Alta Advisers
LONDON, X0files as Alta Advisers Ltd
$441m in 219 US stocks at the end of 30 June 2026. The top 10 are 63.4% of the money. It changed about 21.1% of the portfolio this quarter.
Value
$441m
Stocks
219
Top 10 share
63.4%
Turnover
21.1%
What changed this quarter
New
Bought for the first time this quarter.
- FortinetFTNT<0.1% of the fund
- DatadogDDOG<0.1% of the fund
- TeradyneTER<0.1% of the fund
- CoherentCOHR<0.1% of the fund
- Bloom EnergyBE<0.1% of the fund
- United RentalsURI<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Astera LabsALAB<0.1% of the fund
- Lumentum HoldingsLITE<0.1% of the fund
- Monster BeverageMNST<0.1% of the fund
- FlexFLEX<0.1% of the fund
- Comfort Systems USAFIX<0.1% of the fund
- NucorNUE<0.1% of the fund
- Carrier GlobalCARR<0.1% of the fund
- Cardinal HealthCAH<0.1% of the fund
- Rockwell AutomationROK<0.1% of the fund
- Keysight TechnologiesKEYS<0.1% of the fund
- AflacAFL<0.1% of the fund
- Microchip TechnologyMCHP<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Intl Equity Index FVT20.0% of the fund+15%
- NvidiaNVDA12.4% of the fund+186%
- Vanguard Scottsdale FDSVGSH7.5% of the fund+20%
- Amazon.comAMZN5.1% of the fund+147%
- AlphabetGOOG4.8% of the fund+228%
- Seagate Technology HoldingsSTX2.7% of the fund+1400%
- Western DigitalWDC2.7% of the fund+1246%
- IntelINTC0.6% of the fund+5%
- CaterpillarCAT0.5% of the fund+7%
- UnitedHealth GroupUNH0.3% of the fund+4%
- OracleORCL0.2% of the fund+7%
- EatonETN0.2% of the fund+14%
- AT&TT0.1% of the fund+9%
- American TowerAMT<0.1% of the fund+28%
Cut
Sold some of their stake.
- Vanguard Index FDSVOO2.1% of the fund-5%
- Vanguard Intl Equity Index FVEU1.1% of the fund-5%
- Philip Morris InternationalPM0.2% of the fund-3%
- Altria GroupMO0.1% of the fund-5%
- ChubbCB<0.1% of the fund-11%
- ConocoPhillipsCOP<0.1% of the fund-15%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- Honeywell InternationalHON-100%
- NikeNKE-100%
- ZoetisZTS-100%
- AutozoneAZO-100%
- Huntington BancsharesHBAN-100%
Holdings
- Vanguard Intl Equity Index FVT
- Share
- 20.0%
- Value
- $88m
- Shares
- 561,916
+15%
- Vanguard Scottsdale FDSVGSH
- Share
- 7.5%
- Value
- $33m
- Shares
- 569,513
+20%
- Vanguard Index FDSVOO
- Share
- 2.1%
- Value
- $9m
- Shares
- 13,493
-5%
- Vanguard Intl Equity Index FVEU
- Share
- 1.1%
- Value
- $5m
- Shares
- 59,988
-5%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Intl Equity Index FVT | 20.0% | $88m | 561,916 | +15% |
| NvidiaNVDA | 12.4% | $55m | 272,438 | +186% |
| Vanguard Scottsdale FDSVGSH | 7.5% | $33m | 569,513 | +20% |
| Amazon.comAMZN | 5.1% | $22m | 93,977 | +147% |
