MondegarAI
Alta Advisers Ltd

Q3 2025 · 13F-HR

Alta Advisers Ltdholdings as filed

Filed 2025-10-31 · accession 0000904454-25-000547

$326.9M
Reported value
248
Positions
2025-09-30
Period end
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The Brief · Alta Advisers Ltd · Q3 2025

AI · grounded in 13F

Alta Advisers Ltd established a new position in VGSH worth $37.9M. The fund also initiated new stakes in NVDA for $23.2M and MSFT for $19.8M. Additional new positions include AAPL at $19.2M and VT at $15.3M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92206C102VGSHVANGUARD SCOTTSDALE FDS$37.9M11.6%663,026CommonSOLE
67066G104NVDANVIDIA CORPORATION$23.2M7.08%124,122CommonSHARED
594918104MSFTMICROSOFT CORP$19.8M6.05%38,194CommonSHARED
037833100AAPLAPPLE INC$19.2M5.89%75,580CommonSHARED
922042742VTVANGUARD INTL EQUITY INDEX F$15.3M4.69%149,655CommonSHARED
023135106AMZNAMAZON COM INC$10.7M3.26%48,577CommonSHARED
922908363VOOVANGUARD INDEX FDS$9.1M2.77%14,790CommonSOLE
30303M102METAMETA PLATFORMS INC$8.1M2.49%11,080CommonSHARED
11135F101AVGOBROADCOM INC$7.9M2.42%23,999CommonSHARED
02079K305GOOGLALPHABET INC$7.2M2.19%29,479CommonSHARED
88160R101TSLATESLA INC$6.3M1.93%14,192CommonSHARED
02079K107GOOGALPHABET INC$5.8M1.78%23,903CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.8M1.45%9,455CommonSHARED
922042775VEUVANGUARD INTL EQUITY INDEX F$4.7M1.44%65,757CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$4.6M1.40%14,524CommonSHARED
532457108LLYELI LILLY & CO$3.1M0.96%4,119CommonSHARED
92826C839VVISA INC$3.0M0.93%8,912CommonSHARED
64110L106NFLXNETFLIX INC$2.6M0.79%2,142CommonSHARED
30231G102XOMEXXON MOBIL CORP$2.5M0.78%22,558CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$2.3M0.71%4,087CommonSHARED
68389X105ORCLORACLE CORP$2.3M0.70%8,168CommonSHARED
931142103WMTWALMART INC$2.2M0.69%21,813CommonSHARED
478160104JNJJOHNSON & JOHNSON$2.2M0.68%11,968CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$2.1M0.64%2,266CommonSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.1M0.64%11,422CommonSHARED
437076102HDHOME DEPOT INC$2.1M0.63%5,121CommonSHARED
00287Y109ABBVABBVIE INC$2.0M0.62%8,765CommonSHARED
742718109PGPROCTER AND GAMBLE CO$1.8M0.54%11,518CommonSHARED
060505104BACBANK AMERICA CORP$1.7M0.52%32,856CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$1.6M0.49%4,637CommonSHARED
166764100CVXCHEVRON CORP NEW$1.5M0.46%9,764CommonSHARED
949746101WMT2WELLS FARGO CO NEW$1.4M0.44%17,207CommonSHARED
17275R102CSCOCISCO SYS INC$1.3M0.41%19,459CommonSHARED
718172109PMPHILIP MORRIS INTL INC$1.3M0.40%8,087CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$1.3M0.40%8,092CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$1.3M0.39%4,555CommonSHARED
191216100KOCOCA COLA CO$1.3M0.39%19,310CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$1.2M0.37%1,538CommonSHARED
79466L302CRMSALESFORCE INC$1.2M0.36%4,970CommonSHARED
002824100ABTABBOTT LABS$1.2M0.36%8,720CommonSHARED
149123101CATCATERPILLAR INC$1.1M0.35%2,391CommonSHARED
G54950103LINLINDE PLC$1.1M0.34%2,313CommonSHARED
00206R102TAT&T INC$1.1M0.34%38,897CommonSHARED
254687106DISDISNEY WALT CO$1.1M0.33%9,419CommonSHARED
