Cisco Systems, Inc.

New 13F: Q3 2026

Cisco Systems, Inc. filed its 13F for the quarter ended Sep 30, 2026 on Oct 15, 2026: $128.5M in AI and semiconductor stocks; $0.00 bought and $0.00 sold against its previous quarter, at the quarter's prices.

Cisco Systems, Inc. declares $146.5M in 2 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 36.1% of its $405.2M 13F portfolio. Largest positions: CoreWeave (0.19% of the company) and SpaceX (0.00% of the company). Over time: $146.5M in 2 of these companies for Q2 2026, against $3.2M in 1 for Q4 2021 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought nothing and sold nothing of these stocks, at the quarter's prices: a net purchase of $0.00.

Performance of its AI picks

The AI-stock portfolio Cisco Systems, Inc. declared for Q2 2026 (Form 13F), held unchanged, returned -12.3% in Q3 2026 (SMH -7.1%). Over the last 12 months, quarter after quarter: -36.2% (SMH +87.2%). Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

1. CoreWeave (CRWV): $105.9M, 1.1M shares, 0.19% of the company, 26.1% of its portfolio; held since Q1 2025
2. SpaceX (SPCX): $40.6M, 237,375 shares, 0.00% of the company, 10.0% of its portfolio

By sector

• Neoclouds & data centers: $105.9M, 72% of its AI holdings, 1 company
• Cloud & AI giants: $40.6M, 28% of its AI holdings, 1 company

Other holders of this size

• Galaxy Digital Inc.: $2.7M in 3 of these companies
• AMAZON COM INC: $252.2M in 2 of these companies
• Intel Corp: $484.0M in 1 of these companies
• ADVANCED MICRO DEVICES INC: $1.0B in 3 of these companies
• NVIDIA Corporation: $61.2B in 6 of these companies
• Alphabet Inc.: $95.1B in 5 of these companies

Follow Cisco Systems, Inc.'s SEC filings (Atom feed)

All holders · Who owns each AI company · All tracked companies · The AI market