Alta Advisers Ltd

CIK

1536114

Location

LONDON, X0

Portfolio Value

Small $182,141,548

Diversification

Diversified

Filing Date

Global Rank

#4,083 / 8,232 ▲ 121

Top Industry

Semiconductors 15.6%

3Y Alpha vs SPY

-1.9%

Period ended 2 months ago

Filed May 7, 2026 · 37d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+68.4%

SPY

+76.5%

Annualised alpha

-1.9%

Max drawdown

−19.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

201 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.1%

−0.2 pts

Top 5

30.9%

−2.3 pts

Top 10

42.6%

−3.3 pts

HHI

271

Diversified−33

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.3%	$69,839,102	43
Financial Services	12.8%	$23,295,882	33
Consumer Cyclical	10.4%	$18,977,709	19
Healthcare	9.8%	$17,833,886	25
Communication Services	9.1%	$16,627,344	10
Industrials	6.2%	$11,375,940	27
Consumer Defensive	5.1%	$9,202,521	10
Energy	4.4%	$7,941,657	14
Utilities	1.4%	$2,461,540	7
Real Estate	1.3%	$2,377,002	7
Basic Materials	1.2%	$2,208,965	6

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
GE	General Electric Co	+379	3,979	$1,129,120
PEP	Pepsico Inc	+306	5,303	$823,502
PANW	Palo Alto Networks Inc	+279	2,863	$458,996
ORCL	Oracle Corp	+154	6,562	$965,335
PLTR	Palantir Technologies Inc.	+152	8,974	$1,312,716
MU	Micron Technology Inc	+81	4,375	$1,478,050
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
AAPL	Apple Inc.	−212	57,768	$14,660,940
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
SNDK	Sandisk Corp	555	$352,613
MPC	Marathon Petroleum Corp	1,157	$282,516
VLO	Valero Energy Corp/Tx	1,142	$282,165
PSX	Phillips 66	1,545	$281,468
LNG	Cheniere Energy, Inc.	937	$265,883
CTVA	Corteva, Inc.	2,785	$233,132
BKR	Baker Hughes Co	3,762	$229,670
DLR	Digital Realty Trust, Inc.	1,233	$222,198
TGT	Target Corp	1,831	$221,917
OKE	Oneok Inc /New/	2,414	$218,201
ETR	Entergy Corp /De/	1,936	$217,528
FAST	Fastenal Co	4,480	$207,872
TRGP	Targa Resources Corp.	822	$206,100
O	Realty Income Corp	3,324	$203,362
DELL	Dell Technologies Inc.	1,229	$201,715
AME	Ametek Inc/	939	$201,284
CIEN	Ciena Corp	518	$201,103
HBAN	Huntington Bancshares Inc /Md/	10,192	$159,504
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
ADSK	Autodesk, Inc.	807	$238,880
ALNY	Alnylam Pharmaceuticals, Inc.	557	$221,491
CVNA	Carvana Co.	521	$219,872
RBLX	Roblox Corp	2,642	$214,081
PYPL	PayPal Holdings, Inc.	3,653	$213,262
MNST	Monster Beverage Corp	2,739	$209,999
CBRE	Cbre Group, Inc.	1,298	$208,705
URI	United Rentals, Inc.	248	$200,711
COIN	Coinbase Global, Inc.	886	$200,360
IDXX	Idexx Laboratories Inc /De	296	$200,252
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

