Grufity logoGrufity logo
Stocks
Funds
Screener
Sectors
Watchlists

Latest Alta Advisers Ltd Stock Portfolio

Alta Advisers Ltd Performance:
2025 Q4: -1.98%YTD: 9.29%2024: 17.45%
Performance for 2025 Q4 is -1.98%, and YTD is 9.29%, and 2024 is 17.45%.

About Alta Advisers Ltd and 13F Hedge Fund Stock Holdings

On 2026-02-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Alta Advisers Ltd reported an equity portfolio of $276 Millions as of 31 Dec, 2025.

The top stock holdings of Alta Advisers Ltd are VEU, BNDW, NVDA. The fund has invested 15.7% of it's portfolio in VANGUARD INTL EQUITY INDEX F and 8.1% of portfolio in VANGUARD SCOTTSDALE FDS.

The fund managers got completely rid off STRATEGY INC (MSTR), FISERV INC and MARATHON PETE CORP (MPC) stocks. They significantly reduced their stock positions in GENERAL MTRS CO (GM), SLB LTD (SLB) and AT&T INC (T). Alta Advisers Ltd opened new stock positions in GE AEROSPACE (GE). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SERVICENOW INC (NOW) and VANGUARD INTL EQUITY INDEX F (VEU).

Alta Advisers Ltd Annual Return Estimates Vs S&P 500

Our best estimate is that Alta Advisers Ltd made a return of -1.98% in the last quarter. In trailing 12 months, it's portfolio return was 9.29%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ge aerospace1,108,910
New stocks bought by Alta Advisers Ltd

Additions

Ticker% Inc.
netflix inc634
servicenow inc270
vanguard intl equity index f176
Additions to existing portfolio by Alta Advisers Ltd

Reductions

Ticker% Reduced
general mtrs co-35.89
slb ltd-35.54
at&t inc-35.22
vanguard scottsdale fds-34.34
allstate corp-34.04
ross stores inc-33.46
seagate technology hldngs pl-33.03
regeneron pharmaceuticals-32.95
Alta Advisers Ltd reduced stake in above stock

Sold off

Ticker$ Sold
chipotle mexican grill inc-268,099
fastenal co-278,547
baker hughes company-261,237
exelon corp-225,410
copart inc-202,455
carrier global corporation-266,441
realty income corp-250,698
corteva inc-249,217
Alta Advisers Ltd got rid off the above stocks

Sector Distribution

Alta Advisers Ltd has about 31.1% of it's holdings in Others sector.

Sector%
Others31.1
Technology27.8
Communication Services8.4
Financial Services7.7
Consumer Cyclical7.6
Healthcare6.9
Industrials3.5
Consumer Defensive3.1
Energy1.6

Market Cap. Distribution

Alta Advisers Ltd has about 68.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP44.6
UNALLOCATED31.2
LARGE-CAP24.2

Stocks belong to which Index?

About 66.6% of the stocks held by Alta Advisers Ltd either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50066.6
Others33.3
Top 5 Winners (%)%
MU
micron technology inc
61.0 %
WBD
warner bros discovery inc
45.8 %
WDC
western digital corp
36.9 %
LLY
eli lilly & co
35.7 %
REGN
regeneron pharmaceuticals
31.1 %
Top 5 Winners ($)$
GOOG
alphabet inc
1.8 M
GOOG
alphabet inc
1.5 M
AAPL
apple inc
1.2 M
LLY
eli lilly & co
1.1 M
VEU
vanguard intl equity index f
0.7 M
Top 5 Losers (%)%
NFLX
netflix inc
-87.0 %
NOW
servicenow inc
-76.1 %
RBLX
roblox corp
-39.4 %
COIN
coinbase global inc
-30.0 %
ORCL
oracle corp
-27.4 %
Top 5 Losers ($)$
NFLX
netflix inc
-9.9 M
BNDW
vanguard scottsdale fds
-3.2 M
NOW
servicenow inc
-2.0 M
MSFT
microsoft corp
-1.2 M
META
meta platforms inc
-0.7 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 199 stocks in it's portfolio. About 54.5% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Alta Advisers Ltd last quarter.

Last Reported on: 09 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions