Terra Alpha Investments LLC

**Terra Alpha Investments LLC** is a sophisticated, actively managed fund with $98M in assets under management, maintaining a concentrated portfolio of 32 positions. The strategy exhibits significant exposure to technology and industrial leaders, evidenced by top holdings including TSM ($7.6M), AAPL ($6.9M), and NVDA ($6.9M). Further allocations are notable in software and financial infrastructure, with MSFT ($5.6M) and V ($4.7M) anchoring the core. This positioning suggests a conviction-driven approach targeting secular growth themes within the technology and enterprise sectors.

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