Clean Energy Transition LLP

Q2 2026 13F-HR Holdings

Location
London, X0
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
14
Total value ($000)
$1,435,931
Net value change ($000)
-101,124 (-6.6%)
New positions
2
Sold out positions
2
Turnover %
13.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
OTIS 110,440 202.3%
ED 68,500 NEW
SWK 62,753 33.9%
OC 49,901 80.2%
XEL 34,587 NEW
RAL 24,920 52.7%
FSLR 20,204 7.2%
EMR 18,330 11.4%
PNR 10,359 21.0%
Top Reduces (Value $000, Stocks/ETFs)
FANG -56,629 -100.0%
EQT -38,966 -82.2%
WCC -28,230 -100.0%
NVT -26,260 -18.5%
ETN -13,801 -43.6%
TKR -10,778 -32.3%
FTV -8,782 -21.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type