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Livermore
Livermore
ZHEN

Alta Advisers Ltd

SEC CIK
0001536114
Latest filing
Aug 12, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 12, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
219
+13 vs. Q1 2026
Portfolio value
$441.2M
+$164.8M (+59.6%) vs. Q1 2026
Filed
Aug 12, 2026
SEC
Holdings of Alta Advisers Ltd in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Total World Stock ETF922042742ETF561,916$88.2M20.0%+71,706+14.6%Added–
NVDANVIDIA CorpStock272,438$54.5M12.4%+177,316+186.4%AddedHistory
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS569,513$33.1M7.5%+95,658+20.2%Added–
AMZNAmazon Com IncStock93,977$22.4M5.1%+55,900+146.8%AddedHistory
GOOGAlphabet Inc.Stock60,389$21.3M4.8%+41,986+228.1%AddedHistory
AAPLApple Inc.Stock57,768$16.7M3.8%00.0%UnchangedHistory
STXSeagate Technology Holdings plcORD SHS12,166$11.7M2.7%+11,355+1,400.1%AddedHistory
WDCWestern Digital CorpCOM18,372$11.7M2.7%+17,007+1,245.9%AddedHistory
MSFTMicrosoft CorpStock29,011$10.8M2.5%+197+0.7%AddedHistory
Vanguard S&P 500 ETF922908363ETF13,493$9.27M2.1%−685−4.8%Reduced–
GOOGLAlphabet Inc.Stock22,579$8.07M1.8%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock18,279$6.90M1.6%00.0%UnchangedHistory
MUMicron Technology IncStock4,375$5.05M1.1%00.0%UnchangedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF59,988$5.02M1.1%−3,048−4.8%Reduced–
METAMeta Platforms, Inc.Stock8,560$4.82M1.1%00.0%UnchangedHistory
TSLATesla, Inc.Stock10,912$4.59M1.0%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock6,392$3.71M0.8%00.0%UnchangedHistory
LLYEli Lilly & CoStock3,079$3.69M0.8%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock7,135$3.57M0.8%−40−0.6%ReducedHistory
JPMJPMorgan Chase & CoStock10,684$3.50M0.8%00.0%UnchangedHistory
INTCIntel CorpStock18,124$2.53M0.6%+803+4.6%AddedHistory
JNJJohnson & JohnsonStock9,368$2.38M0.5%00.0%UnchangedHistory
AMATApplied Materials IncStock3,236$2.34M0.5%00.0%UnchangedHistory
VVisa Inc.Stock6,632$2.28M0.5%00.0%UnchangedHistory
LRCXLam Research CorpStock4,980$2.16M0.5%00.0%UnchangedHistory
CATCaterpillar IncStock1,917$2.04M0.5%+126+7.0%AddedHistory
WMTWalmart Inc.Stock17,213$1.95M0.4%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock15,559$1.83M0.4%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock6,765$1.70M0.4%00.0%UnchangedHistory
MAMastercard IncStock3,247$1.67M0.4%00.0%UnchangedHistory
KLACKLA CorpCOM NEW5,250$1.58M0.4%00.0%UnchangedConverted for a 10-for-1 splitHistory
COSTCostco Wholesale CorpStock1,666$1.56M0.4%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock3,616$1.50M0.3%+139+4.0%AddedHistory
GEGeneral Electric CoStock3,979$1.49M0.3%00.0%UnchangedHistory
BACBank of America CorpStock25,956$1.48M0.3%−400−1.5%ReducedHistory
HDHome Depot, Inc.Stock3,881$1.37M0.3%00.0%UnchangedHistory
PGProcter & Gamble CoStock8,818$1.29M0.3%00.0%UnchangedHistory
SNDKSandisk CorpCOM555$1.26M0.3%00.0%UnchangedHistory
CVXChevron CorpStock7,564$1.25M0.3%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock9,584$1.23M0.3%00.0%UnchangedHistory
GEVGE Vernova Inc.Stock1,042$1.22M0.3%00.0%UnchangedHistory
KOCoca Cola CoStock14,710$1.20M0.3%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock1,138$1.15M0.3%00.0%UnchangedHistory
NFLXNetflix IncStock15,730$1.12M0.3%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock5,987$1.08M0.2%−200−3.2%ReducedHistory
TXNTexas Instruments IncStock3,615$1.08M0.2%00.0%UnchangedHistory
PLTRPalantir Technologies Inc.Stock8,974$1.05M0.2%00.0%UnchangedHistory
MRVLMarvell Technology, Inc.COM3,498$1.04M0.2%00.0%UnchangedHistory
ORCLOracle CorpStock7,009$1.03M0.2%+447+6.8%AddedHistory
