Follow-The-Filings

CISCO SYSTEMS, INC.

San Jose, CA 4 13Fs · since 2025 Q3

  • $405M
  • 6 Positions
  • 2026 Q2
  • +27.8% QoQ
  • Top 5 99.9%

Portfolio

2026 Q2 · filed 7/13/2026 · 6 long

top 5 99.9% · top 10 100.0%

AUM over time

2026 Q2 $405M +27.8% QoQ
2025 Q3 · $404M 2025 Q3 · $404M
Q3'25
2025 Q4 · $329M · −18.6% QoQ 2025 Q4 · $329M · −18.6% QoQ
Q4'25
2026 Q1 · $317M · −3.6% QoQ 2026 Q1 · $317M · −3.6% QoQ
Q1'26
2026 Q2 · $405M · +27.8% QoQ 2026 Q2 · $405M · +27.8% QoQ
Q2'26

Latest book

2026 Q2 2026 Q1 · filed 13 Jul

Ishares Tr 52.60% Reduce −5.5% $213M 1,297,500 $164.27 $213M −75,000 +$18M
CRWV - Coreweave 26.14% Hold $106M 1,063,980 $99.54 $106M
IVV - Ishares Tr 11.09% Hold $45M 60,000 $748.89 $45M
SPCX - Space Exploration 10.01% New $41M 237,375 $170.86 $41M +237,375 +$41M
Navan 0.12% New $489K 21,398 $22.87 $489K +21,398 +$489K
Rubrik 0.05% New $186K 2,319 $80.28 $186K +2,319 +$186K

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2026 Q1. Click column headers to sort · click New / Exit / Add / Reduce to promote that move type to the top. Among managers we track.

filings history

4 periods · normalized AUM · click period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 6 $405M +27.8% 13F-HR 7/13/2026 000119312526302050
2026 Q1 3 $317M −3.6% 13F-HR 4/15/2026 000119312526156984
2025 Q4 4 $329M −18.6% 13F-HR 1/12/2026 000119312526010524
2025 Q3 3 $404M 13F-HR 10/10/2025 000119312525237071

CISCO SYSTEMS, INC.

4 processed 13Fs · since 2025 Q3

SEC filing name
CISCO SYSTEMS, INC.
Location
San Jose, CA
All SEC filings
View on sec.gov