| AlphabetGOOG | 4.8% | $21m | 60,389 | +228% |
| AppleAAPL | 3.8% | $17m | 57,768 | Held |
| Seagate Technology HoldingsSTX | 2.7% | $12m | 12,166 | +1400% |
| Western DigitalWDC | 2.7% | $12m | 18,372 | +1246% |
| MicrosoftMSFT | 2.5% | $11m | 29,011 | Held |
| Vanguard Index FDSVOO | 2.1% | $9m | 13,493 | -5% |
| AlphabetGOOGL | 1.8% | $8m | 22,579 | Held |
| BroadcomAVGO | 1.6% | $7m | 18,279 | Held |
| Micron TechnologyMU | 1.1% | $5m | 4,375 | Held |
| Vanguard Intl Equity Index FVEU | 1.1% | $5m | 59,988 | -5% |
| Meta PlatformsMETA | 1.1% | $5m | 8,560 | Held |
| TeslaTSLA | 1.0% | $5m | 10,912 | Held |
| Advanced Micro DevicesAMD | 0.8% | $4m | 6,392 | Held |
| Eli LillyLLY | 0.8% | $4m | 3,079 | Held |
| Berkshire HathawayBRK-B | 0.8% | $4m | 7,135 | Held |
| JPMorgan ChaseJPM | 0.8% | $3m | 10,684 | Held |
| IntelINTC | 0.6% | $3m | 18,124 | +5% |
| Johnson & JohnsonJNJ | 0.5% | $2m | 9,368 | Held |
| Applied MaterialsAMAT | 0.5% | $2m | 3,236 | Held |
| VisaV | 0.5% | $2m | 6,632 | Held |
| Lam ResearchLRCX | 0.5% | $2m | 4,980 | Held |
| CaterpillarCAT | 0.5% | $2m | 1,917 | +7% |
| WalmartWMT | 0.4% | $2m | 17,213 | Held |
| Cisco SystemsCSCO | 0.4% | $2m | 15,559 | Held |
| AbbVieABBV | 0.4% | $2m | 6,765 | Held |
| MastercardMA | 0.4% | $2m | 3,247 | Held |
| KLAKLAC | 0.4% | $2m | 5,250 | Held |
| Costco WholesaleCOST | 0.4% | $2m | 1,666 | Held |
| UnitedHealth GroupUNH | 0.3% | $2m | 3,616 | +4% |
| General ElectricGE | 0.3% | $1m | 3,979 | Held |
| Bank of AmericaBAC | 0.3% | $1m | 25,956 | Held |
| Home DepotHD | 0.3% | $1m | 3,881 | Held |
| Procter & GamblePG | 0.3% | $1m | 8,818 | Held |
| SandiskSNDK | 0.3% | $1m | 555 | Held |
| ChevronCVX | 0.3% | $1m | 7,564 | Held |
| MerckMRK | 0.3% | $1m | 9,584 | Held |
| GE VernovaGEV | 0.3% | $1m | 1,042 | Held |
| Coca-ColaKO | 0.3% | $1m | 14,710 | Held |
| Goldman Sachs GroupGS | 0.3% | $1m | 1,138 | Held |
| NetflixNFLX | 0.3% | $1m | 15,730 | Held |
| Philip Morris InternationalPM | 0.2% | $1m | 5,987 | -3% |
| Texas InstrumentsTXN | 0.2% | $1m | 3,615 | Held |
| Palantir TechnologiesPLTR | 0.2% | $1m | 8,974 | Held |
| Marvell TechnologyMRVL | 0.2% | $1m | 3,498 | Held |
| OracleORCL | 0.2% | $1m | 7,009 | +7% |
| Wells Fargo & CompanyWFC | 0.2% | $1m | 12,407 | Held |
| International Business MachinesIBM | 0.2% | $1m | 3,595 | Held |
| CitigroupC | 0.2% | $1m | 7,164 | Held |
| Palo Alto NetworksPANW | 0.2% | $976,340 | 2,863 | Held |
| Morgan StanleyMS | 0.2% | $964,720 | 4,615 | Held |
| LindeLIN | 0.2% | $930,459 | 1,793 | Held |
| AmphenolAPH | 0.2% | $839,283 | 4,760 | Held |
| Analog DevicesADI | 0.2% | $808,638 | 2,036 | Held |
| CorningGLW | 0.2% | $803,072 | 3,144 | Held |
