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Latest Alta Advisers Ltd Stock Portfolio

$441Million | No. of Holdings #219

Alta Advisers Ltd Performance

2026 Q2+20.50%
YTD+15.81%
2025+14.32%

About Alta Advisers Ltd and 13F Hedge Fund Stock Holdings

On 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Alta Advisers Ltd reported an equity portfolio of $441.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Alta Advisers Ltd are VEU, NVDA, BNDW. The fund has invested 20% of it's portfolio in VANGUARD INTL EQUITY INDEX F and 12.4% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), HONEYWELL INTL INC (HON) and NIKE INC (NKE) stocks. They significantly reduced their stock positions in CONOCOPHILLIPS (COP), CHUBB LIMITED (CB) and VANGUARD INTL EQUITY INDEX F (VEU). Alta Advisers Ltd opened new stock positions in FORTINET INC (FTNT), DATADOG INC (DDOG) and TERADYNE INC (TER). The fund showed a lot of confidence in some stocks as they added substantially to SEAGATE TECHNOLOGY HLDNGS PL (STX), WESTERN DIGITAL CORP (WDC) and ALPHABET INC (GOOG).
Alta Advisers Ltd Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$441Million
  as of Aug 12, 2026

Alta Advisers Ltd Annual Return Estimates Vs S&P 500

Our best estimate is that Alta Advisers Ltd made a return of 20.5% in the last quarter. In trailing 12 months, it's portfolio return was 25.59%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fortinet inc370,531
datadog inc325,710
teradyne inc318,851
coherent corp292,697
bloom energy corp282,722
united rentals inc280,957
honeywell intl inc275,061
astera labs inc265,661
New stocks bought by Alta Advisers Ltd

Additions

Ticker% Inc.
seagate technology hldngs pl1,400
western digital corp1,245
alphabet inc228
nvidia corporation186
amazon com inc146
american tower corp27.97
vanguard scottsdale fds20.19
vanguard intl equity index f14.63
Additions to existing portfolio by Alta Advisers Ltd

Reductions

Ticker% Reduced
conocophillips-14.55
chubb limited-11.3
vanguard intl equity index f-4.84
vanguard index fds-4.83
altria group inc-4.64
philip morris intl inc-3.23
bank of amer corp-1.52
berkshire hathaway inc del-0.56
Alta Advisers Ltd reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-2,792,260
huntington bancshares inc-159,505
nike inc-246,194
honeywell intl inc-555,356
zoetis inc-215,497
autozone inc-206,045
Alta Advisers Ltd got rid off the above stocks

Sector Distribution

Alta Advisers Ltd has about 34.2% of it's holdings in Technology sector.

  • Technology
  • Others
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Healthcare
  • Industrials
  • Consumer Defensive
Sector%
Technology34.2
Others32.6
Communication Services8.6
Consumer Cyclical7.6
Financial Services4.7
Healthcare4.3
Industrials3.2
Consumer Defensive2.1

Market Cap. Distribution

Alta Advisers Ltd has about 67.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP49
UNALLOCATED32.5
LARGE-CAP18.4

Stocks belong to which Index?

About 65.5% 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 50065.5
Others34.4
Top 5 Winners (%)%
sandisk corp
257.9 %
MU
micron technology inc
241.7 %
INTC
intel corp
201.9 %
MRVL
marvell technology inc
200.8 %
AMD
advanced micro devices inc
185.6 %
Top 5 Winners ($)$
VEU
vanguard intl equity index f
27.4 M
NVDA
nvidia corporation
4.7 M
STX
seagate technology hldngs pl
3.7 M
WDC
western digital corp
3.6 M
BNDW
vanguard scottsdale fds
3.6 M
Top 5 Losers (%)%
INTU
intuit
-39.6 %
ACN
accenture plc ireland
-37.2 %
BSX
boston scientific corp
-32.0 %
T
at&t inc
-27.8 %
NFLX
netflix inc.
-25.7 %
Top 5 Losers ($)$
NFLX
netflix inc.
-0.4 M
CVX
chevron corporation
-0.3 M
PLTR
palantir technologies inc
-0.3 M
T
at&t inc
-0.2 M
WMT
walmart inc
-0.2 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 219 stocks in it's portfolio. About 63.4% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. VEU was the most profitable stock for Alta Advisers Ltd last quarter.

$441.20MTotal Value
225Positions
12 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Alta Advisers Ltd, last reported on 12 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change