Investor Details
| Filer Name: | CLEAN ENERGY TRANSITION LLP |
|---|---|
| CIK: | 1911523 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-13 |
| Number of Holdings: | 16 |
| Portfolio Value: | $2.67B |
Clean Energy Transition Llp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| 88160R951 | - | TESLA INC | 4,198,100 | $1,695M | 63.46% | 100.0% | Put |
| EMR | US | EMERSON ELECTRIC CO | 1,658,298 | $206M | 7.69% | 59.2% | - |
| FSLR | US | FIRST SOLAR INC | 935,147 | $165M | 6.17% | 36.2% | - |
| NVT | US | NVENT ELECTRIC PLC | 2,115,665 | $144M | 5.40% | -6.2% | - |
| GEV | US | GE VERNOVA INC | 398,549 | $131M | 4.91% | -38.9% | - |
| SWK | US | STANLEY BLACK & DECKER INC | 741,404 | $60M | 2.23% | -62.6% | - |
| FTV | US | FORTIVE CORP | 784,384 | $59M | 2.20% | 100.0% | - |
| ETN | US | EATON CORP PLC | 112,661 | $37M | 1.40% | 51.6% | - |
| WMB | US | WILLIAMS COS INC | 630,110 | $34M | 1.28% | 100.0% | - |
| GNRC | US | GENERAC HOLDINGS INC | 202,729 | $31M | 1.18% | 100.0% | - |
| WCC | US | WESCO INTERNATIONAL INC | 171,329 | $31M | 1.16% | 100.0% | - |
| EQT | US | EQT CORP | 535,630 | $25M | 0.92% | 100.0% | - |
| COHR | US | COHERENT CORP | 252,837 | $24M | 0.90% | 100.0% | - |
| AZPN | US | ASPEN TECHNOLOGY INC | 72,298 | $18M | 0.68% | -24.8% | - |
| SII | US | SPROTT INC | 194,372 | $8M | 0.31% | 110.6% | - |
| PNW | US | PINNACLE WEST CAPITAL | 41,605 | $4M | 0.13% | 1.9% | - |