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CIK: 0001911523
Total reported value
$1.4B
$1.4B
12 檔
103.6%
During the Q2 2024 filing period, Clean Energy Transition LLP (CIK: 0001911523) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.4B across 12 reported positions.
During Q2 2024, Clean Energy Transition LLP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | Stock-Consumer Disc | 51.77% | — | +147.65% | |
| 2 | EMR | Emerson Electric Co | Stock-Industrials | 9.87% | +2.02% | -12.44% | |
| 3 | GEV | GE Vernova Inc | Stock-Industrials | 7.03% | — | — | |
| 4 | FSLR | First Solar Inc | Stock-Tech | 6.10% | +2.69% | -6.27% | |
| 5 | NVT | nVent Electric plc | Stock-Industrials | 5.99% | -1.18% | -35.11% | |
| 6 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 5.78% | +5.21% | -27.36% | |
| 7 | ETN | Eaton Corporation plc | Stock-Industrials | 5.02% | -0.82% | -37.00% | |
| 8 | ED | Consolidated Edison Inc | Stock-Utilities | 4.36% | +4.77% | NEW | |
| 9 | IDA | Idacorp Inc | Stock-Utilities | 2.67% | — | — | |
| 10 | AZPN1USD | Aspen Technology Inc | Stock-Other | 1.13% | — | +1.48% | |
| 11 | SII | Sprott Inc | Stock-Other | 0.21% | — | — | |
| 12 | TPICQ | Tpi Composites Inc | Stock-Other | 0.07% | — | — |
According to official SEC Form 13F filings, Clean Energy Transition LLP reported a total U.S. public equity portfolio value of $1.4B across 12 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including TSLA, EMR, GEV) accounted for 103.6% of total reported equity market value during Q2 2024.
During Q2 2024, Clean Energy Transition LLP's top holdings by market value included TSLA (51.8%)、EMR (9.9%)、GEV (7.0%). The largest single position, TSLA, represented 51.8% of total portfolio value.
In Q2 2024, Clean Energy Transition LLP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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