Investor
Green Alpha Advisors, LLC
CIK 0001439207 · filed 2026-04-07 · SEC filing
13F book
$101.6M
Positions
107
1 new · 9 sold
Largest name
6.0%
Lam Research Corp · LRCX
Est. mark
−$4.64M
Price effect on 106 names still held. Flow −$2.95M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Lam Research Corp | LRCX | 28.4K | $6.06M | 6.0% | $1.21M | Cut$1.18M |
| Applied Matls Inc | — | 14.4K | $4.94M | 4.9% | $1.22M | Added$1.23M |
| International Business Machs | — | 20.2K | $4.9M | 4.8% | −$1.07M | Added−$976.5K |
| Brookfield Renewable Corp | BEPC | 118.5K | $4.72M | 4.6% | $174.5K | Added$230.3K |
| Corning Inc | — | 27.2K | $3.7M | 3.6% | $1.32M | Cut$1.29M |
| Advanced Energy Inds | — | 10.2K | $3.29M | 3.2% | $1.16M | Cut$1.13M |
| Nextpower Inc. | NXT | 24.2K | $2.92M | 2.9% | $809.1K | Cut$803.5K |
| Qualcomm Inc | — | 22.4K | $2.88M | 2.8% | −$937.2K | Added−$910.9K |
| Crispr Therapeutics Ag | CRSP | 57K | $2.71M | 2.7% | −$271.4K | Added−$210.3K |
| Horizon Technology Fin Corp | — | 590.1K | $2.48M | 2.4% | −$1.25M | Added−$1.12M |
| Micron Technology Inc | MU | 6.67K | $2.25M | 2.2% | $349.8K | Cut$291.9K |
| Seagate Technology Hldngs Pl | — | 5.71K | $2.24M | 2.2% | $664.6K | Cut$621.9K |
| Tempus AI, Inc. | TEM | 47.5K | $2.15M | 2.1% | −$641K | Added−$589.1K |
| Analog Devices Inc | ADI | 6.57K | $2.09M | 2.1% | $308.6K | Cut$284.7K |
| Rivian Automotive Inc | — | 123.5K | $1.86M | 1.8% | −$575.4K | Cut−$580.5K |
| Broadcom Inc. | AVGO | 5.87K | $1.82M | 1.8% | −$214.7K | Cut−$228.2K |
| Interface Inc | TILE | 70K | $1.74M | 1.7% | −$210K | Cut−$224.2K |
| Moderna, Inc. | MRNA | 34.3K | $1.74M | 1.7% | $706.6K | Added$766.6K |
| Natural Grocers By Vitamin C | — | 65.2K | $1.68M | 1.7% | $51.7K | Added$64.6K |
| Garmin Ltd | GRMN | 6.65K | $1.54M | 1.5% | $194K | Cut$171.9K |
| Cloudflare, Inc. | NET | 7.39K | $1.53M | 1.5% | $68K | Cut$35.6K |
| Crowdstrike Hldgs Inc | — | 3.71K | $1.45M | 1.4% | −$290.8K | Cut−$314.3K |
| Commercial Metals Co | CMC | 20.4K | $1.25M | 1.2% | −$158.7K | Cut−$181.9K |
| Sprouts Fmrs Mkt Inc | — | 15.6K | $1.21M | 1.2% | −$39.7K | Cut−$46.1K |
| Arista Networks, Inc. | ANET | 9.22K | $1.13M | 1.1% | −$76.1K | Cut−$114.2K |
| T1 Energy Inc. | TE | 243.2K | $1.07M | 1.1% | −$557K | Cut−$562.8K |
| Nvidia Corp | NVDA | 6.01K | $1.05M | 1.0% | −$72.7K | Cut−$79.2K |
| Flex Ltd. | FLEX | 14.4K | $942K | 0.9% | $72.5K | Cut$45.6K |
| Symbotic Inc. | SYM | 17.3K | $921.9K | 0.9% | −$109.2K | Cut−$122.8K |
| First Solar, Inc. | FSLR | 4.66K | $919.2K | 0.9% | −$298.1K | Cut−$306.7K |
| Cisco Sys Inc | — | 11.8K | $917.3K | 0.9% | $6.57K | Cut−$34K |
| Honest Co Inc | — | 301.3K | $885.8K | 0.9% | $108.5K | Cut$107.7K |
| Marvell Technology, Inc. | MRVL | 8.78K | $869.2K | 0.9% | $123.5K | Cut$92.4K |
| Quantumscape Corp | QS | 136.2K | $868.8K | 0.9% | −$550.1K | Cut−$556.6K |
