AL
Atherton Lane Advisers, LLC Historical SEC 13F Holdings & Archive (Q4 2015)
Atherton Lane Advisers, LLCCIK: 0001326196
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$1.7B
Reporting period: 2015-12-31 · Number of holdings: 231
ATHERTON LANE ADVISERS, LLC disclosed 231 holdings in its latest 13F filing for the period ending 2015-12-31, with total reported value of $1.7B and a quarterly turnover rate of 21.3%.
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Personality snowflake
- Concentration
- 6.52
- Portfolio Stability
- 21.32
- Momentum
- 100
- Sector conviction
- 45.28
- Diversification
- 100
- Sizing Uniformity
- 83.33
Atherton Lane Advisers, LLC's disclosed holdings carry a Herfindahl concentration index of 0.016 — mathematically equivalent to about 61 equally-sized positions, well below its 231 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.67), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 46% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim 049513104
-98.1% -$16.1M
Trim EWH
-8.3% -$3.3M
Add N59465109
+5.0% $8.7M
Trim KKR
-0.9% -$3.5M
Add BABA
+7.7% $7.7M
Add CRM
+30.9% $7.2M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 231 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 3.73% | -0.09% | +0.91% | |
| 2 | EWH | Ishares Msci Hong Kong ETF | ETF-Other | 3.69% | -0.47% | -8.27% | |
| 3 | KKR | KKR & Co. Inc. | Stock-Financials | 2.34% | -0.39% | -0.92% | |
| 4 | WFC | Wells Fargo & Co | Stock-Financials | 2.30% | -0.02% | +0.46% | |
| 5 | HD | Home Depot Inc | Stock-Consumer Disc | 2.25% | +0.13% | -0.49% | |
| 6 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.23% | — | +97.83% | |
| 7 | DHI | Dr Horton Inc | Stock-Consumer Disc | 2.22% | +0.07% | +1.65% | |
| 8 | FRCB | First Republic Bank/ca | Stock-Financials | 2.08% | -0.04% | +0.18% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.05% | +2.05% | NEW | |
| 10 | AMGN | Amgen Inc | Stock-Healthcare | 2.02% | +0.20% | +1.44% | |
| 11 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.00% | — | +1.44% | |
| 12 | INTC | Intel CORP | Stock-Tech | 1.98% | +0.13% | +0.32% | |
| 13 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.96% | +0.12% | -1.62% | |
| 14 | CELG | Celgene CORP | Stock-Other | 1.92% | +0.11% | +2.91% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.86% | +0.18% | +9.49% | |
| 16 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 1.86% | +0.08% | +1.76% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.85% | +0.07% | +0.16% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.83% | — | -0.36% | |
| 19 | BA | Boeing Co/the | Stock-Industrials | 1.80% | +0.09% | +2.07% | |
| 20 | ✓ | Mylan N V | Stock-Other | 1.74% | +0.41% | +5.01% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.71% | +0.20% | +4.74% | |
| 22 | BLKCHF | Blackrock Inc | Stock-Other | 1.66% | +0.14% | +2.65% | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.66% | +0.16% | +2.30% | |
| 24 | MS | Morgan Stanley | Stock-Financials | 1.64% | — | +0.27% | |
| 25 | HON | Honeywell International Inc | Stock-Industrials | 1.63% | +0.10% | +4.72% | |
| 26 | PFE | Pfizer Inc | Stock-Healthcare | 1.61% | — | +1.45% | |
| 27 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.51% | — | +3.77% | |
| 28 | INTU | Intuit Inc | Stock-Tech | 1.50% | +0.05% | +2.10% | |
