Green Alpha Advisors, LLC holds a diversified book of 113 stocks worth $149.1M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened 10X Genomics Inc-Class A and trimmed Lam Research Corp. Their largest long position is Lam Research Corp at 8% of the equity book. Cloning the disclosed picks since 2025 would be +19% (+21.6%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +22.8%, a 4.3-point gap that is the cost of the ~42-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Green Alpha Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Green Alpha Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $140.4B |
| UBS Group AG | 80 / 80 | $42.5B |
| ROYAL BANK OF CANADA | 80 / 80 | $36.6B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $3.0B |
| BlackRock, Inc. | 79 / 80 | $747.1B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $32.3B |
| HARBOUR INVESTMENTS, INC. | 79 / 80 | $123.6M |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $87.4B |
Ranked by how many of Green Alpha Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Lam Research Corp COM NEW | $11.8M | 27.2K | 7.9% | ▼−4.2% Reduced · −1K sh | |
| 2 | Applied Matls Inc COM | $10.2M | 14.0K | 6.8% | ▼−2.8% Reduced · −398 sh | |
| 3 | Micron Technology Inc COM | $7.7M | 6.6K | 5.1% | ▼−0.4% Reduced · −28 sh | |
| 4 | Corning Inc COM | $6.7M | 26.2K | 4.5% | ▼−3.5% Reduced · −944 sh | |
| 5 | International Business Machs COM | $5.6M | 19.9K | 3.8% | ▼−1.3% Reduced · −267 sh | |
| 6 | Seagate Technology HLDNGS PL ORD SHS | $5.5M | 5.7K | 3.7% | ▼−0.6% Reduced · −34 sh | |
| 7 | Brookfield Renewable Corp CL A EX SUB VTG | $4.4M | 117.9K | 2.9% | ▼−0.5% Reduced · −621 sh | |
| 8 | Qualcomm Inc COM | $4.1M | 22.1K | 2.7% | ▼−1.4% Reduced · −322 sh | |
| 9 | Advanced Energy Inds COM | $3.8M | 10.1K | 2.5% | ▼−1.2% Reduced · −123 sh | |
| 10 | Investment Managers Ser TR I AXS GREEN ALPHA | $3.4M | 63.1K | 2.3% | ▲+462% Added · +52K sh | |
| 11 | Crispr Therapeutics AG NAMEN AKT | $3.0M | 55.8K | 2.0% | ▼−2.1% Reduced · −1K sh | |
| 12 | Nextpower Inc CLASS A COM | $2.8M | 23.7K | 1.9% | ▼−2.2% Reduced · −527 sh | |
| 13 | Crowdstrike Hldgs Inc CL A | $2.8M | 3.7K | 1.9% | ▼−0.9% Reduced · −35 sh | |
| 14 | Tempus AI Inc CL A | $2.7M | 47.0K | 1.8% | ▼−0.9% Reduced · −450 sh | |
| 15 | Marvell Technology Inc COM | $2.6M | 8.7K | 1.7% | ▼−0.9% Reduced · −83 sh | |
| 16 | Analog Devices Inc COM | $2.6M | 6.5K | 1.7% | ▼−1.7% Reduced · −111 sh | |
| 17 | Interface Inc COM | $2.5M | 69.1K | 1.7% | ▼−1.3% Reduced · −902 sh | |
| 18 | Moderna Inc COM | $2.4M | 33.8K | 1.6% | ▼−1.7% Reduced · −580 sh | |
| 19 | Flex Ltd ORD | $2.3M | 14.3K | 1.6% | ▼−0.5% Reduced · −74 sh | |