| Monolithic Pwr Sys Inc | — | 792 | $866.1K | 0.9% | $148.1K | Cut$118.2K |
| Cadence Design System Inc | — | 2.77K | $770K | 0.8% | −$96.2K | Cut−$127.1K |
| Caribou Biosciences, Inc. | CRBU | 373.6K | $709.9K | 0.7% | $115.8K | Cut$113.5K |
| Vail Resorts Inc | MTN | 5.37K | $689.6K | 0.7% | −$24.1K | Cut−$28.5K |
| Sunrun Inc. | RUN | 50.7K | $687.8K | 0.7% | −$245.5K | Cut−$265.9K |
| Butterfly Network, Inc. | BFLY | 169.9K | $686.5K | 0.7% | $40.8K | Cut$16.3K |
| Autodesk, Inc. | ADSK | 2.86K | $685.4K | 0.7% | −$162.1K | Cut−$195.8K |
| Vital Farms, Inc. | VITL | 48K | $677.5K | 0.7% | −$855.1K | Cut−$857.2K |
| Ormat Technologies, Inc. | ORA | 6.02K | $673.9K | 0.7% | $8.75K | Cut−$19.2K |
| Palo Alto Networks Inc | PANW | 4.17K | $668.5K | 0.7% | −$99.1K | Added−$96.3K |
| Prime Medicine, Inc. | PRME | 191.2K | $665.3K | 0.7% | $1.91K | Added$2.91K |
| Trex Co Inc | TREX | 18.1K | $659.9K | 0.7% | $24.3K | Cut$6.25K |
| Pure Storage Inc | P | 11.1K | $653.8K | 0.6% | −$88.3K | Cut−$113.2K |
| Archer Aviation Inc | — | 123.4K | $637.9K | 0.6% | −$289.9K | Cut−$298.4K |
| Suro Capital Corp | — | 58.6K | $627.7K | 0.6% | $67.9K | Added$123.4K |
| Enphase Energy, Inc. | ENPH | 16.4K | $619.1K | 0.6% | $94.3K | Cut$76K |
| Xylem Inc. | XYL | 5.04K | $601.8K | 0.6% | −$83.7K | Added−$81.8K |
| Paypal Hldgs Inc | — | 13.1K | $593.1K | 0.6% | −$172.5K | Cut−$199.1K |
| Datadog, Inc. | DDOG | 4.97K | $586.6K | 0.6% | −$89.1K | Cut−$115.4K |
| SentinelOne, Inc. | S | 45.5K | $586K | 0.6% | −$96.5K | Cut−$107.9K |
| Illumina, Inc. | ILMN | 4.39K | $541.4K | 0.5% | −$34.7K | Cut−$63.9K |
| Microchip Technology Inc. | — | 8.17K | $527.7K | 0.5% | $7.25K | Cut−$20.3K |
| Canadian Solar Inc. | CSIQ | 38K | $526.3K | 0.5% | −$376.9K | Cut−$395.6K |
| Twilio Inc | TWLO | 4.05K | $509.2K | 0.5% | −$66.5K | Cut−$100.9K |
| Itron, Inc. | ITRI | 5.54K | $496.5K | 0.5% | −$17.9K | Cut−$41.2K |
| Intuitive Machines, Inc. | LUNR | 26.7K | $495K | 0.5% | $62.1K | Cut$26.9K |
| Recursion Pharmaceuticals In | — | 152.1K | $466.9K | 0.5% | −$154.1K | Added−$151K |
| Docusign, Inc. | DOCU | 9.68K | $458.9K | 0.5% | −$203.2K | Cut−$220.5K |
| Investment Managers Ser Tr I | — | 11.2K | $439.4K | 0.4% | $6.68K | Added$7.26K |
| Universal Display Corp | — | 4.66K | $427.5K | 0.4% | −$117.2K | Cut−$141K |
| Personalis, Inc. | PSNL | 66.4K | $423K | 0.4% | −$105.6K | Cut−$122.4K |
| BillionToOne, Inc. | BLLN | 5.17K | $408K | 0.4% | −$15K | Cut−$27.9K |
| Array Technologies, Inc. | ARRY | 56.1K | $405.3K | 0.4% | −$111.6K | Cut−$128.4K |
| Editas Medicine, Inc. | EDIT | 160.1K | $395.6K | 0.4% | $67.3K | Cut$65.3K |
| Everspin Technologies Inc. | MRAM | 44.6K | $391.9K | 0.4% | −$21.8K | Cut−$34.7K |
| Pony Ai Inc | — | 41.2K | $388.7K | 0.4% | −$208.3K | Cut−$230.6K |
| Zscaler, Inc. | ZS | 2.73K | $383.4K | 0.4% | −$231.3K | Cut−$252.4K |
