Alta Advisers Ltd — 13F Holdings

2026 Q2  ·  225 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Alta Advisers Ltd maintained a portfolio of 225 distinct positions. The most significant new addition was FORTINET INC, now representing 0.08% of the total fund value. They heavily accumulated shares in NVIDIA CORPORATION, increasing the position by 186.4%. Conversely, Alta Advisers Ltd completely exited their position in EXXON MOBIL CORP.
Position History hover any row below to update
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Alta Advisers Ltd London Family Office / Asset Manager AUM $441M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
225
Quarter
2026 Q2
Top Holding
VT (20.0%)
Top 10 Concentration
63.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 225
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VT
VANGUARD INTL E...
ETF 19.99% 18.60% #1
Prev: #1
8.0
—
71,706 14.6%
P
S
561,916 $88,192,716
$139.80 +16.1%
$156.95 +3.4%
2025 Q2 13F Filing 2026-06-30 2026-08-12
NVDA
NVIDIA CORPORAT...
Technology 12.36% 6.00% #2 1
Prev: #3
8.5
—
177,316 186.4%
P
S
272,438 $54,512,119
$164.39 +37.0%
$200.09 +12.5%
2022 Q3 13F Filing 2026-06-30 2026-08-12
VGSH
VANGUARD SCOTTS...
ETF 7.51% 8.80% #3 1
Prev: #2
6.5
—
95,658 20.2%
P
S
569,513 $33,145,656
$51.93 +12.0%
$57.84 +0.5%
2016 Q4 13F Filing 2026-06-30 2026-08-12
AMZN
AMAZON COM INC
Consumer Cyclical 5.08% 2.87% #4 3
Prev: #7
5.5
—
55,900 146.8%
P
S
93,977 $22,398,478 2022 Q3 13F Filing 2026-06-30 2026-08-12
GOOG
ALPHABET INC
Communication Services 4.84% 1.91% #5 5
Prev: #10
5.4
—
41,986 228.1%
P
S
60,389 $21,337,245 2011 Q4 13F Filing 2026-06-30 2026-08-12
AAPL
APPLE INC
Technology 3.79% 5.30% #6 2
Prev: #4
2.5
—
no change no change
P
S
57,768 $16,715,748 2011 Q4 13F Filing 2026-06-30 2026-08-12
STX
SEAGATE TECHNOL...
Technology 2.66% 0.11% #7 117
Prev: #124
4.1
—
11,355 1400.1%
P
S
12,166 $11,740,190 2025 Q3 13F Filing 2026-06-30 2026-08-12
WDC
WESTERN DIGITAL...
Technology 2.66% 0.13% #8 102
Prev: #110
4.1
—
17,007 1245.9%
P
S
18,372 $11,734,564 2025 Q3 13F Filing 2026-06-30 2026-08-12
MSFT
MICROSOFT CORP
Technology 2.45% 3.86% #9 4
Prev: #5
1.5
—
197 0.7%
P
S
29,011 $10,821,683 2011 Q4 13F Filing 2026-06-30 2026-08-12
VOO
VANGUARD INDEX ...
ETF 2.10% 3.07% #10 4
Prev: #6
1.3
—
-685 -4.8%
P
S
13,493 $9,267,127 2016 Q4 13F Filing 2026-06-30 2026-08-12
GOOGL
ALPHABET INC
Communication Services 1.83% 2.35% #11 3
Prev: #8
1.7
—
no change no change
P
S
22,579 $8,069,057 2022 Q3 13F Filing 2026-06-30 2026-08-12
AVGO
BROADCOM INC
Technology 1.57% 2.05% #12 3
Prev: #9
1.6
—
no change no change
P
S
18,279 $6,904,892 2022 Q3 13F Filing 2026-06-30 2026-08-12
MU
MICRON TECHNOLO...
Technology 1.14% 0.53% #13 12
Prev: #25
1.5
—
no change no change
P
S
4,375 $5,050,019 2022 Q3 13F Filing 2026-06-30 2026-08-12
VEU
VANGUARD INTL E...
ETF 1.14% 1.71% #14 2
Prev: #12
1.0
—
-3,048 -4.8%
P
S
59,988 $5,023,995 2016 Q4 13F Filing 2026-06-30 2026-08-12
META
META PLATFORMS ...
