MondegarAI
Alta Advisers Ltd

Q1 2025 · 13F-HR

Alta Advisers Ltdholdings as filed

Filed 2025-04-25 · accession 0000904454-25-000224

$234.9M
Reported value
229
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$17.1M7.29%77,080CommonSHARED
594918104MSFTMICROSOFT CORP$14.3M6.10%38,194CommonSHARED
67066G104NVDANVIDIA CORPORATION$13.4M5.71%123,762CommonSHARED
92206C102VGSHVANGUARD SCOTTSDALE FDS$12.5M5.32%212,750CommonSOLE
023135106AMZNAMAZON COM INC$9.2M3.91%48,287CommonSHARED
922908363VOOVANGUARD INDEX FDS$8.1M3.45%15,782CommonSOLE
30303M102METAMETA PLATFORMS INC$6.4M2.72%11,080CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.0M2.14%9,455CommonSHARED
02079K305GOOGLALPHABET INC$4.6M1.94%29,479CommonSHARED
922042775VEUVANGUARD INTL EQUITY INDEX F$4.3M1.81%70,172CommonSOLE
11135F101AVGOBROADCOM INC$4.1M1.73%24,199CommonSHARED
02079K107GOOGALPHABET INC$3.7M1.58%23,783CommonSHARED
88160R101TSLATESLA INC$3.6M1.54%13,972CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$3.6M1.52%14,524CommonSHARED
532457108LLYELI LILLY & CO$3.4M1.45%4,119CommonSHARED
92826C839VVISA INC$3.1M1.33%8,912CommonSHARED
30231G102XOMEXXON MOBIL CORP$2.7M1.14%22,558CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$2.4M1.02%4,557CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$2.2M0.94%4,042CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$2.1M0.88%2,186CommonSHARED
742718109PGPROCTER AND GAMBLE CO$2.0M0.84%11,618CommonSHARED
64110L106NFLXNETFLIX INC$2.0M0.84%2,117CommonSHARED
478160104JNJJOHNSON & JOHNSON$2.0M0.83%11,818CommonSHARED
931142103WMTWALMART INC$1.9M0.80%21,513CommonSHARED
437076102HDHOME DEPOT INC$1.9M0.80%5,121CommonSHARED
00287Y109ABBVABBVIE INC$1.8M0.78%8,765CommonSHARED
166764100CVXCHEVRON CORP NEW$1.4M0.59%8,229CommonSHARED
060505104BACBANK AMERICA CORP$1.4M0.58%32,856CommonSHARED
191216100KOCOCA COLA CO$1.4M0.58%18,860CommonSHARED
79466L302CRMSALESFORCE INC$1.3M0.57%4,970CommonSHARED
718172109PMPHILIP MORRIS INTL INC$1.3M0.55%8,087CommonSHARED
949746101WMT2WELLS FARGO CO NEW$1.2M0.53%17,207CommonSHARED
17275R102CSCOCISCO SYS INC$1.2M0.51%19,459CommonSHARED
002824100ABTABBOTT LABS$1.2M0.49%8,720CommonSHARED
00206R102TAT&T INC$1.1M0.48%40,097CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.48%4,555CommonSHARED
58933Y105MRKMERCK & CO INC$1.1M0.48%12,584CommonSHARED
68389X105ORCLORACLE CORP$1.1M0.47%7,918CommonSHARED
580135101MCDMCDONALDS CORP$1.1M0.47%3,514CommonSHARED
713448108PEPPEPSICO INC$1.0M0.45%6,997CommonSHARED
G54950103LINLINDE PLC$1.0M0.44%2,243CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$1.0M0.43%3,268CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$975,9660.42%21,516CommonSHARED
254687106DISDISNEY WALT CO$929,6550.40%9,419CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$928,5220.40%1,866CommonSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$904,9370.39%10,722CommonSHARED
747525103QCOMQUALCOMM INC$888,0190.38%5,781CommonSHARED
81762P102NOWSERVICENOW INC$862,2200.37%1,083CommonSHARED
743315103PGRPROGRESSIVE CORP$859,2180.37%3,036CommonSHARED
882508104TXNTEXAS INSTRS INC$847,2860.36%4,715CommonSHARED
031162100AMGNAMGEN INC$844,3010.36%2,710CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$840,1940.36%1,538CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$832,5490.35%1,681CommonSHARED
78409V104SPGIS&P GLOBAL INC$831,7600.35%1,637CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$831,3720.35%8,092CommonSHARED
00724F101ADBEADOBE INC$827,6580.35%2,158CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$824,6370.35%179CommonSHARED
