Alta Advisers Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Alta Advisers Ltd reported 153 stock positions worth $158.4 million. Its top holding was Apple (AAPL) at 8.0% of the portfolio, followed by Vanguard Short-Term Treasury (VGSH, 7.9%) and Nvidia (NVDA, 6.9%). Compared with Q3 2024, it sold out of 260, added to 145 and reduced 7. The biggest buy was Apple (AAPL, shares +17%) and the biggest sale Vanguard Short-Term Treasury (VGSH, shares −68%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001536114
- Portfolio Value
- $158.4M (Q4 2024)
- SEC Filing
- 0000904454-25-000135 ↗ filed Feb 14, 2025
Holdings Value
Holdings 153 stocks · $158.4M
| AAPL Apple Inc. | 7.98% | 50,450 | $12.6M | Add +16.6% |
| VGSH Vanguard Short-Term Treasury | 7.91% | 215,366 | $12.5M | Reduce -68.4% |
| NVDA Nvidia Corp. | 6.92% | 81,612 | $11.0M | Add +17.1% |
| MSFT Microsoft Corp. | 6.58% | 24,724 | $10.4M | Add +17.7% |
| VOO Vanguard S&P 500 ETF | 5.44% | 15,976 | $8.6M | Reduce -68.4% |
| AMZN Amazon.com Inc. | 4.31% | 31,107 | $6.8M | Add +17.8% |
| META Meta Platforms Inc. Class A | 2.69% | 7,280 | $4.3M | Add +17.4% |
| VEU Vanguard Ftse All-World Ex-U | 2.58% | 71,034 | $4.1M | Reduce -68.4% |
| TSLA Tesla Inc. | 2.39% | 9,372 | $3.8M | Add +18.6% |
| GOOGL Alphabet Inc. Class A | 2.32% | 19,379 | $3.7M | Add +20.4% |
| AVGO Broadcom Inc. | 2.28% | 15,599 | $3.6M | Add +19.9% |
| GOOG Alphabet Inc. Class C | 1.92% | 15,983 | $3.0M | Add +12.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.73% | 6,055 | $2.7M | Add +21.4% |
| JPM JPMorgan Chase & Co. | 1.41% | 9,324 | $2.2M | Add +18.0% |
| LLY Eli Lilly & Co. | 1.28% | 2,619 | $2.0M | Add +13.9% |
| V Visa Inc. Class A | 1.14% | 5,712 | $1.8M | Add +24.2% |
| XOM Exxon Mobil Corp. | 1.00% | 14,758 | $1.6M | Add +18.1% |
| UNH Unitedhealth Group Inc. | 0.98% | 3,057 | $1.5M | Add +17.6% |
| MA Mastercard Inc. Class A | 0.91% | 2,742 | $1.4M | Add +19.2% |
| COST Costco Wholesale Corp. | 0.85% | 1,461 | $1.3M | Add +21.8% |
| PG The Procter & Gamble Co. | 0.83% | 7,868 | $1.3M | Add +18.8% |
| WMT Walmart Inc. | 0.83% | 14,513 | $1.3M | Add +23.0% |
| HD Home Depot Inc. | 0.82% | 3,321 | $1.3M | Add +23.0% |
| NFLX Netflix Inc. | 0.80% | 1,417 | $1.3M | Add +18.1% |
| JNJ Johnson & Johnson | 0.72% | 7,918 | $1.1M | Add +11.5% |
| CRM Salesforce Inc. | 0.67% | 3,170 | $1.1M | Add +17.4% |
| ABBV Abbvie Inc. | 0.66% | 5,865 | $1.0M | Add +22.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.61% | 22,056 | $969K | Add +21.2% |
| ORCL Oracle Corp. | 0.56% | 5,318 | $886K | Add +20.9% |
| MRK Merck & Co. Inc. | 0.53% | 8,384 | $834K | Add +13.0% |
| CVX Chevron Corp. | 0.51% | 5,629 | $815K | Add +19.8% |
| KO The Coca-Cola Co. | 0.50% | 12,660 | $788K | Add +19.0% |
| WFC Wells Fargo & Co. | 0.49% | 11,007 | $773K | Add +11.2% |
| CSCO Cisco Systems Inc. | 0.49% | 13,059 | $773K | Add +20.9% |
| ACN Accenture PLC Class A | 0.46% | 2,068 | $728K | Add +21.6% |
| NOW ServiceNow Inc. | 0.46% | 683 | $724K | Add +13.8% |
| MCD McDonald's Corp. | 0.44% | 2,414 | $700K | Add +24.8% |
| PEP Pepsico Inc. | 0.43% | 4,497 | $684K | Add +15.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.42% | 3,055 | $672K | Add +22.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.42% | 6,019 | $670K | Add +20.4% |
| TMO Thermo Fisher Scientific Inc. | 0.42% | 1,266 | $659K | Add +26.6% |
