Energy Transition LLP disclosed 14 positions worth $1.4B in its Form 13F-HR for Q2 2026, led by $FSLR (FIRST SOLAR, INC.) at 21.0% of the equity portfolio, followed by $SWK and $EMR. During the quarter the fund opened 2 new positions and exited 3 — including a new stake in $ED and a full exit from $TSM. The portfolio is most concentrated in Technology (52.1% 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
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 79.2#46
Quality
$301.6M1,278,237 sh - 58.7#985
Quality
$247.6M2,630,774 sh - 65.3#487
Quality
$178.6M1,247,352 sh - 61.3
Quality
$165.0M2,305,007 sh - —
Quality
$115.9M683,347 sh - 49.2
Quality
$112.1M705,286 sh - 37.1
Quality
$72.2M980,665 sh - 67.3
Quality
$68.5M619,179 sh - —
Quality
$59.7M778,135 sh - 56.4
Quality
$34.6M430,722 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 FIRST SOLAR, INC.$FSLR | 79.2#46 | $301.6M | 1,278,237 |
 STANLEY BLACK & DECKER, INC.$SWK | 58.7#985 | $247.6M | 2,630,774 |
 EMERSON ELECTRIC CO$EMR | 65.3#487 | $178.6M | 1,247,352 |
 Otis Worldwide Corp$OTIS | 61.3 | $165.0M | 2,305,007 |
 nVent Electric plc$NVT | — | $115.9M | 683,347 |
 Owens Corning$OC | 49.2 | $112.1M | 705,286 |
 Ralliant Corp$RAL | 37.1 | $72.2M | 980,665 |
 CONSOLIDATED EDISON INC$ED | 67.3 | $68.5M | 619,179 |
 PENTAIR plc$PNR | — | $59.7M | 778,135 |
 XCEL ENERGY INC$XEL | 56.4 | $34.6M | 430,722 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Clean Energy Transition LLP's 14 positions.
Showing top 10 of 14 holdings.
Sector Allocation
Technology
$748.7M
Industrials
$463.6M
Materials
$112.1M
Utilities
$103.1M
Energy
$8.4M
Full Holdings — Clean Energy Transition LLP (Q2 2026)
All 14 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 | $FSLR | FIRST SOLAR, INC. | $301.6M | 21.0% | -10% | 79.2 |
| 2 | $SWK | STANLEY BLACK & DECKER, INC. | $247.6M | 17.2% | +1% | 58.7 |
| 3 | $EMR | EMERSON ELECTRIC CO | $178.6M | 12.4% | +2% | 65.3 |
| 4 | $OTIS | Otis Worldwide Corp | $165.0M | 11.5% | +225% | 61.3 |
| 5 | $NVT | nVent Electric plc | $115.9M | 8.1% | -43% | — |
| 6 | $OC | Owens Corning | $112.1M | 7.8% | +23% | 49.2 |
| 7 | $RAL | Ralliant Corp | $72.2M | 5.0% | -14% | 37.1 |
| 8 | $ED | CONSOLIDATED EDISON INC | $68.5M | 4.8% | NEW | 67.3 |
| 9 | $PNR | PENTAIR plc | $59.7M | 4.2% | +38% | — |
| 10 | $XEL | XCEL ENERGY INC | $34.6M | 2.4% | NEW | 56.4 |
| 11 |  $FTV | Fortive Corp | $31.3M | 2.2% | -29% | 57 |
| 12 |  $TKR | TIMKEN CO | $22.6M | 1.6% | -53% | 54.4 |
| 13 |  $ETN | Eaton Corp plc | $17.9M | 1.2% | -53% | — |
| 14 |  $EQT | EQT Corp | $8.4M | 0.6% | -79% | 83.7 |
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