Clean Energy Transition LLP Portfolio Holdings

Clean Energy Transition LLP

  • $1.35 Billion
  • Q1 2024

Clean Energy Transition LLP has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.35 Billion distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Emerson Electric CO with a value of $214M, Stanley Black & Decker, Inc. with a value of $180M, N Vent Electric PLC with a value of $167M, Eaton Corp PLC with a value of $146M, and First Solar, Inc. with a value of $89.8M.

Examining the 13F form we can see an increase of $342M in the current position value, from $1.01B to 1.35B.

Clean Energy Transition LLP is based out at London, X0

Below you can find more details about Clean Energy Transition LLP portfolio as well as his latest detailed transactions.

Portfolio value $1.35 Billion
Industrials: $708 Million
Consumer Cyclical: $348 Million
Energy: $136 Million
Technology: $112 Million
Utilities: $48.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$66.3B
$214 Million 15.82% of portfolio
1,885,183
Q1 2024 Added 110.74%
$12.9B
$180 Million 13.28% of portfolio
1,832,984
Q1 2024 Reduced 16.95%
$13.6B
$167 Million 12.38% of portfolio
2,220,190
Q1 2024 Reduced 12.61%
$133B
$146 Million 10.82% of portfolio
467,737
Q1 2024 Reduced 8.37%
$29B
$89.8 Million 6.64% of portfolio
531,837
Q1 2024 Reduced 23.21%
$489B
$68 Million 5.03% of portfolio
584,922
Q1 2024 New
$58.2B
$67.6 Million 5.0% of portfolio
1,040,169
Q1 2024 New
$33.5B
$24.9 Million 1.84% of portfolio
273,766
Q1 2024 New
$3.29B
$23.6 Million 1.74% of portfolio
626,289
Q1 2024 New
$13.6B
$22.1 Million 1.64% of portfolio
103,667
Q1 2024 New
$1.83B
$5.76 Million 0.43% of portfolio
150,155
Q1 2024 Reduced 54.99%
$204M
$996,000 0.07% of portfolio
342,496
Q1 2024 Reduced 12.48%

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $1.35 Billion
  • Prior Value $1.01 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 14, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 5 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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