MondegarAI
Alta Advisers Ltd

Q2 2025 · 13F-HR

Alta Advisers Ltdholdings as filed

Filed 2025-07-25 · accession 0000904454-25-000381

$281.0M
Reported value
246
Positions
2025-06-30
Period end
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The Brief · Alta Advisers Ltd · Q2 2025

AI · grounded in 13F

Alta Advisers Ltd established a new position in VGSH worth $22.98M. The fund also initiated new stakes in NVDA for $19.55M and MSFT for $19M. Additional new positions include AAPL at $15.81M and AMZN at $10.59M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92206C102VGSHVANGUARD SCOTTSDALE FDS$23.0M8.18%398,653CommonSOLE
67066G104NVDANVIDIA CORPORATION$19.6M6.96%123,762CommonSHARED
594918104MSFTMICROSOFT CORP$19.0M6.76%38,194CommonSHARED
037833100AAPLAPPLE INC$15.8M5.63%77,080CommonSHARED
023135106AMZNAMAZON COM INC$10.6M3.77%48,287CommonSHARED
922908363VOOVANGUARD INDEX FDS$8.7M3.11%15,368CommonSOLE
30303M102METAMETA PLATFORMS INC$8.2M2.91%11,080CommonSHARED
11135F101AVGOBROADCOM INC$6.7M2.37%24,199CommonSHARED
922042742VTVANGUARD INTL EQUITY INDEX F$5.9M2.10%62,875CommonSHARED
02079K305GOOGLALPHABET INC$5.2M1.85%29,479CommonSHARED
922042775VEUVANGUARD INTL EQUITY INDEX F$4.6M1.63%68,328CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.6M1.63%9,455CommonSHARED
88160R101TSLATESLA INC$4.4M1.58%13,972CommonSHARED
02079K107GOOGALPHABET INC$4.2M1.50%23,783CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$4.2M1.50%14,524CommonSHARED
532457108LLYELI LILLY & CO$3.2M1.14%4,119CommonSHARED
92826C839VVISA INC$3.2M1.13%8,912CommonSHARED
64110L106NFLXNETFLIX INC$2.8M1.01%2,117CommonSHARED
30231G102XOMEXXON MOBIL CORP$2.4M0.87%22,558CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$2.3M0.81%4,042CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$2.2M0.80%2,266CommonSHARED
931142103WMTWALMART INC$2.1M0.76%21,813CommonSHARED
742718109PGPROCTER & GAMBLE CO$1.9M0.67%11,818CommonSHARED
437076102HDHOME DEPOT INC$1.9M0.67%5,121CommonSHARED
478160104JNJJOHNSON & JOHNSON$1.8M0.64%11,818CommonSHARED
68389X105ORCLORACLE CORP$1.7M0.62%7,918CommonSHARED
00287Y109ABBVABBVIE INC$1.6M0.58%8,765CommonSHARED
060505104BACBANK AMERICA CORP$1.6M0.55%32,856CommonSHARED
718172109PMPHILIP MORRIS INTL INC$1.5M0.52%8,087CommonSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.5M0.52%10,722CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$1.4M0.51%4,637CommonSHARED
949746101WMT2WELLS FARGO CO NEW$1.4M0.49%17,207CommonSHARED
79466L302CRMSALESFORCE INC$1.4M0.48%4,970CommonSHARED
17275R102CSCOCISCO SYS INC$1.4M0.48%19,459CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$1.3M0.48%4,555CommonSHARED
191216100KOCOCA COLA CO$1.3M0.47%18,860CommonSHARED
002824100ABTABBOTT LABS$1.2M0.42%8,720CommonSHARED
166764100CVXCHEVRON CORP NEW$1.2M0.42%8,229CommonSHARED
254687106DISDISNEY WALT CO$1.2M0.42%9,419CommonSHARED
00206R102TAT&T INC$1.2M0.41%40,097CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$1.1M0.41%8,092CommonSHARED
81762P102NOWSERVICENOW INC$1.1M0.40%1,083CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$1.1M0.39%1,538CommonSHARED
