TERRA NOVA ASSET MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GMAB | 61K | $1.87M |
 | CCJ | 37K | $3.34M |
 | GOOGL | 26K | $8.02M |
 | PANW | 19K | $3.53M |
 | RKLB | 19K | $1.31M |
 | RTX | 18K | $3.34M |
 | AMZN | 17K | $3.86M |
 | GE | 16K | $4.83M |
 | PLTR | 16K | $2.77M |
 | HWM | 15K | $3.02M |
 | IBM | 14K | $4.16M |
 | NFLX | 14K | $1.27M |
 | VRT | 13K | $2.08M |
 | FTNT | 12K | $931.80K |
 | AAPL | 12K | $3.17M |
 | MSFT | 12K | $5.60M |
 | NVDA | 10K | $1.81M |
 | JPM | 9K | $3.00M |
 | V | 8K | $2.89M |
 | SYK | 8K | $2.84M |
Genmab A/S
GMAB
Shares Held
61K
Value
$1.87M
Cameco Corporation
CCJ
Shares Held
37K
Value
$3.34M
Alphabet Inc.
GOOGL
Shares Held
26K
Value
$8.02M
Palo Alto Networks, Inc.
PANW
Shares Held
19K
Value
$3.53M
Rocket Lab USA, Inc.
RKLB
Shares Held
19K
Value
$1.31M
RTX Corporation
RTX
Shares Held
18K
Value
$3.34M
Amazon.com, Inc.
AMZN
Shares Held
17K
Value
$3.86M
GE Aerospace
GE
Shares Held
16K
Value
$4.83M
Palantir Technologies Inc.
PLTR
Shares Held
16K
Value
$2.77M
Howmet Aerospace Inc.
HWM
Shares Held
15K
Value
$3.02M
International Business Machines Corporation
IBM
Shares Held
14K
Value
$4.16M
Netflix, Inc.
NFLX
Shares Held
14K
Value
$1.27M
Vertiv Holdings Co
VRT
Shares Held
13K
Value
$2.08M
Fortinet, Inc.
FTNT
Shares Held
12K
Value
$931.80K
Apple Inc.
AAPL
Shares Held
12K
Value
$3.17M
Microsoft Corporation
MSFT
Shares Held
12K
Value
$5.60M
NVIDIA Corporation
NVDA
Shares Held
10K
Value
$1.81M
JPMorgan Chase & Co.
JPM
Shares Held
9K
Value
$3.00M
Visa Inc.
V
Shares Held
8K
Value
$2.89M
Stryker Corporation
SYK
Shares Held
8K
Value
$2.84M