Communication Services 1.09% 1.77% #15 4
Prev: #11
1.4
—
no change no change
P
S
8,560 $4,821,762 2022 Q3 13F Filing 2026-06-30 2026-08-12
TSLA
TESLA INC
Consumer Cyclical 1.04% 1.47% #16 3
Prev: #13
1.4
—
no change no change
P
S
10,912 $4,589,587 2022 Q3 13F Filing 2026-06-30 2026-08-12
AMD
ADVANCED MICRO ...
Technology 0.84% 0.47% #17 11
Prev: #28
1.3
—
no change no change
P
S
6,392 $3,713,177 2022 Q3 13F Filing 2026-06-30 2026-08-12
LLY
ELI LILLY & CO
Healthcare 0.84% 1.02% #18 2
Prev: #16
1.3
—
no change no change
P
S
3,079 $3,693,045 2022 Q3 13F Filing 2026-06-30 2026-08-12
BRK/B
BERKSHIRE HATHA...
Financial Services 0.81% 1.24% #19 5
Prev: #14
0.8
—
-40 -0.6%
P
S
7,135 $3,570,283 2022 Q3 13F Filing 2026-06-30 2026-08-12
JPM
JPMORGAN CHASE ...
Financial Services 0.79% 1.14% #20 5
Prev: #15
1.3
—
no change no change
P
S
10,684 $3,497,194 2022 Q3 13F Filing 2026-06-30 2026-08-12
INTC
INTEL CORP
Technology 0.57% 0.28% #21 31
Prev: #52
0.7
—
803 4.6%
P
S
18,124 $2,530,654 2011 Q4 13F Filing 2026-06-30 2026-08-12
JNJ
JOHNSON & JOHNS...
Healthcare 0.54% 0.83% #22 4
Prev: #18
1.2
—
no change no change
P
S
9,368 $2,379,191 2011 Q4 13F Filing 2026-06-30 2026-08-12
AMAT
APPLIED MATLS I...
Technology 0.53% 0.40% #23 14
Prev: #37
1.2
—
no change no change
P
S
3,236 $2,339,628 2022 Q3 13F Filing 2026-06-30 2026-08-12
V
VISA INC
Financial Services 0.52% 0.73% #24 4
Prev: #20
1.2
—
no change no change
P
S
6,632 $2,275,373 2011 Q4 13F Filing 2026-06-30 2026-08-12
LRCX
LAM RESEARCH CO...
Technology 0.49% 0.38% #25 13
Prev: #38
1.2
—
no change no change
P
S
4,980 $2,157,983 2022 Q3 13F Filing 2026-06-30 2026-08-12
CAT
CATERPILLAR INC
Industrials 0.46% 0.46% #26 6
Prev: #32
2.2
—
126 7.0%
P
S
1,917 $2,041,413 2022 Q3 13F Filing 2026-06-30 2026-08-12
WMT
WALMART INC
Consumer Defensive 0.44% 0.77% #27 8
Prev: #19
1.2
—
no change no change
P
S
17,213 $1,949,544 2011 Q4 13F Filing 2026-06-30 2026-08-12
CSCO
CISCO SYS INC
Technology 0.41% 0.44% #28 5
Prev: #33
1.2
—
no change no change
P
S
15,559 $1,827,560 2011 Q4 13F Filing 2026-06-30 2026-08-12
ABBV
ABBVIE INC
Healthcare 0.39% 0.53% #29 3
Prev: #26
1.2
—
no change no change
P
S
6,765 $1,702,345 2022 Q3 13F Filing 2026-06-30 2026-08-12
MA
MASTERCARD INCO...
Financial Services 0.38% 0.59% #30 8
Prev: #22
1.2
—
no change no change
P
S
3,247 $1,667,659 2022 Q3 13F Filing 2026-06-30 2026-08-12
KLAC
KLA CORP
Technology 0.36% 0.28% #31 20
Prev: #51
3.1
—
4,725 900.0%
P
S
5,250 $1,583,978 2022 Q3 13F Filing 2026-06-30 2026-08-12
COST
COSTCO WHOLESAL...
Consumer Defensive 0.35% 0.60% #32 11
Prev: #21
1.1
—
no change no change
P
S
1,666 $1,558,493 2022 Q3 13F Filing 2026-06-30 2026-08-12
UNH
UNITEDHEALTH GR...
