Managers / Q4 2024 · view latest →
Terra Alpha Investments LLC
CIK 0002055566 · 1250 24TH STREET, NW, SUITE 720, WASHINGTON, DC, 20037 · 917-912-4599
Summary
Terra Alpha Investments LLC reported $99M in U.S.-listed holdings across 32 positions for Q4 2024.
Its largest position, TSM, represents 6.2% of the portfolio.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 93.8% · $93M
- ADR · 6.2% · $6M
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| TSMTAIWAN SEMICONDUCTOR MFG LTD | NEW | +31.0K | 31.0K | +$6M | $6M |
| NVDANVIDIA CORPORATION | NEW | +45.0K | 45.0K | +$6M | $6M |
| AAPLAPPLE INC | NEW | +23.0K | 23.0K | +$6M | $6M |
| GOOGLALPHABET INC | NEW | +28.2K | 28.2K | +$5M | $5M |
| ETNEATON CORP PLC | NEW | +15.5K | 15.5K | +$5M | $5M |
| MSFTMICROSOFT CORP | NEW | +12.1K | 12.1K | +$5M | $5M |
| VVISA INC | NEW | +15.7K | 15.7K | +$5M | $5M |
| ACNACCENTURE PLC IRELAND | NEW | +13.8K | 13.8K | +$5M | $5M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2024
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.