Clean Energy Transition LLP
Annual return '25
+19.8%
SPY '25
+17.7%
Alpha
+2.1ptsvs SPY
Invested
$1.5B
Holdings
15
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 87%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Held since at least Q1 2024
20.7%
02
$FSLR
FIRST SOLAR INC
Q1 2026: Exited (was 1.15M shares)
18.3%
03
$SWK
STANLEY BLACK & DECKER INC
Q1 2026: Exited (was 2.94M shares)
12.0%
04
$EMR
EMERSON ELEC CO
Q1 2026: Exited (was 1.35M shares)
10.4%
05
$NVT
NVENT ELECTRIC PLC
Q1 2026: Exited (was 1.51M shares)
9.2%
06
$OC
OWENS CORNING NEW
Q1 2026: Exited (was 563.5k shares)
4.0%
07
$FANG
DIAMONDBACK ENERGY INC
Held since at least Q1 2024
3.7%
08
$OTIS
OTIS WORLDWIDE CORP
Q1 2026: Exited (was 595.6k shares)
3.6%
09
$PNR
PENTAIR PLC
Q1 2026: Exited (was 247.2k shares)
3.2%
10
$EQT
EQT CORP
Q3 2025: Exited (was 1.07M shares)
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:49 UTC.