| Extreme Networks Inc | EXTR | 25K | $376.7K | 0.4% | −$39.2K | Cut−$61.4K |
| Fluence Energy, Inc. | FLNC | 27.1K | $373K | 0.4% | −$163.2K | Cut−$182.3K |
| James Hardie Inds Plc | — | 20.9K | $366.9K | 0.4% | −$68.4K | Cut−$97.3K |
| California Wtr Svc Group | — | 7.84K | $355.6K | 0.4% | $15.8K | Cut$2.35K |
| Energy Vault Holdings, Inc. | NRGV | 102.6K | $338.7K | 0.3% | −$134.5K | Cut−$147.6K |
| Joby Aviation Inc | — | 41K | $338.7K | 0.3% | −$202.5K | Cut−$215K |
| UiPath, Inc. | PATH | 28.6K | $317.2K | 0.3% | −$151.2K | Cut−$166.6K |
| BETA Technologies, Inc. | BETA | 21.1K | $309.8K | 0.3% | −$284.7K | Cut−$293.2K |
| Rubrik, Inc. | RBRK | 5.58K | $273.1K | 0.3% | −$153.4K | Cut−$172K |
| GRAIL, Inc. | GRAL | 5.19K | $268.3K | 0.3% | −$176.1K | Cut−$186.2K |
| Regeneron Pharmaceuticals, Inc. | REGN | 336 | $259.7K | 0.3% | $285 | Cut−$34.5K |
| Twist Bioscience Corp | TWST | 5.3K | $252K | 0.2% | — | New |
| Castle Biosciences Inc | CSTL | 9.95K | $244.2K | 0.2% | −$142.7K | Cut−$154K |
| Vertex Pharmaceuticals Inc | — | 546 | $243.8K | 0.2% | −$3.72K | Cut−$39.5K |
| Duolingo, Inc. | DUOL | 2.45K | $241.9K | 0.2% | −$188.8K | Cut−$199.5K |
| Pacific Biosciences Calif In | — | 182.6K | $241.1K | 0.2% | −$100.4K | Cut−$102K |
| Guardant Health, Inc. | GH | 2.57K | $237.4K | 0.2% | −$25.1K | Cut−$54.7K |
| American Wtr Wks Co Inc New | — | 1.69K | $230.1K | 0.2% | $9.4K | Cut−$13.8K |
| PagerDuty, Inc. | PD | 35.9K | $222.8K | 0.2% | −$247.6K | Cut−$258K |
| Primo Brands Corp | PRMB | 11.6K | $217.8K | 0.2% | $28.7K | Cut−$4.38K |
| Arcturus Therapeutics Hldgs | — | 28.1K | $217.2K | 0.2% | $44.7K | Cut$43.9K |
| Sophia Genetics Sa | SOPH | 43K | $212.6K | 0.2% | $12K | Cut−$620 |
| Synopsys Inc | SNPS | 514 | $203.6K | 0.2% | −$37.8K | Cut−$70.2K |
| Atlassian Corp | TEAM | 2.95K | $201.3K | 0.2% | −$277K | Cut−$288.2K |
| Intellia Therapeutics, Inc. | NTLA | 14.2K | $181.6K | 0.2% | $54.3K | Cut$31.6K |
| Simulations Plus, Inc. | SLP | 13.7K | $162K | 0.2% | −$87.9K | Cut−$95.5K |
| Remitly Global, Inc. | RELY | 10.1K | $158.8K | 0.2% | $19K | Cut−$3.96K |
| Ess Tech Inc | — | 114.6K | $134.1K | 0.1% | −$81.4K | Cut−$89.1K |
| Inovio Pharmaceuticals, Inc. | INO | 65.6K | $114.1K | 0.1% | $0 | Cut−$11.3K |
| Shoals Technologies Group In | — | 16K | $105.5K | 0.1% | −$30.8K | Cut−$47.1K |
| Mobileye Global Inc. | MBLY | 13.5K | $92.5K | 0.1% | −$48.1K | Cut−$68.6K |
| Ginkgo Bioworks Holdings Inc | — | 13.8K | $84.4K | 0.1% | −$30K | Cut−$34.6K |
| AbCellera Biologics Inc. | ABCL | 22.9K | $80.1K | 0.1% | $1.61K | Cut−$14.3K |
| Beam Global | BEEM | 39.4K | $58K | 0.1% | −$1.18K | Cut−$13.1K |
| Ecarx Holdings Inc | — | 49.4K | $48.3K | 0.0% | −$36.6K | Cut−$53.7K |
| Quantum-Si Inc | QSI | 43.2K | $33.4K | 0.0% | −$14.1K | Cut−$23.2K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.