Everest Management Corp.
Filing Date
Global Rank
#5,952
/ 8,517
▼ 33
Top Industry
Internet Content & Information
34.6%
3Y Alpha vs SPY
+22.7%
Period ended 46 days ago
Filed Aug 7, 2026 · 8d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+64.6%
SPY
+27.3%
Annualised alpha
+22.0%
Max drawdown
−18.9%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
48 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
33.5%
+9.5 pts
Top 5
63.1%
−3.7 pts
Top 10
80.3%
−3.1 pts
HHI
1,440
Diversified+117
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 47.8% | $47,820,088 |
| Communication Services | 34.8% | $34,835,527 |
| Consumer Cyclical | 7.5% | $7,485,361 |
| Financial Services | 5.4% | $5,399,713 |
| Healthcare | 1.8% | $1,834,378 |
| Consumer Defensive | 1.3% | $1,298,688 |
| Industrials | 0.9% | $888,924 |
| Energy | 0.6% | $551,579 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ANET | Arista Networks, Inc. | +26,332 | 30,537 | $5,187,625 | |
| GOOGL | Alphabet Inc. | +6,800 | 94,356 | $33,517,732 | |
| NVDA | Nvidia Corp | +6,010 | 52,884 | $10,581,559 | |
| AAPL | Apple Inc. | +5,133 | 26,528 | $7,676,142 | |
| MSFT | Microsoft Corp | +3,983 | 13,487 | $5,030,920 | |
| SPMC | Sound Point Meridian Capital, Inc. | +3,618 | 100,437 | $994,326 | |
| ORCL | Oracle Corp | +2,427 | 10,505 | $1,539,507 | |
| V | Visa Inc. | +2,300 | 7,223 | $2,478,139 | |
| KLAC | Kla Corp | +1,227 | 1,368 | $412,739 | |
| TSLA | Tesla, Inc. | +1,150 | 3,076 | $1,293,765 | |
| META | Meta Platforms, Inc. | +655 | 1,954 | $1,100,668 | |
| ZS | Zscaler, Inc. | +627 | 2,156 | $304,319 | |
| CSCO | Cisco Systems, Inc. | +589 | 8,421 | $989,130 | |
| AMZN | Amazon Com Inc | +495 | 25,978 | $6,191,596 | |
| NFLX | Netflix Inc | +365 | 3,041 | $217,127 | |
| JNJ | Johnson & Johnson | +190 | 1,440 | $365,716 | |
| AMD | Advanced Micro Devices Inc | +158 | 2,376 | $1,380,242 | |
| BAC | Bank Of America Corp /De/ | +124 | 4,935 | $281,196 | |
| WDC | Western Digital Corp | +102 | 863 | $551,215 | |
| BRK-B | Berkshire Hathaway Inc | +87 | 1,231 | $615,980 | |
| XOM | ExxonMobil Holdings Corp | +75 | 2,571 | $351,507 | |
| JPM | Jpmorgan Chase & Co | +61 | 1,730 | $566,280 | |
| GEV | GE Vernova Inc. | +29 | 275 | $323,086 | |
| COST | Costco Wholesale Corp /New | +20 | 454 | $424,703 | |
| INTU | Intuit Inc. | +13 | 1,652 | $431,172 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | −8,692 | 13,067 | $4,936,059 | |
| WMT | Walmart Inc. | −6,200 | 5,715 | $647,280 | |
| AMAT | Applied Materials Inc /De | −4,845 | 4,375 | $3,163,125 | |
| MU | Micron Technology Inc | −861 | 1,104 | $1,274,336 | |
| CRM | Salesforce, Inc. | −279 | 3,350 | $524,811 | |
| LLY | ELI LILLY & Co | −165 | 511 | $612,908 | |
| ABBV | AbbVie Inc. | −112 | 1,252 | $315,053 | |
| GE | General Electric Co | −79 | 739 | $276,186 | |
| MA | Mastercard Inc | −17 | 472 | $242,419 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
14 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SNPS | Synopsys Inc | 3,665 | $1,634,846 | |
| INTC | Intel Corp | 3,198 | $446,536 | |
| CRWD | CrowdStrike Holdings, Inc. | 453 | $345,702 | |
| SNDK | Sandisk Corp | 147 | $334,238 | |
| CDNS | Cadence Design Systems Inc | 883 | $331,407 | |
| UNH | Unitedhealth Group Inc | 754 | $313,385 | |
| CAT | Caterpillar Inc | 272 | $289,652 | |
| LRCX | Lam Research Corp | 664 | $287,731 | |
| STX | Seagate Technology Holdings plc | 239 | $230,635 | |
| MRK | Merck & Co., Inc. | 1,769 | $227,316 | |
| PG | PROCTER & GAMBLE Co | 1,546 | $226,705 | |
| IBM | International Business Machines Corp | 804 | $226,092 | |
| MS | Morgan Stanley | 1,059 | $221,373 | |
| CVX | Chevron Corp | 1,207 | $200,072 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ARES | Ares Management Corp | 224,154 | $24,455,201 | |
| VXUS | Vanguard Total International Stock ETF | 51,303 | $3,955,974 | |
| GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | 14,819 | $1,484,715 | |
| DGS | WisdomTree Emerging Markets SmallCap Dividend Fund | 12,888 | $774,568 | |
| BNDX | Vanguard Total International Bond ETF | 10,882 | $522,880 | |