580135101MCDMCDONALDS CORP$1.1M0.33%3,514CommonSHARED
58933Y105MRKMERCK & CO INC$1.1M0.32%12,584CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$1.0M0.32%10,610CommonSHARED
81762P102NOWSERVICENOW INC$996,6630.30%1,083CommonSHARED
595112103MUMICRON TECHNOLOGY INC$986,1840.30%5,894CommonSHARED
617446448MSMORGAN STANLEY$972,0400.30%6,115CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$966,4690.30%179CommonSHARED
747525103QCOMQUALCOMM INC$961,7270.29%5,781CommonSHARED
172967424CCITIGROUP INC$950,4460.29%9,364CommonSHARED
03831W108APPAPPLOVIN CORP$948,4730.29%1,320CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$945,6280.29%21,516CommonSHARED
461202103INTUINTUIT$934,2210.29%1,368CommonSHARED
09290D101BLKBLACKROCK INC$914,0420.28%784CommonSHARED
713448108PEPPEPSICO INC$912,4390.28%6,497CommonSHARED
025816109AXPAMERICAN EXPRESS CO$910,7830.28%2,742CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$905,0470.28%1,866CommonSHARED
512807306LRCXLAM RESEARCH CORP$867,6720.27%6,480CommonSHARED
882508104TXNTEXAS INSTRS INC$866,2870.26%4,715CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$827,7250.25%8,670CommonSHARED
038222105AMATAPPLIED MATLS INC$826,3310.25%4,036CommonSHARED
65339F101NEENEXTERA ENERGY INC$813,0270.25%10,770CommonSHARED
36828A101GEVGE VERNOVA LLC$812,8980.25%1,322CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$805,8890.25%3,268CommonSHARED
78409V104SPGIS&P GLOBAL INC$796,7440.24%1,637CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$796,5170.24%1,781CommonSHARED
458140100INTCINTEL CORP$795,8400.24%23,721CommonSHARED
040413205ANETARISTA NETWORKS INC$792,5170.24%5,439CommonSHARED
872540109TJXTJX COS INC NEW$791,5010.24%5,476CommonSHARED
717081103PFEPFIZER INC$790,1860.24%31,012CommonSHARED
031162100AMGNAMGEN INC$764,7620.23%2,710CommonSHARED
00724F101ADBEADOBE INC$761,2350.23%2,158CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$755,9340.23%3,556CommonSHARED
743315103PGRPROGRESSIVE CORP$749,7400.23%3,036CommonSHARED
032095101APHAMPHENOL CORP NEW$737,5500.23%5,960CommonSHARED
375558103GILDGILEAD SCIENCES INC$731,7120.22%6,592CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$730,4680.22%7,482CommonSHARED
G29183103ETNEATON CORP PLC$711,0750.22%1,900CommonSHARED
482480100KLACKLA CORPORATION$695,6970.21%645CommonSHARED
548661107LOWLOWES COS INC$681,8040.21%2,713CommonSHARED
907818108UNPUNION PAC CORP$670,8180.21%2,838CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$668,6880.20%3,284CommonSHARED
438516106HONHONEYWELL INTL INC$664,5490.20%3,157CommonSHARED
863667101SYKSTRYKER CORP$639,8990.20%1,731CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$626,7060.19%1,278CommonSHARED
235851102DHRDANAHER CORPORATION$621,1490.19%3,133CommonSHARED
09260D107BXBLACKSTONE INC$616,0850.19%3,606CommonSHARED
244199105DEDEERE & CO$613,6430.19%1,342CommonSHARED
20030N101CMCSACOMCAST CORP NEW$598,7710.18%19,057CommonSHARED
G5960L103MDTMEDTRONIC PLC$598,5830.18%6,285CommonSHARED
032654105ADIANALOG DEVICES INC$598,5250.18%2,436CommonSHARED
872590104TMUST-MOBILE US INC$598,4500.18%2,500CommonSHARED
