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Alta Advisers Ltd 13F Holdings
Holdings from the most recent 13F from Alta Advisers Ltd
Filed: 2026-02-09 (Q4 2025) | Holdings: 200 | Value: $276.0M | 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 |
| VT - VANGUARD INTL EQUITY INDEX F | Add 176% ($27.7M) | 15.72% | $43.4M | +5.04% | +5.04% | ||
| VGSH - VANGUARD SCOTTSDALE FDS | Reduce 34% $(11.7M) | 8.10% | $22.4M | +0.03% | +0.03% | ||
| NVDA - NVIDIA CORPORATION | Reduce 23% $(5.4M) | 6.43% | $17.7M | +14.67% | +14.67% | ||
| AAPL - APPLE INC | Reduce 23% $(4.8M) | 5.71% | $15.8M | +6.57% | +6.57% | ||
| MSFT - MICROSOFT CORP | Reduce 25% $(4.5M) | 5.05% | $13.9M | -1.43% | -1.43% | ||
| VOO - VANGUARD INDEX FDS | 3.36% | $9.3M | +6.65% | +6.65% | |||
| AMZN - AMAZON COM INC | Reduce 22% $(2.4M) | 3.18% | $8.8M | +28.83% | +28.83% | ||
| GOOGL - ALPHABET INC | Reduce 23% $(2.2M) | 2.56% | $7.1M | ||||
| AVGO - BROADCOM INC | Reduce 24% $(2.0M) | 2.29% | $6.3M | ||||
| GOOG - ALPHABET INC | Reduce 23% $(1.7M) | 2.09% | $5.8M | ||||
| META - META PLATFORMS INC | Reduce 23% $(1.7M) | 2.05% | $5.7M | -11.54% | -11.54% | ||
| TSLA - TESLA INC | Reduce 23% $(1.5M) | 1.78% | $4.9M | +6.44% | +6.44% | ||
| VEU - VANGUARD INTL EQUITY INDEX F | 1.75% | $4.8M | +3.45% | +3.45% | |||
| BRK.B - BERKSHIRE HATHAWAY INC | Reduce 24% $(1.1M) | 1.31% | $3.6M | -3.69% | -3.69% | ||
| JPM - JPMORGAN CHASE & CO | Reduce 26% $(1.2M) | 1.25% | $3.4M | ||||
| LLY - ELI LILLY & CO | Reduce 25% $(1.1M) | 1.20% | $3.3M | -7.81% | -7.81% | ||
| V - VISA INC | Reduce 26% $(799.6K) | 0.84% | $2.3M | ||||
| XOM - EXXON MOBIL CORP | Reduce 27% $(734.1K) | 0.72% | $2.0M | -0.44% | -0.44% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 22% $(538.1K) | 0.70% | $1.9M | -7.24% | -7.24% | ||
| WMT - WALMART INC | Reduce 21% $(512.5K) | 0.69% | $1.9M | -0.66% | -0.66% | ||
| MA - MASTERCARD INC | Reduce 21% $(479.5K) | 0.67% | $1.9M | -7.01% | -7.01% | ||
| PLTR - PALANTIR TECHNOLOGIES INC | Reduce 23% $(462.2K) | 0.57% | $1.6M | -5.57% | -5.57% | ||
| ABBV - ABBVIE INC | Reduce 23% $(457.0K) | 0.56% | $1.5M | -8.62% | -8.62% | ||
| NFLX - NETFLIX INC | Add 634% ($1.3M) | 0.53% | $1.5M | +3.31% | +3.31% | ||
| BAC - BANK AMERICA CORP | Reduce 20% $(357.5K) | 0.53% | $1.4M | ||||
| COST - COSTCO WHSL CORP NEW | Reduce 26% $(517.4K) | 0.52% | $1.4M | +0.49% | +0.49% | ||
| AMD - ADVANCED MICRO DEVICES INC | Reduce 21% $(364.1K) | 0.50% | $1.4M | +113.25% | +113.25% | ||
| HD - HOME DEPOT INC | Reduce 24% $(426.7K) | 0.48% | $1.3M | -18.32% | -18.32% | ||
| PG - PROCTER & GAMBLE CO | Reduce 23% $(386.9K) | 0.46% | $1.3M | -8.31% | -8.31% | ||
| ORCL - ORACLE CORP | Reduce 22% $(343.0K) | 0.45% | $1.2M | +21.57% | +21.57% | ||
| MU - MICRON TECHNOLOGY INC | New Purchase | 0.44% | $1.2M | +111.62% | +111.62% | ||
| CSCO - CISCO SYS INC | Reduce 20% $(300.4K) | 0.43% | $1.2M | +14.13% | +14.13% | ||
| WFC - WELLS FARGO CO NEW | Reduce 28% $(447.4K) | 0.42% | $1.2M | ||||
| CVX - CHEVRON CORP NEW | Reduce 23% $(335.3K) | 0.42% | $1.2M | ||||
| UNH - UNITEDHEALTH GROUP INC | Reduce 25% $(382.9K) | 0.42% | $1.1M | +39.60% | +39.60% | ||
| GE - GE AEROSPACE | New Purchase | 0.40% | $1.1M | -4.96% | -4.96% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 21% $(284.4K) | 0.39% | $1.1M | -23.66% | -23.66% | ||
| KO - COCA COLA CO | Reduce 24% $(321.6K) | 0.37% | $1.0M | +3.35% | +3.35% | ||
| CAT - CATERPILLAR INC | Reduce 25% $(343.7K) | 0.37% | $1.0M | +25.02% | +25.02% | ||
| MRK - MERCK & CO INC | Reduce 24% $(315.8K) | 0.37% | $1.0M | -4.75% | -4.75% | ||
| GS - GOLDMAN SACHS GROUP INC | Reduce 26% $(351.6K) | 0.36% | $1.0M | +0.44% | +0.44% | ||
| PM - PHILIP MORRIS INTL INC | Reduce 23% $(304.8K) | 0.36% | $992.4K | +1.15% | +1.15% | ||
| CRM - SALESFORCE INC | Reduce 26% $(344.4K) | 0.35% | $972.2K | ||||
| TMO - THERMO FISHER SCIENTIFIC INC | New Purchase | 0.32% | $872.7K | -17.54% | -17.54% | ||
| ABT - ABBOTT LABS | Reduce 22% $(238.1K) | 0.31% | $854.5K | -25.28% | -25.28% | ||
| LRCX - LAM RESEARCH CORP | New Purchase | 0.31% | $852.5K | +29.28% | +29.28% | ||
| C - CITIGROUP INC | New Purchase | 0.30% | $836.0K | ||||
| AMAT - APPLIED MATLS INC | New Purchase | 0.30% | $831.6K | +34.66% | +34.66% | ||
| MCD - MCDONALDS CORP | Reduce 23% $(244.5K) | 0.30% | $829.5K | -15.15% | -15.15% | ||
| T - AT&T INC | Reduce 100% | 0.00% | $0.00 | ||||
| UBER - UBER TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| LIN - LINDE PLC | Reduce 100% | 0.00% | $0.00 | ||||
| NOW - SERVICENOW INC | Reduce 100% | 0.00% | $0.00 | ||||
| DIS - DISNEY WALT CO | Reduce 100% | 0.00% | $0.00 | ||||