Alta Advisers Ltd
SEC Form 13F institutional filer · CIK 0001536114
13F-HR · 200 reported holdings · 2026-03-31
Reported long-US-equity value
$0.20B
Top-10 concentration
43.4%
Alta Advisers Ltd — $195M AUM allocation strategy
Alta Advisers Ltd files SEC Form 13F and reports $195M of long US equity value across 200 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 24.4%, followed by Communication Services 8.5% and Consumer Discretionary 6.2%.
The top 10 holdings account for 43% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Alta Advisers Ltd — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$195M
total across 200 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
43% of value
higher = narrower conviction; lower = spread / hedging
Exited to nil (held last quarter, gone now)
$ADSK ($239K last qtr)$CVNA ($220K last qtr)$PYPL ($213K last qtr)$MNST ($210K last qtr)$CBRE ($209K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors11.4%—
- Interactive Media & Services8.5%—
- Technology Hardware, Storage & Peripherals7.5%—
- Systems Software5.5%—
- Broadline Retail4.0%—
- Pharmaceuticals2.6%—
- Integrated Oil & Gas2.2%—
- Automobile Manufacturers2.1%—
- Other holdings56.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 95.1K | $16.6M | +0 | 8.5% |
| $AAPL | Apple Inc | 57.8K | $14.7M | -212 | 7.5% |
| $MSFT | Microsoft Corporation | 28.8K | $10.7M | +0 | 5.5% |
| $AMZN | Amazon.com Inc | 38.1K | $7.93M | +0 | 4.1% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 22.6K | $6.49M | +0 | 3.3% |
| $AVGO | Broadcom Inc | 18.3K | $5.66M | +0 | 2.9% |
| $GOOGL | Alphabet Inc | 18.4K | $5.28M | +0 | 2.7% |
| $META | Meta Platforms Inc | 8.56K | $4.9M | +0 | 2.5% |
| $TSLA | Tesla Inc | 10.9K | $4.06M | +0 | 2.1% |
…and 191 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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