20825C104COPCONOCOPHILLIPS$597,0520.18%6,312CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$578,7820.18%1,972CommonSHARED
770700102HOODROBINHOOD MKTS INC$563,7000.17%3,937CommonSHARED
02209S103MOALTRIA GROUP INC$545,9200.17%8,264CommonSHARED
21037T109CEGCONSTELLATION ENERGY CORP$542,6360.17%1,649CommonSHARED
127387108CDNSCADENCE DESIGN SYS INC$531,4560.16%1,513CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$522,8080.16%1,239CommonSHARED
74340W103PLDPROLOGIS INC.$522,0970.16%4,559CommonSHARED
12572Q105CMECME GROUP INC$506,8760.16%1,876CommonSHARED
126650100CVSCVS HEALTH CORP$506,0180.15%6,712CommonSHARED
95040Q104WELLWELLTOWER INC$504,6710.15%2,833CommonSHARED
H1467J104CBCHUBB LIMITED$501,2760.15%1,776CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$497,7740.15%1,271CommonSHARED
25809K105DASHDOORDASH INC$494,2060.15%1,817CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$482,6250.15%3,900CommonSHARED
701094104PHPARKER-HANNIFIN CORP$482,1830.15%636CommonSHARED
58155Q103MCKMCKESSON CORP$480,5200.15%622CommonSHARED
855244109SBUXSTARBUCKS CORP$478,8360.15%5,660CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$465,7390.14%4,320CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$464,6680.14%2,758CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$459,0850.14%2,278CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$457,7650.14%10,150CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$451,5670.14%2,348CommonSHARED
594972408MSTRSTRATEGY INC$446,2610.14%1,385CommonSHARED
48251W104KKRKKR & CO INC$437,0220.13%3,363CommonSHARED
871607107SNPSSYNOPSYS INC$432,7030.13%877CommonSHARED
G25508105CRHCRH PLC$426,6040.13%3,558CommonSHARED
654106103NKENIKE INC$415,6610.13%5,961CommonSHARED
94106L109WMWASTE MGMT INC. DEL$414,7190.13%1,878CommonSHARED
609207105MDLZMONDELEZ INTL INC$412,4890.13%6,603CommonSHARED
771049103RBLXROBLOX CORP$407,5260.12%2,942CommonSHARED
88579Y101MMM3M CO$406,8820.12%2,622CommonSHARED
29444U700EQIXEQUINIX INC$405,7180.12%518CommonSHARED
V7780T103RCLROYAL CARIBBEAN GROUP$397,6800.12%1,229CommonSHARED
443201108HWMHOWMET AEROSPACE INC$393,2450.12%2,004CommonSHARED
833445109SNOWSNOWFLAKE INC$389,7500.12%1,728CommonSHARED
969457100WMBWILLIAMS COS INC$389,5390.12%6,149CommonSHARED
615369105MCOMOODYS CORP$386,4250.12%811CommonSHARED
40412C101HCAHCA HEALTHCARE INC$385,7110.12%905CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$384,1240.12%840CommonSHARED
893641100TDGTRANSDIGM GROUP INC$383,5440.12%291CommonSHARED
337738108FISVFISERV INC$383,3090.12%2,973CommonSHARED
125523100CITHE CIGNA GROUP$381,6430.12%1,324CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$381,3070.12%3,468CommonSHARED
363576109AJGGALLAGHER ARTHUR J & CO$377,2630.12%1,218CommonSHARED
693475105PNCPNC FNL SVCS GROUP INC$375,7390.11%1,870CommonSHARED
064058100BKBANK NEW YORK MELLON CORP$373,0790.11%3,424CommonSHARED
18915M107NETCLOUDFLARE INC$372,3140.11%1,735CommonSHARED
291011104EMREMERSON ELEC CO$371,7640.11%2,834CommonSHARED
172908105CTASCINTAS CORP$371,1100.11%1,808CommonSHARED
902973304USBUS BANCORP DEL$369,2410.11%7,640CommonSHARED
824348106SHWSHERWIN WILLIAMS CO$369,1130.11%1,066CommonSHARED
