ECP ControlCo, LLC (auto-surfaced)
cloneable
· 31-DEC-2025 → 31-MAR-2026
AUM $6,340,634,818 · 4 positions · top-10 100.0%
· SEC filing history →
13FScore 15/100 — cloning their disclosed top holdings over ~4.7y returned -15%/yr vs S&P +10%/yr (alpha -25%/yr), ahead of the market in 26% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.
New positions
| Issuer | % book | Value | Since entry | Conviction | Business | Tags |
|---|
| $CEG · CONSTELLATION ENERGY CORP | 97.1% | $6,155,709,927 | -10% | High | The largest U.S. producer of carbon-free electricity, operating a fleet of nuclear plants along with other generation and competitive energy supply. | NASDAQS&P |
Added to (≥+25% shares)
| Issuer | % book | Δ shares | Since add | Conviction | Business | Tags |
|---|
| none |
Top holdings now