MondegarAI
Alta Advisers Ltd

Q1 2026 · 13F-HR

Alta Advisers Ltdholdings as filed

Filed 2026-05-07 · accession 0000904454-26-000252

$276.4M
Reported value
206
Positions
2026-03-31
Period end
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The Brief · Alta Advisers Ltd · Q1 2026

AI · grounded in 13F

Alta Advisers Ltd established a new position in SNDK with a $352,614 investment. The fund also opened new stakes in MPC for $282,516 and VLO for $282,165. On the sell side, the fund closed its positions in ADSK and ALNY, reducing its holdings by $238,880 and $221,491 respectively.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922042742VTVANGUARD INTL EQUITY INDEX F$51.4M18.6%490,210CommonSHARED
92206C102VGSHVANGUARD SCOTTSDALE FDS$24.3M8.80%473,855CommonSOLE
67066G104NVDANVIDIA CORPORATION$16.6M6.00%95,122CommonSHARED
037833100AAPLAPPLE INC$14.7M5.30%57,768CommonSHARED
594918104MSFTMICROSOFT CORP$10.7M3.86%28,814CommonSHARED
922908363VOOVANGUARD INDEX FDS$8.5M3.07%14,178CommonSOLE
023135106AMZNAMAZON COM INC$7.9M2.87%38,077CommonSHARED
02079K305GOOGLALPHABET INC$6.5M2.35%22,579CommonSHARED
11135F101AVGOBROADCOM INC$5.7M2.05%18,279CommonSHARED
02079K107GOOGALPHABET INC$5.3M1.91%18,403CommonSHARED
30303M102METAMETA PLATFORMS INC$4.9M1.77%8,560CommonSHARED
922042775VEUVANGUARD INTL EQUITY INDEX F$4.7M1.71%63,036CommonSOLE
88160R101TSLATESLA INC$4.1M1.47%10,912CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.4M1.24%7,175CommonSHARED
46625H100JPMJPMORGAN CHASE & CO$3.1M1.14%10,684CommonSHARED
532457108LLYELI LILLY & CO$2.8M1.02%3,079CommonSHARED
30231G102XOMEXXON MOBIL CORP$2.8M1.01%16,458CommonSHARED
478160104JNJJOHNSON & JOHNSON$2.3M0.83%9,368CommonSHARED
931142103WMTWALMART INC$2.1M0.77%17,213CommonSHARED
92826C839VVISA INC$2.0M0.73%6,632CommonSHARED
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.7M0.60%1,666CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$1.6M0.59%3,247CommonSHARED
166764100CVXCHEVRON CORPORATION$1.6M0.57%7,564CommonSHARED
64110L106NFLXNETFLIX INC$1.5M0.55%15,730CommonSHARED
595112103MUMICRON TECHNOLOGY INC$1.5M0.53%4,375CommonSHARED
00287Y109ABBVABBVIE INC$1.5M0.53%6,765CommonSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.3M0.47%8,974CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$1.3M0.47%6,392CommonSHARED
060505104BACBANK AMERICA CORP$1.3M0.46%26,356CommonSHARED
437076102HDHOME DEPOT INC$1.3M0.46%3,881CommonSHARED
742718109PGPROCTER & GAMBLE CO$1.3M0.46%8,818CommonSHARED
149123101CATCATERPILLAR INC$1.3M0.46%1,791CommonSHARED
17275R102CSCOCISCO SYS INC$1.2M0.44%15,559CommonSHARED
58933Y105MRKMERCK & CO INC$1.2M0.42%9,584CommonSHARED
369604301GEGE AEROSPACE$1.1M0.41%3,979CommonSHARED
191216100KOCOCA COLA CO$1.1M0.40%14,710CommonSHARED
038222105AMATAPPLIED MATLS INC$1.1M0.40%3,236CommonSHARED
512807306LRCXLAM RESEARCH CORP$1.1M0.38%4,980CommonSHARED
718172109PMPHILIP MORRIS INTL INC$1.0M0.37%6,187CommonSHARED
949746101WMT2WELLS FARGO & CO$987,7210.36%12,407CommonSHARED
68389X105ORCLORACLE CORP$965,3360.35%6,562CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$962,7370.35%1,138CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$940,8410.34%3,477CommonSHARED
36828A101GEVGE VERNOVA LLC$909,5620.33%1,042CommonSHARED
