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Clean Energy Transition LLP - Portfolio Stock Holdings

Clean Energy Transition LLP disclosed 16 stock positions in a recent SEC 13F filing. $1,213,677,465 of stock holdings were filed, with the largest holdings including FSLR, SWK, and EMR. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $4,015,423,280 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

March 31, 2026

No. of Stocks:

16

Est. Stock Holding Value:

$1,213,677,465

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Clean Energy Transition LLP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Clean Energy Transition LLP

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Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.