Cisco Systems, Inc.

Holdings as of Jun 30, 2026 · filed Jul 13, 2026

$405215728
Portfolio value
6
Positions
Source: SEC 13-F ↗
Original filing
# Holding Value % Port. Δ Shares Change (QoQ)
1 Ishares Tr $213140325 52.60% -75000 -5.46%
2 Coreweave Inc. $105908569 26.14% Held
3 Ishares Tr $44933400 11.09% Held
4 Space Exploration Techn Corp $40557893 10.01% NEW BUY
5 Navan Inc $489372 0.12% NEW BUY
6 Rubrik Inc $186169 0.05% NEW BUY

Holdings disclosed quarterly to the SEC on Form 13-F and may be up to 45 days old. Values as reported. For research only — not investment advice.