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CIK: 0001911523
Total reported value
$1.4B
$1.4B
12 檔
122.6%
According to the latest 13F quarterly dataset, Clean Energy Transition LLP managed an equity portfolio of $1.4B at the end of Q3 2024, spanning 12 distinct U.S. exchange-listed positions.
In Q3 2024, Clean Energy Transition LLP adopted a defensive or profit-taking posture, trimming 5 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | Stock-Consumer Disc | 53.69% | — | -17.03% | |
| 2 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 11.22% | +5.21% | +49.03% | |
| 3 | FSLR | First Solar Inc | Stock-Tech | 8.79% | +2.69% | +37.75% | |
| 4 | GEV | GE Vernova Inc | Stock-Industrials | 8.54% | — | -13.60% | |
| 5 | NVT | nVent Electric plc | Stock-Industrials | 8.13% | -1.18% | +56.49% | |
| 6 | EMR | Emerson Electric Co | Stock-Industrials | 5.85% | +2.02% | -36.90% | |
| 7 | ETN | Eaton Corporation plc | Stock-Industrials | 1.26% | -0.82% | -74.78% | |
| 8 | AZPN1USD | Aspen Technology Inc | Stock-Other | 1.18% | — | -8.60% | |
| 9 | ARRY | Array Technologies Inc | Stock-Other | 0.88% | — | — | |
| 10 | SII | Sprott Inc | Stock-Other | 0.21% | — | — | |
| 11 | PNW | Pinnacle West Capital | Stock-Utilities | 0.19% | — | — | |
| 12 | TPICQ | Tpi Composites Inc | Stock-Other | 0.08% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SWK | Stanley Black & Decker Inc | +5.4% | +49.03% | Add |
| 2 | FSLR | First Solar Inc | +2.7% | +37.75% | Add |
| 3 | NVT | nVent Electric plc | +2.1% | +56.49% | Add |
| 4 | TSLA | Tesla Inc | +1.9% | -17.03% | Trim |
| 5 | GEV | GE Vernova Inc | +1.5% | -13.60% | Trim |
| 6 | ARRY | Array Technologies Inc | +0.9% | NEW | New buy |
| 7 | PNW | Pinnacle West Capital | +0.2% | NEW | New buy |
| 8 | AZPN1USD | Aspen Technology Inc | +0.1% | -8.60% | Trim |
| 9 | TPICQ | Tpi Composites Inc | 0% | — | Unchanged |
| 10 | SII | Sprott Inc | — | — | Unchanged |
| 11 | IDA | Idacorp Inc | -2.7% | EXIT | Sold out |
| 12 | ETN | Eaton Corporation plc | -3.8% | -74.78% | Trim |
| 13 | EMR | Emerson Electric Co | -4% | -36.90% | Trim |
| 14 | ED | Consolidated Edison Inc | -4.4% | EXIT | Sold out |
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 Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including TSLA, SWK, FSLR) accounted for 122.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
ARRY
市值: $17.1M
Top Position Liquidated / Trimmed
ED
前期市值: $80.3M
During Q3 2024, Clean Energy Transition LLP's top holdings by market value included TSLA (53.7%)、SWK (11.2%)、FSLR (8.8%). The largest single position, TSLA, represented 53.7% of total portfolio value.
In Q3 2024, Clean Energy Transition LLP made 12 total portfolio adjustments, initiating 2 new buys, adding to 3 positions, trimming 5 holdings, and fully liquidating 2 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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