Everest Management Corp.

Q4 2025 13F-HR Holdings

Location
Cupertino, CA
Holdings as of
12/31/2025
Date filed
2/2/2026
Form type
13F-HR
Num holdings
63
Total value ($000)
$179,310
Net value change ($000)
+22,444 (14.3%)
New positions
4
Sold out positions
8
Turnover %
13.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAEQ 18,840 NEW
AMZN 3,884 241.2%
GOOGL 3,128 30.4%
GOOGL 2,910 27.5%
VTI 2,165 74.4%
IVV 1,066 379.4%
CSCO 819 NEW
NVDA 631 17.3%
VGIT 503 NEW
MU 234 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFUS -2,693 -4.9%
GBIL -1,753 -47.7%
SCHX -1,435 -100.0%
AAPL -1,114 -25.3%
AVGO -912 -19.5%
IWF -523 -100.0%
IWB -460 -100.0%
ORCL -264 -17.8%
HD -249 -100.0%
VV -235 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type