KOJAH JARRETT

Alta Advisers Ltd

Assets Managed

$276.376M

Holdings

206

Last Quarter

2026 - Q1

Filed Date

2mo 7d ago

Growth Rate

0.15%(2Q avg: -7.72%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Alta Advisers Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 206 positions.

Assets under management

The assets under management (AUM) of Alta Advisers Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 276.376M in assets, with a quarterly growth rate of 0.15% and a 2-quarter average growth rate of -7.72%. The portfolio is managed by KOJAH JARRETT, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VT Vanguard Tot World Stk Etf Recent Activity Increased 18.52%	18.61%	$51.419M 490,210 shares@ $104.9 avg price	Increased 18.52%
VGSH Vanguard Short-term Treasury Recent Activity Increased 8.86%	8.81%	$24.33M 473,855 shares@ $51.35 avg price	Increased 8.86%
NVDA Nvidia Corp Recent Activity	6.01%	$16.589M 95,122 shares@ $174.41 avg price
AAPL Apple Inc Recent Activity Decreased -0.36%	5.31%	$14.661M 57,768 shares@ $253.8 avg price	Decreased -0.36%
MSFT Microsoft Corp Recent Activity	3.86%	$10.666M 28,814 shares@ $370.17 avg price
VOO Vanguard S&p 500 Etf Recent Activity Decreased -4.13%	3.07%	$8.472M 14,178 shares@ $597.56 avg price	Decreased -4.13%
AMZN Amazon.com Inc Recent Activity	2.87%	$7.93M 38,077 shares@ $208.28 avg price
GOOGL Alphabet Inc-cl A Recent Activity	2.35%	$6.493M 22,579 shares@ $287.56 avg price
AVGO Broadcom Inc Recent Activity	2.05%	$5.658M 18,279 shares@ $309.51 avg price
GOOG Alphabet Inc-cl C Recent Activity	1.92%	$5.279M 18,403 shares@ $286.87 avg price

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