G54950103LINLINDE PLC$1.1M0.37%2,243CommonSHARED
461202103INTUINTUIT$1.0M0.37%1,328CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$1.0M0.37%179CommonSHARED
580135101MCDMCDONALDS CORP$1.0M0.37%3,514CommonSHARED
58933Y105MRKMERCK & CO INC$996,1490.35%12,584CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$989,9130.35%10,610CommonSHARED
882508104TXNTEXAS INSTRS INC$978,9280.35%4,715CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$976,7730.35%3,268CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$967,8130.34%1,781CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$930,9970.33%21,516CommonSHARED
149123101CATCATERPILLAR INC$928,2100.33%2,391CommonSHARED
713448108PEPPEPSICO INC$923,8840.33%6,997CommonSHARED
747525103QCOMQUALCOMM INC$920,6820.33%5,781CommonSHARED
025816109AXPAMERICAN EXPRESS CO$874,6430.31%2,742CommonSHARED
78409V104SPGIS&P GLOBAL INC$863,1740.31%1,637CommonSHARED
617446448MSMORGAN STANLEY$861,3590.31%6,115CommonSHARED
00724F101ADBEADOBE INC$834,8870.30%2,158CommonSHARED
09290D101BLKBLACKROCK INC$822,6120.29%784CommonSHARED
743315103PGRPROGRESSIVE CORP$810,1870.29%3,036CommonSHARED
172967424CCITIGROUP INC$797,0640.28%9,364CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$791,0510.28%8,670CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$776,7890.28%7,232CommonSHARED
717081103PFEPFIZER INC$773,5470.28%31,912CommonSHARED
031162100AMGNAMGEN INC$756,6590.27%2,710CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$756,5880.27%1,866CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$756,5750.27%3,556CommonSHARED
65339F101NEENEXTERA ENERGY INC$747,6530.27%10,770CommonSHARED
038222105AMATAPPLIED MATLS INC$738,8710.26%4,036CommonSHARED
438516106HONHONEYWELL INTL INC$735,2020.26%3,157CommonSHARED
375558103GILDGILEAD SCIENCES INC$730,8550.26%6,592CommonSHARED
595112103MUMICRON TECHNOLOGY INC$726,4360.26%5,894CommonSHARED
907818108UNPUNION PAC CORP$721,9910.26%3,138CommonSHARED
36828A101GEVGE VERNOVA LLC$699,5360.25%1,322CommonSHARED
244199105DEDEERE & CO$682,3940.24%1,342CommonSHARED
20030N101CMCSACOMCAST CORP NEW$680,1440.24%19,057CommonSHARED
G29183103ETNEATON CORP PLC$678,2810.24%1,900CommonSHARED
872540109TJXTJX COS INC NEW$676,2310.24%5,476CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$672,0380.24%3,284CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$650,8980.23%1,278CommonSHARED
863667101SYKSTRYKER CORP$645,2730.23%1,631CommonSHARED
512807306LRCXLAM RESEARCH CORP$630,7630.22%6,480CommonSHARED
235851102DHRDANAHER CORPORATION$618,8930.22%3,133CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING INC$608,1650.22%1,972CommonSHARED
548661107LOWLOWES COS INC$601,9330.21%2,713CommonSHARED
872590104TMUST-MOBILE US INC$595,6500.21%2,500CommonSHARED
032095101APHAMPHENOL CORP NEW$588,5500.21%5,960CommonSHARED
032654105ADIANALOG DEVICES INC$579,8170.21%2,436CommonSHARED
482480100KLACKLA CORP$577,7520.21%645CommonSHARED
458140100INTCINTEL CORP$573,9100.20%25,621CommonSHARED
20825C104COPCONOCOPHILLIPS$566,4390.20%6,312CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$565,8490.20%1,271CommonSHARED
