CLEAN ENERGY TRANSITION LLP Holdings

CLEAN ENERGY TRANSITION LLP is an investment fund managing more than 872.34M US dollars. The largest holdings include Tesla, First Solar and Constellation Energy. In Q3 2022 the fund bought assets of total value of 334.12M US dollars and sold assets of total value of 217.06M US dollars.

$872.33M

portfolio value

+3.27%

quarter

CLEAN ENERGY TRANSITION LLP portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2022	223188000	291918000
Q2 2022	129806000	200073000
Q3 2022	334115000	217057000

CLEAN ENERGY TRANSITION LLP 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Auto Manufacturers Tesla, Inc. Portfolio share: 27.37% Portfolio value: 238.72M Avg. open price: N/A Current price: $182.45 P/L: N/A N/A Q3 2022	put	27.37%	238.72M	N/A	$182.45	N/A	N/A Q3 2022
Solar First Solar, Inc. Portfolio share: 17.90% Portfolio value: 156.11M Avg. open price: $68.13 Current price: $167.14 P/L: +145.33% Bought +1974.36% shares Q3 2022	share	17.90%	156.11M	$68.13	$167.14	+145.33%	Bought +1974.36% shares Q3 2022
Utilities—Renewable Constellation Energy Corporation Portfolio share: 13.26% Portfolio value: 115.65M Avg. open price: N/A Current price: $90.06 P/L: N/A Sold -2.02% shares Q3 2022	share	13.26%	115.65M	N/A	$90.06	N/A	Sold -2.02% shares Q3 2022
Electrical Equipment & Parts nVent Electric plc Portfolio share: 7.83% Portfolio value: 68.34M Avg. open price: $37.64 Current price: $39.23 P/L: +4.22% Sold -1.52% shares Q3 2022	share	7.83%	68.34M	$37.64	$39.23	+4.22%	Sold -1.52% shares Q3 2022
Specialty Chemicals Air Products and Chemicals, Inc. Portfolio share: 6.40% Portfolio value: 55.87M Avg. open price: N/A Current price: $314.87 P/L: N/A N/A Q3 2022	share	6.40%	55.87M	N/A	$314.87	N/A	N/A Q3 2022
Oil & Gas E&P Occidental Petroleum Corporation Portfolio share: 5.73% Portfolio value: 49.95M Avg. open price: $58.88 Current price: $66.36 P/L: +12.70% Bought +187.28% shares Q3 2022	share	5.73%	49.95M	$58.88	$66.36	+12.70%	Bought +187.28% shares Q3 2022
Solar SunPower Corporation Portfolio share: 4.67% Portfolio value: 40.77M Avg. open price: N/A Current price: $23.72 P/L: N/A N/A Q3 2022	share	4.67%	40.77M	N/A	$23.72	N/A	N/A Q3 2022
Oil & Gas E&P Coterra Energy Inc. Portfolio share: 4.25% Portfolio value: 37.10M Avg. open price: N/A Current price: $26.2 P/L: N/A N/A Q3 2022	share	4.25%	37.10M	N/A	$26.2	N/A	N/A Q3 2022
Utilities—Regulated Electric Eversource Energy Portfolio share: 2.78% Portfolio value: 24.26M Avg. open price: $89.76 Current price: $83.65 P/L: -6.81% Sold -25.70% shares Q3 2022	share	2.78%	24.26M	$89.76	$83.65	-6.81%	Sold -25.70% shares Q3 2022
Specialty Industrial Machinery Otis Worldwide Corporation Portfolio share: 2.42% Portfolio value: 21.09M Avg. open price: $84.57 Current price: $78.48 P/L: -7.20% Sold -34.46% shares Q3 2022	share	2.42%	21.09M	$84.57	$78.48	-7.20%	Sold -34.46% shares Q3 2022
Building Products & Equipment Carrier Global Corporation Portfolio share: 1.76% Portfolio value: 15.34M Avg. open price: $45.87 Current price: $43.76 P/L: -4.60% Sold -82.19% shares Q3 2022	share	1.76%	15.34M	$45.87	$43.76	-4.60%	Sold -82.19% shares Q3 2022
Tools & Accessories Stanley Black & Decker, Inc. Portfolio share: 1.65% Portfolio value: 14.42M Avg. open price: N/A Current price: $78.62 P/L: N/A Sold -70.67% shares Q3 2022	share	1.65%	14.42M	N/A	$78.62	N/A	Sold -70.67% shares Q3 2022
Specialty Industrial Machinery Eaton Corporation plc Portfolio share: 1.23% Portfolio value: 10.75M Avg. open price: N/A Current price: $160.36 P/L: N/A Sold -64.60% shares Q3 2022	share	1.23%	10.75M	N/A	$160.36	N/A	Sold -64.60% shares Q3 2022
Electrical Equipment & Parts FREYR Battery Portfolio share: 0.98% Portfolio value: 8.58M Avg. open price: N/A Current price: $12.06 P/L: N/A N/A Q3 2022	share	0.98%	8.58M	N/A	$12.06	N/A	N/A Q3 2022
Utilities—Renewable Altus Power, Inc. Portfolio share: 0.70% Portfolio value: 6.14M Avg. open price: N/A Current price: $6.86 P/L: N/A N/A Q3 2022	share	0.70%	6.14M	N/A	$6.86	N/A	N/A Q3 2022
Specialty Industrial Machinery General Electric Company Portfolio share: 0.55% Portfolio value: 4.78M Avg. open price: $92.9 Current price: $84.66 P/L: -8.87% Sold -88.67% shares Q3 2022	share	0.55%	4.78M	$92.9	$84.66	-8.87%	Sold -88.67% shares Q3 2022
Auto Manufacturers Blue Bird Corporation Portfolio share: 0.50% Portfolio value: 4.39M Avg. open price: $9.64 Current price: $12.5 P/L: +29.65% Bought +12.97% shares Q3 2022	share	0.50%	4.39M	$9.64	$12.5	+29.65%	Bought +12.97% shares Q3 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $106.85 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$106.85	N/A	Sold -100.00% shares Q3 2022

Showing TOP 18 CLEAN ENERGY TRANSITION LLP's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of CLEAN ENERGY TRANSITION LLP?

The biggest position of the CLEAN ENERGY TRANSITION LLP is Tesla, Inc. (TSLA) with 27.37% portfolio share worth of 238.73M US dollars.

Top 5 CLEAN ENERGY TRANSITION LLP's holdings represent 72.76% of the portfolio:

Tesla, Inc. (TSLA) – 27.37%
First Solar, Inc. (FSLR) – 17.9%
Constellation Energy Corporation (CEG) – 13.26%
nVent Electric plc (NVT) – 7.83%
Air Products and Chemicals, Inc. (APD) – 6.4%

Who is the portfolio manager of CLEAN ENERGY TRANSITION LLP?

The portfolio manager of the CLEAN ENERGY TRANSITION LLP is .

What is the total asset value of the CLEAN ENERGY TRANSITION LLP portfolio?

CLEAN ENERGY TRANSITION LLP total asset value (portfolio value) is 872.34M US dollars.

Who is ?

is the portfolio manager of the CLEAN ENERGY TRANSITION LLP.

What is (CLEAN ENERGY TRANSITION LLP) fund performance?

CLEAN ENERGY TRANSITION LLP's quarterly performance is +3.27%, annualy 0.00%.

What is the CLEAN ENERGY TRANSITION LLP CIK?

CLEAN ENERGY TRANSITION LLP's Central Index Key is 0001911523 .