Follow-The-Filings

Featured 13F manager

Cisco Systems, Inc.

San Jose, CA 4 processed 13Fs on this site · 2025 Q3–2026 Q2

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

Cisco Systems, Inc. files a Form 13F. The latest book is 2026 Q2 at $405M, up 27.8% QoQ, led by Ishares Tr, Coreweave, and Space Exploration ·.

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 2025
2025 Q4 · $329M · −18.6% QoQ 2025 Q4 · $329M · −18.6% QoQ
Q4
2026 Q1 · $317M · −3.6% QoQ 2026 Q1 · $317M · −3.6% QoQ
Q1 2026
2026 Q2 · $405M · +27.8% QoQ 2026 Q2 · $405M · +27.8% QoQ
Q2

Latest book

2026 Q2 2026 Q1 · filed 13 Jul · long equity

ITOT - Ishares Tr 52.60% Reduce −5.5% 1,297,500 $164.27 $213M −75,000 +$18M
CRWV - Coreweave · CL A 26.14% Hold 1,063,980 $99.54 $106M
IVV - Ishares Tr 11.09% Hold 60,000 $748.89 $45M
SPCX - Space Exploration · CLASS A 10.01% New 237,375 $170.86 $41M +237,375 +$41M
Navan · CL A 0.12% New 21,398 $22.87 $489K +21,398 +$489K
RBRK - Rubrik · CL A 0.05% New 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 / Hold / Add / Reduce to promote that move type to the top.

Filings history

4 periods · normalized AUM · open a 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

About

Cisco Systems, Inc.

4 processed 13Fs on this site · 2025 Q3–2026 Q2

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