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Tema ETFs LLC

SEC Form 13F institutional filer · CIK 0002056807

13F-HR · 461 reported holdings · 2026-03-31

Tema ETFs LLC is an exchange-traded fund issuer.

Reported long-US-equity value

$1.10B

Top-10 concentration

22.3%

Tema ETFs LLC — $1.1B AUM allocation strategy

Tema ETFs LLC files SEC Form 13F and reports $1.1B of long US equity value across 461 reported holdings for 2026-03-31.

Its largest sector bet is Industrials 9.7%, followed by Information Technology 9.2% and Utilities 8.5%.

The top 10 holdings account for 22% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

Tema ETFs LLC — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$1.1B

total across 461 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

22% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$NI$NEE$PPL

+$NI +117K sh · +$6.68M+$NEE +103K sh · +$12.6M+$PPL +85.1K sh · +$3.85M

Biggest trims (shares)

$PNW$EMR$KR

−$PNW −60.7K sh · −$5.37M−$EMR −13.4K sh · −$1.8M−$KR −11.9K sh · −$613K

Added from nil (new positions)

$LITE$CIEN$COHR$ECHO

4 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

None this quarter

Sector allocation (share of reported value)

Industrials 10%Information Technology 9%Utilities 9%Health Care 6%Consumer Discretionary 1%Communication Services 1%Other holdings 64%SECTORS
  • $XLIIndustrials9.7%
  • $XLKInformation Technology9.2%
  • $XLUUtilities8.5%
  • $XLVHealth Care6.0%
  • $XLYConsumer Discretionary1.4%
  • $XLCCommunication Services1.1%
  • Other holdings64.1%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Pharmaceuticals 5%Multi-Utilities 4%Semiconductors 4%Electric Utilities 4%Construction Machinery & Heavy Transportation Equipment 3%Technology Hardware, Storage & Peripherals 2%Heavy Electrical Equipment 2%Construction & Engineering 2%Other holdings 74%INDUSTRIES
  • Pharmaceuticals4.8%
  • Multi-Utilities4.5%
  • Semiconductors4.1%
  • Electric Utilities4.0%
  • Construction Machinery & Heavy Transportation Equipment2.7%
  • Technology Hardware, Storage & Peripherals2.3%
  • Heavy Electrical Equipment2.1%
  • Construction & Engineering2.0%
  • Other holdings73.5%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

10 of 10 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$NEENextEra Energy Inc347K$32.3M+103K2.9%
$NVDANVIDIA Corporation175K$30.5M-1.43K2.8%
$CATCaterpillar Inc41.5K$29.4M+3.27K2.7%
$AAPLApple Inc99.4K$25.2M+10.2K2.3%
$AEPAmerican Electric Power Company Inc181K$23.8M+77.1K2.2%
$GEVGE Vernova Inc26.6K$23.2M+6.96K2.1%
$LLYEli Lilly and Company23.7K$21.8M+2.18K2.0%
$PWRQuanta Services Inc39.6K$21.8M+6.9K2.0%
$ETREntergy Corporation184K$20.7M+61.4K1.9%
$HUBBHubbell Inc36.4K$17.9M+11.7K1.6%

…and 451 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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