Terra Alpha Investments
Washington, DCfiles as Terra Alpha Investments LLC
$98m in 32 US stocks at the end of 31 December 2025. The top 10 are 55.1% of the money. It changed about 8.2% of the portfolio this quarter.
Value
$98m
Stocks
32
Top 10 share
55.1%
Turnover
8.2%
What changed this quarter
New
Bought for the first time this quarter.
- AlphabetGOOGL2.0% of the fund
- Idexx LaboratoriesIDXX1.3% of the fund
- Advanced Micro DevicesAMD1.2% of the fund
Added
Bought more of a stock they already held.
- AppleAAPL7.1% of the fund+16%
Cut
Sold some of their stake.
- XylemXYL4.7% of the fund-2%
- Waste ManagementWM4.5% of the fund-2%
- EatonETN4.4% of the fund-2%
- DanaherDHR3.8% of the fund-2%
- Agilent TechnologiesA3.8% of the fund-2%
- AccentureACN3.8% of the fund-2%
- Avery DennisonAVY3.6% of the fund-2%
- StarbucksSBUX3.6% of the fund-2%
- Iqvia HoldingsIQV2.0% of the fund-26%
- Edwards LifesciencesEW1.2% of the fund-40%
- SyscoSYY0.7% of the fund-55%
- General MillsGIS0.6% of the fund-44%
Sold out
Sold their entire stake.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Taiwan Semiconductor ManufacturingTSM | 7.8% | $8m | 25,168 | Held |
| AppleAAPL | 7.1% | $7m | 25,539 | +16% |
| NvidiaNVDA | 7.1% | $7m | 37,186 | Held |
| MicrosoftMSFT | 5.7% | $6m | 11,505 | Held |
| Trane TechnologiesTT | 5.1% | $5m | 12,831 | Held |
| VisaV | 4.8% | $5m | 13,516 | Held |
| XylemXYL | 4.7% | $5m | 33,817 | -2% |
| Waste ManagementWM | 4.5% | $4m | 20,043 | -2% |
| EatonETN | 4.4% | $4m | 13,353 | -2% |
| DanaherDHR | 3.8% | $4m | 16,373 | -2% |
| Agilent TechnologiesA | 3.8% | $4m | 27,439 | -2% |
| AccentureACN | 3.8% | $4m | 13,744 | -2% |
| Avery DennisonAVY | 3.6% | $3m | 19,179 | -2% |
| StarbucksSBUX | 3.6% | $3m | 41,322 | -2% |
| ServiceNowNOW | 3.2% | $3m | 20,415 | Held |
| Quanta ServicesPWR | 2.6% | $3m | 5,961 | Held |
| Cisco SystemsCSCO | 2.5% | $2m | 31,111 | Held |
| Rockwell AutomationROK | 2.2% | $2m | 5,608 | Held |
| Iqvia HoldingsIQV | 2.0% | $2m | 8,791 | -26% |
| AlphabetGOOGL | 2.0% | $2m | 6,118 | New |
| VeraltoVLTO | 1.9% | $2m | 18,536 | Held |
| Carrier GlobalCARR | 1.8% | $2m | 32,732 | Held |
| Tetra TechTTEK | 1.6% | $2m | 47,464 | Held |
| NikeNKE | 1.6% | $2m | 24,708 | Held |
| SalesforceCRM | 1.4% | $1m | 5,165 | Held |
| American Water Works CompanyAWK | 1.4% | $1m | 10,337 | Held |
| Idexx LaboratoriesIDXX | 1.3% | $1m | 1,835 | New |
| StrykerSYK | 1.2% | $1m | 3,256 | Held |
| Advanced Micro DevicesAMD | 1.2% | $1m | 5,341 | New |
| Edwards LifesciencesEW | 1.2% | $1m | 13,283 | -40% |
| SyscoSYY | 0.7% | $651,641 | 8,843 | -55% |
| General MillsGIS | 0.6% | $625,658 | 13,455 | -44% |
Over time and by industry
Value over time
Jun '25
Dec '25
Value is up 1.6% since 30 June 2025.
Where the money is
Technology39.7%
Industrials28.8%
Health care13.3%
Retail & consumer5.2%
Financial services4.8%
Materials3.6%
Media & telecom2.0%
Utilities1.4%
Everyday goods1.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.