Terra Nova Asset Management LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Introduction:

In the ever-changing world of investments, staying updated with the latest trends and shifts in holdings is crucial for smart decision-making. One way to gather valuable insights is by analyzing the 13F filings of different funds. In this article, we will look at the Q3 2023 and Q4 2023 13F Holdings for Terra Nova Asset Management LLC and explore the changes in their portfolio.

Fund Overview:

Terra Nova Asset Management LLC is a well-known investment firm that manages funds on behalf of various clients. Their 13F filings provide a glimpse into their portfolio and the adjustments made during a specific period. By understanding these changes, investors can gain valuable insights into Terra Nova's strategy and potentially apply those insights to their own investment decisions.

Holdings Comparison:

Let's dive into the comparison of Terra Nova Asset Management LLC's Q3 2023 and Q4 2023 13F Holdings. We will focus on a selection of holdings that experienced significant changes during this period.

1. Alphabet Inc (GOOGL):

In Q3 2023, Terra Nova held 32,470 shares of Alphabet Inc, which increased to 33,321 shares in Q4 2023. The value of their holdings also witnessed a notable increase from $3,886,000 to $4,654,000, representing a change of 19.8%.

2. Microsoft Corp (MSFT):

Terra Nova's holdings of Microsoft Corp remained relatively stable, with a marginal increase from 11,738 shares in Q3 2023 to 11,804 shares in Q4 2023. The value of the holdings saw a more modest increase, from $3,997,000 to $4,438,000, reflecting a change of 11%.

3. Apple Inc (AAPL):

Contrary to the previous holdings, Terra Nova witnessed a slight decrease in their Apple Inc holdings. The number of shares went down from 20,463 in Q3 2023 to 19,910 in Q4 2023. Similarly, the value of the holdings decreased from $3,969,000 to $3,833,000, reflecting a change of -3.4%.

4. NVIDIA Corporation (NVDA):

One of the most significant changes in Terra Nova's portfolio was the reduction in their NVIDIA Corporation holdings. The number of shares decreased from 8,057 in Q3 2023 to 6,383 in Q4 2023. The value of the holdings also saw a decline from $3,408,000 to $3,161,000, reflecting a change of -7.3%.

5. Berkshire Hathaway Inc (BRK-B):

Terra Nova Asset Management LLC increased their holdings of Berkshire Hathaway Inc during this period. The number of shares remained stable at 4,127 in both Q3 2023 and Q4 2023, but the value of the holdings increased from $1,407,000 to $1,470,000, representing a change of 4.5%.

Conclusion:

Analyzing the Q3 2023 and Q4 2023 13F Holdings of Terra Nova Asset Management LLC gives us valuable insights into the changes made in their portfolio. While some holdings witnessed growth, others experienced minor declines. It is important to note that these changes reflect Terra Nova's strategic decisions based on various market factors, and investors should carefully consider their own investment strategies before making any decisions.

Disclaimer: This article is for informational purposes only and should not be considered as financial advice. Investors should conduct thorough research and analysis before making any investment decisions.