G54950103LINLINDE PLC$888,8980.32%1,793CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$871,3920.32%3,595CommonSHARED
580135101MCDMCDONALDS CORP$843,4840.31%2,714CommonSHARED
713448108PEPPEPSICO INC$823,5030.30%5,303CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$814,0430.29%16,216CommonSHARED
172967424CCITIGROUP INC$812,4690.29%7,164CommonSHARED
482480100KLACKLA CORP$773,0150.28%525CommonSHARED
458140100INTCINTEL CORP$764,3760.28%17,321CommonSHARED
617446448MSMORGAN STANLEY$759,4910.27%4,615CommonSHARED
65339F101NEENEXTERA ENERGY INC$758,8300.27%8,170CommonSHARED
031162100AMGNAMGEN INC$742,4040.27%2,110CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$740,2440.27%1,506CommonSHARED
00206R102TAT&T INC$730,4610.26%25,197CommonSHARED
882508104TXNTEXAS INSTRS INC$701,8160.25%3,615CommonSHARED
002824100ABTABBOTT LABORATORIES$700,2090.25%6,820CommonSHARED
872540109TJXTJX COS INC NEW$698,8470.25%4,376CommonSHARED
375558103GILDGILEAD SCIENCES INC$695,7350.25%4,992CommonSHARED
254687106DISDISNEY WALT CO$686,1290.25%7,119CommonSHARED
79466L302CRMSALESFORCE INC$685,0790.25%3,670CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$655,0670.24%1,421CommonSHARED
032654105ADIANALOG DEVICES INC$647,7330.23%2,036CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$636,2450.23%6,770CommonSHARED
025816109AXPAMERICAN EXPRESS CO$635,8130.23%2,102CommonSHARED
20825C104COPCONOCOPHILLIPS$635,1840.23%4,812CommonSHARED
717081103PFEPFIZER INC$606,8650.22%21,612CommonSHARED
032095101APHAMPHENOL CORP$601,4260.22%4,760CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$583,3520.21%8,110CommonSHARED
438516106HONHONEYWELL INTL INC$555,3560.20%2,457CommonSHARED
244199105DEDEERE & CO$553,1610.20%982CommonSHARED
747525103QCOMQUALCOMM INC$551,3070.20%4,281CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$543,1310.20%129CommonSHARED
907818108UNPUNION PAC CORP$542,9840.20%2,238CommonSHARED
09290D101BLKBLACKROCK INC$542,4040.20%564CommonSHARED
95040Q104WELLWELLTOWER INC$540,3410.20%2,733CommonSHARED
G29183103ETNEATON CORP PLC$536,5050.19%1,500CommonSHARED
78409V104SPGIS&P GLOBAL INC$526,1460.19%1,237CommonSHARED
548661107LOWLOWES COS INC$518,1620.19%2,193CommonSHARED
74340W103PLDPROLOGIS INC.$496,8650.18%3,759CommonSHARED
040413205ANETARISTA NETWORKS INC$495,9080.18%4,039CommonSHARED
461202103INTUINTUIT$470,4290.17%1,088CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$470,0380.17%7,750CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$469,5510.17%2,368CommonSHARED
743315103PGRPROGRESSIVE CORP$463,0890.17%2,336CommonSHARED
701094104PHPARKER-HANNIFIN CORP$461,9440.17%516CommonSHARED
H1467J104CBCHUBB LTD SWITZ$461,5170.17%1,416CommonSHARED
235851102DHRDANAHER CORP DEL$461,2970.17%2,433CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$458,9960.17%2,863CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$448,0480.16%2,456CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$442,5210.16%991CommonSHARED
863667101SYKSTRYKER CORPORATION$437,3530.16%1,331CommonSHARED
58155Q103MCKMCKESSON CORP$434,4110.16%502CommonSHARED
G5960L103MDTMEDTRONIC PLC$431,9500.16%4,985CommonSHARED
03831W108APPAPPLOVIN CORP$429,8400.16%1,080CommonSHARED
219350105GLWCORNING INC$427,4900.15%3,144CommonSHARED
02209S103MOALTRIA GROUP INC$426,5590.15%6,464CommonSHARED