| AMD Advanced Micro Devices | 0.41% | 5,392 | $651K | Add +22.6% |
| ADBE Adobe Inc. | 0.41% | 1,458 | $648K | Add +12.2% |
| ABT Abbott Laboratories | 0.41% | 5,720 | $647K | Add +21.7% |
| LIN Linde PLC | 0.41% | 1,543 | $646K | Add +18.7% |
| PM Philip Morris International | 0.40% | 5,287 | $636K | Add +28.9% |
| ISRG Intuitive Surgical Inc. | 0.39% | 1,181 | $616K | Add +18.1% |
| CB Chubb Ltd. | 0.38% | 1,816 | $602K | Add +65.1% |
| GS Goldman Sachs Group Inc. | 0.38% | 1,038 | $594K | Add +15.3% |
| INTU Intuit Inc. | 0.37% | 928 | $583K | Add +16.0% |
| CAT Caterpillar Inc. | 0.36% | 1,591 | $577K | Add +13.6% |
| QCOM Qualcomm Inc. | 0.36% | 3,681 | $565K | Add +22.7% |
| TXN Texas Instruments Inc. | 0.36% | 3,015 | $565K | Add +25.6% |
| VZ Verizon Communications Inc. | 0.35% | 13,816 | $553K | Add +10.5% |
| AXP American Express Co. | 0.35% | 1,842 | $547K | Add +15.1% |
| BKNG Booking Holdings Inc. | 0.34% | 109 | $542K | Add +9.0% |
| T AT&T Inc. | 0.34% | 23,597 | $537K | Add +10.8% |
| MS Morgan Stanley | 0.33% | 4,115 | $517K | Add +14.3% |
| SPGI S&P Global Inc. | 0.33% | 1,037 | $516K | Add +15.2% |
| PLTR Palantir Technologies Inc. Class A | 0.33% | 6,822 | $516K | Add +21.8% |
| PFE Pfizer Inc. | 0.32% | 18,812 | $499K | Add +19.1% |
| BLK BlackRock Finance Inc. | 0.31% | 484 | $496K | Add +21.0% |
| NEE Nextera Energy Inc. | 0.31% | 6,870 | $493K | Add +24.9% |
| DHR Danaher Corp. | 0.31% | 2,133 | $490K | Add +25.5% |
| HON Honeywell International Inc. | 0.31% | 2,157 | $487K | Add +43.8% |
| CMCSA Comcast Corp. Class A | 0.30% | 12,657 | $475K | Add +7.3% |
| LOW Lowe's Cos Inc. | 0.30% | 1,913 | $472K | Add +12.5% |
| AMGN Amgen Inc. | 0.30% | 1,810 | $472K | Add +24.6% |
| UNP Union Pacific Corp. | 0.29% | 2,038 | $465K | Add +19.9% |
| PGR Progressive Corp. | 0.29% | 1,936 | $464K | Add +21.0% |
| AMAT Applied Materials Inc. | 0.28% | 2,736 | $445K | Add +9.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 3,676 | $444K | Add +14.9% |
| C Citigroup Inc. | 0.28% | 6,264 | $441K | Add +22.8% |
| COP Conocophillips | 0.28% | 4,412 | $438K | Add +29.8% |
| BSX Boston Scientific Corp. | 0.27% | 4,832 | $432K | Add +23.9% |
| ETN Eaton Corp. PLC | 0.27% | 1,300 | $431K | Add +18.2% |
| UBER Uber Technologies Inc. | 0.27% | 7,010 | $423K | Add +18.8% |
| BX Blackstone Inc. | 0.26% | 2,406 | $415K | Add +26.6% |
| SYK Stryker Corp. | 0.26% | 1,131 | $407K | Add +25.7% |
| ADP Automatic Data Processing | 0.25% | 1,372 | $402K | Add +24.7% |
| PANW Palo Alto Networks Inc. | 0.25% | 2,184 | $397K | Add +21.3% |
| GILD Gilead Sciences Inc. | 0.24% | 4,192 | $387K | Add +16.4% |
| FISV Fiserv Inc. | 0.24% | 1,873 | $385K | Add +17.1% |
| BMY Bristol-Myers Squibb Co. | 0.24% | 6,750 | $382K | Add +22.7% |
| ANET Arista Networks Inc. | 0.24% | 3,439 | $380K | Add +22.8% |
| SCHW Schwab (charles) Corp. | 0.23% | 4,970 | $368K | Add +24.3% |
| DE Deere & Co. | 0.23% | 842 | $357K | Add +20.3% |
| TMUS T-Mobile US Inc. | 0.22% | 1,600 | $353K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.22% | 871 | $351K | Add +24.4% |
| ADI Analog Devices Inc. | 0.22% | 1,636 | $348K | Add +16.9% |
| SBUX Starbucks Corp. | 0.22% | 3,760 | $343K | Add +17.5% |
| MRSH Marsh & McLennan Cos | 0.21% | 1,578 | $335K | Add +7.9% |
| KKR KKR & Co. Inc. | 0.21% | 2,263 | $335K | Add +19.1% |
| MDT Medtronic PLC | 0.21% | 4,185 | $334K | Add +19.6% |
