AA

Alta Advisers Ltd

Diversified strategyMomentum followerLong-term holder

Total reported value

$276.4M

Reporting period: 2026-03-31 · Number of holdings: 207

Alta Advisers Ltd disclosed 207 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $276.4M and a quarterly turnover rate of 15.3%.

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Personality snowflake

Concentration
22.3
Portfolio Stability
15.31
Momentum/Contrarian
100
Sector conviction
58.54
Diversification
100
Sizing Uniformity
67.54

Recent moves

  • Add VT

    +18.5%　$8.0M

  • Trim MSFT

    0.0%　-$3.3M

  • Add VGSH

    +8.9%　$2.0M

  • Trim NVDA

    0.0%　-$1.2M

  • Trim AAPL

    -0.4%　-$1.1M

  • Trim AMZN

    0.0%　-$858.6K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 206 holdings (of 207 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VTVanguard Tot World Stk ETFETF-Other18.60%+2.88%+18.52%
2VGSHVanguard Short-term TreasuryETF-Gov Bonds8.80%+0.70%+8.85%
3NVDANvidia CORPStock-Tech6.00%-0.43%—
4AAPLApple INCStock-Tech5.30%-0.41%-0.37%
5MSFTMicrosoft CORPStock-Tech3.86%-1.19%—
6VOOVanguard S&p 500 ETFETF-Large Cap & Growth3.07%-0.29%-4.14%
7AMZNAmazon.com INCStock-Consumer Disc2.87%-0.31%—
8GOOGLAlphabet Inc-cl AStock-Comm Services2.35%-0.21%—
9AVGOBroadcom INCStock-Tech2.05%-0.24%—
10GOOGAlphabet Inc-cl CStock-Comm Services1.91%-0.18%—
11METAMeta Platforms Inc-class AStock-Comm Services1.77%-0.28%—
12VEUVanguard Ftse All-world Ex-uETF-Other1.71%—-4.14%
13TSLATesla INCStock-Consumer Disc1.47%-0.31%—
14BRK-BBerkshire Hathaway Inc-cl BStock-Other1.24%——
15JPMJpmorgan Chase & CoStock-Financials1.14%-0.11%—
16LLYEli Lilly & CoStock-Healthcare1.02%-0.18%—
17XOMExxon Mobil CORPStock-Energy1.01%+0.29%—
18JNJJohnson & JohnsonStock-Healthcare0.83%+0.13%—
19WMTWalmart INCStock-Consumer Staples0.77%+0.08%—
20VVisa Inc-class A SharesStock-Financials0.73%-0.11%—
21COSTCostco Wholesale CORPStock-Consumer Staples0.60%+0.08%—
22MAMastercard INC - AStock-Financials0.59%-0.08%—
23CVXChevron CORPStock-Energy0.57%+0.15%—
24NFLXNetflix INCStock-Comm Services0.55%——
25MUMicron Technology INCStock-Tech0.53%+0.09%+1.89%
26ABBVAbbvie INCStock-Healthcare0.53%——
27PLTRPalantir Technologies Inc-aStock-Tech0.47%-0.09%+1.72%
28AMDAdvanced Micro DevicesStock-Tech0.47%——
29BACBank Of America CORPStock-Financials0.46%——
30HDHome Depot INCStock-Consumer Disc0.46%——
31PGProcter & Gamble Co/theStock-Consumer Staples0.46%——
32CATCaterpillar INCStock-Industrials0.46%+0.09%—
33CSCOCisco Systems INCStock-Tech0.44%——
34MRKMerck & Co. INC.Stock-Healthcare0.42%——
35GEGeneral ElectricStock-Industrials0.41%—+10.53%
36KOCoca-cola Co/theStock-Consumer Staples0.40%——
37AMATApplied Materials INCStock-Tech0.40%+0.10%—
38LRCXLam Research CORPStock-Tech0.38%+0.07%—
39PMPhilip Morris InternationalStock-Consumer Staples0.37%——
40WFCWells Fargo & CoStock-Financials0.36%——
41ORCLOracle CORPStock-Tech0.35%-0.10%+2.40%
42GSGoldman Sachs Group INCStock-Financials0.35%——
43UNHUnitedhealth Group INCStock-Healthcare0.34%——
44GEVGE Vernova INCStock-Industrials0.33%+0.08%—
45LINLinde plcStock-Materials0.32%——
46IBMIntl Business Machines CORPStock-Tech0.32%——
47MCDMcdonald's CORPStock-Consumer Disc0.31%——
48PEPPepsico INCStock-Consumer Staples0.30%—+6.12%
49VZVerizon Communications INCStock-Comm Services0.29%——
50CCitigroup INCStock-Financials0.29%——
1–50 of 206

Holding changes this quarter

Alta Advisers Ltd's most significant position changes for 2026-03-31: New buy: Sandisk CORP (SNDK); New buy: Marathon Petroleum CORP (MPC); New buy: Valero Energy CORP (VLO); New buy: Phillips 66 (PSX); New buy: Cheniere Energy INC (LNG).

