Alta Advisers Ltd

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Alta Advisers Ltd reported 206 stock positions worth $276.4 million. Its top holding was Vanguard Tot World STK ETF (VT) at 18.6% of the portfolio, followed by Vanguard Short-Term Treasury (VGSH, 8.8%) and Nvidia (NVDA, 6.0%). Compared with Q4 2025, it opened 18 new positions, sold out of 11, added to 8 and reduced 3. The biggest buy was Vanguard Tot World STK ETF (VT, shares +19%) and the biggest sale Apple (AAPL, shares −0%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001536114
Portfolio Value
$276.4M (Q1 2026)
SEC Filing
0000904454-26-000252 ↗ filed May 7, 2026

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 Q2 2025 Q3 2025: $326.9M Q3 2025 Q4 2025: $276.0M Q4 2025 Q1 2026: $276.4M $276.4M Q1 2026 Q2 2026: $441.2M Q2 2026

Holdings 206 stocks · $276.4M
VT Vanguard Tot World STK ETF 18.60% 490,210 $51.4M Add +18.5%
VGSH Vanguard Short-Term Treasury 8.80% 473,855 $24.3M Add +8.8%
NVDA Nvidia Corp. 6.00% 95,122 $16.6M No change
AAPL Apple Inc. 5.30% 57,768 $14.7M Reduce -0.4%
MSFT Microsoft Corp. 3.86% 28,814 $10.7M No change
VOO Vanguard S&P 500 ETF 3.07% 14,178 $8.5M Reduce -4.1%
AMZN Amazon.com Inc. 2.87% 38,077 $7.9M No change
GOOGL Alphabet Inc. Class A 2.35% 22,579 $6.5M No change
AVGO Broadcom Inc. 2.05% 18,279 $5.7M No change
GOOG Alphabet Inc. Class C 1.91% 18,403 $5.3M No change
META Meta Platforms Inc. Class A 1.77% 8,560 $4.9M No change
VEU Vanguard Ftse All-World Ex-U 1.71% 63,036 $4.7M Reduce -4.1%
TSLA Tesla Inc. 1.47% 10,912 $4.1M No change
BRK.B Berkshire Hathaway Inc. Class B 1.24% 7,175 $3.4M No change
JPM JPMorgan Chase & Co. 1.14% 10,684 $3.1M No change
LLY Eli Lilly & Co. 1.02% 3,079 $2.8M No change
XOM Exxon Mobil Corp. 1.01% 16,458 $2.8M No change
JNJ Johnson & Johnson 0.83% 9,368 $2.3M No change
WMT Walmart Inc. 0.77% 17,213 $2.1M No change
V Visa Inc. Class A 0.73% 6,632 $2.0M No change
COST Costco Wholesale Corp. 0.60% 1,666 $1.7M No change
MA Mastercard Inc. Class A 0.59% 3,247 $1.6M No change
CVX Chevron Corp. 0.57% 7,564 $1.6M No change
NFLX Netflix Inc. 0.55% 15,730 $1.5M No change
MU Micron Technology Inc. 0.53% 4,375 $1.5M Add +1.9%
ABBV Abbvie Inc. 0.53% 6,765 $1.5M No change
PLTR Palantir Technologies Inc. Class A 0.47% 8,974 $1.3M Add +1.7%
AMD Advanced Micro Devices 0.47% 6,392 $1.3M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.46% 26,356 $1.3M No change
HD Home Depot Inc. 0.46% 3,881 $1.3M No change
PG The Procter & Gamble Co. 0.46% 8,818 $1.3M No change
CAT Caterpillar Inc. 0.46% 1,791 $1.3M No change
CSCO Cisco Systems Inc. 0.44% 15,559 $1.2M No change
MRK Merck & Co. Inc. 0.42% 9,584 $1.2M No change
GE General Electric filed as GE AEROSPACE 0.41% 3,979 $1.1M Add +10.5%
KO The Coca-Cola Co. 0.40% 14,710 $1.1M No change
AMAT Applied Materials Inc. 0.40% 3,236 $1.1M No change
LRCX Lam Research Corp. 0.39% 4,980 $1.1M No change
PM Philip Morris International 0.37% 6,187 $1.0M No change
WFC Wells Fargo & Co. 0.36% 12,407 $988K No change
ORCL Oracle Corp. 0.35% 6,562 $965K Add +2.4%
GS Goldman Sachs Group Inc. 0.35% 1,138 $963K No change
UNH Unitedhealth Group Inc. 0.34% 3,477 $941K No change
GEV GE Vernova Inc. 0.33% 1,042 $910K No change
LIN Linde PLC 0.32% 1,793 $889K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.32% 3,595 $871K No change
MCD McDonald's Corp. 0.31% 2,714 $843K No change
PEP Pepsico Inc. 0.30% 5,303 $824K Add +6.1%
VZ Verizon Communications Inc. 0.29% 16,216 $814K No change
C Citigroup Inc. 0.29% 7,164 $812K No change
KLAC KLA Corp. 0.28% 525 $773K No change
INTC Intel Corp. 0.28% 17,321 $764K No change
MS Morgan Stanley 0.27% 4,615 $759K No change
NEE Nextera Energy Inc. 0.27% 8,170 $759K No change
AMGN Amgen Inc. 0.27% 2,110 $742K No change
TMO Thermo Fisher Scientific Inc. 0.27% 1,506 $740K No change
T AT&T Inc. 0.26% 25,197 $730K No change
TXN Texas Instruments Inc. 0.25% 3,615 $702K No change
ABT Abbott Laboratories 0.25% 6,820 $700K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.25% 4,376 $699K No change
GILD Gilead Sciences Inc. 0.25% 4,992 $696K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.25% 7,119 $686K No change
CRM Salesforce Inc. 0.25% 3,670 $685K No change
ISRG Intuitive Surgical Inc. 0.24% 1,421 $655K No change
ADI Analog Devices Inc. 0.23% 2,036 $648K No change
SCHW Schwab (charles) Corp. 0.23% 6,770 $636K No change
AXP American Express Co. 0.23% 2,102 $636K No change
COP Conocophillips 0.23% 4,812 $635K No change
PFE Pfizer Inc. 0.22% 21,612 $607K No change
APH Amphenol Corp. Class A 0.22% 4,760 $601K No change
UBER Uber Technologies Inc. 0.21% 8,110 $583K No change
HON Honeywell International Inc. 0.20% 2,457 $555K No change
DE Deere & Co. 0.20% 982 $553K No change
QCOM Qualcomm Inc. 0.20% 4,281 $551K No change
BKNG Booking Holdings Inc. 0.20% 129 $543K No change
UNP Union Pacific Corp. 0.20% 2,238 $543K No change
BLK BlackRock Inc. 0.20% 564 $542K No change
WELL Welltower Inc. 0.20% 2,733 $540K No change
ETN Eaton Corp. PLC 0.19% 1,500 $537K No change
SPGI S&P Global Inc. 0.19% 1,237 $526K No change
LOW Lowe's Cos Inc. 0.19% 2,193 $518K No change
PLD Prologis Inc. 0.18% 3,759 $497K No change
ANET Arista Networks Inc. 0.18% 4,039 $496K No change
INTU Intuit Inc. 0.17% 1,088 $470K No change
BMY Bristol-Myers Squibb Co. 0.17% 7,750 $470K No change
ACN Accenture PLC Class A 0.17% 2,368 $470K No change
PGR Progressive Corp. 0.17% 2,336 $463K No change
PH Parker Hannifin Corp. 0.17% 516 $462K No change
CB Chubb Ltd. 0.17% 1,416 $462K No change
DHR Danaher Corp. 0.17% 2,433 $461K No change
PANW Palo Alto Networks Inc. 0.17% 2,863 $459K Add +10.8%
COF Capital One Financial Corp. 0.16% 2,456 $448K No change
VRTX Vertex Pharmaceuticals Inc. 0.16% 991 $443K No change
SYK Stryker Corp. 0.16% 1,331 $437K No change
MCK McKesson Corp. 0.16% 502 $434K No change
MDT Medtronic PLC 0.16% 4,985 $432K No change
APP AppLovin Corp. Class A 0.16% 1,080 $430K No change
GLW Corning Inc. 0.15% 3,144 $427K No change
MO Altria Group Inc. 0.15% 6,464 $427K No change
NOW ServiceNow Inc. 0.15% 4,015 $420K No change