| PLD Prologis Inc. | 0.20% | 3,059 | $323K | Add +16.9% |
| MRVL Marvell Technology Inc. | 0.20% | 2,898 | $320K | Add +7.3% |
| MU Micron Technology Inc. | 0.20% | 3,694 | $311K | Add +23.1% |
| LRCX Lam Research Corp. | 0.20% | 4,280 | $309K | Add +7.0% |
| GEV GE Vernova Inc. | 0.19% | 922 | $303K | Add +22.9% |
| UPS United Parcel Service Class B | 0.19% | 2,394 | $302K | Add +26.0% |
Portfolio Sells Q3 2024 → Q4 2024
| VGSH Vanguard Short-Term Treasury | Reduce -68.4% | 7.91% | −10.45 |
| VOO Vanguard S&P 500 ETF | Reduce -68.4% | 5.44% | −6.75 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -68.4% | 2.58% | −3.89 |
| RY Royal Bank of Canada | Sold out | 0.00% | −0.22 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.14 |
| TD Toronto-Dominion Bank | Sold out | 0.00% | −0.13 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.11 |
| BMO Bank of Montreal | Sold out | 0.00% | −0.10 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.10 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.10 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.10 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.10 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.10 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.10 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.09 |
| HLT Hilton Worldwide Holdings Inc. | Sold out | 0.00% | −0.09 |
| ECL Ecolab Inc. | Sold out | 0.00% | −0.09 |
| CNQ Canadian Natural Resources | Sold out | 0.00% | −0.09 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.09 |
| BN Brookfield Corp. | Sold out | 0.00% | −0.09 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.09 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.09 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −0.08 |
| PSX Phillips 66 | Sold out | 0.00% | −0.08 |
| GM General Motors Co. | Sold out | 0.00% | −0.08 |
| CNI Canadian Natl Railway Co. | Sold out | 0.00% | −0.08 |
| AIG American International Group | Sold out | 0.00% | −0.08 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.08 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.08 |
| JCI Johnson Controls Internation | Sold out | 0.00% | −0.08 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.08 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.08 |
| ACGL Arch Capital Group Ltd. | Sold out | 0.00% | −0.08 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.08 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.08 |
| BNS Bank of Nova Scotia | Sold out | 0.00% | −0.08 |
| ROST Ross Stores Inc. | Sold out | 0.00% | −0.08 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.08 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.08 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.07 |
| A Agilent Technologies Inc. | Sold out | 0.00% | −0.07 |
| URI United Rentals Inc. | Sold out | 0.00% | −0.07 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.07 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.07 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.07 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.07 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.07 |
| IT Gartner Inc. | Sold out | 0.00% | −0.07 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.07 |
| SU Suncor Energy Inc. | Sold out | 0.00% | −0.07 |
Portfolio Buys Q3 2024 → Q4 2024
| AAPL Apple Inc. | Add +16.6% | 7.98% | +3.37 |