| 20 | T1 Energy Inc COM NEW | $2.3M | 239.4K | 1.5% | ▼−1.6% Reduced · −4K sh | |
| 21 | Broadcom Inc COM | $2.2M | 5.9K | 1.5% | ▲+0.4% Added · +25 sh | |
| 22 | Rivian Automotive Inc COM CL A | $2.1M | 121.8K | 1.4% | ▼−1.4% Reduced · −2K sh | |
| 23 | Horizon Technology Fin Corp COM | $2.0M | 429.9K | 1.4% | ▼−27% Reduced · −160K sh | |
| 24 | Natural Grocers By Vitamin COM | $2.0M | 64.6K | 1.3% | ▼−0.8% Reduced · −548 sh | |
| 25 | Cloudflare Inc CL A COM | $1.8M | 7.4K | 1.2% | ▲+0.1% Added · +7 sh | |
| 26 | Arista Networks Inc COM SHS | $1.6M | 9.2K | 1.0% | ▼−0.2% Reduced · −19 sh | |
| 27 | Garmin Ltd SHS | $1.5M | 6.3K | 1.0% | ▼−5.5% Reduced · −368 sh | |
| 28 | Butterfly Network Inc COM CL A | $1.4M | 168.7K | 1.0% | ▼−0.7% Reduced · −1K sh | |
| 29 | Palo Alto Networks Inc COM | $1.4M | 4.1K | 0.9% | ▼−0.6% Reduced · −23 sh | |
| 30 | Cisco Sys Inc COM | $1.4M | 11.7K | 0.9% | ▼−0.8% Reduced · −97 sh | |
| 31 | Sprouts FMRS MKT Inc COM | $1.3M | 15.5K | 0.9% | ▼−0.9% Reduced · −148 sh | |
| 32 | Datadog Inc CL A COM | $1.3M | 4.9K | 0.9% | ▼−0.5% Reduced · −25 sh | |
| 33 | Commercial Metals Co COM | $1.3M | 20.3K | 0.9% | ▼−0.4% Reduced · −83 sh | |
| 34 | Nvidia Corporation COM | $1.2M | 6.0K | 0.8% | ▼−0.1% Reduced · −6 sh | |
| 35 | First Solar Inc COM | $1.1M | 4.7K | 0.7% | ▲+0.4% Added · +18 sh | |
| 36 | Honest Co Inc COM | $1.1M | 298.3K | 0.7% | ▼−1.0% Reduced · −3K sh | |
| 37 | Monolithic PWR Sys Inc COM | $1.1M | 788 | 0.7% | ▼−0.5% Reduced · −4 sh | |
| 38 | Everspin Technologies Inc COM | $1.1M | 44.4K | 0.7% | ▼−0.4% Reduced · −174 sh | |
| 39 | Cadence Design System Inc COM | $1.0M | 2.8K | 0.7% | ▼−0.4% Reduced · −10 sh | |
| 40 | Quantumscape Corp COM CL A | $1.0M | 134.5K | 0.7% | ▼−1.2% Reduced · −2K sh | |
| 41 | Personalis Inc COM | $904K | 67.5K | 0.6% | ▲+1.6% Added · +1K sh | |
| 42 | Trex Inc COM | $888K | 17.7K | 0.6% | ▼−2.0% Reduced · −373 sh | |
| 43 | Everpure Inc CL A | $869K | 11.0K | 0.6% | ▼−0.3% Reduced · −38 sh | |
| 44 | Twilio Inc CL A | $823K | 4.0K | 0.6% | ▼−1.4% Reduced · −58 sh | |
| 45 | Enphase Energy Inc COM | $802K | 16.3K | 0.5% | ▼−0.5% Reduced · −86 sh | |
| 46 | Extreme Networks Inc COM | $800K | 24.7K | 0.5% | ▼−1.0% Reduced · −252 sh | |
| 47 | Illumina Inc COM | $773K | 4.4K | 0.5% | ▲+0.1% Added · +4 sh | |
| 48 | Symbotic Inc CLASS A COM | $759K | 16.9K | 0.5% | ▼−2.5% Reduced · −442 sh | |
| 49 | Sentinelone Inc CL A | $756K | 44.5K | 0.5% | ▼−2.1% Reduced · −953 sh | |
| 50 | Suro Capital Corp COM NEW | $745K | 59.4K | 0.5% | ▲+1.3% Added · +764 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1439207/holdings"
Use Arkolith to show Green Alpha Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.