Q2 2026 13F · SEC CIK 1536114

Alta Advisers Ltd

Asset managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $441.2M
Reported positions: 219
Top holdings a year, 3 yrs: +17.0%
Average holding period: 3.2 yrs

Alta Advisers Ltd is an asset manager that reported 219 positions worth $441.2M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Vanguard Total World Stock Index Fund Et (VT, 20.0%), Nvidia Corporation Com (NVDA, 12.4%), Vanguard Short-Term Treasury ETF Total (VGSH, 7.5%). A portfolio copying its top holdings returned 17.0% a year over the last 3 years, against 20.4% for the S&P 500.

Alta Advisers Ltd holdings largest 50 of 219 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Alta Advisers Ltd 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTVanguard Total World Stock Index Fund Et	20.0%	18.6%	561,916	+14.6%	$88.2M
NVDANvidia Corporation Com	12.4%	6.0%	272,438	+186.4%	$54.5M
VGSHVanguard Short-Term Treasury ETF Total	7.5%	8.8%	569,513	+20.2%	$33.1M
AMZNAmazon Com Inc Com	5.1%	2.9%	93,977	+146.8%	$22.4M
GOOGAlphabet Inc	4.8%	1.9%	60,389	+228.1%	$21.3M
AAPLApple Inc	3.8%	5.3%	57,768	+0.0%	$16.7M
STXSeagate Technology Hldngs Pl	2.7%	—	12,166	—	$11.7M
WDCWestern Digital Corp	2.7%	—	18,372	—	$11.7M
MSFTMicrosoft Corp	2.5%	3.9%	29,011	+0.7%	$10.8M
VOOVanguard S&p 500 ETF	2.1%	3.1%	13,493	-4.8%	$9.3M
GOOGLAlphabet Inc	1.8%	2.3%	22,579	+0.0%	$8.1M
AVGOBroadcom Inc	1.6%	2.0%	18,279	+0.0%	$6.9M
MUMicron Technology Inc	1.1%	0.5%	4,375	+0.0%	$5.1M
VEUVanguard FTSE All	1.1%	1.7%	59,988	-4.8%	$5.0M
METAMeta Platforms Inc Class A	1.1%	1.8%	8,560	+0.0%	$4.8M
TSLATesla Inc Com	1.0%	1.5%	10,912	+0.0%	$4.6M
AMDAdvanced Micro Devices Inc	0.8%	0.5%	6,392	+0.0%	$3.7M
LLYLilly Eli & Co	0.8%	1.0%	3,079	+0.0%	$3.7M
BRK-BBerkshire Hathaway Inc Del	0.8%	1.2%	7,135	-0.6%	$3.6M
JPMJpmorgan Chase & Co	0.8%	1.1%	10,684	+0.0%	$3.5M
INTCIntel Corp	0.6%	—	18,124	—	$2.5M
JNJJohnson & Johnson	0.5%	0.8%	9,368	+0.0%	$2.4M
AMATApplied Matls Inc	0.5%	0.4%	3,236	+0.0%	$2.3M
VVisa Inc Com Cl A	0.5%	0.7%	6,632	+0.0%	$2.3M
LRCXLam Research Corp	0.5%	0.4%	4,980	+0.0%	$2.2M
CATCaterpillar Inc Com	0.5%	0.5%	1,917	+7.0%	$2.0M
WMTWalmart Inc	0.4%	0.8%	17,213	+0.0%	$1.9M
CSCOCisco Sys Inc	0.4%	0.4%	15,559	+0.0%	$1.8M
ABBVAbbvie Inc	0.4%	0.5%	6,765	+0.0%	$1.7M
MAMastercard Inc.	0.4%	0.6%	3,247	+0.0%	$1.7M
KLACKla Corp	0.4%	—	5,250	—	$1.6M
COSTCostco Whsl Corp New	0.4%	0.6%	1,666	+0.0%	$1.6M
UNHUnitedhealth Group Inc Com	0.3%	0.3%	3,616	+4.0%	$1.5M
GEGe Aerospace	0.3%	0.4%	3,979	+0.0%	$1.5M
BACBank of Amer Corp	0.3%	0.5%	25,956	-1.5%	$1.5M
HDHome Depot Inc Com	0.3%	0.5%	3,881	+0.0%	$1.4M
PGProcter & Gamble Co Com	0.3%	0.5%	8,818	+0.0%	$1.3M
SNDKSandisk Corp	0.3%	—	555	—	$1.3M
CVXChevron Corp New	0.3%	0.6%	7,564	+0.0%	$1.3M
MRKMerck & Co. Inc	0.3%	0.4%	9,584	+0.0%	$1.2M
GEVGe Vernova Inc	0.3%	0.3%	1,042	+0.0%	$1.2M
KOCoca Cola Co	0.3%	0.4%	14,710	+0.0%	$1.2M
GSGoldman Sachs Group Inc	0.3%	0.3%	1,138	+0.0%	$1.2M
NFLXNetflix Inc Total	0.3%	0.5%	15,730	+0.0%	$1.1M
PMPhilip Morris Intl Inc Com	0.2%	0.4%	5,987	-3.2%	$1.1M
TXNTexas Instruments Inc	0.2%	—	3,615	—	$1.1M
PLTRPalantir Technologies Inclass Class A	0.2%	0.5%	8,974	+0.0%	$1.0M
MRVLMarvell Technology Inc	0.2%	—	3,498	—	$1.0M
ORCLOracle Corp	0.2%	0.3%	7,009	+6.8%	$1.0M
WFCWells Fargo Co New	0.2%	0.4%	12,407	+0.0%	$1.0M

