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
top 5 99.9% · top 10 100.0%
- ITOT - Ishares Tr 52.6%
- CRWV - Coreweave · CL A 26.1%
- IVV - Ishares Tr 11.1%
- SPCX - Space Exploration · CLASS A 10.0%
- Navan · CL A 0.1%
- RBRK - Rubrik · CL A 0.1%
AUM over time
Book
| ITOT - Ishares Tr | 61.65% | Reduce −3.5% | 1,372,500 | $142.43 | $195M | −50,000 | −$16M |
| CRWV - Coreweave · CL A | 25.99% | Hold | 1,063,980 | $77.47 | $82M | — | — |
| IVV - Ishares Tr | 12.36% | Hold | 60,000 | $653.21 | $39M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| RBRK - Rubrik · CL A | 0.07% | Exit | 0 | $76.33 | $236K | −3,092 | −$236K |
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