13F Insight
DOSSIER · 13F-HR · Q2 2026

Terra Nova Asset Management LLC

$163M in tracked AUM across 93 positions as of Q2 2026.

TN
CIK 0001658652 · last filed Jun 30, 2026
Total AUM
$163M
as of Q2 2026
Holdings
93
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Terra Nova Asset Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOGL
ALPHABET INC
$9M25K5.5%02
GEV
GE VERNOVA INC
$8M7K4.8%03
MU
MICRON TECHNOLOGY INC
$6M5K3.6%04
MSFT
MICROSOFT CORP
$5M13K3.1%05
SGOL
ETFS GOLD TR
$5M131K3.1%06
XLC
SELECT SECTOR SPDR TR
$4M42K2.7%07
IBM
INTERNATIONAL BUSINESS MACHS
$4M16K2.7%08
IYW
ISHARES TR
$4M17K2.6%09
VRT
VERTIV HOLDINGS CO
$4M13K2.6%10
HWM
HOWMET AEROSPACE INC
$4M15K2.4%

Filing history

2026Q2Jun 30
$163M▲ 20.9%
93 positionsView →2026Q1Mar 31
$135M▼ 11.0%
83 positionsView →2025Q4Dec 31
$152M▼ 4.2%
83 positionsView →2025Q3Sep 30
$159M▲ 10.9%
94 positionsView →2025Q2Jun 30
$143M▲ 12.6%
89 positionsLocked2025Q1Mar 31
$127M▼ 3.2%
85 positionsLocked2024Q4Dec 31
$131M▼ 2.5%
84 positionsLocked2024Q3Sep 30
$135M▲ 6.3%
84 positionsLocked2024Q2Jun 30
$127M▲ 1.0%
82 positionsLocked2024Q1Mar 31
$126M▲ 10.1%
84 positionsLocked2023Q4Dec 31
$114M▲ 3.8%
84 positionsLocked2023Q3Sep 30
$110M— 0.0%
84 positionsLocked
Showing 12 of 36