LongCSCOJun 2026
Cisco Systems Inc.
Cisco was an overweight position and a key contributor to fund performance. Third-quarter revenue rose 12% year over year to a record level, while earnings and guidance exceeded…
CSCO
Which hedge funds are long CSCO?
3 published ideas on Cisco Systems Inc. across 3 funds — 3 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Cisco Systems Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongCSCOJun 2026
Cisco Systems, Inc.
Cisco was a leading contributor after reporting double-digit year-over-year revenue and EPS growth and raising guidance. The fund sees a significant acceleration in orders for AI…
LongCSCOJun 2026
Cisco Systems, Inc.
Cisco is benefiting from accelerating orders for AI networking equipment as hyperscalers continue to invest heavily in AI infrastructure. The company also has a second growth…