Filed: 2/13/2025ACC: 0000902664-25-000920
📋 What this filing means
CLEAN ENERGY TRANSITION LLP filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $2.67B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$2.67B
Total AUM (reported)
13.05M
Total Shares
Allocation by class
PUT$1.70B63.5%
COM$786.54M29.4%
SHS$181.59M6.8%
COM NEW$8.20M0.3%
Portfolio Concentration
Top 3$2.07B77.3%
4–10$496.58M18.6%
11–25$109.42M4.1%
Top 3 weight
77.3%
Top 10 weight
95.9%
Voting Authority Distribution
Total shares with voting rights: 13.05M
Sole
Full voting authority
13.05M
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)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
Tesla Inc
SOLEShares4.20M
TypeSH
Market value$1.70B
63.46%
Sole
4.20M
Shared
0.00
None
0.00
Emerson Elec Co
SOLEShares1.66M
TypeSH
Market value$205.51M
7.69%
Sole
1.66M
Shared
0.00
None
0.00
First Solar Inc
SOLEShares935.15K
TypeSH
Market value$164.81M
6.17%
Sole
935.15K
Shared
0.00
None
0.00
Nvent Electric Plc
SOLEShares2.12M
TypeSH
Market value$144.20M
5.40%
Sole
2.12M
Shared
0.00
None
0.00
GE Vernova Inc
SOLEShares398.55K
TypeSH
Market value$131.09M
4.91%
Sole
398.55K
Shared
0.00
None
0.00
Stanley Black & Decker Inc
SOLEShares741.40K
TypeSH
Market value$59.53M
2.23%
Sole
741.40K
Shared
0.00
None
0.00
Fortive Corp
SOLEShares784.38K
TypeSH
Market value$58.83M
2.20%
Sole
784.38K
Shared
0.00
None
0.00
Eaton Corp Plc
SOLEShares112.66K
TypeSH
Market value$37.39M
1.40%
Sole
112.66K
Shared
0.00
None
0.00
Williams Cos Inc
SOLEShares630.11K
TypeSH
Market value$34.10M
1.28%
Sole
630.11K
Shared
0.00
None
0.00
Generac Hldgs Inc
SOLEShares202.73K
TypeSH
Market value$31.43M
1.18%
Sole
202.73K
Shared
0.00
None
0.00
Wesco Intl Inc
SOLEShares171.33K
TypeSH
Market value$31.00M
1.16%
Sole
171.33K
Shared
0.00
None
0.00
EQT Corp
SOLEShares535.63K
TypeSH
Market value$24.70M
0.92%
Sole
535.63K
Shared
0.00
None
0.00
Coherent Corp
SOLEShares252.84K
TypeSH
Market value$23.95M
0.90%
Sole
252.84K
Shared
0.00
None
0.00
Aspen Technology Inc
SOLEShares72.30K
TypeSH
Market value$18.05M
0.68%
Sole
72.30K
Shared
0.00
None
0.00
Sprott Inc
SOLEShares194.37K
TypeSH
Market value$8.20M
0.31%
Sole
194.37K
Shared
0.00
None
0.00
Pinnacle West Cap Corp
SOLEShares41.60K
TypeSH
Market value$3.53M
0.13%
Sole
41.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Tesla IncSOLE | PUT | 4.20M | SH | $1.70B 63.46% | 4.20M | 0.00 | 0.00 |
Emerson Elec CoSOLE | COM | 1.66M | SH | $205.51M 7.69% | 1.66M | 0.00 | 0.00 |
First Solar IncSOLE | COM | 935.15K | SH | $164.81M 6.17% | 935.15K | 0.00 | 0.00 |
Nvent Electric PlcSOLE | SHS | 2.12M | SH | $144.20M 5.40% | 2.12M | 0.00 | 0.00 |
GE Vernova IncSOLE | COM | 398.55K | SH | $131.09M 4.91% | 398.55K | 0.00 | 0.00 |
Stanley Black & Decker IncSOLE | COM | 741.40K | SH | $59.53M 2.23% | 741.40K | 0.00 | 0.00 |
Fortive CorpSOLE | COM | 784.38K | SH | $58.83M 2.20% | 784.38K | 0.00 | 0.00 |
Eaton Corp PlcSOLE | SHS | 112.66K | SH | $37.39M 1.40% | 112.66K | 0.00 | 0.00 |
Williams Cos IncSOLE | COM | 630.11K | SH | $34.10M 1.28% | 630.11K | 0.00 | 0.00 |
Generac Hldgs IncSOLE | COM | 202.73K | SH | $31.43M 1.18% | 202.73K | 0.00 | 0.00 |
Wesco Intl IncSOLE | COM | 171.33K | SH | $31.00M 1.16% | 171.33K | 0.00 | 0.00 |
EQT CorpSOLE | COM | 535.63K | SH | $24.70M 0.92% | 535.63K | 0.00 | 0.00 |
Coherent CorpSOLE | COM | 252.84K | SH | $23.95M 0.90% | 252.84K | 0.00 | 0.00 |
Aspen Technology IncSOLE | COM | 72.30K | SH | $18.05M 0.68% | 72.30K | 0.00 | 0.00 |
Sprott IncSOLE | COM NEW | 194.37K | SH | $8.20M 0.31% | 194.37K | 0.00 | 0.00 |
Pinnacle West Cap CorpSOLE | COM | 41.60K | SH | $3.53M 0.13% | 41.60K | 0.00 | 0.00 |