040413205ANETARISTA NETWORKS INC$556,4640.20%5,439CommonSHARED
G5960L103MDTMEDTRONIC PLC$547,8630.19%6,285CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$541,9510.19%1,239CommonSHARED
09260D107BXBLACKSTONE INC$539,3850.19%3,606CommonSHARED
21037T109CEGCONSTELLATION ENERGY CORP$532,2310.19%1,649CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$518,9550.18%2,348CommonSHARED
855244109SBUXSTARBUCKS CORP$518,6260.18%5,660CommonSHARED
12572Q105CMECME GROUP INC$517,0630.18%1,876CommonSHARED
H1467J104CBCHUBB LIMITED$514,5430.18%1,776CommonSHARED
337738108FISVFISERV INC$512,5750.18%2,973CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$506,0100.18%2,758CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$498,0620.18%2,278CommonSHARED
02209S103MOALTRIA GROUP INC$484,5180.17%8,264CommonSHARED
74340W103PLDPROLOGIS INC.$479,2420.17%4,559CommonSHARED
609207105MDLZMONDELEZ INTL INC$472,2820.17%7,003CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$469,8440.17%10,150CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$466,2310.17%1,513CommonSHARED
126650100CVSCVS HEALTH CORP$462,9940.16%6,712CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$460,2000.16%3,900CommonSHARED
58155Q103MCKMCKESSON CORP$455,7890.16%622CommonSHARED
594972408MSTRMICROSTRATEGY INC$448,6950.16%1,110CommonSHARED
25809K105DASHDOORDASH INC$447,9090.16%1,817CommonSHARED
48251W104KKRKKR & CO INC$447,3800.16%3,363CommonSHARED
701094104PHPARKER-HANNIFIN CORP$444,2270.16%636CommonSHARED
893641100TDGTRANSDIGM GROUP INC$442,5060.16%291CommonSHARED
125523100CITHE CIGNA GROUP$437,6880.16%1,324CommonSHARED
95040Q104WELLWELLTOWER INC$435,5170.15%2,833CommonSHARED
94106L109WMWASTE MGMT INC. DEL$429,7240.15%1,878CommonSHARED
03831W108APPAPPLOVIN CORP$427,0980.15%1,220CommonSHARED
654106103NKENIKE INC$423,4690.15%5,961CommonSHARED
036752103ELVELEVANCE HEALTH INC$416,5760.15%1,071CommonSHARED
29444U700EQIXEQUINIX INC$412,0530.15%518CommonSHARED
615369105MCOMOODYS CORP$406,7890.14%811CommonSHARED
172908105CTASCINTAS CORP$402,9490.14%1,808CommonSHARED
88579Y101MMM3M CO$399,1730.14%2,622CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$397,8350.14%5,353CommonSHARED
363576109AJGGALLAGHER ARTHUR J & CO$389,9060.14%1,218CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$389,3620.14%4,320CommonSHARED
833445109SNOWSNOWFLAKE INC$386,6750.14%1,728CommonSHARED
969457100WMBWILLIAMS COMPANY INC$386,2190.14%6,149CommonSHARED
V7780T103RCLROYAL CARIBBEAN GROUP$384,8490.14%1,229CommonSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$384,1220.14%6,841CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$382,9660.14%3,794CommonSHARED
19260Q107COINCOINBASE GLOBAL INC$380,6320.14%1,086CommonSHARED
98978V103ZTSZOETIS INC$377,8670.13%2,423CommonSHARED
291011104EMREMERSON ELEC CO$377,8570.13%2,834CommonSHARED
443201108HWMHOWMET AEROSPACE INC$373,0050.13%2,004CommonSHARED
770700102HOODROBINHOOD MKTS INC$368,6210.13%3,937CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$366,2900.13%3,468CommonSHARED
824348106SHWSHERWIN WILLIAMS CO$366,0220.13%1,066CommonSHARED
871607107SNPSSYNOPSYS INC$365,5410.13%713CommonSHARED
