Long-term investor

Terra Nova Asset Management LLC @terranovaassetmanagement

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001658652).

Record

  • Tracked since 2025-06-30 (454 days), 133 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +10.6%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • GOOGL · 5.5% · long · since 2025-06-30
  • GEV · 4.8% · long · since 2025-06-30
  • MU · 3.6% · long · since 2026-06-30
  • MSFT · 3.1% · long · since 2025-06-30
  • 00326A104 · 3.1% · long · since 2025-06-30
  • 81369Y852 · 2.7% · long · since 2025-06-30
  • IBM · 2.7% · long · since 2025-06-30
  • 464287721 · 2.6% · long · since 2025-06-30
  • VRT · 2.6% · long · since 2025-09-30
  • HWM · 2.4% · long · since 2025-06-30
  • RTX · 2.4% · long · since 2025-06-30
  • NVDA · 2.4% · long · since 2025-06-30

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