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 PNR
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,293,022 | 565,871 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,739,346 | 247,161 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $34,668,433 | 313,005 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $25,353,837 | 246,969 | Shares | Sole | 2025-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||