34959E109FTNTFORTINET INC$360,7170.13%3,412CommonSHARED
G0403H108AONAON PLC$360,3280.13%1,010CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$353,1860.13%840CommonSHARED
278865100ECLECOLAB INC$352,6970.13%1,309CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$351,7830.13%3,870CommonSHARED
693475105PNCPNC FINL SVCS GROUP INC$348,6050.12%1,870CommonSHARED
40412C101HCAHCA HEALTHCARE INC$346,7060.12%905CommonSHARED
902973304USBUS BANCORP DEL$345,7100.12%7,640CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$341,2050.12%1,380CommonSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$339,9210.12%2,396CommonSHARED
18915M107NETCLOUDFLARE INC$339,7650.12%1,735CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$332,6650.12%4,298CommonSHARED
26875P101EOGEOG RES INC$326,6550.12%2,731CommonSHARED
14448C104CARRCARRIER GLOBAL CORPORATION$326,6470.12%4,463CommonSHARED
G25508105CRHCRH PLC$326,6240.12%3,558CommonSHARED
126408103CSXCSX CORP$322,7760.11%9,892CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$318,6750.11%607CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$315,6130.11%1,185CommonSHARED
064058100BKBANK NEW YORK MELLON CORP$311,9610.11%3,424CommonSHARED
052769106ADSKAUTODESK INC$311,7370.11%1,007CommonSHARED
009066101ABNBAIRBNB INC$310,2050.11%2,344CommonSHARED
771049103RBLXROBLOX CORP$309,4980.11%2,942CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$306,3330.11%1,145CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$305,5270.11%539CommonSHARED
16411R208LNGCHENIERE ENERGY INC$301,2340.11%1,237CommonSHARED
020002101ALLALLSTATE CORP$295,7240.11%1,469CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$293,4320.10%1,343CommonSHARED
009158106APDAIR PRODS AND CHEMS INC$291,6500.10%1,034CommonSHARED
05464C101AXONAXON ENTERPRISE INC$288,1230.10%348CommonSHARED
571903202MARMARRIOTT INTL INC NEW$287,4170.10%1,052CommonSHARED
025537101AEPAMERICAN ELEC PWR CO INC$284,1990.10%2,739CommonSHARED
31428X106FDXFEDEX CORP$280,0460.10%1,232CommonSHARED
03076C106AMPAMERIPRISE FNL INC$275,4050.10%516CommonSHARED
22052L104CTVACORTEVA INC$274,6430.10%3,685CommonSHARED
G3643J108FLUTFLUTTER ENTMT PLC$274,6150.10%961CommonSHARED
37045V100GMGENERAL MTRS CO$274,1980.10%5,572CommonSHARED
89832Q109TFCTRUIST FINL CORP$272,9870.10%6,350CommonSHARED
49456B101KMIKINDER MORGAN INC DEL$270,1270.10%9,188CommonSHARED
253868103DLRDIGITAL RLTY TR INC$267,2480.10%1,533CommonSHARED
74762E102QUREQUANTA SVCS INC$262,7660.09%695CommonSHARED
693718108PCARPACCAR INC$258,7530.09%2,722CommonSHARED
56585A102MPCMARATHON PETE CORP$258,6330.09%1,557CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$257,0270.09%3,003CommonSHARED
001055102AFLAFLAC INC$255,1080.09%2,419CommonSHARED
816851109SRESEMPRA$254,9660.09%3,365CommonSHARED
911363109URIUNITED RENTALS INC$254,6490.09%338CommonSHARED
806857108SLBSCHLUMBERGER LTD$252,8920.09%7,482CommonSHARED
384802104GWWGRAINGER W W INC$252,7780.09%243CommonSHARED
25746U109DDOMINION ENERGY INC$252,1360.09%4,461CommonSHARED
704326107PAYXPAYCHEX INC$251,6460.09%1,730CommonSHARED
