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Clean Energy Transition LLP

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13F filer, CIK 1911523, LONDON, United Kingdom

Clean Energy Transition LLP reported $2,671,686,067 across 16 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-13. Its ten largest share positions make up 91.97% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000902664-25-000920

Period
2024-12-31
Reported value
$2.67B
Holdings
16
Top 10 weight
91.97%
New
7
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EMRadded+616,730$76.4M
FTVnew+784,384$58.8M
FSLRadded+248,447$43.8M
WMBnew+630,110$34.1M
GNRCnew+202,729$31.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SWKreduced-1,242,780-$99.8M
GEVreduced-253,882-$83.5M
ARRYexited-2,598,221-$17.1M
NVTreduced-138,968-$9.47M
ASPEN TECHNOLOGY INCreduced-23,851-$5.95M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0000902664-25-000920, largest first. % of portfolio is the value over $976,325,363, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041,568 shares; 2024Q4: 1,658,298 shares 1,658,298$206M21.05%+616,730Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,700 shares; 2024Q4: 935,147 shares 935,147$165M16.88%+248,447Timeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254,633 shares; 2024Q4: 2,115,665 shares 2,115,665$144M14.77%-138,968Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 652,431 shares; 2024Q4: 398,549 shares 398,549$131M13.43%-253,882Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,984,184 shares; 2024Q4: 741,404 shares 741,404$59.5M6.1%-1,242,780Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 784,384 shares 784,384$58.8M6.03%newTimeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,317 shares; 2024Q4: 112,661 shares 112,661$37.4M3.83%+38,344Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 630,110 shares 630,110$34.1M3.49%newTimeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 202,729 shares 202,729$31.4M3.22%newTimeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 171,329 shares 171,329$31M3.18%newTimeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 535,630 shares 535,630$24.7M2.53%newTimeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 252,837 shares 252,837$24M2.45%newTimeline
ASPEN TECHNOLOGY INCASPEN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,149 shares; 2024Q4: 72,298 shares 72,298$18M1.85%-23,851
SIISPROTT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,308 shares; 2024Q4: 194,372 shares 194,372$8.2M0.84%+102,064Timeline
PNWPINNACLE WEST CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,842 shares; 2024Q4: 41,605 shares 41,605$3.53M0.36%+763Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
TESLA INCTESLA INC PUTput4,198,100$1.7Bnew

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TSLATESLA INC3,998,100$1.05Bput
ARRYARRAY TECHNOLOGIES INC2,598,221$17.1Mshares
TPICQTPI COMPOSITES INC COM342,496$1.56Mshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000902664-25-000920 base2025-02-13acceptance time not in the bulk data set