Terra Alpha Investments LLC 13F Holdings
CIK 0002055566 · Washington, DC
As of Sep 30, 2025, Terra Alpha Investments LLC reported 30 positions worth $98.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 25,670 | $7.2M | 7.31% |
| NVIDIA CORP | NVDA | Technology | 37,874 | $7.1M | 7.21% |
| MICROSOFT CORP | MSFT | Technology | 11,734 | $6.1M | 6.20% |
| APPLE INC | AAPL | Technology | 21,941 | $5.6M | 5.70% |
| TRANE TECHNOLOGIES PLC | TT | Basic Materials | 13,089 | $5.5M | 5.63% |
| XYLEM INC | XYL | Industrials | 34,591 | $5.1M | 5.20% |
| EATON CORP PLC | ETN | Industrials | 13,627 | $5.1M | 5.20% |
| VISA INC-CLASS A SHARES | V | Financial Services | 13,790 | $4.7M | 4.80% |
| WASTE MANAGEMENT INC | WM | Industrials | 20,489 | $4.5M | 4.61% |
| SERVICENOW INC | NOW | Technology | 4,163 | $3.8M | 3.91% |
| AGILENT TECHNOLOGIES INC | A | Healthcare | 28,009 | $3.6M | 3.67% |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 42,273 | $3.6M | 3.65% |
| ACCENTURE PLC | ACN | Technology | 14,069 | $3.5M | 3.54% |
| DANAHER CORP | DHR | Healthcare | 16,713 | $3.3M | 3.38% |
| AVERY DENNISON CORP | AVY | Consumer Cyclical | 19,572 | $3.2M | 3.24% |
| QUANTA SERVICES INC | PWR | Industrials | 6,023 | $2.5M | 2.55% |
| IQVIA HOLDINGS INC | IQV | Healthcare | 11,893 | $2.3M | 2.30% |
| CISCO SYSTEMS INC | CSCO | Technology | 31,435 | $2.2M | 2.19% |
| VERALTO CORP | VLTO | Industrials | 18,729 | $2.0M | 2.04% |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 5,666 | $2.0M | 2.02% |
| CARRIER GLOBAL CORP | CARR | Basic Materials | 33,073 | $2.0M | 2.01% |
| NIKE INC | NKE | Consumer Cyclical | 24,965 |