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 |
|---|---|---|---|---|
| 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
Holdings in WCC
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,230,196 | 103,173 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $51,721,788 | 211,420 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $48,362,859 | 228,666 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $42,102,256 | 227,334 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $32,299,294 | 207,980 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $31,003,695 | 171,329 | Shares | Sole | 2025-02-13 | |
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