| 29 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.49% | +0.23% | +11.66% | |
| 30 | BKNG | Booking Holdings Inc. | Stock-Consumer Disc | 1.44% | — | +1.07% | |
| 31 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.37% | +0.38% | +7.69% | |
| 32 | ✓ | Quintiles Transnational Holdin | Stock-Other | 1.37% | — | +4.88% | |
| 33 | DUK | Duke Energy Corporation | Stock-Utilities | 1.37% | +0.29% | -1.85% | |
| 34 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.36% | — | +4.02% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 1.32% | +0.02% | +5.14% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.31% | +1.31% | NEW | |
| 37 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.31% | — | -2.07% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 1.30% | +0.36% | +30.92% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 1.30% | +0.06% | +3.95% | |
| 40 | SLB | Slb LTD | Stock-Energy | 1.29% | — | +2.69% | |
| 41 | WY | Weyerhaeuser Co | Stock-Real Estate | 1.24% | +0.06% | +2.46% | |
| 42 | F | Ford Motor Co | Stock-Consumer Disc | 1.19% | — | -5.91% | |
| 43 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 1.18% | +0.05% | +3.26% | |
| 44 | BKR | Baker Hughes Company | Stock-Energy | 1.16% | -0.18% | +4.79% | |
| 45 | ARM | Arm Holdings plc | Stock-Tech | 1.12% | — | +1.64% | |
| 46 | COP | Conocophillips | Stock-Energy | 1.12% | +0.15% | +26.77% | |
| 47 | VFC | Vf CORP | Stock-Consumer Disc | 1.01% | — | +17.90% | |
| 48 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.93% | -0.30% | +5.62% | |
| 49 | CAKE | Cheesecake Factory Inc/the | Stock-Consumer Disc | 0.93% | -0.25% | -1.02% | |
| 50 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.92% | +0.07% | +14.62% |
1–50 of 200
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Holding changes this quarter
Atherton Lane Advisers, LLC's most significant position changes for 2015-12-31: New buy: Alphabet Inc-cl A (GOOGL); Sold out: Alphabet Inc. (GOOG); New buy: Alphabet Inc-cl C (GOOG); Sold out: Alphabet Inc Cl C; New buy: Expedia Group Inc (EXPE).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Mylan N V | +0.4% | +5.01% | Add |
| 2 | BABA | Alibaba Group Holding-sp Adr | +0.4% | +7.69% | Add |
| 3 | CRM | Salesforce Inc | +0.4% | +30.92% | Add |
| 4 | DUK | Duke Energy Corporation | +0.3% | -1.85% | Trim |
| 5 | NOC | Northrop Grumman CORP | +0.2% | +11.66% | Add |
| 6 | AMGN | Amgen Inc | +0.2% | +1.44% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +4.74% | Add |
| 8 | ✓ | Lifelock Inc Com | +0.2% | -5.99% | Trim |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | +9.49% | Add |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.2% | +2.30% | Add |
| 11 | COP | Conocophillips | +0.2% | +26.77% | Add |
| 12 | BLKCHF | Blackrock Inc | +0.1% | +2.65% | Add |
| 13 | HD | Home Depot Inc | +0.1% | -0.49% | Trim |
| 14 | INTC | Intel CORP | +0.1% | +0.32% | Add |
| 15 | BMY | Bristol-myers Squibb Co | +0.1% | -1.62% | Trim |
| 16 | CELG | Celgene CORP | +0.1% | +2.91% | Add |
| 17 | HON | Honeywell International Inc | +0.1% | +4.72% | Add |
| 18 | BA | Boeing Co/the | +0.1% | +2.07% | Add |
| 19 | SWK | Stanley Black & Decker Inc | +0.1% | +1.76% | Add |
| 20 | DHI | Dr Horton Inc | +0.1% | +1.65% | Add |
| 21 | COST | Costco Wholesale CORP | +0.1% | +0.16% | Add |
| 22 | PANW | Palo Alto Networks Inc | +0.1% | +14.62% | Add |
