Green Alpha Advisors, LLC — 13F Holdings & Portfolio

CIK 1439207 · latest 13F-HR filed 2026-04-07

Green Alpha Advisors, LLC manages $101.6M in 13F-reported U.S. long-equity assets across 107 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are LRCX (5.97%), AMAT (4.86%), IBM (4.82%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 9, added to 22, and trimmed 69.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$101.6M

Long-equity book

Holdings

107

Distinct positions

Period

2026-03-31

Filed 2026-04-07

Q/Q Activity

+1 / −9 / ↑22 / ↓69

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CORNING INC$1.3M +53.5%
  • APPLIED MATLS INC$1.2M +33.1%
  • LAM RESEARCH CORP$1.2M +24.0%
  • ADVANCED ENERGY INDS$1.1M +52.3%
  • NEXTPOWER INC$803.5K +38.0%
Show all 22

Top Trims

  • HORIZON TECHNOLOGY FIN CORP-$1.1M -31.1%
  • INTERNATIONAL BUSINESS MACHS-$976.5K -16.6%
  • QUALCOMM INC-$910.9K -24.0%
  • VITAL FARMS INC-$857.2K -55.9%
  • TEMPUS AI INC-$589.1K -21.5%
Show all 69

New Positions

  • TWIST BIOSCIENCE CORP$252.0K
Show all 1

Exited Positions

  • AZENTA INC$307.2K
  • EXACT SCIENCES CORP$293.3K
  • GITLAB INC$279.0K
  • INTUITIVE SURGICAL INC$263.9K
  • YETI HLDGS INC$255.4K
Show all 9
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 LAM RESEARCH CORP LRCX 512807306 $6.1M 5.97% 28,386 SH
2 APPLIED MATLS INC AMAT 038222105 $4.9M 4.86% 14,447 SH
3 INTERNATIONAL BUSINESS MACHS IBM 459200101 $4.9M 4.82% 20,196 SH
4 BROOKFIELD RENEWABLE CORP BEPC 11285B108 $4.7M 4.65% 118,532 SH
5 CORNING INC GLW 219350105 $3.7M 3.64% 27,180 SH
6 ADVANCED ENERGY INDS AEIS 007973100 $3.3M 3.24% 10,193 SH
7 NEXTPOWER INC NXT 65290E101 $2.9M 2.87% 24,197 SH
8 QUALCOMM INC QCOM 747525103 $2.9M 2.84% 22,379 SH
9 CRISPR THERAPEUTICS AG CRSP H17182108 $2.7M 2.67% 57,022 SH
10 HORIZON TECHNOLOGY FIN CORP HRZN 44045A102 $2.5M 2.45% 590,141 SH
11 MICRON TECHNOLOGY INC MU 595112103 $2.3M 2.22% 6,672 SH
12 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $2.2M 2.20% 5,711 SH
13 TEMPUS AI INC TEM 88023B103 $2.1M 2.12% 47,500 SH
14 ANALOG DEVICES INC ADI 032654105 $2.1M 2.06% 6,572 SH
15 RIVIAN AUTOMOTIVE INC RIVN 76954A103 $1.9M 1.83% 123,484 SH
16 BROADCOM INC AVGO 11135F101 $1.8M 1.79% 5,869 SH
17 INTERFACE INC TILE 458665304 $1.7M 1.72% 69,999 SH
18 MODERNA INC MRNA 60770K107 $1.7M 1.72% 34,338 SH
19 NATURAL GROCERS BY VITAMIN NGVC 63888U108 $1.7M 1.66% 65,162 SH
20 GARMIN LTD GRMN H2906T109 $1.5M 1.52% 6,649 SH
21 CLOUDFLARE INC NET 18915M107 $1.5M 1.50% 7,394 SH
22 CROWDSTRIKE HLDGS INC CRWD 22788C105 $1.4M 1.43% 3,712 SH
23 COMMERCIAL METALS CO CMC 201723103 $1.3M 1.23% 20,366 SH
24 SPROUTS FMRS MKT INC SFM 85208M102 $1.2M 1.19% 15,635 SH
25 ARISTA NETWORKS INC ANET 040413205 $1.1M 1.11% 9,222 SH
26 T1 ENERGY INC TE 35834F104 $1.1M 1.05% 243,225 SH
27 NVIDIA CORPORATION NVDA 67066G104 $1.0M 1.03% 6,007 SH
28 FLEXTRONICS INTL LTD FLEX Y2573F102 $942.0K 0.93% 14,390 SH
29 SYMBOTIC INC SYM 87151X101 $921.9K 0.91% 17,328 SH
30 FIRST SOLAR INC FSLR 336433107 $919.2K 0.91% 4,660 SH
31 CISCO SYS INC CSCO 17275R102 $917.3K 0.90% 11,823 SH
32 HONEST CO INC HNST 438333106 $885.8K 0.87% 301,292 SH
33 MARVELL TECHNOLOGY INC MRVL 573874104 $869.2K 0.86% 8,775 SH
34 QUANTUMSCAPE CORP QS 74767V109 $868.8K 0.86% 136,171 SH
35 MONOLITHIC PWR SYS INC MPWR 609839105 $866.1K 0.85% 792 SH
36 CADENCE DESIGN SYSTEM INC CDNS 127387108 $770.0K 0.76% 2,771 SH
37 CARIBOU BIOSCIENCES INC CRBU 142038108 $709.9K 0.70% 373,650 SH
38 VAIL RESORTS INC MTN 91879Q109 $689.6K 0.68% 5,374 SH
39 SUNRUN INC RUN 86771W105 $687.8K 0.68% 50,726 SH
40 BUTTERFLY NETWORK INC BFLY 124155102 $686.5K 0.68% 169,927 SH
41 AUTODESK INC ADSK 052769106 $685.4K 0.67% 2,863 SH
42 VITAL FARMS INC VITL 92847W103 $677.5K 0.67% 47,984 SH
43 ORMAT TECHNOLOGIES INC ORA 686688102 $673.9K 0.66% 6,021 SH
44 PALO ALTO NETWORKS INC PANW 697435105 $668.5K 0.66% 4,170 SH
45 PRIME MEDICINE INC PRME 74168J101 $665.3K 0.66% 191,171 SH
46 TREX INC TREX 89531P105 $659.9K 0.65% 18,118 SH
47 EVERPURE INC P 74624M102 $653.8K 0.64% 11,073 SH
48 ARCHER AVIATION INC ACHR 03945R102 $637.9K 0.63% 123,381 SH
49 SURO CAPITAL CORP SSSS 86887Q109 $627.7K 0.62% 58,611 SH
50 ENPHASE ENERGY INC ENPH 29355A107 $619.1K 0.61% 16,374 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-07 $101.6M 107 0001754960-26-000205
2025-12-31 2026-01-07 $109.1M 115 0001754960-26-000011