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Terra Alpha Investments LLC
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 Holdings
Equity Positions (29)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 6.67% | $6.4M | 40,615 | $134.29 | $157.99 | +$2.0M |
M MSFT | MICROSOFT CORP | 6.58% | $6.3M | 12,722 | $418.92 | $497.41 | +$1.5M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6.47% | $6.2M | 27,464 | $197.49 | $226.49 | +$1.6M |
V V | VISA INC | 5.41% | $5.2M | 14,656 | $316.04 | $355.05 | +$26.3K |
T TT | TRANE TECHNOLOGIES PLC | 5.33% | $5.1M | 11,727 | $369.35 | $437.41 | +$1.1M |
Industry Allocation
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