Benjamin D. Singh
Clean Energy Transition Llp
Assets Managed
$1.537B
Holdings
15
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
28.26%(2Q avg: 8.14%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Clean Energy Transition Llp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 15 positions.
Assets under management
The assets under management (AUM) of Clean Energy Transition Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.537B in assets, with a quarterly growth rate of 28.26% and a 2-quarter average growth rate of 8.14%. The portfolio is managed by Benjamin D. Singh, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
TSM Taiwan Semiconductor-sp Adr
| 20.67% | $317.673M↓ Put 940,000 shares@ $337.95 avg price | New Position |
FSLR First Solar Inc
| 18.31% | $281.409M 1.427M shares@ $197.27 avg price | Increased 24.17% |
SWK Stanley Black & Decker Inc
| 12.03% | $184.855M 2.601M shares@ $71.06 avg price | Decreased -11.39% |
EMR Emerson Electric Co
| 10.43% | $160.228M 1.223M shares@ $131.03 avg price | Decreased -9.49% |
NVT Nvent Electric Plc
| 9.25% | $142.162M 1.202M shares@ $118.28 avg price | Decreased -20.19% |
OC Owens Corning
| 4.05% | $62.211M 574,854 shares@ $108.23 avg price | Increased 2.01% |
FANG Diamondback Energy Inc
| 3.69% | $56.629M 286,311 shares@ $197.8 avg price | New Position |
OTIS Otis Worldwide Corp
| 3.56% | $54.599M 708,348 shares@ $77.09 avg price | Increased 18.93% |
PNR Pentair Plc
| 3.21% | $49.293M 565,871 shares@ $87.12 avg price | Increased 128.95% |
EQT Eqt Corp
| 3.09% | $47.381M 744,509 shares@ $63.65 avg price | New Position |
1-10 of 15