461202103INTUINTUIT$815,3790.35%1,328CommonSHARED
717081103PFEPFIZER INC$808,6500.34%31,912CommonSHARED
149123101CATCATERPILLAR INC$788,5520.34%2,391CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$773,0450.33%10,610CommonSHARED
65339F101NEENEXTERA ENERGY INC$763,4850.33%10,770CommonSHARED
09290D101BLKBLACKROCK INC$742,0400.32%784CommonSHARED
907818108UNPUNION PAC CORP$741,3210.32%3,138CommonSHARED
375558103GILDGILEAD SCIENCES INC$738,6340.31%6,592CommonSHARED
025816109AXPAMERICAN EXPRESS CO$737,7350.31%2,742CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$729,5640.31%7,232CommonSHARED
617446448MSMORGAN STANLEY$713,4370.30%6,115CommonSHARED
20030N101CMCSACOMCAST CORP NEW$703,2030.30%19,057CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$678,6880.29%8,670CommonSHARED
438516106HONHONEYWELL INTL INC$668,4950.28%3,157CommonSHARED
872540109TJXTJX COS INC NEW$666,9770.28%5,476CommonSHARED
872590104TMUST-MOBILE US INC$666,7750.28%2,500CommonSHARED
172967424CCITIGROUP INC$664,7500.28%9,364CommonSHARED
20825C104COPCONOCOPHILLIPS$662,8860.28%6,312CommonSHARED
337738108FISVFISERV INC$656,5280.28%2,973CommonSHARED
235851102DHRDANAHER CORPORATION$642,2650.27%3,133CommonSHARED
548661107LOWLOWES COS INC$632,7530.27%2,713CommonSHARED
244199105DEDEERE & CO$629,8680.27%1,342CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$619,0490.26%10,150CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$616,2060.26%1,271CommonSHARED
863667101SYKSTRYKER CORPORATION$607,1400.26%1,631CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$602,5050.26%1,972CommonSHARED
038222105AMATAPPLIED MATLS INC$585,7040.25%4,036CommonSHARED
458140100INTCINTEL CORP$581,8530.25%25,621CommonSHARED
G5960L103MDTMEDTRONIC PLC$564,7700.24%6,285CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$560,3820.24%3,284CommonSHARED
571748102MRSHMARSH & MCLENNAN CO'S INC$555,9000.24%2,278CommonSHARED
855244109SBUXSTARBUCKS CORP$555,1890.24%5,660CommonSHARED
H1467J104CBCHUBB LIMITED$536,3340.23%1,776CommonSHARED
G29183103ETNEATON CORP PLC$516,4770.22%1,900CommonSHARED
595112103MUMICRON TECHNOLOGY INC$512,1300.22%5,894CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$510,9250.22%2,348CommonSHARED
74340W103PLDPROLOGIS INC.$509,6510.22%4,559CommonSHARED
09260D107BXBLACKSTONE INC$504,0470.21%3,606CommonSHARED
12572Q105CMECME GROUP INC$497,6840.21%1,876CommonSHARED
02209S103MOALTRIA GROUP INC$496,0050.21%8,264CommonSHARED
032654105ADIANALOG DEVICES INC$491,2680.21%2,436CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$475,7550.20%2,758CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$475,6830.20%3,900CommonSHARED
609207105MDLZMONDELEZ INTL INC$475,1540.20%7,003CommonSHARED
512807306LRCXLAM RESEARCH CORP$471,0960.20%6,480CommonSHARED
036752103ELVELEVANCE HEALTH INC$465,8420.20%1,071CommonSHARED
126650100CVSCVS HEALTH CORP$454,7380.19%6,712CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$450,5970.19%1,278CommonSHARED
482480100KLACKLA CORP$438,4710.19%645CommonSHARED
125523100CITHE CIGNA GROUP$435,5960.19%1,324CommonSHARED
94106L109WMWASTE MGMT INC DEL$434,7760.19%1,878CommonSHARED
95040Q104WELLWELLTOWER INC$434,0440.18%2,833CommonSHARED
29444U700EQIXEQUINIX INC$422,3510.18%518CommonSHARED
040413205ANETARISTA NETWORKS INC$421,4140.18%5,439CommonSHARED
363576109AJGGALLAGHER ARTHUR J & CO$420,5020.18%1,218CommonSHARED
