SEC 13F Intelligence

Managers / Q3 2023 · view latest →

Clean Energy Transition LLP

CIK 0001911523 · 24 ST. JAMES'S SQUARE, SECOND FLOOR, LONDON, X0, SW1Y 4JH · 44 (0) 3870 5960

Reported Value
$687M
Q3 2023
Positions
6
Filings on Record
18
2019–present window
Filed
Nov 13, 2023
original filing

Summary

Clean Energy Transition LLP reported $687M in U.S.-listed holdings across 6 positions for Q3 2023.

The portfolio is heavily concentrated: FSLR alone accounts for 27.9% of reported value.

Compared with Q2 2023, the fund opened 0 new positions and exited 6.

Portfolio Metrics

Turnover
+24.5%
vs prior filed quarter
Largest Position
+27.9%
First Solar

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $862MQ4 ’21Q1 ’22: $587MQ2 ’22: $517MQ3 ’22: $872MQ3 ’22Q4 ’22: $626MQ1 ’23: $1.1BQ2 ’23: $732MQ2 ’23Q3 ’23: $687MQ4 ’23: $1.0BQ1 ’24: $1.4BQ1 ’24Q2 ’24: $1.8BQ3 ’24: $1.9BQ4 ’24: $2.7BQ4 ’24Q1 ’25: $808MQ2 ’25: $1.2BQ3 ’25: $1.4BQ3 ’25Q4 ’25: $1.2BQ1 ’26: $1.5Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 65.0%Other: 35.0%
  • Common Stock · 65.0% · $446M
  • Other · 35.0% · $241M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
FSLRFIRST SOLAR INCADDED+1.07M1.19M+$170M$192M
APDAIR PRODS & CHEMS INCSOLD OUT−183.8K0−$55M$0
CARRCARRIER GLOBAL CORPORATIONSOLD OUT−1.02M0−$51M$0
AESAES CORPSOLD OUT−1.64M0−$34M$0
GX6TPI COMPOSITES INCSOLD OUT−1.88M0−$20M$0
OTISOTIS WORLDWIDE CORPSOLD OUT−181.7K0−$16M$0
GENERAL ELECTRIC COSOLD OUT−115.4K0−$13M$0
EATON CORP PLCTRIMMED−137.9K508.0K−$22M$108M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2023

6 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1FSLRFIRST SOLAR INChistory →COM27.90%$192M1.19M
2SWKSTANLEY BLACK & DECKER INChistory →COM27.88%$192M2.29M
3NVENT ELECTRIC PLCSHS19.29%$133M2.50M
4EATON CORP PLCSHS15.76%$108M508.0K
5NXTNEXTRACKER INChistory →CLASS A COM5.53%$38M946.6K
6BLBDBLUE BIRD CORPhistory →COM3.64%$25M1.17M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.5B15May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.2B12Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.4B15Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.2B17Aug 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$808M13May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$2.7B16Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.9B12Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.8B12Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.4B13May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.0B12Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$687M6Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$732M12Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.1B12May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$626M11Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$872M17Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$517M12Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$587M12May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$862M15Feb 17, 202213F-HRchanges · 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 ↗.