13F HOLDINGS REPORT
Clean Energy Transition LLP
Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0000902664-24-003554
Total Value
$1.35B
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 1,945,700 | $342.0M | 25.30% |
| 2 | EMERSON ELEC CO | EMR | 1,885,183 | $213.8M | 15.82% |
| 3 | STANLEY BLACK & DECKER INC | SWK | 1,832,984 | $179.5M | 13.28% |
| 4 | NVENT ELECTRIC PLC | NVT | 2,220,190 | $167.4M | 12.38% |
| 5 | EATON CORP PLC | ETN | 467,737 | $146.3M | 10.82% |
| 6 | FIRST SOLAR INC | FSLR | 531,837 | $89.8M | 6.64% |
| 7 | EXXON MOBIL CORP | XOM | 584,922 | $68.0M | 5.03% |
| 8 | OCCIDENTAL PETE CORP | 674599105 | 1,040,169 | $67.6M | 5.00% |
| 9 | CONSOLIDATED EDISON INC | ED | 273,766 | $24.9M | 1.84% |
| 10 | PNM RES INC | TXNM | 626,289 | $23.6M | 1.74% |
| 11 | ASPEN TECHNOLOGY INC | 29109X106 | 103,667 | $22.1M | 1.64% |
| 12 | BLUE BIRD CORP | BLBD | 150,155 | $5.8M | 0.43% |
| 13 | TPI COMPOSITES INC | TPICQ | 342,496 | $996,663 | 0.07% |