81762P102NOWSERVICENOW INC$419,7680.15%4,015CommonSHARED
12572Q105CMECME GROUP INC$412,3090.15%1,396CommonSHARED
855244109SBUXSTARBUCKS CORP$399,5710.14%4,460CommonSHARED
872590104TMUST-MOBILE US INC$399,0570.14%1,900CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$392,8200.14%3,000CommonSHARED
20030N101CMCSACOMCAST CORP NEW$392,0920.14%13,657CommonSHARED
29444U700EQIXEQUINIX INC$390,1360.14%398CommonSHARED
00724F101ADBEADOBE INC$388,4420.14%1,598CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$374,0130.14%958CommonSHARED
443201108HWMHOWMET AEROSPACE INC$369,6580.13%1,604CommonSHARED
958102105WDCWESTERN DIGITAL CORP$369,2190.13%1,365CommonSHARED
92537N108VRTVERTIV HOLDINGS CO$366,5990.13%1,463CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$366,3140.13%879CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$362,8210.13%5,782CommonSHARED
126650100CVSCVS HEALTH CORP$359,9620.13%5,012CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$355,1380.13%2,258CommonSHARED
969457100WMBWILLIAMS COS INC$352,9100.13%4,849CommonSHARED
80004C200SNDKSANDISK CORP$352,6140.13%555CommonSHARED
21037T109CEGCONSTELLATION ENERGY CORP$348,7830.13%1,249CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$346,4770.13%3,498CommonSHARED
09260D107BXBLACKSTONE INC$345,6600.13%3,006CommonSHARED
94106L109WMWASTE MGMT INC. DEL$339,6300.12%1,478CommonSHARED
G51502105JCIJOHNSON CONTROLS INTERNATION$336,2800.12%2,568CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$325,7390.12%1,878CommonSHARED
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$317,7170.11%811CommonSHARED
74762E102QUREQUANTA SVCS INC$315,6870.11%575CommonSHARED
40412C101HCAHCA HEALTHCARE INC$314,7050.11%665CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$314,4640.11%407CommonSHARED
064058100BKBANK NEW YORK MELLON CORP$311,2850.11%2,624CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$311,2720.11%1,532CommonSHARED
88579Y101MMM3M CO$308,1780.11%2,122CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$306,4690.11%3,320CommonSHARED
902973304USBUS BANCORP$298,5370.11%5,740CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$298,1550.11%1,073CommonSHARED
31428X106FDXFEDEX CORP$296,3420.11%832CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$295,1000.11%680CommonSHARED
26875P101EOGEOG RES INC$293,6220.11%2,031CommonSHARED
291011104EMREMERSON ELEC CO$292,6990.11%2,234CommonSHARED
824348106SHWSHERWIN WILLIAMS CO$290,4180.11%906CommonSHARED
806857108SLBSLB LIMITED$288,9660.10%5,623CommonSHARED
609207105MDLZMONDELEZ INTL INC$288,3730.10%5,003CommonSHARED
693475105PNCPNC FNL SVCS GROUP INC$285,0830.10%1,370CommonSHARED
03027X100AMTAMERICAN TOWER CORP$284,4120.10%1,648CommonSHARED
871607107SNPSSYNOPSYS INC$284,2760.10%717CommonSHARED
126408103CSXCSX CORP$282,9170.10%6,892CommonSHARED
56585A102MPCMARATHON PETE CORP$282,5160.10%1,157CommonSHARED
91913Y100VLOVALERO ENERGY CORP$282,1650.10%1,142CommonSHARED
718546104PSXPHILLIPS 66$281,4680.10%1,545CommonSHARED
025537101AEPAMERICAN ELEC PWR CO INC$280,3800.10%2,139CommonSHARED
571903202MARMARRIOTT INTL INC NEW$278,6640.10%852CommonSHARED
125523100CITHE CIGNA GROUP$278,4870.10%1,044CommonSHARED
911312106UPSUNITED PARCEL SVCS INC$274,8740.10%2,794CommonSHARED
G0403H108AONAON PLC$274,3630.10%850CommonSHARED
