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HoldingsActivityBuysSells

Data sourced from SEC EDGAR 13F filings

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Cisco Systems – Cisco Systems, Inc.

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
6
Portfolio value:
$405,215,000
Filed:
Jul 13, 2026
Style:
Strategic / Tech
HistStockActivityShare change% change to portfolio
Q2 2026filed Jul 13, 263 new
≡SPACE EXPLORATION TECHN CORPBuy237,37510.01
≡NAVN – NAVAN INCBuy21,3980.12
≡RBRK – RUBRIK INCBuy2,3190.05
Q4 2025filed Jan 12, 261 new
≡RBRK – RUBRIK, INC.Buy3,0920.07
Q2 2025filed Jul 10, 251 new
≡RBRK – RUBRIK INCBuy9,8980.20
Q1 2025filed Jul 11, 251 new2 reduced1 exited
≡CRWV – COREWEAVE INC.Buy1,063,98013.92
Q2 2024filed Jul 26, 241 new
≡RBRK – RUBRIK INC.Buy183,0811.18
Q3 2023filed Oct 20, 231 added1 reduced
≡IVV – ISHARES TRAdd 68.00%65,0006.14