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Cisco Systems, Inc.

13F filer · CIK 0000858877
Reported Jul 13, 2026
Net buyer this quarter
13F portfolio value$405MU.S. long equity reported on 13F
Positions43 new · 0 closed
Net flow last quarter+$41.2MBuys minus sells
Top 10 positions weight36.3%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 13, 20264 positions
CRWVCoreWeave, Inc.$106M26.14%Not reportedNot reportedQ1 2025
SPCXSpace Exploration Technologies Corp$40.6M10.01%Not reportedNewQ2 2026
NAVNNavan, Inc.$489K0.12%0.05%NewQ2 2026
RBRKRubrik, Inc.$186K0.05%Not reportedNot reportedQ2 2024
Q1 2026Reported Apr 15, 20261 positions
CRWVCoreWeave, Inc.$82.4M25.99%Not reportedNot reportedQ1 2025
Q4 2025Reported Jan 12, 20262 positions
CRWVCoreWeave, Inc.$76.2M23.16%Not reportedNot reportedQ1 2025
RBRKRubrik, Inc.$236K0.07%Not reportedNot reportedQ2 2024
Q3 2025Reported Oct 10, 20251 positions
CRWVCoreWeave, Inc.$146M36.05%Not reportedNot reportedQ1 2025
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