Terra Nova Asset Management LLC: 13F holdings
CIK 16586522026Q2
| Positions | 93 |
|---|
| Reported value | $163.4m |
|---|
| Filed | 2026-08-04 |
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Change since last quarter
| Positions | 93 (+10 vs prior quarter) |
|---|
| Reported value | $163.4m (+20.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL ALPHABET INC | 25,325 | $9.1m | 5.5% |
| GEV GE VERNOVA INC | 6,646 | $7.8m | 4.8% |
| MU MICRON TECHNOLOGY INC | 5,072 | $5.9m | 3.6% |
| MSFT MICROSOFT CORP | 13,451 | $5.0m | 3.1% |
| SGOL ETFS GOLD TR | 131,151 | $5.0m | 3.1% |
| XLC SELECT SECTOR SPDR TR | 41,526 | $4.4m | 2.7% |
| IBM INTERNATIONAL BUSINESS MACHS | 15,535 | $4.4m | 2.7% |
| IYW ISHARES TR | 17,021 | $4.3m | 2.6% |
| VRT VERTIV HOLDINGS CO | 12,611 | $4.2m | 2.6% |
| HWM HOWMET AEROSPACE INC | 14,526 | $3.9m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1658652")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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