Clean Energy Transition LLP

Comprehensive Analysis of SEC 13F Filing: Clean Energy Transition LLP

1. Portfolio Overview

Clean Energy Transition LLP has executed a dramatic restructuring of its portfolio during the quarter ending September 30, 2025. The firm reduced its total assets under management (AUM) by 53.3%, dropping from $1.25 billion to $583.71 million. This capital reduction was achieved not merely by market depreciation, but through aggressive position liquidation, evidenced by the exit from 11 positions. T...