Clean Energy Transition Llp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.54B
Q ending 2026-03-31
Prior quarter
$1.20B
Q ending 2025-12-31
Change
+28.3% QoQ · +90.2% YoY
Positions
15
reported holdings
Largest positions
All 15 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Taiwan Semiconductor Manufac | TSM | Put | $317.7M | 940K |
| First Solar Inc | FSLR | Shares | $281.4M | 1.4M |
| Stanley Black & Decker Inc | SWK | Shares | $184.9M | 2.6M |
| Emerson Elec Co | EMR | Shares | $160.2M | 1.2M |
| Nvent Electric Plc | Shares | $142.2M | 1.2M | |
| Owens Corning New | OC | Shares | $62.2M | 575K |
| Diamondback Energy Inc | FANG | Shares | $56.6M | 286K |
| Otis Worldwide Corp | OTIS | Shares | $54.6M | 708K |
| Pentair Plc | Shares | $49.3M | 566K | |
| Eqt Corp | EQT | Shares | $47.4M | 745K |
| Ralliant Corp | RAL | Shares | $47.3M | 1.1M |
| Fortive Corp | FTV | Shares | $40.1M | 725K |
| Timken Co | TKR | Shares | $33.4M | 332K |
| Eaton Corp Plc | Shares | $31.7M | 89K | |
| Wesco Intl Inc | WCC | Shares | $28.2M | 103K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.