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CIK: 0001536114
Total reported value
$441.2M
$441.2M
248 檔
26.2%
As reported in its official Q3 2025 Form 13F filing, Alta Advisers Ltd's tracked investment portfolio stood at $441.2M with 248 total positions.
In Q3 2025, Alta Advisers Ltd displayed an active expansion posture, initiating 29 new positions and adding to 28 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VGSH, NVDA, MSFT) accounted for 26.2% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 248 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 11.59% | -1.29% | +66.32% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.08% | +6.36% | +0.29% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.05% | -1.41% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.89% | -1.51% | -1.95% | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.69% | +1.39% | +138.02% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.26% | +2.21% | +0.60% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.77% | -0.97% | -3.76% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.49% | -0.68% | — | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.42% | -0.49% | -0.83% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.19% | -0.52% | — | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.93% | -0.43% | +1.57% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.78% | +2.93% | +0.50% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.45% | -0.43% | — | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.44% | -0.57% | -3.76% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.40% | -0.35% | — | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.96% | -0.18% | — | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | -0.21% | — | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 0.79% | -0.30% | +1.18% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -1.01% | EXIT | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 0.71% | -0.21% | +1.11% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 0.70% | -0.12% | +3.16% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.33% | — | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.29% | +1.27% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | -0.25% | — | |
| 25 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.64% | -0.24% | +6.53% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | -0.15% | — | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.62% | -0.14% | — | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.17% | -2.54% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.52% | -0.12% | — | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | — | — | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.29% | +18.65% | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 0.44% | -0.13% | — | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.41% | -0.03% | — | |
| 34 | PM | Philip Morris International | Stock-Consumer Staples | 0.40% | -0.12% | — | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.40% | +0.37% | — | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.39% | -0.09% | — | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.39% | -0.13% | +2.39% | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.37% | -0.09% | — | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.36% | -0.12% | — | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.36% | -0.11% | — | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.35% | — | — | |
| 42 | LIN | Linde plc | Stock-Materials | 0.34% | -0.11% | +3.12% | |
| 43 | T | At&t Inc | Stock-Comm Services | 0.34% | -0.13% | -2.99% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.33% | -0.09% | — | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.33% | -0.14% | — | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.32% | -0.14% | — | |
| 47 | UBER | Uber Technologies Inc | Stock-Industrials | 0.32% | -0.08% | — | |
| 48 | NOW | Servicenow Inc | Stock-Tech | 0.30% | -0.06% | — | |
| 49 | MU | Micron Technology Inc | Stock-Tech | 0.30% | +0.61% | — | |
| 50 | MS | Morgan Stanley | Stock-Financials | 0.30% | -0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | +6.3% | +66.32% | Add |
| 2 | NVDA | Nvidia CORP | +1.4% | +0.29% | Add |
| 3 | AVGO | Broadcom Inc | +0.7% | -0.83% | Trim |
| 4 | TSLA | Tesla Inc | +0.4% | +1.57% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | — | Unchanged |
| 6 | PLTR | Palantir Technologies Inc-a | +0.3% | +6.53% | Add |
| 7 | ORCL | Oracle CORP | +0.2% | +3.16% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +0.50% | Add |
| 9 | APP | Applovin Corp-class A | +0.2% | +8.20% | Add |
| 10 | MU | Micron Technology Inc | +0.1% | — | Unchanged |
| 11 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 12 | LRCX | Lam Research CORP | +0.1% | — | Unchanged |
| 13 | COF | Capital One Financial CORP | +0.1% | — | Add |
| 14 | ANET | Arista Networks Inc | +0.1% | — | Unchanged |
| 15 | APH | Amphenol Corp-cl A | +0.1% | — | Unchanged |
| 16 | AMD | Advanced Micro Devices | +0.1% | — | Unchanged |
| 17 | CEG | Constellation Energy | 0% | — | Unchanged |
| 18 | KLAC | Kla CORP | 0% | — | Unchanged |
| 19 | MSTR | Strategy Inc | 0% | +24.77% | Add |
| 20 | ALNY | Alnylam Pharmaceuticals Inc | 0% | — | Unchanged |
| 21 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 22 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 23 | C | Citigroup Inc | 0% | — | Unchanged |
| 24 | DASH | Doordash Inc - A | 0% | — | Unchanged |
| 25 | RCL | Royal Caribbean Cruises Ltd. | 0% | — | Unchanged |
| 26 | SNOW | Snowflake Inc | 0% | — | Unchanged |
| 27 | HWM | Howmet Aerospace Inc | 0% | — | Unchanged |
| 28 | TEL | TE Connectivity plc | 0% | — | Unchanged |
| 29 | URI | United Rentals Inc | 0% | — | Unchanged |
| 30 | MS | Morgan Stanley | — | — | Unchanged |
| 31 | AMAT | Applied Materials Inc | — | — | Unchanged |
| 32 | ETN | Eaton Corporation plc | — | — | Unchanged |
| 33 | CRWD | Crowdstrike Holdings Inc - A | — | — | Unchanged |
| 34 | CDNS | Cadence Design Sys Inc | — | — | Unchanged |
| 35 | SNPS | Synopsys Inc | — | +23.00% | Add |
| 36 | CRH | CRH plc | — | — | Unchanged |
| 37 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 38 | MRVL | Marvell Technology Inc | — | — | Unchanged |
| 39 | AZO | Autozone Inc | — | +22.73% | Add |
| 40 | CMI | Cummins Inc | — | — | Unchanged |
| 41 | FAST | Fastenal Co | — | — | Add |
| 42 | F | Ford Motor Co | — | +14.15% | Add |
| 43 | UBER | Uber Technologies Inc | 0% | — | Unchanged |
| 44 | INTC | Intel CORP | 0% | -7.42% | Trim |
| 45 | PH | Parker Hannifin CORP | 0% | — | Unchanged |
| 46 | BNY | Bank Of New York Mellon CORP | 0% | — | Unchanged |
| 47 | GM | General Motors Co | 0% | — | Unchanged |
| 48 | MPC | Marathon Petroleum CORP | 0% | — | Unchanged |
| 49 | HCA | Hca Healthcare Inc | 0% | — | Unchanged |
| 50 | VLO | Valero Energy CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Alta Advisers Ltd reported a total U.S. public equity portfolio value of $441.2M across 248 disclosed positions in Q3 2025.
During Q3 2025, Alta Advisers Ltd's top holdings by market value included VGSH (11.6%)、NVDA (7.1%)、MSFT (6.0%). The largest single position, VGSH, represented 11.6% of total portfolio value.
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Top New Position Initiated
VT
市值: $15.3M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $247.5K
In Q3 2025, Alta Advisers Ltd made 79 total portfolio adjustments, initiating 29 new buys, adding to 28 positions, trimming 12 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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