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Alta Advisers Ltd 13F Holdings
Holdings from the most recent 13F from Alta Advisers Ltd
Filed: 2025-10-31 (Q3 2025) | Holdings: 250 | Value: $326.9M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| VGSH - VANGUARD SCOTTSDALE FDS | Add 66% ($15.1M) | 11.59% | $37.9M | +1.22% | +0.94% | ||
| NVDA - NVIDIA CORPORATION | 7.08% | $23.2M | +5.47% | -10.79% | |||
| MSFT - MICROSOFT CORP | 6.05% | $19.8M | -20.28% | -18.40% | |||
| AAPL - APPLE INC | Reduce 2% $(381.9K) | 5.89% | $19.2M | +8.54% | -0.05% | ||
| VT - VANGUARD INTL EQUITY INDEX F | Add 138% ($8.9M) | 4.69% | $15.3M | +11.22% | +4.41% | ||
| AMZN - AMAZON COM INC | Add 1% ($63.7K) | 3.26% | $10.7M | +5.34% | -4.86% | ||
| VOO - VANGUARD INDEX FDS | Reduce 4% $(354.0K) | 2.77% | $9.1M | +8.43% | +1.76% | ||
| META - META PLATFORMS INC | 2.49% | $8.1M | -8.56% | +7.77% | |||
| AVGO - BROADCOM INC | Reduce 1% $(66.0K) | 2.42% | $7.9M | ||||
| GOOGL - ALPHABET INC | 2.19% | $7.2M | |||||
| TSLA - TESLA INC | Add 2% ($97.8K) | 1.93% | $6.3M | -2.41% | -7.50% | ||
| GOOG - ALPHABET INC | Add 1% ($29.2K) | 1.78% | $5.8M | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 1.45% | $4.8M | +0.01% | +1.62% | |||
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 4% $(183.5K) | 1.44% | $4.7M | +16.34% | +9.11% | ||
| JPM - JPMORGAN CHASE & CO | 1.40% | $4.6M | |||||
| LLY - ELI LILLY & CO | 0.96% | $3.1M | +11.94% | +20.67% | |||
| V - VISA INC | 0.93% | $3.0M | |||||
| NFLX - NETFLIX INC | Add 1% ($30.0K) | 0.79% | $2.6M | -24.60% | -26.97% | ||
| XOM - EXXON MOBIL CORP | 0.78% | $2.5M | +32.75% | +21.93% | |||
| MA - MASTERCARD INCORPORATED | Add 1% ($25.6K) | 0.71% | $2.3M | -9.20% | +1.13% | ||
| ORCL - ORACLE CORP | Add 3% ($70.3K) | 0.70% | $2.3M | -26.47% | -39.50% | ||
| WMT - WALMART INC | 0.69% | $2.2M | +27.32% | +23.31% | |||
| JNJ - JOHNSON & JOHNSON | Add 1% ($27.8K) | 0.68% | $2.2M | +18.53% | +22.87% | ||
| COST - COSTCO WHSL CORP NEW | 0.64% | $2.1M | +9.85% | +6.28% | |||
| PLTR - PALANTIR TECHNOLOGIES INC | Add 7% ($127.7K) | 0.64% | $2.1M | -33.24% | -27.94% | ||
| HD - HOME DEPOT INC | 0.63% | $2.1M | -16.31% | +0.94% | |||
| ABBV - ABBVIE INC | 0.62% | $2.0M | -4.88% | +4.97% | |||
| PG - PROCTER AND GAMBLE CO | Reduce 3% $(46.1K) | 0.54% | $1.8M | -3.09% | +2.79% | ||
| BAC - BANK AMERICA CORP | 0.52% | $1.7M | |||||
| UNH - UNITEDHEALTH GROUP INC | 0.49% | $1.6M | +15.01% | -15.22% | |||
| CVX - CHEVRON CORP NEW | Add 19% ($238.4K) | 0.46% | $1.5M | ||||
| WFC - WELLS FARGO CO NEW | 0.44% | $1.4M | |||||
| CSCO - CISCO SYS INC | 0.41% | $1.3M | +33.74% | +8.66% | |||
| PM - PHILIP MORRIS INTL INC | 0.40% | $1.3M | +29.21% | +26.54% | |||
| AMD - ADVANCED MICRO DEVICES INC | 0.40% | $1.3M | +76.91% | -5.04% | |||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.39% | $1.3M | -26.06% | +2.75% | |||
| KO - COCA COLA CO | Add 2% ($29.8K) | 0.39% | $1.3M | +15.93% | +10.26% | ||
| GS - GOLDMAN SACHS GROUP INC | 0.37% | $1.2M | +20.89% | +20.45% | |||
| CRM - SALESFORCE INC | 0.36% | $1.2M | |||||
| ABT - ABBOTT LABS | 0.36% | $1.2M | -32.50% | -11.11% | |||
| CAT - CATERPILLAR INC | New Purchase | 0.35% | $1.1M | +61.60% | +20.24% | ||
| LIN - LINDE PLC | Add 3% ($33.2K) | 0.34% | $1.1M | ||||
| T - AT&T INC | Reduce 3% $(33.9K) | 0.34% | $1.1M | ||||
| DIS - DISNEY WALT CO | 0.33% | $1.1M | -6.33% | -6.57% | |||
| MCD - MCDONALDS CORP | 0.33% | $1.1M | -6.68% | +7.65% | |||
| MRK - MERCK & CO INC | 0.32% | $1.1M | +31.83% | +33.32% | |||
| UBER - UBER TECHNOLOGIES INC | New Purchase | 0.32% | $1.0M | -22.03% | -17.22% | ||
| NOW - SERVICENOW INC | 0.30% | $996.7K | |||||
| BKNG - BOOKING HOLDINGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| INTU - INTUIT | Reduce 100% | 0.00% | $0.00 | ||||