19260Q107COINCOINBASE GLOBAL INC$366,5140.11%1,086CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$361,3330.11%4,298CommonSHARED
G0403H108AONAON PLC$360,1460.11%1,010CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$359,8490.11%1,380CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$358,9720.11%5,353CommonSHARED
278865100ECLECOLAB INC$358,4830.11%1,309CommonSHARED
98978V103ZTSZOETIS INC$354,5330.11%2,423CommonSHARED
126408103CSXCSX CORP$351,2650.11%9,892CommonSHARED
053332102AZOAUTOZONE INC$347,5090.11%81CommonSHARED
036752103ELVELEVANCE HEALTH INC FORMERLY$346,0620.11%1,071CommonSHARED
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$345,1920.11%757CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$341,2980.10%607CommonSHARED
219350105GLWCORNING INC$339,9320.10%4,144CommonSHARED
37045V100GMGENERAL MTRS CO$339,7250.10%5,572CommonSHARED
G87052109TELTE CONNECTIVITY PLC$326,6610.10%1,488CommonSHARED
911363109URIUNITED RENTALS INC$322,6750.10%338CommonSHARED
052769106ADSKAUTODESK INC$319,8940.10%1,007CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$319,7070.10%1,145CommonSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$319,3150.10%2,396CommonSHARED
231021106CMICUMMINS INC$316,3550.10%749CommonSHARED
020002101ALLALLSTATE CORP$315,3210.10%1,469CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$309,3680.09%3,870CommonSHARED
025537101AEPAMERICAN ELEC PWR CO INC$308,1380.09%2,739CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$307,4360.09%1,185CommonSHARED
26875P101EOGEOG RES INC$306,2000.09%2,731CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$305,8410.09%1,343CommonSHARED
816851109SRESEMPRA$302,7830.09%3,365CommonSHARED
56585A102MPCMARATHON PETE CORP$300,0960.09%1,557CommonSHARED
806857108SLBSCHLUMBERGER LTD$299,8100.09%8,723CommonSHARED
91913Y100VLOVALERO ENERGY CORP$296,5930.09%1,742CommonSHARED
16411R208LNGCHENIERE ENERGY INC$290,6700.09%1,237CommonSHARED
89832Q109TFCTRUIST FINL CORP$290,3220.09%6,350CommonSHARED
74762E102QUREQUANTA SVCS INC$288,0220.09%695CommonSHARED
34959E109FTNTFORTINET INC$286,8810.09%3,412CommonSHARED
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$285,8690.09%1,211CommonSHARED
009066101ABNBAIRBNB INC$284,6080.09%2,344CommonSHARED
009158106APDAIR PRODS & CHEMS INC$281,9920.09%1,034CommonSHARED
92537N108VRTVERTIV HOLDINGS CO$281,0520.09%1,863CommonSHARED
311900104FASTFASTENAL CO$278,5470.09%5,680CommonSHARED
718546104PSXPHILLIPS 66$278,1610.09%2,045CommonSHARED
571903202MARMARRIOTT INTL INC NEW$273,9830.08%1,052CommonSHARED
778296103ROSTROSS STORES INC$273,2350.08%1,793CommonSHARED
25746U109DDOMINION ENERGY INC$272,8790.08%4,461CommonSHARED
001055102AFLAFLAC INC$270,2020.08%2,419CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$268,7940.08%539CommonSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$268,0990.08%6,841CommonSHARED
693718108PCARPACCAR INC$267,6270.08%2,722CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$266,7950.08%3,194CommonSHARED
14448C104CARRCARRIER GLOBAL CORPORATION$266,4410.08%4,463CommonSHARED
23331A109DHID R HORTON INC$266,2370.08%1,571CommonSHARED