| VEA | Vanguard FTSE Developed Markets ETF | 6,224 | $398,833 | |
| PLTR | Palantir Technologies Inc. | 1,841 | $269,301 | |
| HD | Home Depot, Inc. | 709 | $233,183 | |
| BMY | Bristol Myers Squibb Co | 3,469 | $210,394 | |
| No positions match the current search. | ||||
48 tracked positions ·
$100,114,258 total
· filing declares
85 positions · $268,026,233
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 94,356 | $33,517,732 | 33.48% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 52,884 | $10,581,559 | 10.57% | |
| AAPL |
Apple Inc.
Technology
|
Added | 26,528 | $7,676,142 | 7.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 25,978 | $6,191,596 | 6.18% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 30,537 | $5,187,625 | 5.18% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 13,487 | $5,030,920 | 5.03% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 13,067 | $4,936,059 | 4.93% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 4,375 | $3,163,125 | 3.16% | |
| V |
Visa Inc.
Financial Services
|
Added | 7,223 | $2,478,139 | 2.48% | |
| SNPS |
Synopsys Inc
Technology
|
NEW | 3,665 | $1,634,846 | 1.63% | |
| ORCL |
Oracle Corp
Technology
|
Added | 10,505 | $1,539,507 | 1.54% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,376 | $1,380,242 | 1.38% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,076 | $1,293,765 | 1.29% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 1,104 | $1,274,336 | 1.27% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,954 | $1,100,668 | 1.10% | |
| SPMC |
Sound Point Meridian Capital, Inc.
Financial Services
|
Added | 100,437 | $994,326 | 0.99% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 8,421 | $989,130 | 0.99% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 5,715 | $647,280 | 0.65% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,231 | $615,980 | 0.62% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 511 | $612,908 | 0.61% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,730 | $566,280 | 0.57% | |
| WDC |
Western Digital Corp
Technology
|
Added | 863 | $551,215 | 0.55% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 3,350 | $524,811 | 0.52% | |
| INTC |
Intel Corp
Technology
|
NEW | 3,198 | $446,536 | 0.45% | |
| INTU |
Intuit Inc.
Technology
|
Added | 1,652 | $431,172 | 0.43% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 454 | $424,703 | 0.42% | |
| KLAC |
Kla Corp
Technology
|
Added | 1,368 | $412,739 | 0.41% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,440 | $365,716 | 0.37% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 2,571 | $351,507 | 0.35% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
NEW | 453 | $345,702 | 0.35% | |
| SNDK |
Sandisk Corp
Technology
|
NEW | 147 | $334,238 | 0.33% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
NEW | 883 | $331,407 | 0.33% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 275 | $323,086 | 0.32% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 1,252 | $315,053 | 0.31% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 754 | $313,385 | 0.31% | |
| ZS |
Zscaler, Inc.
Technology
|
Added | 2,156 | $304,319 | 0.30% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 272 | $289,652 | 0.29% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 664 | $287,731 | 0.29% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 4,935 | $281,196 | 0.28% | |
| GE |
General Electric Co
Industrials
|
Reduced | 739 | $276,186 | 0.28% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 472 | $242,419 | 0.24% | |
| STX |
Seagate Technology Holdings plc
Technology
|
NEW | 239 | $230,635 | 0.23% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
NEW | 1,769 | $227,316 | 0.23% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
NEW | 1,546 | $226,705 | 0.23% | |
| IBM |
International Business Machines Corp
Technology
|
NEW | 804 | $226,092 | 0.23% | |
| MS |
Morgan Stanley
Financial Services
|
NEW | 1,059 | $221,373 | 0.22% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 3,041 | $217,127 | 0.22% | |
| CVX |
Chevron Corp
Energy
|
NEW | 1,207 | $200,072 | 0.20% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.