Healthcare 0.34% 0.34% #33 10
Prev: #43
0.6
—
139 4.0%
P
S
3,616 $1,502,918 2022 Q3 13F Filing 2026-06-30 2026-08-12
GE
GE AEROSPACE
Industrials 0.34% 0.41% #34 1
Prev: #35
1.1
—
no change no change
P
S
3,979 $1,487,072 2022 Q3 13F Filing 2026-06-30 2026-08-12
BAC
BANK OF AMER CO...
Financial Services 0.34% 0.46% #35 6
Prev: #29
0.6
—
-400 -1.5%
P
S
25,956 $1,478,973 2022 Q3 13F Filing 2026-06-30 2026-08-12
HD
HOME DEPOT INC
Consumer Cyclical 0.31% 0.46% #36 6
Prev: #30
1.1
—
no change no change
P
S
3,881 $1,368,751 2022 Q3 13F Filing 2026-06-30 2026-08-12
PG
PROCTER & GAMBL...
Consumer Defensive 0.29% 0.46% #37 6
Prev: #31
1.1
—
no change no change
P
S
8,818 $1,293,072 2011 Q4 13F Filing 2026-06-30 2026-08-12
SNDK
SANDISK CORP
Technology 0.29% 0.13% #38 79
Prev: #117
1.1
—
no change no change
P
S
555 $1,261,920 2026 Q1 13F Filing 2026-06-30 2026-08-12
CVX
CHEVRON CORPORA...
Energy 0.28% 0.57% #39 16
Prev: #23
1.1
—
no change no change
P
S
7,564 $1,253,809 2011 Q4 13F Filing 2026-06-30 2026-08-12
MRK
MERCK & CO INC
Healthcare 0.28% 0.42% #40 6
Prev: #34
1.1
—
no change no change
P
S
9,584 $1,231,544 2011 Q4 13F Filing 2026-06-30 2026-08-12
GEV
GE VERNOVA INC
Industrials 0.28% 0.33% #41 3
Prev: #44
1.1
—
no change no change
P
S
1,042 $1,224,204 2024 Q2 13F Filing 2026-06-30 2026-08-12
KO
COCA COLA CO
Consumer Defensive 0.27% 0.40% #42 6
Prev: #36
1.1
—
no change no change
P
S
14,710 $1,195,482 2011 Q4 13F Filing 2026-06-30 2026-08-12
GS
GOLDMAN SACHS G...
Financial Services 0.26% 0.35% #43 1
Prev: #42
1.1
—
no change no change
P
S
1,138 $1,150,939 2022 Q3 13F Filing 2026-06-30 2026-08-12
NFLX
NETFLIX INC.
Communication Services 0.25% 0.55% #44 20
Prev: #24
1.1
—
no change no change
P
S
15,730 $1,123,122 2022 Q3 13F Filing 2026-06-30 2026-08-12
PM
PHILIP MORRIS I...
Consumer Defensive 0.25% 0.37% #45 6
Prev: #39
0.6
—
-200 -3.2%
P
S
5,987 $1,083,108 2011 Q4 13F Filing 2026-06-30 2026-08-12
TXN
TEXAS INSTRS IN...
Technology 0.24% 0.25% #46 12
Prev: #58
1.1
—
no change no change
P
S
3,615 $1,077,523 2022 Q3 13F Filing 2026-06-30 2026-08-12
PLTR
PALANTIR TECHNO...
Technology 0.24% 0.47% #47 20
Prev: #27
1.1
—
no change no change
P
S
8,974 $1,046,997 2023 Q2 13F Filing 2026-06-30 2026-08-12
MRVL
MARVELL TECHNOL...
Technology 0.24% 0.13% #48 71
Prev: #119
1.1
—
no change no change
P
S
3,498 $1,042,019 2022 Q3 13F Filing 2026-06-30 2026-08-12
ORCL
ORACLE CORP
Technology 0.23% 0.35% #49 8
Prev: #41
2.1
—
447 6.8%
P
S
7,009 $1,027,169 2011 Q4 13F Filing 2026-06-30 2026-08-12
WFC
WELLS FARGO & C...
Financial Services 0.23% 0.36% #50 10
Prev: #40
1.1
—
no change no change
P
S
12,407 $1,025,314 2022 Q3 13F Filing 2026-06-30 2026-08-12
Showing 1-50 of 225 holdings

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