TEMA ETFS LLC — 13F holdings

TEMA ETFS LLC reported 594 holdings worth $2.69B in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

1. RKLB ROCKET LAB CORP — $118M (4.4%)
2. SPCX SPACE EXPLORATION TECHN CORP — $85.1M (3.2%)
3. ASTS AST SPACEMOBILE INC — $79.2M (2.9%)
4. VSAT VIASAT INC — $59.9M (2.2%)
5. POWL POWELL INDS INC — $53.1M (2.0%)
6. APH AMPHENOL CORP NEW — $52.7M (2.0%)
7. BELFB BEL FUSE INC — $48.8M (1.8%)
8. LITE LUMENTUM HLDGS INC — $45.1M (1.7%)
9. FLY FIREFLY AEROSPACE INC — $43.5M (1.6%)
10. NVDA NVIDIA CORPORATION — $43.2M (1.6%)