13F HOLDINGS REPORT
Clean Energy Transition LLP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000902664-23-003044
Total Value
$1.11B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 1,820,000 | $377.6M | 33.90% |
| 2 | FIRST SOLAR INC | FSLR | 978,140 | $212.7M | 19.10% |
| 3 | STANLEY BLACK & DECKER INC | SWK | 1,609,010 | $129.7M | 11.64% |
| 4 | NVENT ELECTRIC PLC | NVT | 2,639,012 | $113.3M | 10.18% |
| 5 | AIR PRODS & CHEMS INC | AIIR | 267,823 | $76.9M | 6.91% |
| 6 | CARRIER GLOBAL CORPORATION | CARR | 1,358,614 | $62.2M | 5.58% |
| 7 | CONSOLIDATED EDISON INC | ED | 541,509 | $51.8M | 4.65% |
| 8 | NEXTRACKER INC | NXT | 922,055 | $33.4M | 3.00% |
| 9 | BLUE BIRD CORP | BLBD | 1,254,637 | $25.6M | 2.30% |
| 10 | GENERAL ELECTRIC CO | 369604301 | 137,616 | $13.2M | 1.18% |
| 11 | FREYR BATTERY | L4135L100 | 1,056,632 | $9.4M | 0.84% |
| 12 | TPI COMPOSITES INC | TPICQ | 604,716 | $7.9M | 0.71% |