| QualcommQCOM | 0.2% | $791,086 | 4,281 | Held |
| AmgenAMGN | 0.2% | $764,073 | 2,110 | Held |
| Thermo Fisher ScientificTMO | 0.2% | $755,048 | 1,506 | Held |
| McDonald'sMCD | 0.2% | $733,621 | 2,714 | Held |
| CrowdStrike HoldingsCRWD | 0.2% | $731,088 | 958 | Held |
| EatonETN | 0.2% | $730,370 | 1,714 | +14% |
| PepsiCoPEP | 0.2% | $718,026 | 5,303 | Held |
| NextEra EnergyNEE | 0.2% | $717,081 | 8,170 | Held |
| American ExpressAXP | 0.2% | $711,002 | 2,102 | Held |
| Verizon CommunicationsVZ | 0.2% | $686,585 | 16,216 | Held |
| Arista NetworksANET | 0.2% | $686,145 | 4,039 | Held |
| Walt DisneyDIS | 0.2% | $685,204 | 7,119 | Held |
| TJX CompaniesTJX | 0.2% | $662,964 | 4,376 | Held |
| Gilead SciencesGILD | 0.1% | $630,689 | 4,992 | Held |
| Charles SchwabSCHW | 0.1% | $624,668 | 6,770 | Held |
| DeereDE | 0.1% | $622,912 | 982 | Held |
| WelltowerWELL | 0.1% | $620,309 | 2,733 | Held |
| Abbott LaboratoriesABT | 0.1% | $618,847 | 6,820 | Held |
| Union PacificUNP | 0.1% | $608,736 | 2,238 | Held |
| Uber TechnologiesUBER | 0.1% | $585,218 | 8,110 | Held |
| SalesforceCRM | 0.1% | $574,942 | 3,670 | Held |
| Booking HoldingsBKNG | 0.1% | $574,824 | 3,225 | Held |
| AT&TT | 0.1% | $567,739 | 27,427 | +9% |
| Intuitive SurgicalISRG | 0.1% | $565,103 | 1,421 | Held |
| AppLovinAPP | 0.1% | $556,448 | 1,080 | Held |
| BlackRockBLK | 0.1% | $542,320 | 564 | Held |
| Dell TechnologiesDELL | 0.1% | $530,264 | 1,229 | Held |
| PfizerPFE | 0.1% | $520,417 | 21,612 | Held |
| CVS HealthCVS | 0.1% | $518,491 | 5,012 | Held |
| ProgressivePGR | 0.1% | $510,299 | 2,336 | Held |
| PrologisPLD | 0.1% | $509,232 | 3,759 | Held |
| Parker-HannifinPH | 0.1% | $504,710 | 516 | Held |
| S&P GlobalSPGI | 0.1% | $503,781 | 1,237 | Held |
| Capital One FinancialCOF | 0.1% | $492,723 | 2,456 | Held |
| Vertex PharmaceuticalsVRTX | 0.1% | $492,259 | 991 | Held |
| Vertiv HoldingsVRT | 0.1% | $489,842 | 1,463 | Held |
| Lowe's CompaniesLOW | 0.1% | $483,535 | 2,193 | Held |
| DanaherDHR | 0.1% | $463,438 | 2,433 | Held |
| StarbucksSBUX | 0.1% | $455,767 | 4,460 | Held |
| Bristol-Myers SquibbBMY | 0.1% | $446,555 | 7,750 | Held |
| Altria GroupMO | 0.1% | $443,500 | 6,164 | -5% |
| Trane TechnologiesTT | <0.1% | $431,730 | 879 | Held |
Showing the largest 100 of 219.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 57.0% since 30 June 2025.
Where the money is
Technology34.3%
Media & telecom8.8%
Retail & consumer7.6%
Financial services5.7%
Health care4.4%
Industrials3.6%
Everyday goods2.1%
Energy1.0%
Real estate0.6%
Materials0.6%
Utilities0.5%
Other30.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.