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Daniel Baumgartner

@Terra Nova Asset Management Llc

Latest period2024 - Q4ReportedManaged Assets$131.317MTotal holdings84
Assets growth rate-2.53%Assets growth rate (2-Q avg)1.89%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Terra Nova Asset Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 84 positions.

Assets under management

The assets under management (AUM) of Terra Nova Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 131.317M in assets, with a quarterly growth rate of -2.53% and a 2-quarter average growth rate of 1.89%. The portfolio is managed by Daniel Baumgartner, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc
Recent Activity
New Position
1.76%
$2.311M
2,254 shares@ $1025.26 avg price
LNGCheniere Energy Inc
Recent Activity
New Position
0.82%
$1.073M
4,994 shares@ $214.88 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.65%
$841,066
11,644 shares@ $72.24 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.55%
$716,235
6,480 shares@ $110.54 avg price