TEMA ETFS LLC — 13F Holdings & Portfolio

CIK 2056807 · latest 13F-HR filed 2026-04-15

TEMA ETFS LLC manages $1.49B in 13F-reported U.S. long-equity assets across 574 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are POWL (3.08%), NEE (2.17%), NVDA (2.05%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 32 new positions, exited 16, added to 209, and trimmed 219.

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

$1.49B

Long-equity book

Holdings

574

Distinct positions

Period

2026-03-31

Filed 2026-04-15

Q/Q Activity

+32 / −16 / ↑209 / ↓219

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • POWELL INDS INC$21.5M +88.3%
  • MODINE MFG CO$14.2M +200.8%
  • NEXTERA ENERGY INC$12.6M +64.2%
  • AMERICAN ELEC PWR CO INC$11.8M +97.9%
  • BEL FUSE INC$11.1M +73.0%
Show all 209

Top Trims

  • PINNACLE WEST CAP CORP-$5.4M -98.0%
  • ROCKWELL AUTOMATION INC-$4.2M -36.3%
  • MICROSOFT CORP-$4.2M -21.6%
  • INTUIT-$3.5M -56.7%
  • VULCAN MATLS CO-$3.1M -86.4%
Show all 219

New Positions

  • BLOOM ENERGY CORP$9.6M
  • ERASCA INC$3.7M
  • ENLIVEN THERAPEUTICS INC$1.7M
  • CYTOMX THERAPEUTICS INC.$1.1M
  • NATERA INC$994.8K
Show all 32

Exited Positions

  • HERC HLDGS INC$4.8M
  • COMMERCIAL METALS CO$3.1M
  • ARCELLX INC$2.6M
  • NURIX THERAPEUTICS INC$1.5M
  • XENCOR INC$925.6K
Show all 16
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 POWELL INDS INC POWL 739128106 $45.8M 3.08% 84,682 SH
2 NEXTERA ENERGY INC NEE 65339F101 $32.3M 2.17% 347,396 SH
3 NVIDIA CORPORATION NVDA 67066G104 $30.5M 2.05% 174,842 SH
4 CATERPILLAR INC CAT 149123101 $29.4M 1.97% 41,486 SH
5 BEL FUSE INC BELFB 077347300 $26.4M 1.77% 133,318 SH
6 APPLE INC AAPL 037833100 $25.2M 1.69% 99,352 SH
7 AMERICAN ELEC PWR CO INC AEP 025537101 $23.8M 1.60% 181,256 SH
8 GE VERNOVA INC GEV 36828A101 $23.2M 1.56% 26,626 SH
9 ELI LILLY & CO LLY 532457108 $21.8M 1.46% 23,685 SH
10 QUANTA SVCS INC PWR 74762E102 $21.8M 1.46% 39,624 SH
11 MODINE MFG CO MOD 607828100 $21.3M 1.43% 98,452 SH
12 ENTERGY CORP NEW ETR 29364G103 $20.7M 1.39% 184,435 SH
13 HUBBELL INC HUBB 443510607 $17.9M 1.20% 36,443 SH
14 ENERGY TRANSFER L P ET 29273V100 $17.9M 1.20% 926,143 SH
15 JOHNSON & JOHNSON JNJ 478160104 $17.3M 1.16% 70,751 SH
16 NISOURCE INC NI 65473P105 $17.2M 1.15% 367,563 SH
17 IDACORP INC IDA 451107106 $16.9M 1.13% 118,034 SH
18 TIMKEN CO TKR 887389104 $16.5M 1.10% 163,615 SH
19 AMPHENOL CORP APH 032095101 $16.0M 1.07% 126,538 SH
20 OGE ENERGY CORP OGE 670837103 $15.7M 1.05% 326,414 SH
21 AMAZON COM INC AMZN 023135106 $15.4M 1.04% 74,058 SH
22 MICROSOFT CORP MSFT 594918104 $15.2M 1.02% 41,096 SH
23 VERTIV HOLDINGS CO VRT 92537N108 $15.2M 1.02% 60,691 SH
24 COGNEX CORP CGNX 192422103 $15.1M 1.02% 308,690 SH
25 BROADCOM INC AVGO 11135F101 $14.7M 0.99% 47,651 SH
26 MERCK & CO INC MRK 58933Y105 $13.9M 0.94% 115,881 SH
27 ITRON INC ITRI 465741106 $12.9M 0.86% 143,438 SH
28 ABBVIE INC ABBV 00287Y109 $12.6M 0.84% 57,803 SH
29 ADVANCED ENERGY INDS AEIS 007973100 $12.4M 0.83% 38,481 SH
30 META PLATFORMS INC META 30303M102 $11.9M 0.80% 20,846 SH
31 ATI INC ATI 01741R102 $11.8M 0.79% 81,261 SH
32 TEREX CORP NEW TEX 880779103 $11.8M 0.79% 198,969 SH
33 APPLIED INDL TECHNOLOGIES IN AIT 03820C105 $11.7M 0.79% 44,120 SH
34 TESLA INC TSLA 88160R101 $11.4M 0.77% 30,751 SH
35 BWX TECHNOLOGIES INC BWXT 05605H100 $11.4M 0.77% 55,811 SH
36 PARKER-HANNIFIN CORP PH 701094104 $11.4M 0.76% 12,685 SH
37 XCEL ENERGY INC XEL 98389B100 $10.9M 0.73% 137,350 SH
38 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $10.7M 0.72% 22,275 SH
39 JPMORGAN CHASE & CO JPM 46625H100 $10.6M 0.72% 36,204 SH
40 INGERSOLL RAND INC IR 45687V106 $10.5M 0.70% 130,975 SH
41 PPL CORP PPL 69351T106 $10.5M 0.70% 273,784 SH
42 VISA INC V 92826C839 $10.3M 0.69% 34,238 SH
43 EXXON MOBIL CORP XOM 30231G102 $10.3M 0.69% 60,900 SH
44 EXPAND ENERGY CORPORATION EXE 165167735 $10.1M 0.68% 91,592 SH
45 ALPHABET INC GOOGL 02079K305 $9.7M 0.65% 33,617 SH
46 BLOOM ENERGY CORP BE 093712107 $9.6M 0.64% 70,485 SH
47 REVOLUTION MEDICINES INC RVMD 76155X100 $9.5M 0.64% 98,178 SH
48 BRISTOL-MYERS SQUIBB CO BMY 110122108 $9.4M 0.63% 154,597 SH
49 SPX TECHNOLOGIES INC SPXC 78473E103 $9.3M 0.63% 46,575 SH
50 WALMART INC WMT 931142103 $8.7M 0.59% 70,231 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-15 $1.49B 574 0002000324-26-001545
2025-12-31 2026-01-16 $1.29B 558 0001999371-26-001034