Alta Advisers Ltd

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 25, 2025), Alta Advisers Ltd reported 246 stock positions worth $281.0 million. Its top holding was Vanguard Short-Term Treasury (VGSH) at 8.2% of the portfolio, followed by Nvidia (NVDA, 7.0%) and Microsoft (MSFT, 6.8%). Compared with Q1 2025, it opened 24 new positions, sold out of 7, added to 8 and reduced 2. The biggest buy was Vanguard Short-Term Treasury (VGSH, shares +87%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −3%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001536114
Portfolio Value
$281.0M (Q2 2025)
SEC Filing
0000904454-25-000381 ↗ filed Jul 25, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $201.7M Q1 2024 Q2 2024: $207.9M Q2 2024 Q3 2024: $218.9M Q3 2024 Q4 2024: $158.4M Q4 2024 Q1 2025: $234.9M Q1 2025 Q2 2025: $281.0M $281.0M Q2 2025 Q3 2025: $326.9M Q3 2025 Q4 2025: $276.0M Q4 2025 Q1 2026: $276.4M Q1 2026 Q2 2026: $441.2M Q2 2026

Holdings 246 stocks · $281.0M
VGSH Vanguard Short-Term Treasury 8.18% 398,653 $23.0M Add +87.4%
NVDA Nvidia Corp. 6.96% 123,762 $19.6M No change
MSFT Microsoft Corp. 6.76% 38,194 $19.0M No change
AAPL Apple Inc. 5.63% 77,080 $15.8M No change
AMZN Amazon.com Inc. 3.77% 48,287 $10.6M No change
VOO Vanguard S&P 500 ETF 3.11% 15,368 $8.7M Reduce -2.6%
META Meta Platforms Inc. Class A 2.91% 11,080 $8.2M No change
AVGO Broadcom Inc. 2.37% 24,199 $6.7M No change
VT Vanguard Tot World STK ETF 2.10% 62,875 $5.9M New
GOOGL Alphabet Inc. Class A 1.85% 29,479 $5.2M No change
VEU Vanguard Ftse All-World Ex-U 1.63% 68,328 $4.6M Reduce -2.6%
BRK.B Berkshire Hathaway Inc. Class B 1.63% 9,455 $4.6M No change
TSLA Tesla Inc. 1.58% 13,972 $4.4M No change
GOOG Alphabet Inc. Class C 1.50% 23,783 $4.2M No change
JPM JPMorgan Chase & Co. 1.50% 14,524 $4.2M No change
LLY Eli Lilly & Co. 1.14% 4,119 $3.2M No change
V Visa Inc. Class A 1.13% 8,912 $3.2M No change
NFLX Netflix Inc. 1.01% 2,117 $2.8M No change
XOM Exxon Mobil Corp. 0.87% 22,558 $2.4M No change
MA Mastercard Inc. Class A 0.81% 4,042 $2.3M No change
COST Costco Wholesale Corp. 0.80% 2,266 $2.2M Add +3.7%
WMT Walmart Inc. 0.76% 21,813 $2.1M Add +1.4%
PG The Procter & Gamble Co. 0.67% 11,818 $1.9M Add +1.7%
HD Home Depot Inc. 0.67% 5,121 $1.9M No change
JNJ Johnson & Johnson 0.64% 11,818 $1.8M No change
ORCL Oracle Corp. 0.62% 7,918 $1.7M No change
ABBV Abbvie Inc. 0.58% 8,765 $1.6M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.55% 32,856 $1.6M No change
PM Philip Morris International 0.52% 8,087 $1.5M No change
PLTR Palantir Technologies Inc. Class A 0.52% 10,722 $1.5M No change
UNH Unitedhealth Group Inc. 0.51% 4,637 $1.4M Add +1.8%
WFC Wells Fargo & Co. 0.49% 17,207 $1.4M No change
CRM Salesforce Inc. 0.48% 4,970 $1.4M No change
CSCO Cisco Systems Inc. 0.48% 19,459 $1.4M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.48% 4,555 $1.3M No change
KO The Coca-Cola Co. 0.47% 18,860 $1.3M No change
ABT Abbott Laboratories 0.42% 8,720 $1.2M No change
CVX Chevron Corp. 0.42% 8,229 $1.2M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.42% 9,419 $1.2M No change
T AT&T Inc. 0.41% 40,097 $1.2M No change