253868103DLRDIGITAL RLTY TR INC$265,0250.08%1,533CommonSHARED
03073E105CORCENCORA INC$263,4630.08%843CommonSHARED
05722G100BKRBAKER HUGHES COMPANY$261,2370.08%5,362CommonSHARED
49456B101KMIKINDER MORGAN INC DEL$260,1120.08%9,188CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$259,9230.08%1,385CommonSHARED
285512109EAELECTRONIC ARTS INC$258,3780.08%1,281CommonSHARED
573284106MLMMARTIN MARIETTA MATLS INC$255,8940.08%406CommonSHARED
03076C106AMPAMERISERV FINL INC$253,4850.08%516CommonSHARED
12504L109CBRECBRE GROUP INC$251,7810.08%1,598CommonSHARED
756109104OREALTY INCOME CORP$250,6980.08%4,124CommonSHARED
075887109BDXBECTON DICKINSON & CO$249,8720.08%1,335CommonSHARED
05464C101AXONAXON ENTERPRISE INC$249,7390.08%348CommonSHARED
23804L103DDOGDATADOG INC$249,3420.08%1,751CommonSHARED
22052L104CTVACORTEVA INC$249,2170.08%3,685CommonSHARED
98389B100XELXCEL ENERGY INC$248,6440.08%3,083CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$247,6970.08%3,185CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC$245,1200.07%1,729CommonSHARED
G3643J108FLUTFLUTTER ENTMT PLC$244,0940.07%961CommonSHARED
609839105MPWRMONOLITHIC PWR SYS INC$243,9700.07%265CommonSHARED
31428X106FDXFEDEX CORP$243,3560.07%1,032CommonSHARED
98138H101WDAYWORKDAY INC$242,6560.07%1,008CommonSHARED
45168D104IDXXIDEXX LABS INC$240,2230.07%376CommonSHARED
31488V107FERGFERGUSON ENTERPRISES INC$239,6270.07%1,067CommonSHARED
922475108VEEVVEEVA SYS INC$238,6260.07%801CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$238,2100.07%3,539CommonSHARED
59156R108METMETLIFE INC$237,7200.07%2,886CommonSHARED
958102105WDCWESTERN DIGITAL CORP$235,9180.07%1,965CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$235,8560.07%3,003CommonSHARED
74460D109PSAPUBLIC STORAGE OPER CO$235,4130.07%815CommonSHARED
278642103EBAYEBAY INC.$232,1040.07%2,552CommonSHARED
501044101KRKROGER CO$232,0250.07%3,442CommonSHARED
384802104GWWGRAINGER W W INC$231,5690.07%243CommonSHARED
929160109VMCVULCAN MATLS CO$229,7920.07%747CommonSHARED
146869102CVNACARVANA CO$226,7210.07%601CommonSHARED
30161N101EXCEXELON CORP$225,4100.07%5,008CommonSHARED
852234103XYZBLOCK INC$223,6030.07%3,094CommonSHARED
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$222,4480.07%861CommonSHARED
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$222,3370.07%2,664CommonSHARED
704326107PAYXPAYCHEX INC$219,2950.07%1,730CommonSHARED
87612E106TGTTARGET CORP$218,0610.07%2,431CommonSHARED
934423104WBDWARNER BROS DISCOVERY INC$209,8110.06%10,743CommonSHARED
29364G103ETRENTERGY CORP NEW$208,3730.06%2,236CommonSHARED
682680103OKEONEOK INC NEW$205,3380.06%2,814CommonSHARED
22822V101CCICROWN CASTLE INC$205,0410.06%2,125CommonSHARED
87612G101TRGPTARGA RES CORP$204,7340.06%1,222CommonSHARED
55354G100MSCIMSCI INC$203,7000.06%359CommonSHARED
217204106CPRTCOPART INC$202,4550.06%4,502CommonSHARED
760759100RSGREPUBLIC SVCS INC$201,9420.06%880CommonSHARED
773903109ROKROCKWELL AUTOMATION INC$201,3290.06%576CommonSHARED
345370860FFORD MTR CO$192,9390.06%16,132CommonSHARED
G0250X107AMCRAMCOR PLC$95,2890.03%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.