Show all 206 holdings

Portfolio Sells Q4 2025 → Q1 2026
AAPL Apple Inc. Reduce -0.4% 5.30% −0.41
VOO Vanguard S&P 500 ETF Reduce -4.1% 3.07% −0.30
ADSK Autodesk Inc. Sold out 0.00% −0.09
ALNY Alnylam Pharmaceuticals Inc. Sold out 0.00% −0.08
CVNA Carvana Co. Sold out 0.00% −0.08
RBLX Roblox Corp. Class A Sold out 0.00% −0.08
PYPL PayPal Holdings Inc. Sold out 0.00% −0.08
MNST Monster Beverage Corp. Sold out 0.00% −0.08
CBRE CBRE Group Inc. Class A Sold out 0.00% −0.08
URI United Rentals Inc. Sold out 0.00% −0.07
COIN Coinbase Global Inc. Class A Sold out 0.00% −0.07
IDXX Idexx Laboratories Inc. Sold out 0.00% −0.07
VEU Vanguard Ftse All-World Ex-U Reduce -4.1% 1.71% −0.04
AMCR Amcor PLC Sold out 0.00% −0.04

Portfolio Buys Q4 2025 → Q1 2026
VT Vanguard Tot World STK ETF Add +18.5% 18.60% +2.89
VGSH Vanguard Short-Term Treasury Add +8.8% 8.80% +0.70
SNDK Sandisk Corp. New 0.13% +0.13
MPC Marathon Petroleum Corp. New 0.10% +0.10
VLO Valero Energy Corp. New 0.10% +0.10
PSX Phillips 66 New 0.10% +0.10
LNG Cheniere Energy Inc. New 0.10% +0.10
MU Micron Technology Inc. Add +1.9% 0.53% +0.09
CTVA Corteva Inc. New 0.08% +0.08
BKR Baker Hughes Co. New 0.08% +0.08
DLR Digital Realty Trust Inc. New 0.08% +0.08
TGT Target Corp. New 0.08% +0.08
OKE Oneok Inc. New 0.08% +0.08
ETR Entergy Corp. New 0.08% +0.08
FAST Fastenal Co. New 0.08% +0.08
TRGP Targa Resources Corp. New 0.07% +0.07
O Realty Income Corp. New 0.07% +0.07
DELL Dell Technologies -C New 0.07% +0.07
AME Ametek Inc. New 0.07% +0.07
CIEN Ciena Corp. New 0.07% +0.07
HBAN Huntington Bancshares Inc. New 0.06% +0.06
PEP Pepsico Inc. Add +6.1% 0.30% +0.04
GE General Electric Add +10.5% 0.41% +0.01
PANW Palo Alto Networks Inc. Add +10.8% 0.17% −0.01
PLTR Palantir Technologies Inc. Class A Add +1.7% 0.47% −0.09
ORCL Oracle Corp. Add +2.4% 0.35% −0.10

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