58155Q103MCKMCKESSON CORP$418,6000.18%622CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$417,4440.18%1,239CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$417,3020.18%3,794CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$412,5830.18%288CommonSHARED
36828A101GEVGE VERNOVA INC$403,5800.17%1,322CommonSHARED
G0403H108AONAON PLC$403,0810.17%1,010CommonSHARED
893641100TDGTRANSDIGM GROUP INC$402,5370.17%291CommonSHARED
98978V103ZTSZOETIS INC$398,9470.17%2,423CommonSHARED
032095101APHAMPHENOL CORP NEW$390,9160.17%5,960CommonSHARED
48251W104KKRKKR & CO INC$388,7960.17%3,363CommonSHARED
701094104PHPARKER-HANNIFIN CORP$386,5930.16%636CommonSHARED
88579Y101MMM3M CO$385,0670.16%2,622CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$384,9780.16%607CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$384,8010.16%1,513CommonSHARED
654106103NKENIKE INC$378,4040.16%5,961CommonSHARED
615369105MCOMOODYS CORP$377,6750.16%811CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$372,7650.16%2,079CommonSHARED
824348106SHWSHERWIN WILLIAMS CO$372,2370.16%1,066CommonSHARED
172908105CTASCINTAS CORP$371,5980.16%1,808CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$367,7600.16%840CommonSHARED
969457100WMBWILLIAMS COS INC$367,4640.16%6,149CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$362,6190.15%3,870CommonSHARED
26875P101EOGEOG RES INC$350,2230.15%2,731CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$349,2830.15%5,353CommonSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$343,4870.15%6,841CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$342,2540.15%1,380CommonSHARED
21037T109CEGCONSTELLATION ENERGY CORP$332,4880.14%1,649CommonSHARED
25809K105DASHDOORDASH INC$332,0930.14%1,817CommonSHARED
278865100ECLECOLAB INC$331,8580.14%1,309CommonSHARED
693475105PNCPNC FINL SVCS GROUP INC$328,6900.14%1,870CommonSHARED
34959E109FTNTFORTINET INC$328,4390.14%3,412CommonSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$328,1080.14%2,396CommonSHARED
03831W108APPAPPLOVIN CORP$323,2630.14%1,220CommonSHARED
902973304USBUS BANCORP DEL$322,5610.14%7,640CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$317,7840.14%539CommonSHARED
G25508105CRHCRH PLC$312,9970.13%3,558CommonSHARED
806857108SLBSCHLUMBERGER LTD$312,7480.13%7,482CommonSHARED
40412C101HCAHCA HEALTHCARE INC$312,7230.13%905CommonSHARED
291011104EMREMERSON ELEC CO$310,7200.13%2,834CommonSHARED
075887109BDXBECTON DICKINSON & CO$305,7950.13%1,335CommonSHARED
871607107SNPSSYNOPSYS INC$305,7700.13%713CommonSHARED
009158106APDAIR PRODS & CHEMS INC$304,9470.13%1,034CommonSHARED
020002101ALLALLSTATE CORP$304,1860.13%1,469CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$302,8070.13%1,145CommonSHARED
31428X106FDXFEDEX CORP$300,3370.13%1,232CommonSHARED
025537101AEPAMERICAN ELEC PWR CO INC$299,2910.13%2,739CommonSHARED
594972408MSTRMICROSTRATEGY INC$291,1530.12%1,010CommonSHARED
126408103CSXCSX CORP$291,1220.12%9,892CommonSHARED
064058100BKBANK NEW YORK MELLON CORP$287,1710.12%3,424CommonSHARED
16411R208LNGCHENIERE ENERGY INC$286,2420.12%1,237CommonSHARED
14448C104CARRCARRIER GLOBAL CORPORATION$282,9540.12%4,463CommonSHARED
009066101ABNBAIRBNB INC$280,0140.12%2,344CommonSHARED
682680103OKEONEOK INC NEW$279,2050.12%2,814CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$277,8210.12%3,468CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$269,6470.11%1,185CommonSHARED
001055102AFLAFLAC INC$268,9690.11%2,419CommonSHARED
704326107PAYXPAYCHEX INC$266,9040.11%1,730CommonSHARED
693718108PCARPACCAR INC$265,0410.11%2,722CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$264,6280.11%4,298CommonSHARED