AMD Advanced Micro Devices 0.41% 8,092 $1.1M No change
NOW ServiceNow Inc. 0.40% 1,083 $1.1M No change
GS Goldman Sachs Group Inc. 0.39% 1,538 $1.1M No change
LIN Linde PLC 0.37% 2,243 $1.1M No change
INTU Intuit Inc. 0.37% 1,328 $1.0M No change
BKNG Booking Holdings Inc. 0.37% 179 $1.0M No change
MCD McDonald's Corp. 0.37% 3,514 $1.0M No change
MRK Merck & Co. Inc. 0.35% 12,584 $996K No change
UBER Uber Technologies Inc. 0.35% 10,610 $990K No change
TXN Texas Instruments Inc. 0.35% 4,715 $979K No change
ACN Accenture PLC Class A 0.35% 3,268 $977K No change
ISRG Intuitive Surgical Inc. 0.34% 1,781 $968K Add +6.0%
VZ Verizon Communications Inc. 0.33% 21,516 $931K No change
CAT Caterpillar Inc. 0.33% 2,391 $928K No change
PEP Pepsico Inc. 0.33% 6,997 $924K No change
QCOM Qualcomm Inc. 0.33% 5,781 $921K No change
AXP American Express Co. 0.31% 2,742 $875K No change
SPGI S&P Global Inc. 0.31% 1,637 $863K No change
MS Morgan Stanley 0.31% 6,115 $861K No change
ADBE Adobe Inc. 0.30% 2,158 $835K No change
BLK BlackRock Inc. 0.29% 784 $823K No change
PGR Progressive Corp. 0.29% 3,036 $810K No change
C Citigroup Inc. 0.28% 9,364 $797K No change
SCHW Schwab (charles) Corp. 0.28% 8,670 $791K No change
BSX Boston Scientific Corp. 0.28% 7,232 $777K No change
PFE Pfizer Inc. 0.28% 31,912 $774K No change
AMGN Amgen Inc. 0.27% 2,710 $757K No change
TMO Thermo Fisher Scientific Inc. 0.27% 1,866 $757K No change
COF Capital One Financial Corp. 0.27% 3,556 $757K Add +71.0%
NEE Nextera Energy Inc. 0.27% 10,770 $748K No change
AMAT Applied Materials Inc. 0.26% 4,036 $739K No change
HON Honeywell International Inc. 0.26% 3,157 $735K No change
GILD Gilead Sciences Inc. 0.26% 6,592 $731K No change
MU Micron Technology Inc. 0.26% 5,894 $726K No change
UNP Union Pacific Corp. 0.26% 3,138 $722K No change
GEV GE Vernova Inc. 0.25% 1,322 $700K No change
DE Deere & Co. 0.24% 1,342 $682K No change
CMCSA Comcast Corp. Class A 0.24% 19,057 $680K No change
ETN Eaton Corp. PLC 0.24% 1,900 $678K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.24% 5,476 $676K No change
PANW Palo Alto Networks Inc. 0.24% 3,284 $672K No change
CRWD CrowdStrike Holdings Inc. Class A 0.23% 1,278 $651K No change
SYK Stryker Corp. 0.23% 1,631 $645K No change
LRCX Lam Research Corp. 0.22% 6,480 $631K No change
DHR Danaher Corp. 0.22% 3,133 $619K No change
ADP Automatic Data Processing 0.22% 1,972 $608K No change
LOW Lowe's Cos Inc. 0.21% 2,713 $602K No change
TMUS T-Mobile US Inc. 0.21% 2,500 $596K No change
APH Amphenol Corp. Class A 0.21% 5,960 $589K No change
ADI Analog Devices Inc. 0.21% 2,436 $580K No change
KLAC KLA Corp. 0.21% 645 $578K No change
INTC Intel Corp. 0.20% 25,621 $574K No change
COP Conocophillips 0.20% 6,312 $566K No change
VRTX Vertex Pharmaceuticals Inc. 0.20% 1,271 $566K No change
ANET Arista Networks Inc. 0.20% 5,439 $556K No change
MDT Medtronic PLC 0.20% 6,285 $548K No change
TT Trane Technologies PLC 0.19% 1,239 $542K No change
BX Blackstone Inc. 0.19% 3,606 $539K No change
CEG Constellation Energy 0.19% 1,649 $532K No change
AMT American Tower Corp. 0.18% 2,348 $519K No change

