Clean Energy Transition LLP - Q12026 Holdings

Clean Energy Transition LLP holds 15 stocks with a total portfolio value of $ 1.54B as of Q12026. In Q12026, Clean Energy Transition LLP added 5 new positions, increased stakes in 5 stocks, reduced 5 holdings, and fully exited 2 positions. The largest holding is Taiwan Semiconductor Manufac (TSM), representing 20.67% of the total portfolio.