What Alta Advisers Ltd bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

GOOG Alphabet Inc+228.1% shares
NVDA Nvidia Corporation Com+186.4% shares
AMZN Amazon Com Inc Com+146.8% shares
VGSH Vanguard Short-Term Treasury ETF Total+20.2% shares
VT Vanguard Total World Stock Index Fund Et+14.6% shares
CAT Caterpillar Inc Com+7.0% shares
ORCL Oracle Corp+6.8% shares

Reduced

No position shrank by more than 5%.

Left the top 50

XOM Exxon Mobil Corpwas 1.0%
LIN Linde PLCwas 0.3%
IBM International Business Machswas 0.3%
MCD Mcdonalds Corp Comwas 0.3%
PEP Pepsico Incwas 0.3%
VZ Verizon Communications Inc Comwas 0.3%
C Citigroup Inc Com Newwas 0.3%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.6% /yr; S&P 500 +20.1%
3 years: +17.0% /yr; S&P 500 +20.4%
5 years: +9.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$441.2M	219
Q1 2026	$276.4M	206
Q4 2025	$276.0M	199
Q3 2025	$326.9M	248
Q2 2025	$281.0M	246
Q1 2025	$234.9M	229
Q4 2024	$158.4M	153
Q3 2024	$218.9M	413
Q2 2024	$207.9M	399
Q1 2024	$201.7M	392
Q4 2023	$187.2M	392
Q3 2023	$172.6M	388

Questions about Alta Advisers Ltd's portfolio

What stocks does Alta Advisers Ltd own?

Alta Advisers Ltd's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 219 positions worth $441.2M. The largest are Vanguard Total World Stock Index Fund Et (VT) at 20.0%, Nvidia Corporation Com (NVDA) at 12.4%, Vanguard Short-Term Treasury ETF Total (VGSH) at 7.5%, Amazon Com Inc Com (AMZN) at 5.1% and Alphabet Inc (GOOG) at 4.8%.

What did Alta Advisers Ltd buy last quarter?

In Q2 2026, Alta Advisers Ltd added Alphabet Inc (GOOG) (+228.1% shares), Nvidia Corporation Com (NVDA) (+186.4% shares) and Amazon Com Inc Com (AMZN) (+146.8% shares), compared with its Q1 2026 filing.

What did Alta Advisers Ltd sell last quarter?

In Q2 2026, Alta Advisers Ltd cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Linde PLC (LIN), cut from its top 50 International Business Machs (IBM), cut from its top 50 Mcdonalds Corp Com (MCD) and cut from its top 50 Pepsico Inc (PEP), compared with its Q1 2026 filing.

How has Alta Advisers Ltd's portfolio performed?

A portfolio copying Alta Advisers Ltd's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.6% against +20.1%. Over 5 years: +9.7% a year against +11.6%.

When is Alta Advisers Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. Alta Advisers Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.