Grufity logo
Grufity logo

Latest Alta Advisers Ltd Stock Portfolio

$276Million | No. of Holdings #206

Alta Advisers Ltd Performance

2026 Q1-3.89%
YTD-3.89%
2025+14.32%

About Alta Advisers Ltd and 13F Hedge Fund Stock Holdings

On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Alta Advisers Ltd reported an equity portfolio of $276.4 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Alta Advisers Ltd are VEU, BNDW, NVDA. The fund has invested 18.6% of it's portfolio in VANGUARD INTL EQUITY INDEX F and 8.8% of portfolio in VANGUARD SCOTTSDALE FDS. <br><br> The fund managers got completely rid off AUTODESK INC (ADSK), ALNYLAM PHARMACEUTICALS INC (ALNY) and CARVANA CO (CVNA) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), VANGUARD INTL EQUITY INDEX F (VEU) and APPLE INC (AAPL). Alta Advisers Ltd opened new stock positions in SANDISK CORP, MARATHON PETE CORP (MPC) and VALERO ENERGY CORP (VLO). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INTL EQUITY INDEX F (VEU), PALO ALTO NETWORKS INC (PANW) and GE AEROSPACE (GE).
Alta Advisers Ltd Equity Portfolio Value
Last Reported on: 07 May, 2026
$276Million
  as of May 07, 2026

Alta Advisers Ltd Annual Return Estimates Vs S&P 500

Our best estimate is that Alta Advisers Ltd made a return of -3.89% in the last quarter. In trailing 12 months, it's portfolio return was 14.48%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
sandisk corp352,614
marathon pete corp282,516
valero energy corp282,165
phillips 66281,468
cheniere energy inc265,883
corteva inc233,132
baker hughes company229,670
digital rlty tr inc222,199
New stocks bought by Alta Advisers Ltd

Additions

Ticker% Inc.
vanguard intl equity index f18.52
palo alto networks inc10.8
ge aerospace10.53
vanguard scottsdale fds8.85
pepsico inc6.12
oracle corp2.4
micron technology inc1.89
palantir technologies inc1.72
Additions to existing portfolio by Alta Advisers Ltd

Reductions

Ticker% Reduced
vanguard index fds-4.14
vanguard intl equity index f-4.14
apple inc-0.37
Alta Advisers Ltd reduced stake in above stock

Sold off

Ticker$ Sold
paypal hldgs inc-213,262
monster beverage corp new-209,999
roblox corp-214,081
amcor plc-97,153
cbre group inc-208,705
coinbase global inc-200,360
autodesk inc-238,880
alnylam pharmaceuticals inc-221,491
Alta Advisers Ltd got rid off the above stocks

Sector Distribution

Alta Advisers Ltd has about 34.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Industrials
  • Consumer Defensive
  • Energy
Sector%
Others34.6
Technology25.2
Communication Services7.7
Financial Services6.8
Consumer Cyclical6.8
Healthcare6.4
Industrials3.9
Consumer Defensive3.3
Energy2.9

Market Cap. Distribution

Alta Advisers Ltd has about 65.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP46.7
UNALLOCATED34.5
LARGE-CAP18.7

Stocks belong to which Index?

About 63.6% of the stocks held by Alta Advisers Ltd either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50063.6
Others36.4
Top 5 Winners (%)%
WDC
western digital corp
57.0 %
GLW
corning inc
55.3 %
VRT
vertiv holdings co
54.7 %
STX
seagate technology hldngs pl
42.3 %
COP
conocophillips
41.0 %
Top 5 Winners ($)$
XOM
exxon mobil corp
0.8 M
CVX
chevron corporation
0.4 M
JNJ
johnson & johnson
0.4 M
AMAT
applied matls inc
0.3 M
CAT
caterpillar inc
0.2 M
Top 5 Losers (%)%
APP
applovin corp
-40.9 %
HOOD
robinhood mkts inc
-38.7 %
INTU
intuit
-34.7 %
BSX
boston scientific corp
-34.2 %
DASH
doordash inc
-33.7 %
Top 5 Losers ($)$
MSFT
microsoft corp
-3.3 M
NVDA
nvidia corporation
-1.2 M
AAPL
apple inc
-1.0 M
AMZN
amazon com inc
-0.9 M
TSLA
tesla inc
-0.9 M

Alta Advisers Ltd Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Alta Advisers Ltd

Alta Advisers Ltd has 206 stocks in it's portfolio. About 54.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Alta Advisers Ltd last quarter.

$276.38MTotal Value
217Positions
07 May, 2026Last Reported
Current holdings of Current Stock Holdings of Alta Advisers Ltd, last reported on 07 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change