G87052109TELTE CONNECTIVITY PLC$250,9810.09%1,488CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$249,0990.09%3,185CommonSHARED
501044101KRKROGER CO$246,8950.09%3,442CommonSHARED
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$246,8500.09%757CommonSHARED
231021106CMICUMMINS INC$245,2980.09%749CommonSHARED
053332102AZOAUTOZONE INC$245,0070.09%66CommonSHARED
718546104PSXPHILLIPS 66$243,9690.09%2,045CommonSHARED
98138H101WDAYWORKDAY INC$241,9200.09%1,008CommonSHARED
87612E106TGTTARGET CORP$239,8180.09%2,431CommonSHARED
92537N108VRTVERTIV HOLDINGS CO$239,2280.09%1,863CommonSHARED
74460D109PSAPUBLIC STORAGE OPER CO$239,1370.09%815CommonSHARED
311900104FASTFASTENAL CO$238,5600.08%5,680CommonSHARED
756109104OREALTY INCOME CORP$237,5840.08%4,124CommonSHARED
92345Y106VRSKVERISK ANALYTICS INC$235,8060.08%757CommonSHARED
23804L103DDOGDATADOG INC$235,2120.08%1,751CommonSHARED
91913Y100VLOVALERO ENERGY CORP$234,1600.08%1,742CommonSHARED
31488V107FERGFERGUSON ENTERPRISES INC$232,3390.08%1,067CommonSHARED
59156R108METMETLIFE INC$232,0920.08%2,886CommonSHARED
03073E105CORCENCORA INC$231,7840.08%773CommonSHARED
922475108VEEVVEEVA SYS INC$230,6720.08%801CommonSHARED
075887109BDXBECTON DICKINSON & CO$229,9540.08%1,335CommonSHARED
682680103OKEONEOK INC NEW$229,7070.08%2,814CommonSHARED
778296103ROSTROSS STORES INC$228,7510.08%1,793CommonSHARED
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$224,2560.08%2,664CommonSHARED
12504L109CBRECBRE GROUP INC$223,9120.08%1,598CommonSHARED
573284106MLMMARTIN MARIETTA MATLS INC$222,8780.08%406CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$222,6530.08%1,385CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$221,6830.08%3,539CommonSHARED
217204106CPRTCOPART INC$220,9130.08%4,502CommonSHARED
22822V101CCICROWN CASTLE INC$218,3010.08%2,125CommonSHARED
219350105GLWCORNING INC$217,9330.08%4,144CommonSHARED
31620M106FISFIDELITY NATL INFORMATION SV$217,6090.08%2,673CommonSHARED
30161N101EXCEXELON CORP$217,4470.08%5,008CommonSHARED
760759100RSGREPUBLIC SVCS INC$217,0170.08%880CommonSHARED
16119P108CHTRCHARTER COMMUNICATIONS INC N$216,2600.08%529CommonSHARED
87612G101TRGPTARGA RES CORP$212,7260.08%1,222CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC$211,9750.08%1,729CommonSHARED
852234103XYZBLOCK INC$210,1750.07%3,094CommonSHARED
98389B100XELXCEL ENERGY INC$209,9520.07%3,083CommonSHARED
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$209,0940.07%861CommonSHARED
42809H107HESHESS CORP$207,5330.07%1,498CommonSHARED
55354G100MSCIMSCI INC$207,0500.07%359CommonSHARED
05722G100BKRBAKER HUGHES COMPANY$205,5790.07%5,362CommonSHARED
285512109EAELECTRONIC ARTS INC$204,5760.07%1,281CommonSHARED
303250104FICOFAIR ISAAC CORP$202,9040.07%111CommonSHARED
23331A109DHID R HORTON INC$202,5330.07%1,571CommonSHARED
146869102CVNACARVANA CO$202,5130.07%601CommonSHARED
45168D104IDXXIDEXX LABS INC$201,6640.07%376CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$200,9280.07%1,196CommonSHARED
345370860FFORD MTR CO$153,3320.05%14,132CommonSHARED
G0250X107AMCRAMCOR PLC$107,0540.04%11,649CommonSHARED

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.