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Terra Alpha Investments LLC

CIK:0002055566
Investment Adviser
$185M AUM
29 holdings
Washington, DC, United States
Founded:2014
11 employees
Latest filing:Jun 30, 2025

Terra Alpha Investments LLC is an independent investment adviser headquartered in Washington, DC. Founded in 2014, the firm employs about 10-11 people and focuses on integrating environmental and sustainability factors into its investment process for institutional and high-net-worth clients, primarily through pooled investment vehicles and charitable organizations.

Investment Strategy

Terra Alpha Investments employs an active investment strategy centered on integrating environmental productivity into its fundamental investment analysis. The firm believes that companies that are environmentally productive—those that efficiently use natural resources and effectively manage environmental risks—will outperform over the long term. Its proprietary framework evaluates environmental data and incorporates sustainability insights to identify companies and sectors poised for durable growth, aiming for superior risk-adjusted returns while supporting broader environmental objectives.

Latest 13F Filing Activity

Terra Alpha Investments LLC filed their most recent 13F report on Jun 30, 2025 disclosing 29 equity positions with a total 13F market value of $96M. The fund increased holdings in Nvidia Corporation, Taiwan Semiconductor MFG LTD, Microsoft Corp. among other positions. Terra Alpha Investments LLC reduced exposure to Johnson & Johnson, Adobe Inc., West Pharmaceutical SVSC Inc. among others.

Top Buys
N
NVDANVIDIA CORPORATION
+$2.0M
T
TSMTAIWAN SEMICONDUCTOR MFG LTD
+$1.6M
M
MSFTMICROSOFT CORP
+$1.5M
E
ETNEATON CORP PLC
+$1.2M
T
TTTRANE TECHNOLOGIES PLC
+$1.1M
Top Sells
J
JNJJOHNSON & JOHNSON
-$1.7M
A
ADBEADOBE INC
-$1.6M
W
WSTWEST PHARMACEUTICAL SVSC INC
-$1.6M
E
ELLAUDER ESTEE COS INC
-$1.3M
L
LULULULULEMON ATHLETICA INC
-$512.0K

Top Holdings

N
NVDANVIDIA CORPORATION
+6.7%$6.4M
M
MSFTMICROSOFT CORP
+6.6%$6.3M
T
TSMTAIWAN SEMICONDUCTOR MFG LTD
+6.5%$6.2M
V
VVISA INC
+5.4%$5.2M
T
TTTRANE TECHNOLOGIES PLC
+5.3%$5.1M

Equity Positions (29)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
NVIDIA CORPORATION6.67%$6.4M40,615$134.29$157.99+$2.0M
MICROSOFT CORP6.58%$6.3M12,722$418.92$497.41+$1.5M
TAIWAN SEMICONDUCTOR MFG LTD6.47%$6.2M27,464$197.49$226.49+$1.6M
V
V
VISA INC5.41%$5.2M14,656$316.04$355.05+$26.3K
TRANE TECHNOLOGIES PLC5.33%$5.1M11,727$369.35$437.41+$1.1M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+14.5%
SERVICES-PREPACKAGED SOFTWARE
+11.4%
SERVICES-BUSINESS SERVICES, NEC
+8.3%
ELECTRONIC COMPUTERS
+5.7%
AUTO CONTROLS FOR REGULATING RESIDENTIAL & COMML ENVIRONMENTS
+5.6%