Clean Energy Transition LLP
Hedge Fund • Long/Short
Clean Energy Transition LLP is a Long/Short Hedge Fund led by Per Axel Lekander, reporting $3.7B in AUM as of Q3 2025 with 63% Industrials concentration, 91% concentrated in top 10 holdings, and 22% allocation to FSLR.
CEOPer Axel Lekander
- Portfolio Value
- $1.1B
- Positions
- 15
- Top Holding
- FSLR at 21.62%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Clean Energy Transition LLP's portfolio (91.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Solar Energy | $246.4M | 21.62% | +$80.1M Bought | 1.04% 1.1M shares | |
Manufacturing - Tools & Accessories Industrials | $208.1M | 18.26% | +$75.4M Bought | 1.81% 2.8M shares | |
Electrical Equipment & Parts Industrials | $133.2M | 11.69% | -$59.3M Sold | 0.84% 1.4M shares | |
Industrial - Machinery Industrials | $83.9M | 7.36% | -$78.8M Sold | 0.11% 639.6K shares | |
Regulated Electric Utilities | $76.8M | 6.74% | +$20.0M Bought | 0.21% 764.4K shares | |
Construction Industrials | $75.2M | 6.60% | +$75.2M New | 0.64% 531.6K shares | |
Industrial - Machinery Industrials | $61.2M | 5.37% | +$31.1M Bought | 0.17% 669.7K shares | |
Hardware, Equipment & Parts Technology | $57.6M | 5.05% | +$2.2M Bought | 0.35% 1.2M shares | |
Industrial - Distribution Industrials | $48.4M | 4.24% | +$281.7K Bought | 0.47% 228.7K shares | |
Construction Industrials | $48.0M | 4.21% | +$48.0M New | 0.63% 513.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Clean Energy Transition LLP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+103.54% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Clean Energy Transition LLP
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