Terra Alpha Investments LLC — 13F holdings

Terra Alpha Investments LLC reported 32 holdings worth $97.7M in its 13F filing for Q4 2025, filed February 5, 2026.

Largest positions

1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $7.65M (7.8%)
2. AAPL APPLE INC — $6.94M (7.1%)
3. NVDA NVIDIA CORPORATION — $6.94M (7.1%)
4. MSFT MICROSOFT CORP — $5.56M (5.7%)
5. TT TRANE TECHNOLOGIES PLC — $4.99M (5.1%)
6. V VISA INC — $4.74M (4.8%)
7. XYL XYLEM INC — $4.61M (4.7%)
8. WM WASTE MGMT INC DEL — $4.40M (4.5%)
9. ETN Eaton Corp PLC — $4.25M (4.4%)
10. DHR DANAHER CORPORATION — $3.75M (3.8%)