13F

Investor

Cisco Systems, Inc.

CIK 0000858877 · filed 2026-04-15 · SEC filing

13F book

$317.1M

Positions

3

0 new · 1 sold

Largest name

61.6%

Ishares Tr

Est. mark

−$4.26M

Price effect on 3 names still held. Flow −$7.67M.
NameTickerSharesValueWeightEst. markChange
Ishares Tr1.37M$195.5M61.6%−$8.59MCut−$16M
CoreWeave, Inc.CRWV1.06M$82.4M26.0%$6.23MHeld
Ishares Tr60K$39.2M12.4%−$1.9MHeld

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.