052769106ADSKAUTODESK INC$263,6330.11%1,007CommonSHARED
49456B101KMIKINDER MORGAN INC DEL$262,1340.11%9,188CommonSHARED
37045V100GMGENERAL MTRS CO$262,0510.11%5,572CommonSHARED
89832Q109TFCTRUIST FINL CORP$261,3030.11%6,350CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$261,0810.11%3,003CommonSHARED
443201108HWMHOWMET AEROSPACE INC$259,9790.11%2,004CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$255,2510.11%1,343CommonSHARED
217204106CPRTCOPART INC$254,7680.11%4,502CommonSHARED
87612E106TGTTARGET CORP$253,6990.11%2,431CommonSHARED
833445109SNOWSNOWFLAKE INC$252,5640.11%1,728CommonSHARED
718546104PSXPHILLIPS 66$252,5170.11%2,045CommonSHARED
V7780T103RCLROYAL CARIBBEAN GROUP$252,4860.11%1,229CommonSHARED
053332102AZOAUTOZONE INC$251,6430.11%66CommonSHARED
571903202MARMARRIOTT INTL INC NEW$250,5860.11%1,052CommonSHARED
25746U109DDOMINION ENERGY INC$250,1280.11%4,461CommonSHARED
03076C106AMPAMERIPRISE FINL INC$249,8010.11%516CommonSHARED
254709108DFSEURDISCOVER FINL SVCS$247,5150.11%1,450CommonSHARED
87612G101TRGPTARGA RES CORP$244,9740.10%1,222CommonSHARED
74460D109PSAPUBLIC STORAGE OPER CO$243,9210.10%815CommonSHARED
816851109SRESEMPRA$240,1260.10%3,365CommonSHARED
384802104GWWGRAINGER W W INC$240,0430.10%243CommonSHARED
42809H107HESHESS CORP$239,2760.10%1,498CommonSHARED
756109104OREALTY INCOME CORP$239,2330.10%4,124CommonSHARED
05722G100BKRBAKER HUGHES COMPANY$235,6600.10%5,362CommonSHARED
98138H101WDAYWORKDAY INC$235,3980.10%1,008CommonSHARED
231021106CMICUMMINS INC$234,7670.10%749CommonSHARED
501044101KRKROGER CO$232,9890.10%3,442CommonSHARED
22052L104CTVACORTEVA INC$231,8970.10%3,685CommonSHARED
59156R108METMETLIFE INC$231,7170.10%2,886CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$230,8490.10%3,185CommonSHARED
30161N101EXCEXELON CORP$230,7690.10%5,008CommonSHARED
91913Y100VLOVALERO ENERGY CORP$230,0660.10%1,742CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$230,0210.10%1,385CommonSHARED
778296103ROSTROSS STORES INC$229,1270.10%1,793CommonSHARED
56585A102MPCMARATHON PETE CORP$226,8390.10%1,557CommonSHARED
92345Y106VRSKVERISK ANALYTICS INC$225,2980.10%757CommonSHARED
49177J102KVUEKENVUE INC$225,0280.10%9,384CommonSHARED
22822V101CCICROWN CASTLE INC$221,4890.09%2,125CommonSHARED
311900104FASTFASTENAL CO$220,2420.09%2,840CommonSHARED
253868103DLRDIGITAL RLTY TR INC$219,6640.09%1,533CommonSHARED
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$219,2470.09%2,664CommonSHARED
98389B100XELXCEL ENERGY INC$218,2460.09%3,083CommonSHARED
03073E105CORCENCORA INC$214,9640.09%773CommonSHARED
760759100RSGREPUBLIC SVCS INC$213,1010.09%880CommonSHARED
G3643J108FLUTFLUTTER ENTMT PLC$212,9100.09%961CommonSHARED
911363109URIUNITED RENTALS INC$211,8250.09%338CommonSHARED
G87052109TELTE CONNECTIVITY PLC$210,2840.09%1,488CommonSHARED
12504L109CBRECBRE GROUP INC$208,9860.09%1,598CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$207,1020.09%3,539CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$206,7880.09%1,454CommonSHARED
744320102PRUPRUDENTIAL FINL INC$205,0440.09%1,836CommonSHARED
303250104FICOFAIR ISAAC CORP$204,7020.09%111CommonSHARED
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$204,4050.09%757CommonSHARED
68902V107OTISOTIS WORLDWIDE CORP$203,0980.09%1,968CommonSHARED
55354G100MSCIMSCI INC$203,0150.09%359CommonSHARED
988498101YUMYUM BRANDS INC$201,4210.09%1,280CommonSHARED
049468101TEAMATLASSIAN CORPORATION$201,1750.09%948CommonSHARED
345370860FFORD MTR CO$141,7440.06%14,132CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.