Clean Energy Transition LLP

Q3 2026 13F-HR Holdings

Location
London, X0
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
11
Total value ($000)
$1,108,296
Net value change ($000)
-327,635 (-22.8%)
New positions
2
Sold out positions
5
Turnover %
16.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
ALLE 44,540 NEW
NVT 32,483 28.0%
LNG 22,774 NEW
ED 13,248 19.3%
Top Reduces (Value $000, Stocks/ETFs)
OTIS -75,178 -45.6%
OC -68,211 -60.8%
SWK -63,946 -25.8%
FSLR -60,764 -20.1%
EMR -35,201 -19.7%
XEL -34,587 -100.0%
FTV -31,295 -100.0%
TKR -22,585 -100.0%
RAL -22,356 -31.0%
ETN -17,858 -100.0%
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