Cisco Systems, Inc.

Holdings as of Sep 30, 2026 · filed Oct 15, 2026

$294257902
Portfolio value
5
Positions
Source: SEC 13-F ↗
Original filing
# Holding Value % Port. Δ Shares Change (QoQ)
1 Ishares Tr $119721600 40.69% -577500 -44.51%
2 Coreweave Inc. $92693938 31.50% — Held
3 Ishares Tr $45951000 15.62% — Held
4 Space Exploration Techn Corp $35810393 12.17% — Held
5 Ethos Technologies Inc $80971 0.03% — NEW BUY

Closed last quarter

Navan Inc Rubrik Inc

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.