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Cisco Systems, Inc.

CIK:0000858877
Other
$57B AUM
3 holdings
San Jose, CA, United States
Founded:1984
80,000 employees
Latest filing:Sep 30, 2025

Cisco Systems, Inc., founded in 1984 and headquartered in San Jose, California, is a global leader in designing, manufacturing, and selling Internet Protocol-based networking products and technologies for the communications and information technology industry. Cisco serves a diverse customer base including businesses, governments, public sector organizations, and telecommunications providers. The firm is shifting toward a software-centric revenue model emphasizing recurring revenues and cloud-based solutions. As of 2024, Cisco reported annual revenues of $56.99 billion and employs over 80,000 people worldwide.

Investment Strategy

Through its investment arm, Cisco Investments, Cisco pursues a dual strategy combining strategic corporate venture investing and impact-driven funding. The firm targets startups and technology innovators that align with Cisco's long-term vision, emphasizing areas such as AI, cybersecurity, networking, collaboration, cloud, and climate impact. Cisco's philosophy integrates financial and strategic returns, focusing on companies positioned to drive disruptive innovation and build an inclusive digital future. Additionally, the Cisco Foundation deploys capital for social and climate impact, supporting both nonprofit and for-profit solutions with measurable community benefit.

Latest 13F Filing Activity

Cisco Systems, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 3 equity positions with a total 13F market value of $404M. The fund increased holdings in Ishares TR, Ishares TR, Coreweave Inc.. Cisco Systems, Inc. reduced exposure to Coreweave Inc., Ishares TR, Rubrik Inc. among others.

Top Buys
C
CRWVCOREWEAVE INC.
-$27.9M
I
ITOTISHARES TR
-$14.5M
I
IVVISHARES TR
+$2.9M
Top Sells
C
CRWVCOREWEAVE INC.
-$27.9M
I
ITOTISHARES TR
-$14.5M
I
IVVISHARES TR
+$2.9M
R
RBRKRUBRIK INC
-$886.8K

Top Holdings

I
ITOTISHARES TR
+54.0%$218.1M
C
CRWVCOREWEAVE INC.
+36.1%$145.6M
I
IVVISHARES TR
+9.9%$40.2M

Equity Positions (3)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
ISHARES TR54.00%$218.1M1,497,500$98.97$145.65-$14.5M
COREWEAVE INC.36.05%$145.6M1,063,980$37.08$136.85-$27.9M
ISHARES TR9.94%$40.2M60,000$439.10$669.30+$2.9M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+36.1%