Q2 2024 · 13F-HR
Clean Energy Transition LLPholdings as filed
Filed 2024-08-13 · accession 0000902664-24-005087
$1.84B
Reported value
12
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 88160R101 | TSLA | TESLA INC | $953.5M | 51.8% | 4,818,600 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $181.8M | 9.87% | 1,650,745 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC. | $129.5M | 7.03% | 755,103 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $112.4M | 6.10% | 498,495 | Common | SOLE |
| G6700G107 | NVT | NVENT ELECTRIC PLC | $110.4M | 5.99% | 1,440,724 | Common | SOLE |
| 854502101 | SWK | STANLEY BLACK & DECKER INC | $106.4M | 5.78% | 1,331,404 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $92.4M | 5.02% | 294,652 | Common | SOLE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $80.3M | 4.36% | 897,553 | Common | SOLE |
| 451107106 | IDA | IDACORP INC | $49.1M | 2.67% | 527,143 | Common | SOLE |
| 29109X106 | AZPN1USD | ASPEN TECHNOLOGY INC | $20.9M | 1.13% | 105,200 | Common | SOLE |
| 852066208 | SII | SPROTT INC | $3.8M | 0.21% | 92,308 | Common | SOLE |
| 87266J104 | TPICQ | TPI COMPOSITES INC | $1.4M | 0.07% | 342,496 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.