231021106CMICUMMINS INC$273,8520.10%509CommonSHARED
278865100ECLECOLAB INC$273,7350.10%1,029CommonSHARED
934423104WBDWARNER BROS DISCOVERY INC$273,0350.10%9,943CommonSHARED
G25508105CRHCRH PLC$268,8970.10%2,558CommonSHARED
615369105MCOMOODYS CORP$266,5490.10%611CommonSHARED
37045V100GMGENERAL MTRS CO$266,1140.10%3,572CommonSHARED
16411R208LNGCHENIERE ENERGY INC$265,8830.10%937CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$265,4960.10%1,020CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$263,0290.10%865CommonSHARED
V7780T103RCLROYAL CARIBBEAN GROUP$261,1460.09%949CommonSHARED
778296103ROSTROSS STORES INC$258,4400.09%1,193CommonSHARED
893641100TDGTRANSDIGM GROUP INC$256,1300.09%221CommonSHARED
48251W104KKRKKR & CO INC$255,5780.09%2,763CommonSHARED
18915M107NETCLOUDFLARE INC$254,8300.09%1,235CommonSHARED
009158106APDAIR PRODUCTS AND CHEMICALS I$253,8880.09%874CommonSHARED
816851109SRESEMPRA$249,2410.09%2,565CommonSHARED
G87052109TELTE CONNECTIVITY PLC$248,3160.09%1,188CommonSHARED
49456B101KMIKINDER MORGAN INC DEL$247,7200.09%7,388CommonSHARED
654106103NKENIKE INC$246,1940.09%4,661CommonSHARED
609839105MPWRMONOLITHIC PWR SYS INC$246,0040.09%225CommonSHARED
036752103ELVELEVANCE HEALTH INC FORMERLY$243,2750.09%831CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$240,6360.09%825CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$239,6910.09%1,285CommonSHARED
03073E105CORCENCORA INC$239,6890.09%763CommonSHARED
22052L104CTVACORTEVA INC$233,1320.08%2,785CommonSHARED
05722G100BKRBAKER HUGHES COMPANY$229,6700.08%3,762CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$227,5640.08%2,670CommonSHARED
253868103DLRDIGITAL RLTY TR INC$222,1990.08%1,233CommonSHARED
693718108PCARPACCAR INC$221,9910.08%1,922CommonSHARED
87612E106TGTTARGET CORP$221,9170.08%1,831CommonSHARED
384802104GWWWW GRAINGER INC$221,4340.08%203CommonSHARED
172908105CTASCINTAS CORP$221,2350.08%1,308CommonSHARED
009066101ABNBAIRBNB INC$220,2320.08%1,744CommonSHARED
25809K105DASHDOORDASH INC$218,7690.08%1,457CommonSHARED
682680103OKEONEOK INC NEW$218,2010.08%2,414CommonSHARED
29364G103ETRENTERGY CORP NEW$217,5290.08%1,936CommonSHARED
98978V103ZTSZOETIS INC$215,4970.08%1,823CommonSHARED
833445109SNOWSNOWFLAKE INC$215,3710.08%1,428CommonSHARED
25746U109DDOMINION ENERGY INC$213,9590.08%3,461CommonSHARED
89832Q109TFCTRUIST FINL CORP$213,7610.08%4,650CommonSHARED
363576109AJGGALLAGHER ARTHUR J & CO$211,8150.08%978CommonSHARED
770700102HOODROBINHOOD MKTS INC$210,4640.08%3,037CommonSHARED
311900104FASTFASTENAL CO$207,8720.08%4,480CommonSHARED
87612G101TRGPTARGA RES CORP$206,1000.07%822CommonSHARED
053332102AZOAUTOZONE INC$206,0450.07%61CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$205,3250.07%1,043CommonSHARED
756109104OREALTY INCOME CORP$203,3620.07%3,324CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC$201,7160.07%1,229CommonSHARED
031100100AMEAMETEK INC$201,2840.07%939CommonSHARED
171779309CIENCIENA CORP$201,1030.07%518CommonSHARED
020002101ALLALLSTATE CORP$200,9120.07%969CommonSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$200,1100.07%1,796CommonSHARED
345370860FFORD MTR CO$186,1630.07%16,132CommonSHARED
446150104HBANHUNTINGTON BANCSHARES INC$159,5050.06%10,192CommonSHARED

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.