Holdings
Terra Nova Asset Management LLC
As of Sep 30, 2026, Terra Nova Asset Management LLC reported 66 positions worth US$109M. Largest: Alphabet Inc (google) Class C, Microsoft Corp. and Ge Vernova Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 28,615 | US$9.83M | −430 | Sep 30, 2026 |
| Microsoft Corp. | 13,704 | US$7.03M | +253 | Sep 30, 2026 |
| Ge Vernova Inc. | 5,807 | US$5.52M | −839 | Sep 30, 2026 |
| Micron Technology, Inc. | 4,753 | US$5.06M | −319 | Sep 30, 2026 |
| Apple Inc | 12,829 | US$4.27M | +931 | Sep 30, 2026 |
| Nvidia Corporation | 18,597 | US$4.25M | −629 | Sep 30, 2026 |
| Rtx Corporation | 20,616 | US$3.83M | +263 | Sep 30, 2026 |
| Amazon.com, Inc. | 15,356 | US$3.83M | −179 | Sep 30, 2026 |
| Vertiv Holdings, Llc | 13,544 | US$3.27M | +933 | Sep 30, 2026 |
| Howmet Aerospace Inc. | 13,937 | US$3.15M | −589 | Sep 30, 2026 |