Cisco Systems, Inc.

Holdings as of 2026-06-30, filed 2026-07-13

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 13 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
6
Value reported by manager
$405.2M
Sum of our stored positions
$405.2M
should match the line above
Disclosure lag
13 d
quarter end to filing
Top 5 concentration
100.0%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

6 largest shown
IssuerClassValueSharesTypeCUSIP
ISHARES TRCORE S&P TTL STK$213.1M1,297,500464287150
COREWEAVE INC.COM CL A$105.9M1,063,98021873S108
ISHARES TRS&P 500 ETF$44.9M60,000464287200
SPACE EXPLORATION TECHN CORPCLASS A COM STK$40.6M237,37584615Q103
NAVAN INCCL A$489.4K21,398639193101
RUBRIK INCCL A$186.2K2,319781154109
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-13

Cisco Systems, Inc. — 6 positions reported for 2026Q2 — Tapewire