| NVDA Nvidia Corp. | Add +17.1% | 6.92% | +3.05 |
| MSFT Microsoft Corp. | Add +17.7% | 6.58% | +2.45 |
| AMZN Amazon.com Inc. | Add +17.8% | 4.31% | +2.06 |
| TSLA Tesla Inc. | Add +18.6% | 2.39% | +1.45 |
| AVGO Broadcom Inc. | Add +19.9% | 2.28% | +1.26 |
| GOOGL Alphabet Inc. Class A | Add +20.4% | 2.32% | +1.10 |
| META Meta Platforms Inc. Class A | Add +17.4% | 2.69% | +1.07 |
| GOOG Alphabet Inc. Class C | Add +12.6% | 1.92% | +0.84 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +21.4% | 1.73% | +0.68 |
| JPM JPMorgan Chase & Co. | Add +18.0% | 1.41% | +0.65 |
| V Visa Inc. Class A | Add +24.2% | 1.14% | +0.56 |
| NFLX Netflix Inc. | Add +18.1% | 0.80% | +0.41 |
| MA Mastercard Inc. Class A | Add +19.2% | 0.91% | +0.39 |
| WMT Walmart Inc. | Add +23.0% | 0.83% | +0.39 |
| COST Costco Wholesale Corp. | Add +21.8% | 0.85% | +0.36 |
| LLY Eli Lilly & Co. | Add +13.9% | 1.28% | +0.35 |
| XOM Exxon Mobil Corp. | Add +18.1% | 1.00% | +0.33 |
| CRM Salesforce Inc. | Add +17.4% | 0.67% | +0.33 |
| HD Home Depot Inc. | Add +23.0% | 0.82% | +0.32 |
| PG The Procter & Gamble Co. | Add +18.8% | 0.83% | +0.31 |
| BAC Bank of America Corp. | Add +21.2% | 0.61% | +0.28 |
| UNH Unitedhealth Group Inc. | Add +17.6% | 0.98% | +0.28 |
| CB Chubb Ltd. | Add +65.1% | 0.38% | +0.24 |
| WFC Wells Fargo & Co. | Add +11.2% | 0.49% | +0.23 |
| PLTR Palantir Technologies Inc. Class A | Add +21.8% | 0.33% | +0.23 |
| CSCO Cisco Systems Inc. | Add +20.9% | 0.49% | +0.23 |
| ABBV Abbvie Inc. | Add +22.3% | 0.66% | +0.23 |
| ORCL Oracle Corp. | Add +20.9% | 0.56% | +0.22 |
| NOW ServiceNow Inc. | Add +13.8% | 0.46% | +0.21 |
| DIS The Walt Disney Co. | Add +20.4% | 0.42% | +0.20 |
| CVX Chevron Corp. | Add +19.8% | 0.51% | +0.20 |
| JNJ Johnson & Johnson | Add +11.5% | 0.72% | +0.20 |
| ACN Accenture PLC Class A | Add +21.6% | 0.46% | +0.18 |
| PM Philip Morris International | Add +28.9% | 0.40% | +0.17 |
| MCD McDonald's Corp. | Add +24.8% | 0.44% | +0.17 |
| GS Goldman Sachs Group Inc. | Add +15.3% | 0.38% | +0.17 |
| IBM Intl Business Machines Corp. | Add +22.2% | 0.42% | +0.17 |
| HON Honeywell International Inc. | Add +43.8% | 0.31% | +0.17 |
| ISRG Intuitive Surgical Inc. | Add +18.1% | 0.39% | +0.16 |
| ABT Abbott Laboratories | Add +21.7% | 0.41% | +0.16 |
| MS Morgan Stanley | Add +14.3% | 0.33% | +0.16 |
| BKNG Booking Holdings Inc. | Add +9.0% | 0.34% | +0.15 |
| KO The Coca-Cola Co. | Add +19.0% | 0.50% | +0.15 |
| AXP American Express Co. | Add +15.1% | 0.35% | +0.15 |
| MRK Merck & Co. Inc. | Add +13.0% | 0.53% | +0.14 |
| INTU Intuit Inc. | Add +16.0% | 0.37% | +0.14 |
| BLK BlackRock Finance Inc. | Add +21.0% | 0.31% | +0.14 |
| TMO Thermo Fisher Scientific Inc. | Add +26.6% | 0.42% | +0.13 |
| C Citigroup Inc. | Add +22.8% | 0.28% | +0.13 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 219 | $441.2M | VT, NVDA, VGSH, AMZN, GOOG |
| Q1 2026 | 206 | $276.4M | VT, VGSH, NVDA, AAPL, MSFT |
| Q4 2025 | 199 | $276.0M | VT, VGSH, NVDA, AAPL, MSFT |
| Q3 2025 | 248 | $326.9M | VGSH, NVDA, MSFT, AAPL, VT |
| Q2 2025 | 246 | $281.0M | VGSH, NVDA, MSFT, AAPL, AMZN |
| Q1 2025 | 229 | $234.9M | AAPL, MSFT, NVDA, VGSH, AMZN |
| Q4 2024 | 153 | $158.4M | AAPL, VGSH, NVDA, MSFT, VOO |
| Q3 2024 | 413 | $218.9M | VGSH, VOO, VEU, AAPL, MSFT |
| Q2 2024 | 399 | $207.9M | VGSH, VOO, VEU, MSFT, NVDA |
| Q1 2024 | 392 | $201.7M | VGSH, VOO, VEU, MSFT, AAPL |