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CIK: 0001911523
Total reported value
$1.4B
$1.4B
16 檔
163.0%
In Q4 2024, Clean Energy Transition LLP's U.S. equity holdings reached a combined market value of $1.4B, distributed across 16 disclosed stock positions.
In Q4 2024, Clean Energy Transition LLP displayed an active expansion posture, initiating 7 new positions and adding to 5 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla, Inc. | Stock-Consumer Disc | 63.46% | — | — | |
| 2 | EMR | Emerson Electric Co | Stock-Industrials | 7.69% | +2.02% | +59.21% | |
| 3 | FSLR | First Solar Inc | Stock-Tech | 6.17% | +2.69% | +36.18% | |
| 4 | NVT | nVent Electric plc | Stock-Industrials | 5.40% | -1.18% | -6.16% | |
| 5 | GEV | GE Vernova Inc | Stock-Industrials | 4.91% | — | -38.91% | |
| 6 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 2.23% | +5.21% | -62.63% | |
| 7 | FTV | Fortive CORP | Stock-Tech | 2.20% | -0.43% | — | |
| 8 | ETN | Eaton Corporation plc | Stock-Industrials | 1.40% | -0.82% | +51.60% | |
| 9 | WMB | Williams Cos Inc | Stock-Energy | 1.28% | — | — | |
| 10 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.18% | — | — | |
| 11 | WCC | Wesco International Inc | Stock-Industrials | 1.16% | -1.84% | EXIT | |
| 12 | EQT | Eqt CORP | Stock-Energy | 0.92% | -2.49% | — | |
| 13 | COHR | Coherent CORP | Stock-Tech | 0.90% | — | — | |
| 14 | AZPN1USD | Aspen Technology Inc | Stock-Other | 0.68% | — | -24.81% | |
| 15 | SII | Sprott Inc | Stock-Other | 0.31% | — | +110.57% | |
| 16 | PNW | Pinnacle West Capital | Stock-Utilities | 0.13% | — | +1.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla, Inc. | +63.5% | NEW | New buy |
| 2 | FTV | Fortive CORP | +2.2% | NEW | New buy |
| 3 | EMR | Emerson Electric Co | +1.8% | +59.21% | Add |
| 4 | WMB | Williams Cos Inc | +1.3% | NEW | New buy |
| 5 | GNRC | Generac Holdings Inc | +1.2% | NEW | New buy |
| 6 | WCC | Wesco International Inc | +1.2% | NEW | New buy |
| 7 | EQT | Eqt CORP | +0.9% | NEW | New buy |
| 8 | COHR | Coherent CORP | +0.9% | NEW | New buy |
| 9 | ETN | Eaton Corporation plc | +0.1% | +51.60% | Add |
| 10 | SII | Sprott Inc | +0.1% | +110.57% | Add |
| 11 | PNW | Pinnacle West Capital | -0.1% | +1.87% | Add |
| 12 | TPICQ | Tpi Composites Inc | -0.1% | EXIT | Sold out |
| 13 | AZPN1USD | Aspen Technology Inc | -0.5% | -24.81% | Trim |
| 14 | ARRY | Array Technologies Inc | -0.9% | EXIT | Sold out |
| 15 | FSLR | First Solar Inc | -2.6% | +36.18% | Add |
| 16 | NVT | nVent Electric plc | -2.7% | -6.16% | Trim |
| 17 | GEV | GE Vernova Inc | -3.6% | -38.91% | Trim |
| 18 | SWK | Stanley Black & Decker Inc | -9% | -62.63% | Trim |
| 19 | TSLA | Tesla Inc | -53.7% | 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 16 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including TSLA, EMR, FSLR) accounted for 163.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
TSLA
市值: $1.7B
Top Position Liquidated / Trimmed
TSLA
前期市值: $1.0B
During Q4 2024, Clean Energy Transition LLP's top holdings by market value included TSLA (63.5%)、EMR (7.7%)、FSLR (6.2%). The largest single position, TSLA, represented 63.5% of total portfolio value.
In Q4 2024, Clean Energy Transition LLP made 19 total portfolio adjustments, initiating 7 new buys, adding to 5 positions, trimming 4 holdings, and fully liquidating 3 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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