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Terra Alpha Investments LLC
Hedge Fund • ESG
Terra Alpha Investments LLC is an ESG-focused Hedge Fund based in Washington, DC led by Timothy Peter Dunn, reporting $185.3M in AUM as of Q3 2025 with 37% Technology concentration and 56% concentrated in top 10 holdings.
CIOTimothy Peter Dunn
- Portfolio Value
- $98.1M
- Positions
- 30
- Top Holding
- TSM at 7.31%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Terra Alpha Investments LLC's portfolio (55.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $7.2M | 7.31% | -$501.0K Sold | — 25.7K shares | |
Semiconductors Technology | $7.1M | 7.21% | -$511.4K Sold | 0.00% 37.9K shares | |
Software - Infrastructure Technology | $6.1M | 6.20% | -$511.7K Sold | 0.00% 11.7K shares | |
Consumer Electronics Technology | $5.6M | 5.70% | +$507.2K Bought | 0.00% 21.9K shares | |
Construction Industrials | $5.5M | 5.63% | +$574.7K Bought | 0.01% 13.1K shares | |
Industrial - Machinery Industrials | $5.1M | 5.20% | -$355.8K Sold | 0.01% 34.6K shares | |
Industrial - Machinery Industrials | $5.1M | 5.20% | -$213.3K Sold | 0.00% 13.6K shares | |
Financial - Credit Services Financial Services | $4.7M | 4.80% | -$295.6K Sold | 0.00% 13.8K shares | |
Waste Management Industrials | $4.5M | 4.61% | -$350.5K Sold | 0.01% 20.5K shares | |
Software - Application Technology | $3.8M | 3.91% | +$3.8M New | 0.00% 4.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Terra Alpha Investments LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+23.68% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-7.77% | |
-7.19% |
Analytics
Portfolio insights and performance metrics for Terra Alpha Investments LLC
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