Q3 2024 · 13F-HR
Clean Energy Transition LLPholdings as filed
Filed 2024-11-14 · accession 0000902664-24-006586
$1.95B
Reported value
12
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 88160R101 | TSLA | Tesla Inc | $1.05B | 53.7% | 3,998,100 | PUT | SOLE |
| 854502101 | SWK | Stanley Black & Decker Inc | $218.5M | 11.2% | 1,984,184 | Common | SOLE |
| 336433107 | FSLR | First Solar Inc | $171.3M | 8.79% | 686,700 | Common | SOLE |
| 36828A101 | GEV | GE Vernova Inc | $166.4M | 8.54% | 652,431 | Common | SOLE |
| G6700G107 | NVT | nVent Electric PLC | $158.4M | 8.13% | 2,254,633 | Common | SOLE |
| 291011104 | EMR | Emerson Elec Co | $113.9M | 5.85% | 1,041,568 | Common | SOLE |
| G29183103 | ETN | Eaton Corp PLC | $24.6M | 1.26% | 74,317 | Common | SOLE |
| 29109X106 | AZPN1USD | Aspen Technology Inc | $23.0M | 1.18% | 96,149 | Common | SOLE |
| 04271T100 | ARRY | Array Technologies Inc | $17.1M | 0.88% | 2,598,221 | Common | SOLE |
| 852066208 | SII | Sprott Inc | $4.0M | 0.21% | 92,308 | Common | SOLE |
| 723484101 | PNW | Pinnacle West Cap Corp | $3.6M | 0.19% | 40,842 | Common | SOLE |
| 87266J104 | TPICQ | TPI Composites Inc | $1.6M | 0.08% | 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.