Daniel Baumgartner

@Terra Nova Asset Management Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$131.317M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ANETArista Networks Inc Recent Activity Exited	0%	$621,789 1,620 shares@ $383.83 avg price	Exited
CSXCsx Corp Recent Activity Exited	0%	$380,945 11,032 shares@ $34.54 avg price	Exited
IDXXIdexx Labs Inc Recent Activity Exited	0%	$252,610 500 shares@ $505.22 avg price	Exited
MCOMoodys Corp Recent Activity Exited	0%	$204,099 430 shares@ $474.65 avg price	Exited