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| Happy Holidays!! thanks for using AUM13F!! |
| Terra Alpha Investments LLC
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| CRD # | 288690 |
| SEC # | 801-122204 |
| CIK # | 0002055566 |
| AUM | $185.3 M (2025-05-02) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 202-361-6721 |
| Address | 1250 24th St NW Washington, DC 20037 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002055566 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 6.4 | ||
| Microsoft Corp | 6.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 6.2 | ||
| VISA Inc | 5.2 | ||
| Ingersoll-Rand PLC | 5.1 | ||
| Eaton Corp Ltd | 5.1 | ||
| Waste Management Inc | 5.1 | ||
| Alphabet Inc | 5.0 | ||
| Xylem Inc | 4.8 | ||
| Apple Inc | 4.1 | ||
| Accenture PLC | 3.9 | ||
| Starbucks Corp | 3.3 | ||
| Agilent Technologies Inc | 3.1 | ||
| Danaher Corp /DE/ | 3.1 | ||
| Avery Dennison Corporation | 3.0 | ||
| Fortinet Inc | 2.9 | ||
| Lululemon Athletica Inc | 2.5 | ||
| Quanta Services Inc | 2.3 | ||
| Cisco Systems Inc | 2.2 | ||
| Veralto Corp | 1.9 | ||
| Rockwell Automation Inc | 1.9 | ||
| Nike Inc | 1.8 | ||
| Graphic Packaging Holding Co | 1.8 | ||
| Edwards Lifesciences Corp | 1.7 | ||
| Tetra Tech Inc | 1.7 | ||
| Quintiles Transnational Holdings Inc | 1.5 | ||
| Sysco Corp | 1.5 | ||
| American Water Works Company Inc | 1.5 | ||
| General Mills Inc | 1.2 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Terra Alpha Concentrated Strategy Fund LP | [2021-03-29] | 31.3 | 35.7 |
| HF | Terra Alpha Global Equity Fund LP | [2018-03-27] | 64.7 | 73.7 |
| HF | Terra Alpha Fund LP | [2017-06-20] | 45.6 | 49.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 170.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 14.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 185.3 |
| By Discretionary | ||
| Discretionary | 5 | 185.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 185.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 185.3 | |
| Total | 5 | 185.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Timothy Dunn | 18 | ||
| Gaia Omega Investments LLC | 3 | ||
| Terra Alpha Investments LLC | 3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055566] |
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