Filed: 8/13/2024ACC: 0000902664-24-005087
📋 What this filing means
CLEAN ENERGY TRANSITION LLP filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $1.84B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$1.84B
Total AUM (reported)
12.75M
Total Shares
Allocation by class
COM$1.64B88.8%
SHS$202.76M11.0%
COM NEW$3.82M0.2%
Portfolio Concentration
Top 3$1.26B68.7%
4–10$571.78M31.0%
11–25$5.19M0.3%
Top 3 weight
68.7%
Top 10 weight
99.7%
Voting Authority Distribution
Total shares with voting rights: 12.75M
Sole
Full voting authority
12.75M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
TESLA INC
SOLEShares4.82M
TypeSH
Market value$953.50M
51.77%
Sole
4.82M
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares1.65M
TypeSH
Market value$181.85M
9.87%
Sole
1.65M
Shared
0.00
None
0.00
GE VERNOVA INC.
SOLEShares755.10K
TypeSH
Market value$129.51M
7.03%
Sole
755.10K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares498.50K
TypeSH
Market value$112.39M
6.10%
Sole
498.50K
Shared
0.00
None
0.00
NVENT ELECTRIC PLC
SOLEShares1.44M
TypeSH
Market value$110.37M
5.99%
Sole
1.44M
Shared
0.00
None
0.00
STANLEY BLACK & DECKER INC
SOLEShares1.33M
TypeSH
Market value$106.37M
5.78%
Sole
1.33M
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares294.65K
TypeSH
Market value$92.39M
5.02%
Sole
294.65K
Shared
0.00
None
0.00
CONSOLIDATED EDISON INC
SOLEShares897.55K
TypeSH
Market value$80.26M
4.36%
Sole
897.55K
Shared
0.00
None
0.00
IDACORP INC
SOLEShares527.14K
TypeSH
Market value$49.10M
2.67%
Sole
527.14K
Shared
0.00
None
0.00
ASPEN TECHNOLOGY INC
SOLEShares105.20K
TypeSH
Market value$20.90M
1.13%
Sole
105.20K
Shared
0.00
None
0.00
SPROTT INC
SOLEShares92.31K
TypeSH
Market value$3.82M
0.21%
Sole
92.31K
Shared
0.00
None
0.00
TPI COMPOSITES INC
SOLEShares342.50K
TypeSH
Market value$1.37M
0.07%
Sole
342.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCSOLE | COM | 4.82M | SH | $953.50M 51.77% | 4.82M | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 1.65M | SH | $181.85M 9.87% | 1.65M | 0.00 | 0.00 |
GE VERNOVA INC.SOLE | COM | 755.10K | SH | $129.51M 7.03% | 755.10K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 498.50K | SH | $112.39M 6.10% | 498.50K | 0.00 | 0.00 |
NVENT ELECTRIC PLCSOLE | SHS | 1.44M | SH | $110.37M 5.99% | 1.44M | 0.00 | 0.00 |
STANLEY BLACK & DECKER INCSOLE | COM | 1.33M | SH | $106.37M 5.78% | 1.33M | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 294.65K | SH | $92.39M 5.02% | 294.65K | 0.00 | 0.00 |
CONSOLIDATED EDISON INCSOLE | COM | 897.55K | SH | $80.26M 4.36% | 897.55K | 0.00 | 0.00 |
IDACORP INCSOLE | COM | 527.14K | SH | $49.10M 2.67% | 527.14K | 0.00 | 0.00 |
ASPEN TECHNOLOGY INCSOLE | COM | 105.20K | SH | $20.90M 1.13% | 105.20K | 0.00 | 0.00 |
SPROTT INCSOLE | COM NEW | 92.31K | SH | $3.82M 0.21% | 92.31K | 0.00 | 0.00 |
TPI COMPOSITES INCSOLE | COM | 342.50K | SH | $1.37M 0.07% | 342.50K | 0.00 | 0.00 |