Filed: 11/14/2024ACC: 0000902664-24-006586
📋 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 $1.95B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$1.95B
Total AUM (reported)
13.86M
Total Shares
Allocation by class
COM$1.74B89.5%
SHS$183.04M9.4%
COM SHS$17.15M0.9%
COM NEW$4.00M0.2%
Portfolio Concentration
Top 3$1.44B73.7%
4–10$507.42M26.0%
11–25$5.18M0.3%
Top 3 weight
73.7%
Top 10 weight
99.7%
Voting Authority Distribution
Total shares with voting rights: 13.86M
Sole
Full voting authority
13.86M
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
SOLEShares4M
TypeSH
Market value$1.05B
53.69%
Sole
4M
Shared
0.00
None
0.00
Stanley Black & Decker Inc
SOLEShares1.98M
TypeSH
Market value$218.52M
11.22%
Sole
1.98M
Shared
0.00
None
0.00
First Solar Inc
SOLEShares686.70K
TypeSH
Market value$171.29M
8.79%
Sole
686.70K
Shared
0.00
None
0.00
GE Vernova Inc
SOLEShares652.43K
TypeSH
Market value$166.36M
8.54%
Sole
652.43K
Shared
0.00
None
0.00
nVent Electric PLC
SOLEShares2.25M
TypeSH
Market value$158.41M
8.13%
Sole
2.25M
Shared
0.00
None
0.00
Emerson Elec Co
SOLEShares1.04M
TypeSH
Market value$113.92M
5.85%
Sole
1.04M
Shared
0.00
None
0.00
Eaton Corp PLC
SOLEShares74.32K
TypeSH
Market value$24.63M
1.26%
Sole
74.32K
Shared
0.00
None
0.00
Aspen Technology Inc
SOLEShares96.15K
TypeSH
Market value$22.96M
1.18%
Sole
96.15K
Shared
0.00
None
0.00
Array Technologies Inc
SOLEShares2.60M
TypeSH
Market value$17.15M
0.88%
Sole
2.60M
Shared
0.00
None
0.00
Sprott Inc
SOLEShares92.31K
TypeSH
Market value$4.00M
0.21%
Sole
92.31K
Shared
0.00
None
0.00
Pinnacle West Cap Corp
SOLEShares40.84K
TypeSH
Market value$3.62M
0.19%
Sole
40.84K
Shared
0.00
None
0.00
TPI Composites Inc
SOLEShares342.50K
TypeSH
Market value$1.56M
0.08%
Sole
342.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Tesla IncSOLE | COM | 4M | SH | $1.05B 53.69% | 4M | 0.00 | 0.00 |
Stanley Black & Decker IncSOLE | COM | 1.98M | SH | $218.52M 11.22% | 1.98M | 0.00 | 0.00 |
First Solar IncSOLE | COM | 686.70K | SH | $171.29M 8.79% | 686.70K | 0.00 | 0.00 |
GE Vernova IncSOLE | COM | 652.43K | SH | $166.36M 8.54% | 652.43K | 0.00 | 0.00 |
nVent Electric PLCSOLE | SHS | 2.25M | SH | $158.41M 8.13% | 2.25M | 0.00 | 0.00 |
Emerson Elec CoSOLE | COM | 1.04M | SH | $113.92M 5.85% | 1.04M | 0.00 | 0.00 |
Eaton Corp PLCSOLE | SHS | 74.32K | SH | $24.63M 1.26% | 74.32K | 0.00 | 0.00 |
Aspen Technology IncSOLE | COM | 96.15K | SH | $22.96M 1.18% | 96.15K | 0.00 | 0.00 |
Array Technologies IncSOLE | COM SHS | 2.60M | SH | $17.15M 0.88% | 2.60M | 0.00 | 0.00 |
Sprott IncSOLE | COM NEW | 92.31K | SH | $4.00M 0.21% | 92.31K | 0.00 | 0.00 |
Pinnacle West Cap CorpSOLE | COM | 40.84K | SH | $3.62M 0.19% | 40.84K | 0.00 | 0.00 |
TPI Composites IncSOLE | COM | 342.50K | SH | $1.56M 0.08% | 342.50K | 0.00 | 0.00 |