Managers / Q1 2026
Clean Energy Transition LLP
CIK 0001911523 · 24 ST. JAMES'S SQUARE, SECOND FLOOR, LONDON, X0, SW1Y 4JH · 44 (0) 3870 5960
Reported Value
$1.5B
Q1 2026
Positions
15
Filings on Record
18
2019–present window
Filed
May 15, 2026
original filing
Summary
Clean Energy Transition Llp reported $1.5B in U.S.-listed holdings across 15 positions for Q1 2026.
Its largest position, FSLR, represents 18.3% of the portfolio.
Compared with Q4 2025, the fund opened 5 new positions and exited 2.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.5B | 15 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.2B | 12 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.4B | 15 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.2B | 17 | Aug 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $808M | 13 | May 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $2.7B | 16 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.9B | 12 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.8B | 12 | Aug 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.4B | 13 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.0B | 12 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $687M | 6 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $732M | 12 | Aug 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1.1B | 12 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $626.3B | 11 | Feb 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $872M | 17 | Nov 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $517M | 12 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $587M | 12 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $862M | 15 | Feb 17, 2022 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.