Clean Energy Transition LLP
Top Portfolio Positions
15 positions ·
$1,537,054,590 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
940,000 | $317,673,000 | 20.67% | |
| FSLR |
First Solar, Inc.
Technology
|
1,426,587 | $281,408,551 | 18.31% | |
| SWK |
Stanley Black & Decker, Inc.
Industrials
|
2,601,390 | $184,854,773 | 12.03% | |
| EMR |
Emerson Electric Co
Industrials
|
1,222,925 | $160,227,633 | 10.42% | |
| NVT |
nVent Electric plc
Industrials
|
1,201,911 | $142,162,033 | 9.25% | |
| OC |
Owens Corning
Industrials
|
574,854 | $62,210,699 | 4.05% | |
| FANG |
Diamondback Energy, Inc.
Energy
|
286,311 | $56,629,452 | 3.68% | |
| OTIS |
Otis Worldwide Corp
Industrials
|
708,348 | $54,599,463 | 3.55% | |
| PNR |
PENTAIR plc
Industrials
|
565,871 | $49,293,022 | 3.21% | |
| EQT |
EQT Corp
Energy
|
744,509 | $47,380,552 | 3.08% |
Portfolio Trend
18 quarters · across all stocks
Holdings in FSLR
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $281,408,551 | 1,426,587 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $300,148,567 | 1,148,982 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $246,382,290 | 1,117,228 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $124,809,545 | 753,954 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $93,234,033 | 737,436 | Shares | Sole | 2025-05-12 | |
| 2025-03-31 | $93,343,269 | 738,300 | Call | Sole | 2025-05-12 | |
| 2024-12-31 | $164,810,307 | 935,147 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $171,290,448 | 686,700 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $112,390,682 | 498,495 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $89,774,085 | 531,837 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $119,311,135 | 692,542 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $191,750,127 | 1,186,646 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $21,507,923 | 113,146 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $212,745,450 | 978,140 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $188,528,989 | 1,258,622 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $156,119,339 | 1,180,308 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,876,597 | 56,900 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $10,677,017 | 127,502 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $69,309,980 | 795,204 | Shares | Sole | 2022-02-17 | |
| 2021-12-31 | $104,592,000 | 1,200,000 | Call | Sole | 2022-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||