| 23 | NAT | Nordic American Tankers Limited | +0.1% | +20.64% | Add |
| 24 | BAC | Bank Of America CORP | +0.1% | +3.95% | Add |
| 25 | WY | Weyerhaeuser Co | +0.1% | +2.46% | Add |
| 26 | INTU | Intuit Inc | +0.1% | +2.10% | Add |
| 27 | CBRE | Cbre Group Inc - A | +0.1% | +3.26% | Add |
| 28 | HP | Helmerich & Payne | 0% | -1.69% | Trim |
| 29 | CSCO | Cisco Systems Inc | 0% | +5.14% | Add |
| 30 | WFC | Wells Fargo & Co | 0% | +0.46% | Add |
| 31 | FRCB | First Republic Bank/ca | 0% | +0.18% | Add |
| 32 | GBDC | Golub Capital Bdc Inc | -0.1% | +0.91% | Add |
| 33 | BKR | Baker Hughes Company | -0.2% | +4.79% | Add |
| 34 | FFIV | F5 Inc | -0.2% | +1.23% | Add |
| 35 | CAKE | Cheesecake Factory Inc/the | -0.3% | -1.02% | Trim |
| 36 | CHKEUR | Chesapeake Energy CORP | -0.3% | -58.26% | Trim |
| 37 | APC3EUR | Anadarko Petroleum CORP | -0.3% | -1.75% | Trim |
| 38 | WSM | Williams-sonoma Inc | -0.3% | +5.62% | Add |
| 39 | R | Ryder System Inc | -0.3% | +3.42% | Add |
| 40 | KKR | KKR & Co. Inc. | -0.4% | -0.92% | Trim |
| 41 | EWH | Ishares Msci Hong Kong ETF | -0.5% | -8.27% | Trim |
| 42 | ✓ | -1% | -98.08% | Trim | |
| 43 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 44 | GOOG | Alphabet Inc. | — | EXIT | Sold out |
| 45 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 46 | ✓ | Alphabet Inc Cl C | — | EXIT | Sold out |
| 47 | EXPE | Expedia Group Inc | — | NEW | New buy |
| 48 | ✓ | Homeaway Inc | — | EXIT | Sold out |
| 49 | GXC | State Street Spdr S&p China | — | NEW | New buy |
| 50 | CLRUSD | Continental Resources Inc/ok | — | NEW | New buy |
Filing History
FAQ
What is Atherton Lane Advisers, LLC and what type of investor is it?
Atherton Lane Advisers, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2015-12-31), the firm manages a tracked equity portfolio valued at approximately $1.7B, spread across 231 disclosed positions.
What are Atherton Lane Advisers, LLC's largest equity positions?
Based on the latest 13F filing, Atherton Lane Advisers, LLC's top holdings by market value are:
1. Golub Capital Bdc Inc (GBDC) — $64.1M (3.7%)
2. Ishares Msci Hong Kong ETF (EWH) — $63.3M (3.7%)
3. KKR & Co. Inc. (KKR) — $40.2M (2.3%)
4. Wells Fargo & Co (WFC) — $39.4M (2.3%)
5. Home Depot Inc (HD) — $38.7M (2.3%)
What changes did Atherton Lane Advisers, LLC make in its most recent portfolio filing?
In the latest reported quarter, Atherton Lane Advisers, LLC made 50 notable position adjustments: 5 new positions were initiated, 31 existing holdings were added to, 11 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: Alphabet Inc-cl A (GOOGL); Sold out: Alphabet Inc. (GOOG); New buy: Alphabet Inc-cl C (GOOG); Sold out: Alphabet Inc Cl C; New buy: Expedia Group Inc (EXPE)
What sectors does Atherton Lane Advisers, LLC focus on?
Atherton Lane Advisers, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 20.9%
• Health Care: 16.4%
• Information Technology: 16.2%
• Communication Services: 15.4%
• Consumer Discretionary: 12.8%
• Industrials: 10.3%
Investment Profile
Atherton Lane Advisers, LLC's portfolio is broadly diversified and moderately active.
It has added to its COP position over the past two quarters (+$18.3M, now $19.2M), while trimming EWG over the same stretch (-$43.5M, still holding $608.0K).
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