Everest Management Corp.
Long book
$197.4M
Q1 2026
Positions
72
Top-10 weight
65%
concentration
Last quarter
+16.6%
SPY +14.8%
Turnover
20%
of book per quarter
Strategy in plain words
auto-generated from filingsEverest Management Corp. is a wealth-management firm allocating client money, specialised in technology (75% of the long book), running a $197.4M US long book across 72 positions.
The portfolio is concentrated: the top 10 names carry 65% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: DIMENSIONAL US EQ MKT ETF, ALPHA ARCHITCT US EQTY 2 ETF, ALPHABET INC-CL C, ALPHABET INC-CL A, NVIDIA CORP.
Over the last 6 quarters its long book ran on average 1.1pp per quarter ahead of the S&P 500, beating the index in 4 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-6.4%
Q1 2025
+13.1%
Q2 2025
+11.5%
Q3 2025
+5.4%
Q4 2025
-5.7%
Q1 2026
+16.6%
Sector allocation
Technology 75%
Consumer discretionary 10%
Financials 9%
Services media 3%
Healthcare 2%
Industrials 1%
Energy 1%
Other 0%
Long book by quarter
What does Everest Management own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GOOG ALPHABET INC-CL C | Technology | 44.0K | $12.6M | 6.4% | +2.7% |
| GOOGL ALPHABET INC-CL A | Technology | 43.6K | $12.5M | 6.4% | +1.2% |
| NVDA NVIDIA CORP | Technology | 46.9K | $8.2M | 4.1% | +104.1% |
| AVGO BROADCOM INC | Technology | 21.8K | $6.7M | 3.4% | +100.5% |
| ARES ARES MANAGEMENT CORP - A | Financials | 224.2K | $5.6M | 2.8% | New |
| AAPL APPLE INC | Technology | 21.4K | $5.4M | 2.8% | +76.9% |
| AMZN AMAZON.COM INC | Consumer discretionary | 25.5K | $5.3M | 2.7% | +7.1% |
| MSFT MICROSOFT CORP | Technology | 9.5K | $3.5M | 1.8% | +3.7% |
| AMAT APPLIED MATERIALS INC | Technology | 9.2K | $3.2M | 1.6% | New |
| V VISA INC-CLASS A SHARES | Services media | 4.9K | $1.5M | 0.8% | +0.8% |
| WMT WALMART INC | Consumer discretionary | 11.9K | $1.5M | 0.8% | +302.8% |
| ORCL ORACLE CORP | Technology | 8.1K | $1.2M | 0.6% | +29.3% |
| META META PLATFORMS INC-CLASS A | Technology | 1.3K | $743K | 0.4% | +4.4% |
| TSLA TESLA INC | Industrials | 1.9K | $716K | 0.4% | +17.9% |
| INTU INTUIT INC | Technology | 1.6K | $709K | 0.4% | +0.4% |
| CRM SALESFORCE INC | Technology | 3.6K | $677K | 0.3% | +7.6% |
| MU MICRON TECHNOLOGY INC | Technology | 2.0K | $664K | 0.3% | +139.9% |
| LLY ELI LILLY & CO | Healthcare | 676 | $622K | 0.3% | +59.1% |
| CSCO CISCO SYSTEMS INC | Technology | 7.8K | $608K | 0.3% | -26.3% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.1K | $548K | 0.3% | +18.5% |
| ANET ARISTA NETWORKS INC | Technology | 4.2K | $516K | 0.3% | +6.2% |
| JPM JPMORGAN CHASE & CO | Financials | 1.7K | $491K | 0.2% | +6.0% |
| AMD ADVANCED MICRO DEVICES | Technology | 2.2K | $451K | 0.2% | +14.6% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 434 | $432K | 0.2% | +21.9% |
| XOM EXXON MOBIL CORP | Energy | 2.5K | $423K | 0.2% | +7.1% |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.3K | $306K | 0.2% | +6.9% |
| ABBV ABBVIE INC | Healthcare | 1.4K | $297K | 0.2% | +28.6% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 1.8K | $269K | 0.1% | +37.0% |
| NFLX NETFLIX INC | Services media | 2.7K | $257K | 0.1% | +11.5% |
| MA MASTERCARD INC - A | Services media | 489 | $244K | 0.1% | +2.9% |
| BAC BANK OF AMERICA CORP | Financials | 4.8K | $235K | 0.1% | +19.2% |
| HD HOME DEPOT INC | Consumer discretionary | 709 | $233K | 0.1% | New |
| GE GENERAL ELECTRIC | Industrials | 818 | $232K | 0.1% | New |
| GEV GE VERNOVA INC | Industrials | 246 | $215K | 0.1% | New |
| ZS ZSCALER INC | Technology | 1.5K | $215K | 0.1% | New |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 3.5K | $210K | 0.1% | New |
| KLAC KLA CORP | Other | 141 | $208K | 0.1% | New |
| WDC WESTERN DIGITAL CORP | Technology | 761 | $206K | 0.1% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 7, 2026 | 72 | $197.4M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 2, 2026 | 63 | $179.3M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 6, 2025 | 67 | $156.9M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 5, 2025 | 65 | $139.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 14, 2025 | 51 | $109.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 50 | $113.5M | canonical | SEC ↗ |