Everest Management Corp.

Q1 2026 13F-HR Holdings

Location
Cupertino, CA
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
72
Total value ($000)
$197,417
Net value change ($000)
+18,107 (10.1%)
New positions
12
Sold out positions
3
Turnover %
10.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BOXX 7,762 NEW
ARES 5,607 NEW
NVDA 3,892 90.9%
AMAT 3,151 NEW
AVGO 2,979 79.3%
AAPL 2,143 65.2%
DUHP 1,248 134.5%
WMT 1,151 348.8%
CPAG 894 NEW
MU 430 183.8%
Top Reduces (Value $000, Stocks/ETFs)
DFUS -6,382 -12.2%
AAEQ -1,141 -6.1%
VTI -977 -19.3%
GOOGL -948 -7.0%
MSFT -913 -20.6%
GOOGL -821 -6.1%
MUB -644 -100.0%
PAAA -562 -53.6%
GBIL -438 -22.8%
INTU -372 -34.4%
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