Show all 246 holdings

Portfolio Sells Q1 2025 → Q2 2025
VOO Vanguard S&P 500 ETF Reduce -2.6% 3.11% −0.35
VEU Vanguard Ftse All-World Ex-U Reduce -2.6% 1.63% −0.18
DFS Discover Financial Services Sold out 0.00% −0.11
KVUE Kenvue Inc. Sold out 0.00% −0.10
KMB Kimberly-Clark Corp. Sold out 0.00% −0.09
PRU Prudential Financial Inc. Sold out 0.00% −0.09
OTIS Otis Worldwide Corp. Sold out 0.00% −0.09
YUM Yum! Brands Inc. Sold out 0.00% −0.09
TEAM Atlassian Corp. Class A Sold out 0.00% −0.09

Portfolio Buys Q1 2025 → Q2 2025
VGSH Vanguard Short-Term Treasury Add +87.4% 8.18% +2.86
VT Vanguard Tot World STK ETF New 2.10% +2.10
COIN Coinbase Global Inc. Class A New 0.14% +0.14
HOOD Robinhood Markets Inc. Class A New 0.13% +0.13
NET Cloudflare Inc. Class A New 0.12% +0.12
COF Capital One Financial Corp. Add +71.0% 0.27% +0.11
RBLX Roblox Corp. Class A New 0.11% +0.11
AXON Axon Enterprise Inc. New 0.10% +0.10
PWR Quanta Services Inc. New 0.09% +0.09
VRT Vertiv Holdings Co. Class A New 0.09% +0.09
DDOG Datadog Inc. Class A New 0.08% +0.08
FERG Ferguson Enterprises Inc. New 0.08% +0.08
VEEV Veeva Systems Inc. Class A New 0.08% +0.08
MLM Martin Marietta Materials New 0.08% +0.08
GLW Corning Inc. New 0.08% +0.08
FIS Fidelity National Info Serv New 0.08% +0.08
CHTR Charter Communications Inc. Class A New 0.08% +0.08
DELL Dell Technologies -C New 0.08% +0.08
XYZ Block Inc. New 0.07% +0.07
TTWO Take-Two Interactive Softwre New 0.07% +0.07
EA Electronic Arts Inc. New 0.07% +0.07
CVNA Carvana Co. New 0.07% +0.07
DHI D.R. Horton Inc. New 0.07% +0.07
IDXX Idexx Laboratories Inc. New 0.07% +0.07
CAH Cardinal Health Inc. New 0.07% +0.07
AMCR Amcor PLC New 0.04% +0.04
MSTR Strategy Inc. Add +9.9% 0.16% +0.04
ISRG Intuitive Surgical Inc. Add +6.0% 0.34% −0.01
WMT Walmart Inc. Add +1.4% 0.76% −0.05
COST Costco Wholesale Corp. Add +3.7% 0.80% −0.08
PG The Procter & Gamble Co. Add +1.7% 0.67% −0.17
UNH Unitedhealth Group Inc. Add +1.8% 0.51% −0.50

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 219$441.2MVT, NVDA, VGSH, AMZN, GOOG
Q1 2026 206$276.4MVT, VGSH, NVDA, AAPL, MSFT
Q4 2025 199$276.0MVT, VGSH, NVDA, AAPL, MSFT
Q3 2025 248$326.9MVGSH, NVDA, MSFT, AAPL, VT
Q2 2025 246$281.0MVGSH, NVDA, MSFT, AAPL, AMZN
Q1 2025 229$234.9MAAPL, MSFT, NVDA, VGSH, AMZN
Q4 2024 153$158.4MAAPL, VGSH, NVDA, MSFT, VOO
Q3 2024 413$218.9MVGSH, VOO, VEU, AAPL, MSFT
Q2 2024 399$207.9MVGSH, VOO, VEU, MSFT, NVDA
Q1 2024 392$201.7MVGSH, VOO, VEU, MSFT, AAPL