201 positions · $182,141,548 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 201 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Held	95,122	0	$16,589,276	−6.5%	9.11%
AAPL	Apple Inc. Technology	Reduced	57,768	-212	$14,660,940	−7.0%	8.05%
MSFT	Microsoft Corp Technology	Held	28,814	0	$10,666,078	−23.5%	5.86%
AMZN	Amazon Com Inc Consumer Cyclical	Held	38,077	0	$7,930,296	−9.8%	4.35%
GOOGL	Alphabet Inc. Communication Services	Held	22,579	0	$6,492,817	−8.1%	3.56%
AVGO	Broadcom Inc. Technology	Held	18,279	0	$5,657,533	−10.6%	3.11%
META	Meta Platforms, Inc. Communication Services	Held	8,560	0	$4,897,432	−13.3%	2.69%
TSLA	Tesla, Inc. Consumer Cyclical	Held	10,912	0	$4,056,536	−17.3%	2.23%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	7,175	0	$3,438,260	−4.7%	1.89%
JPM	Jpmorgan Chase & Co Financial Services	Held	10,684	0	$3,142,805	−8.7%	1.73%
LLY	ELI LILLY & Co Healthcare	Held	3,079	0	$2,831,971	−14.4%	1.55%
XOM	Exxon Mobil Corp Energy	Held	16,458	0	$2,792,264	+41.0%	1.53%
JNJ	Johnson & Johnson Healthcare	Held	9,368	0	$2,289,913	+18.1%	1.26%
WMT	Walmart Inc. Consumer Defensive	Held	17,213	0	$2,139,231	+11.6%	1.17%
V	Visa Inc. Financial Services	Held	6,632	0	$2,004,455	−13.8%	1.10%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,666	0	$1,660,052	+15.5%	0.91%
MA	Mastercard Inc Financial Services	Held	3,247	0	$1,622,396	−12.5%	0.89%
CVX	Chevron Corp Energy	Held	7,564	0	$1,564,991	+35.8%	0.86%
NFLX	Netflix Inc Communication Services	Held	15,730	0	$1,512,439	+2.5%	0.83%
MU	Micron Technology Inc Technology	Added	4,375	+81	$1,478,050	+20.6%	0.81%
ABBV	AbbVie Inc. Healthcare	Held	6,765	0	$1,471,319	−4.8%	0.81%
PLTR	Palantir Technologies Inc. Technology	Added	8,974	+152	$1,312,716	−16.3%	0.72%
AMD	Advanced Micro Devices Inc Technology	Held	6,392	0	$1,300,324	−5.0%	0.71%
BAC	Bank Of America Corp /De/ Financial Services	Held	26,356	0	$1,284,855	−11.4%	0.71%
HD	Home Depot, Inc. Consumer Cyclical	Held	3,881	0	$1,276,422	−4.4%	0.70%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	8,818	0	$1,273,671	+0.8%	0.70%
CAT	Caterpillar Inc Industrials	Held	1,791	0	$1,268,851	+23.7%	0.70%
CSCO	Cisco Systems, Inc. Technology	Held	15,559	0	$1,207,222	+0.7%	0.66%
MRK	Merck & Co., Inc. Healthcare	Held	9,584	0	$1,152,859	+14.3%	0.63%
GE	General Electric Co Industrials	Added	3,979	+379	$1,129,120	+1.8%	0.62%
KO	Coca Cola Co Consumer Defensive	Held	14,710	0	$1,118,695	+8.8%	0.61%
AMAT	Applied Materials Inc /De Technology	Held	3,236	0	$1,106,032	+33.0%	0.61%
LRCX	Lam Research Corp Technology	Held	4,980	0	$1,064,026	+24.8%	0.58%
PM	Philip Morris International Inc. Consumer Defensive	Held	6,187	0	$1,022,958	+3.1%	0.56%
WFC	Wells Fargo & Company/Mn Financial Services	Held	12,407	0	$987,721	−14.6%	0.54%
ORCL	Oracle Corp Technology	Added	6,562	+154	$965,335	−22.7%	0.53%
GS	Goldman Sachs Group Inc Financial Services	Held	1,138	0	$962,736	−3.8%	0.53%
UNH	Unitedhealth Group Inc Healthcare	Held	3,477	0	$940,841	−18.0%	0.52%
GEV	GE Vernova Inc. Industrials	Held	1,042	0	$909,561	+33.6%	0.50%
LIN	Linde PLC Basic Materials	Held	1,793	0	$888,897	+16.3%	0.49%
IBM	International Business Machines Corp Technology	Held	3,595	0	$871,392	−18.2%	0.48%
MCD	Mcdonalds Corp Consumer Cyclical	Held	2,714	0	$843,484	+1.7%	0.46%
PEP	Pepsico Inc Consumer Defensive	Added	5,303	+306	$823,502	+14.8%	0.45%
VZ	Verizon Communications Inc Communication Services	Held	16,216	0	$814,043	+23.3%	0.45%
C	Citigroup Inc Financial Services	Held	7,164	0	$812,469	−2.8%	0.45%
KLAC	Kla Corp Technology	Held	525	0	$773,015	+21.2%	0.42%
INTC	Intel Corp Technology	Held	17,321	0	$764,375	+19.6%	0.42%
MS	Morgan Stanley Financial Services	Held	4,615	0	$759,490	−7.3%	0.42%
NEE	Nextera Energy Inc Utilities	Held	8,170	0	$758,829	+15.7%	0.42%
AMGN	Amgen Inc Healthcare	Held	2,110	0	$742,403	+7.5%	0.41%