Terra Alpha Investments
Latest statistics and disclosures from Terra Alpha Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, AAPL, NVDA, MSFT, TT, and represent 32.83% of Terra Alpha Investments's stock portfolio.
- Added to shares of these 5 stocks: NOW, GOOGL, IDXX, AMD, AAPL.
- Started 3 new stock positions in GOOGL, AMD, IDXX.
- Reduced shares in these 10 stocks: GPK, SYY, EW, IQV, GIS, TSM, NVDA, MSFT, XYL, TT.
- Sold out of its position in GPK.
- Terra Alpha Investments was a net buyer of stock by $2.0M.
- Terra Alpha Investments has $98M in assets under management (AUM), dropping by -0.33%.
- Central Index Key (CIK): 0002055566
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Portfolio Holdings for Terra Alpha Investments
Terra Alpha Investments holds 32 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.8 | $7.6M | 25k | 303.89 |
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| Apple (AAPL) | 7.1 | $6.9M | +16% | 26k | 271.86 |
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| NVIDIA Corporation (NVDA) | 7.1 | $6.9M | 37k | 186.50 |
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| Microsoft Corporation (MSFT) | 5.7 | $5.6M | 12k | 483.62 |
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| Trane Technologies SHS (TT) | 5.1 | $5.0M | 13k | 389.20 |
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| Visa Com Cl A (V) | 4.8 | $4.7M | 14k | 350.71 |
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| Xylem (XYL) | 4.7 | $4.6M | -2% | 34k | 136.18 |
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| Waste Management (WM) | 4.5 | $4.4M | -2% | 20k | 219.71 |
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| Eaton Corp SHS (ETN) | 4.4 | $4.3M | -2% | 13k | 318.51 |
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| Danaher Corporation (DHR) | 3.8 | $3.7M | -2% | 16k | 228.92 |
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| Agilent Technologies Inc C ommon (A) | 3.8 | $3.7M | -2% | 27k | 136.07 |
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| Accenture Plc Ireland Shs Class A (ACN) | 3.8 | $3.7M | -2% | 14k | 268.30 |
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| Avery Dennison Corporation (AVY) | 3.6 | $3.5M | -2% | 19k | 181.88 |
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| Starbucks Corporation (SBUX) | 3.6 | $3.5M | -2% | 41k | 84.21 |
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| Servicenow (NOW) | 3.2 | $3.1M | +390% | 20k | 153.19 |
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| Quanta Services (PWR) | 2.6 | $2.5M | 6.0k | 422.06 |
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| Cisco Systems (CSCO) | 2.5 | $2.4M | 31k | 77.03 |
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| Rockwell Automation (ROK) | 2.2 | $2.2M | 5.6k | 389.07 |
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| Iqvia Holdings (IQV) | 2.0 | $2.0M | -26% | 8.8k | 225.41 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $1.9M | NEW | 6.1k | 313.00 |
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| Veralto Corp Com Shs (VLTO) | 1.9 | $1.8M | 19k | 99.78 |
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| Carrier Global Corporation (CARR) | 1.8 | $1.7M | 33k | 52.84 |
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| Tetra Tech (TTEK) | 1.6 | $1.6M | 48k | 33.54 |
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| Nike CL B (NKE) | 1.6 | $1.6M | 25k | 63.71 |
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| salesforce (CRM) | 1.4 | $1.4M | 5.2k | 264.91 |
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| American Water Works (AWK) | 1.4 | $1.3M | 10k | 130.50 |
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| IDEXX Laboratories (IDXX) | 1.3 | $1.2M | NEW | 1.8k | 676.53 |
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| Stryker Corporation (SYK) | 1.2 | $1.1M | 3.3k | 351.47 |
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| Advanced Micro Devices (AMD) | 1.2 | $1.1M | NEW | 5.3k | 214.16 |
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| Edwards Lifesciences (EW) | 1.2 | $1.1M | -39% | 13k | 85.25 |
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| SYSCO Corporation (SYY) | 0.7 | $652k | -54% | 8.8k | 73.69 |
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| General Mills (GIS) | 0.6 | $626k | -43% | 14k | 46.50 |
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Past Filings by Terra Alpha Investments
SEC 13F filings are viewable for Terra Alpha Investments going back to 2024
- Terra Alpha Investments 2025 Q4 filed Feb. 5, 2026
- Terra Alpha Investments 2025 Q3 filed Nov. 4, 2025
- Terra Alpha Investments 2025 Q2 filed July 30, 2025
- Terra Alpha Investments 2025 Q1 filed April 15, 2025
- Terra Alpha Investments 2024 Q4 filed Feb. 10, 2025