Position changes disclosed by Alta Advisers Ltd for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VTVanguard Tot World Stk ETF+2.9%+18.52%Add
2VGSHVanguard Short-term Treasury+0.7%+8.85%Add
3XOMExxon Mobil CORP+0.3%—Unchanged
4CVXChevron CORP+0.2%—Unchanged
5JNJJohnson & Johnson+0.1%—Unchanged
6AMATApplied Materials INC+0.1%—Unchanged
7MUMicron Technology INC+0.1%+1.89%Add
8CATCaterpillar INC+0.1%—Unchanged
9GEVGE Vernova INC+0.1%—Unchanged
10COSTCostco Wholesale CORP+0.1%—Unchanged
11WMTWalmart INC+0.1%—Unchanged
12LRCXLam Research CORP+0.1%—Unchanged
13MAMastercard INC - A-0.1%—Unchanged
14PLTRPalantir Technologies Inc-a-0.1%+1.72%Add
15INTUIntuit INC-0.1%—Unchanged
16APPApplovin Corp-class A-0.1%—Unchanged
17CRMSalesforce INC-0.1%—Unchanged
18ORCLOracle CORP-0.1%+2.40%Add
19VVisa Inc-class A Shares-0.1%—Unchanged
20JPMJpmorgan Chase & Co-0.1%—Unchanged
21GOOGAlphabet Inc-cl C-0.2%—Unchanged
22LLYEli Lilly & Co-0.2%—Unchanged
23GOOGLAlphabet Inc-cl A-0.2%—Unchanged
24AVGOBroadcom INC-0.2%—Unchanged
25METAMeta Platforms Inc-class A-0.3%—Unchanged
26VOOVanguard S&p 500 ETF-0.3%-4.14%Trim
27AMZNAmazon.com INC-0.3%—Unchanged
28TSLATesla INC-0.3%—Unchanged
29AAPLApple INC-0.4%-0.37%Trim
30NVDANvidia CORP-0.4%—Unchanged
31MSFTMicrosoft CORP-1.2%—Unchanged
32SNDKSandisk CORP—NEWNew buy
33MPCMarathon Petroleum CORP—NEWNew buy
34VLOValero Energy CORP—NEWNew buy
35PSXPhillips 66—NEWNew buy
36LNGCheniere Energy INC—NEWNew buy
37ADSKAutodesk INC—EXITSold out
38CTVACorteva INC—NEWNew buy
39BKRBaker Hughes Co—NEWNew buy
40DLRDigital Realty Trust INC—NEWNew buy
41TGTTarget CORP—NEWNew buy
42ALNYAlnylam Pharmaceuticals INC—EXITSold out
43CVNACarvana Co—EXITSold out
44OKEOneok INC—NEWNew buy
45ETREntergy CORP—NEWNew buy
46RBLXRoblox CORP -class A—EXITSold out
47PYPLPaypal Holdings INC—EXITSold out
48MNSTMonster Beverage CORP—EXITSold out
49CBRECbre Group INC - A—EXITSold out
50FASTFastenal Co—NEWNew buy

FAQ

What is Alta Advisers Ltd and what type of investor is it?
Alta Advisers Ltd is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $276.4M, spread across 207 disclosed positions.
What are Alta Advisers Ltd's largest equity positions?
Based on the latest 13F filing, Alta Advisers Ltd's top holdings by market value are: 1. Vanguard Tot World Stk ETF (VT) — $51.4M (18.6%) 2. Vanguard Short-term Treasury (VGSH) — $24.3M (8.8%) 3. Nvidia CORP (NVDA) — $16.6M (6.0%) 4. Apple INC (AAPL) — $14.7M (5.3%) 5. Microsoft CORP (MSFT) — $10.7M (3.9%)
What changes did Alta Advisers Ltd make in its most recent portfolio filing?
In the latest reported quarter, Alta Advisers Ltd made 26 notable position adjustments: 12 new positions were initiated, 5 existing holdings were added to, 2 positions were partially reduced, and 7 were completely exited. The largest of these moves: New buy: Sandisk CORP (SNDK); New buy: Marathon Petroleum CORP (MPC); New buy: Valero Energy CORP (VLO); New buy: Phillips 66 (PSX); New buy: Cheniere Energy INC (LNG)
What sectors does Alta Advisers Ltd focus on?
Alta Advisers Ltd is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 37.2% • Financials: 12.4% • Communication Services: 11.5% • Consumer Discretionary: 10.2% • Health Care: 9.7% • Industrials: 6.2%

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