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Tema ETFs LLC
Maurits Pot · Asset Manager · Growth
Tema ETFs LLC is a New York-based investment management firm specializing in active, thematic exchange-traded funds. Founded in 2023 by Maurits Pot, the firm provides investors with exposure to precise, innovative, and under-researched structural themes such as oncology, luxury goods, and reshoring. Backed by prominent venture capital firms including Index Ventures and Accel, Tema employs a high-conviction, research-driven approach to identify companies with durable competitive advantages. The firm focuses on delivering institutional-grade, strategic investment solutions through a platform designed to simplify the issuance of targeted thematic products while emphasizing risk management and deep industry expertise.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +15.5% |
| YTD return | +8.6% |
| Sharpe ratio | 3.29 |
| Win rate | 38% |
| AUM | $1.0B |
| Inception | Oct 1, 2025 |
| Updated | Oct 12, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.temaetfs.com |
Current Holdings
Updated on Oct 12, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| ECHO | ECHO | 14.3% | +3.4% |
| RKLB | Rocket Lab USA Inc. | 10.7% | -4.4% |
| VSAT | ViaSat Inc | 6.9% | -5.1% |
| ETN | Eaton Corporation PLC | 5.8% | +6.9% |
| POWL | Powell Industries Inc | 5.1% | +39.5% |
| ASTS | Ast Spacemobile Inc | 4.8% | -13.0% |
| FLY | Firefly Aerospace Inc. Common Stock | 4.4% | -4.1% |
| NVDA | NVIDIA Corporation | 4.4% | +18.9% |
| PWR | Quanta Services Inc | 4.3% | +41.0% |
| LUNR | Intuitive Machines Inc. | 4.0% | -8.1% |
| APH | Amphenol Corporation | 3.9% | +11.2% |
| BELFA | Bel Fuse A Inc | 3.9% | -5.9% |
| CAT | Caterpillar Inc | 3.8% | +52.6% |
| NEE | Nextera Energy Inc | 3.7% | -6.4% |
| GEV | GE Vernova LLC | 3.6% | +28.5% |
| AAPL | Apple Inc | 3.6% | +28.7% |
| VOYG | Voyager Technologies, Inc. | 3.6% | -33.2% |
| AEP | American Electric Power Co Inc | 3.1% | 0.0% |
| ABBNY | ABB Ltd | 3.1% | 0.0% |
| BE | Bloom Energy Corp | 3.0% | -3.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Oct 12, 2026 | BUY | NVDA | 4.1% → 4.4% |
| Oct 12, 2026 | SELL | ETN | 5.7% → 5.8% |
| Oct 12, 2026 | SELL | LUNR | 4.6% → 4.0% |
| Oct 12, 2026 | BUY | BELFA | 3.9% → 3.9% |
| Oct 12, 2026 | SELL | PWR | 3.8% → 4.3% |
Investment Style Analysis
Tema ETFs LLC is widely recognized for employing a Growth strategy. As of Oct 12, 2026, the firm oversees approximately $1.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Aerospace & Defense and Other sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Oct 12, Tema ETFs LLC made a significant move by increasing exposure to NVDA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Tema ETFs employs an active investment process that integrates fundamental research with systematic risk management to capture structural, long-term secular trends. The firm’s strategy is built on identifying under-penetrated investment themes and selecting companies with dominant and durable competitive moats, strong balance sheets, and high-quality management teams. Their dual-layered selection process combines top-down thematic research to narrow the investment universe with rigorous bottom-up analysis to assess individual security valuations and operational fundamentals. By focusing on 'beyond beta' opportunities and active management, Tema aims to deliver differentiated growth and superior risk-adjusted returns compared to traditional passive indices.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Tema ETFs LLC.
Similar Investment Style
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Frequently asked questions
How is the simulated portfolio for Tema ETFs LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Tema ETFs LLC's largest holding?
As of the latest filing, Tema ETFs LLC's top position is ECHO (ECHO), representing 14.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Tema ETFs LLC's historical performance and risk profile?
Our simulation indicates a total return of +15.5% with a win rate of 38%. Notably, the portfolio maintains a Sharpe Ratio of 3.29, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Tema ETFs LLC primarily invest in?
Tema ETFs LLC has a strong preference for the Aerospace & Defense sector, which makes up 22.7% of their disclosed assets. The portfolio also has exposure to Other, indicating a specific thematic focus.
Is Tema ETFs LLC's portfolio concentrated or diversified?
Tema ETFs LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 31.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Tema ETFs LLC performed in 2026?
Our AI-simulated model portfolio for Tema ETFs LLC tracks a Year-to-Date (YTD) return of +8.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Maurits Pot manage Tema ETFs LLC directly?
Yes, Maurits Pot serves as the key portfolio manager for Tema ETFs LLC, overseeing the investment strategy and final capital allocation decisions.