Terra Nova Asset Management LLC — 13F Holdings & Portfolio

CIK 1658652 · latest 13F-HR filed 2026-08-04

Terra Nova Asset Management LLC manages $163.4M in 13F-reported U.S. long-equity assets across 93 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOGL (5.54%), GEV (4.78%), MU (3.58%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 15 new positions, exited 5, added to 43, and trimmed 19.

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.

Filer Information
Address
777 THIRD AVENUE
NEW YORK, NY 10017
Phone
(212) 355-1234
Filing Manager
Terra Nova Asset Management LLC
NEW YORK, NY
Signatory
Daniel Baumgartner
Managing Partner
Loading holdings…
AUM

$163.4M

Long-equity book

Holdings

93

Distinct positions

Period

2026-06-30

Filed 2026-08-04

Q/Q Activity

+15 / −5 / ↑43 / ↓19

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • GE VERNOVA INC$2.0M +35.3%
  • ALPHABET INC$1.8M +25.1%
  • UNITED THERAPEUTICS CORP DEL$1.8M +550.3%
  • LAM RESEARCH CORP$1.7M +186.3%
  • ISHARES TR$1.4M +46.2%
Show all 43 →

Top Trims

  • CAMECO CORP-$1.7M -40.9%
  • ETFS GOLD TR-$823.9K -14.1%
  • GE AEROSPACE-$547.3K -13.2%
  • SPDR GOLD TR-$444.8K -19.1%
  • VANECK MERK GOLD ETF-$359.8K -14.3%
Show all 19 →

New Positions

  • MICRON TECHNOLOGY INC$5.9M
  • INTERNATIONAL BUSINESS MACHS$4.4M
  • RBC BEARINGS INC$1.9M
  • AXON ENTERPRISE INC$1.9M
  • CONSTELLATION ENERGY CORP$1.0M
Show all 15 →

Exited Positions

  • ISHARES TR$1.7M
  • RESMED INC$1.7M
  • ISHARES SILVER TR$1.6M
  • ISHARES TR$287.1K
  • INTUITIVE SURGICAL INC$229.1K
Show all 5 →
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 ALPHABET INC GOOGL 02079K305 $9.1M 5.54% 25,325 SH
2 GE VERNOVA INC GEV 36828A101 $7.8M 4.78% 6,646 SH
3 MICRON TECHNOLOGY INC MU 595112103 $5.9M 3.58% 5,072 SH
4 MICROSOFT CORP MSFT 594918104 $5.0M 3.07% 13,451 SH
5 ETFS GOLD TR SGOL 00326A104 $5.0M 3.07% 131,151 SH
6 SELECT SECTOR SPDR TR XLC 81369Y852 $4.4M 2.72% 41,526 SH
7 INTERNATIONAL BUSINESS MACHS IBM 459200101 $4.4M 2.67% 15,535 SH
8 ISHARES TR IYW 464287721 $4.3M 2.63% 17,021 SH
9 VERTIV HOLDINGS CO VRT 92537N108 $4.2M 2.58% 12,611 SH
10 HOWMET AEROSPACE INC HWM 443201108 $3.9M 2.39% 14,526 SH
11 RTX CORPORATION RTX 75513E101 $3.9M 2.36% 20,353 SH
12 NVIDIA CORPORATION NVDA 67066G104 $3.8M 2.35% 19,226 SH
13 AMAZON COM INC AMZN 023135106 $3.7M 2.27% 15,535 SH
14 VANGUARD INDEX FDS VOO 922908363 $3.7M 2.24% 5,339 SH
15 GE AEROSPACE GE 369604301 $3.6M 2.21% 9,645 SH
16 APPLE INC AAPL 037833100 $3.4M 2.11% 11,898 SH
17 COSTCO WHOLESALE CORPORATION COST 22160K105 $3.4M 2.09% 3,649 SH
18 ROCKET LAB CORP RKLB 773121108 $3.3M 2.01% 32,315 SH
19 ELI LILLY & CO LLY 532457108 $3.1M 1.89% 2,577 SH
20 VISA INC V 92826C839 $2.7M 1.68% 7,997 SH
21 GOLDMAN SACHS GROUP INC GS 38141G104 $2.7M 1.67% 2,703 SH
22 LAM RESEARCH CORP LRCX 512807306 $2.6M 1.59% 5,992 SH
23 ISHARES INC EMXC 46434G764 $2.4M 1.49% 23,723 SH
24 CAMECO CORP CCJ 13321L108 $2.4M 1.48% 23,709 SH
25 WW GRAINGER INC GWW 384802104 $2.4M 1.47% 1,764 SH
26 STRYKER CORPORATION SYK 863667101 $2.3M 1.42% 7,380 SH
27 META PLATFORMS INC META 30303M102 $2.3M 1.39% 4,037 SH
28 SELECT SECTOR SPDR TR XLY 81369Y407 $2.2M 1.37% 19,103 SH
29 BLACKROCK INC BLK 09290D101 $2.2M 1.32% 2,245 SH
30 VANECK MERK GOLD ETF OUNZ 921078101 $2.1M 1.32% 55,695 SH
31 UNITED THERAPEUTICS CORP DEL UTHR 91307C102 $2.1M 1.29% 3,879 SH
32 VANGUARD WORLD FD VFH 92204A405 $2.1M 1.28% 15,925 SH
33 SELECT SECTOR SPDR TR XLI 81369Y704 $2.1M 1.28% 11,279 SH
34 AUTOZONE INC AZO 053332102 $2.0M 1.22% 624 SH
35 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.0M 1.22% 3,967 SH
36 RBC BEARINGS INC RBC 75524B104 $1.9M 1.17% 2,970 SH
37 AXON ENTERPRISE INC AXON 05464C101 $1.9M 1.15% 3,360 SH
38 SPDR GOLD TR GLD 78463V107 $1.9M 1.15% 5,100 SH
39 TECHNIPFMC PLC FTI G87110105 $1.9M 1.13% 27,942 SH
40 FORTINET INC FTNT 34959E109 $1.8M 1.10% 11,734 SH
41 GENMAB A/S GMAB 372303206 $1.8M 1.08% 64,239 SH
42 MCKESSON CORP MCK 58155Q103 $1.7M 1.05% 2,275 SH
43 ISHARES GOLD TR IAU 464285204 $1.6M 1.01% 21,766 SH
44 GLOBAL X FDS SHLD 37960A529 $1.4M 0.85% 23,273 SH
45 ALPHABET INC GOOG 02079K107 $1.3M 0.81% 3,763 SH
46 SELECT SECTOR SPDR TR XLU 81369Y886 $1.2M 0.71% 25,615 SH
47 VISTRA CORP VST 92840M102 $1.1M 0.70% 7,214 SH
48 PARKER-HANNIFIN CORP PH 701094104 $1.1M 0.66% 1,104 SH
49 CONSTELLATION ENERGY CORP CEG 21037T109 $1.0M 0.64% 4,220 SH
50 SPINNAKER ETF SERIES EUAD 84858T772 $944.6K 0.58% 22,395 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-04 $163.4M 93 0001658652-26-000006
2026-03-31 2026-04-16 $135.2M 83 0001658652-26-000002
2025-12-31 2026-01-14 $151.9M 83 0001658652-26-000001