WFCWells Fargo & CompanyStock12,407$1.03M0.2%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock3,595$1.01M0.2%00.0%UnchangedHistory
CCitigroup IncStock7,164$1.00M0.2%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock2,863$976.3K0.2%00.0%UnchangedHistory
MSMorgan StanleyStock4,615$964.7K0.2%00.0%UnchangedHistory
LINLinde PLCStock1,793$930.5K0.2%00.0%UnchangedHistory
APHAmphenol CorpCL A4,760$839.3K0.2%00.0%UnchangedHistory
ADIAnalog Devices IncStock2,036$808.6K0.2%00.0%UnchangedHistory
GLWCorning IncCOM3,144$803.1K0.2%00.0%UnchangedHistory
QCOMQualcomm IncStock4,281$791.1K0.2%00.0%UnchangedHistory
AMGNAmgen IncStock2,110$764.1K0.2%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock1,506$755.0K0.2%00.0%UnchangedHistory
MCDMcDonalds CorpStock2,714$733.6K0.2%00.0%UnchangedHistory
CRWDCrowdStrike Holdings, Inc.Stock958$731.1K0.2%00.0%UnchangedHistory
ETNEaton Corp plcStock1,714$730.4K0.2%+214+14.3%AddedHistory
PEPPepsiCo IncStock5,303$718.0K0.2%00.0%UnchangedHistory
NEENextera Energy IncStock8,170$717.1K0.2%00.0%UnchangedHistory
AXPAmerican Express CoStock2,102$711.0K0.2%00.0%UnchangedHistory
VZVerizon Communications IncStock16,216$686.6K0.2%00.0%UnchangedHistory
ANETArista Networks, Inc.Stock4,039$686.1K0.2%00.0%UnchangedHistory
DISWalt Disney CoStock7,119$685.2K0.2%00.0%UnchangedHistory
TJXTJX Companies IncStock4,376$663.0K0.2%00.0%UnchangedHistory
GILDGilead Sciences, Inc.Stock4,992$630.7K0.1%00.0%UnchangedHistory
SCHWSchwab Charles CorpStock6,770$624.7K0.1%00.0%UnchangedHistory
DEDeere & CoStock982$622.9K0.1%00.0%UnchangedHistory
WELLWelltower Inc.REIT2,733$620.3K0.1%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock6,820$618.8K0.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock2,238$608.7K0.1%00.0%UnchangedHistory
UBERUber Technologies, IncStock8,110$585.2K0.1%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock3,670$574.9K0.1%00.0%UnchangedHistory
BKNGBooking Holdings Inc.Stock3,225$574.8K0.1%00.0%UnchangedConverted for a 25-for-1 splitHistory
TAT&T Inc.Stock27,427$567.7K0.1%+2,230+8.9%AddedHistory
ISRGIntuitive Surgical IncCOM NEW1,421$565.1K0.1%00.0%UnchangedHistory
APPAppLovin CorpCOM CL A1,080$556.4K0.1%00.0%UnchangedHistory
BLKBlackRock, Inc.Stock564$542.3K0.1%00.0%UnchangedHistory
DELLDell Technologies Inc.Stock1,229$530.3K0.1%00.0%UnchangedHistory
PFEPfizer IncStock21,612$520.4K0.1%00.0%UnchangedHistory
CVSCVS Health CorpStock5,012$518.5K0.1%00.0%UnchangedHistory
PGRProgressive CorpStock2,336$510.3K0.1%00.0%UnchangedHistory
PLDPrologis, Inc.REIT3,759$509.2K0.1%00.0%UnchangedHistory
PHParker-Hannifin CorpStock516$504.7K0.1%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock1,237$503.8K0.1%00.0%UnchangedHistory
COFCapital One Financial CorpStock2,456$492.7K0.1%00.0%UnchangedHistory
VRTXVertex Pharmaceuticals IncStock991$492.3K0.1%00.0%UnchangedHistory
VRTVertiv Holdings CoCOM CL A1,463$489.8K0.1%00.0%UnchangedHistory
LOWLowes Companies IncStock2,193$483.5K0.1%00.0%UnchangedHistory
DHRDanaher CorpStock2,433$463.4K0.1%00.0%UnchangedHistory
SBUXStarbucks CorpStock4,460$455.8K0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock7,750$446.6K0.1%00.0%UnchangedHistory
MOAltria Group, Inc.Stock6,164$443.5K0.1%−300−4.6%ReducedHistory
TTTrane Technologies plcSHS879$431.7K0.1%00.0%UnchangedHistory

Sold out since Q1 2026 (6)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Alta Advisers Ltd sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
XOMExxonMobil Holdings CorpCOM16,458$2.79M1.0%History
HONHoneywell International IncCOM2,457$555.4K0.2%History
NKENIKE, Inc.Stock4,661$246.2K0.1%History
ZTSZoetis Inc.Stock1,823$215.5K0.1%History
AZOAutoZone IncCOM61$206.0K0.1%History
HBANHuntington Bancshares IncCOM10,192$159.5K0.1%History