TERRA NOVA ASSET MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GMAB | 43K | $1.14M |
 | CCJ | 38K | $4.08M |
 | RKLB | 32K | $2.05M |
 | FTI | 27K | $1.85M |
 | GOOGL | 25K | $7.23M |
 | NVDA | 19K | $3.37M |
 | RTX | 18K | $3.55M |
 | AMZN | 15K | $3.12M |
 | GE | 15K | $4.15M |
 | HWM | 15K | $3.37M |
 | VRT | 13K | $3.21M |
 | FTNT | 12K | $958.90K |
 | AAPL | 11K | $2.90M |
 | MSFT | 11K | $4.10M |
 | VST | 10K | $1.45M |
 | SYK | 8K | $2.50M |
 | RMD | 7K | $1.67M |
 | V | 7K | $2.25M |
 | GEV | 7K | $5.77M |
 | MDLZ | 4K | $247.74K |
Genmab A/S
GMAB
Shares Held
43K
Value
$1.14M
Cameco Corporation
CCJ
Shares Held
38K
Value
$4.08M
Rocket Lab USA, Inc.
RKLB
Shares Held
32K
Value
$2.05M
TechnipFMC plc
FTI
Shares Held
27K
Value
$1.85M
Alphabet Inc.
GOOGL
Shares Held
25K
Value
$7.23M
NVIDIA Corporation
NVDA
Shares Held
19K
Value
$3.37M
RTX Corporation
RTX
Shares Held
18K
Value
$3.55M
Amazon.com, Inc.
AMZN
Shares Held
15K
Value
$3.12M
GE Aerospace
GE
Shares Held
15K
Value
$4.15M
Howmet Aerospace Inc.
HWM
Shares Held
15K
Value
$3.37M
Vertiv Holdings Co
VRT
Shares Held
13K
Value
$3.21M
Fortinet, Inc.
FTNT
Shares Held
12K
Value
$958.90K
Apple Inc.
AAPL
Shares Held
11K
Value
$2.90M
Microsoft Corporation
MSFT
Shares Held
11K
Value
$4.10M
Vistra Corp.
VST
Shares Held
10K
Value
$1.45M
Stryker Corporation
SYK
Shares Held
8K
Value
$2.50M
ResMed Inc.
RMD
Shares Held
7K
Value
$1.67M
Visa Inc.
V
Shares Held
7K
Value
$2.25M
GE Vernova Inc.
GEV
Shares Held
7K
Value
$5.77M
Mondelez International, Inc.
MDLZ
Shares Held
4K
Value
$247.74K