Everest Management Corp.

CIK

2056683

Location

CUPERTINO, CA

Portfolio Value

Micro $85,060,249

Diversification

Diversified

Filing Date

Global Rank

#6,031 / 8,604 ▲ 972 · as of Mar 2026

Top Industry

Asset Management 29.8%

3Y Alpha vs SPY

+10.8%

Period ended 3 months ago

Filed May 7, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+42.1%

SPY

+24.4%

Annualised alpha

+11.7%

Max drawdown

−20.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

38 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

28.8%

+1.0 pts

Top 5

67.4%

+2.8 pts

Top 10

85.0%

+3.1 pts

HHI

1,326

Diversified+117

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.5%	$32,719,427	16
Financial Services	33.3%	$28,327,684	7
Communication Services	15.9%	$13,538,684	3
Consumer Cyclical	7.4%	$6,256,517	3
Consumer Defensive	2.2%	$1,913,246	2
Healthcare	1.7%	$1,434,364	4
Industrials	0.5%	$446,856	2
Energy	0.5%	$423,471	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+23,909	46,874	$8,174,825
SPMC	Sound Point Meridian Capital, Inc.	+17,021	96,819	$866,530
AVGO	Broadcom Inc.	+10,906	21,759	$6,734,628
AAPL	Apple Inc.	+9,303	21,395	$5,429,837
WMT	Walmart Inc.	+8,957	11,915	$1,480,796
ORCL	Oracle Corp	+1,832	8,078	$1,188,354
AMZN	Amazon Com Inc	+1,683	25,483	$5,307,344
MU	Micron Technology Inc	+1,146	1,965	$663,855
BAC	Bank Of America Corp /De/	+774	4,811	$234,536
GOOGL	Alphabet Inc.	+517	43,602	$12,538,191
PLTR	Palantir Technologies Inc.	+497	1,841	$269,301
MSFT	Microsoft Corp	+342	9,504	$3,518,095
ABBV	AbbVie Inc.	+303	1,364	$296,656
TSLA	Tesla, Inc.	+292	1,926	$715,990
AMD	Advanced Micro Devices Inc	+283	2,218	$451,207
NFLX	Netflix Inc	+275	2,676	$257,297
CRM	Salesforce, Inc.	+255	3,629	$677,425
LLY	ELI LILLY & Co	+251	676	$621,764
ANET	Arista Networks, Inc.	+246	4,205	$516,289
BRK-B	Berkshire Hathaway Inc	+179	1,144	$548,204
XOM	Exxon Mobil Corp	+166	2,496	$423,471
JPM	Jpmorgan Chase & Co	+95	1,669	$490,953
JNJ	Johnson & Johnson	+81	1,250	$305,550
COST	Costco Wholesale Corp /New	+78	434	$432,450
META	Meta Platforms, Inc.	+55	1,299	$743,196
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
CSCO	Cisco Systems, Inc.	−2,795	7,832	$607,684
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
ARES	Ares Management Corp	224,154	$24,455,201
AMAT	Applied Materials Inc /De	9,220	$3,151,303
HD	Home Depot, Inc.	709	$233,183
GE	General Electric Co	818	$232,123
GEV	GE Vernova Inc.	246	$214,733
ZS	Zscaler, Inc.	1,529	$214,503
BMY	Bristol Myers Squibb Co	3,469	$210,394
KLAC	Kla Corp	141	$207,609
WDC	Western Digital Corp	761	$205,842
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	544	$370,964
SNPS	Synopsys Inc	449	$210,904
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

38 positions · $85,060,249 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ARES	Ares Management Corp Financial Services	NEW	224,154	NEW	$24,455,201	NEW	28.75%
GOOGL	Alphabet Inc. Communication Services	Added	43,602	+517	$12,538,191	−7.0%	14.74%
NVDA	Nvidia Corp Technology	Added	46,874	+23,909	$8,174,825	+90.9%	9.61%
AVGO	Broadcom Inc. Technology	Added	21,759	+10,906	$6,734,628	+79.3%	7.92%
AAPL	Apple Inc. Technology	Added	21,395	+9,303	$5,429,837	+65.2%	6.38%
AMZN	Amazon Com Inc Consumer Cyclical	Added	25,483	+1,683	$5,307,344	−3.4%	6.24%
MSFT	Microsoft Corp Technology	Added	9,504	+342	$3,518,095	−20.6%	4.14%
AMAT	Applied Materials Inc /De Technology	NEW	9,220	NEW	$3,151,303	NEW	3.70%
V	Visa Inc. Financial Services	Added	4,923	+37	$1,487,927	−13.2%	1.75%
WMT	Walmart Inc. Consumer Defensive	Added	11,915	+8,957	$1,480,796	+349.3%	1.74%
ORCL	Oracle Corp Technology	Added	8,078	+1,832	$1,188,354	−2.4%	1.40%
SPMC	Sound Point Meridian Capital, Inc. Financial Services	Added	96,819	+17,021	$866,530	−21.0%	1.02%
META	Meta Platforms, Inc. Communication Services	Added	1,299	+55	$743,196	−9.5%	0.87%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,926	+292	$715,990	−2.6%	0.84%
INTU	Intuit Inc. Technology	Added	1,639	+7	$708,670	−34.4%	0.83%
CRM	Salesforce, Inc. Technology	Added	3,629	+255	$677,425	−24.2%	0.80%
MU	Micron Technology Inc Technology	Added	1,965	+1,146	$663,855	+184.0%	0.78%
LLY	ELI LILLY & Co Healthcare	Added	676	+251	$621,764	+36.1%	0.73%
CSCO	Cisco Systems, Inc. Technology	Reduced	7,832	-2,795	$607,684	−25.8%	0.71%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,144	+179	$548,204	+13.0%	0.64%
ANET	Arista Networks, Inc. Technology	Added	4,205	+246	$516,289	−0.5%	0.61%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,669	+95	$490,953	−3.2%	0.58%
AMD	Advanced Micro Devices Inc Technology	Added	2,218	+283	$451,207	+8.9%	0.53%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	434	+78	$432,450	+40.9%	0.51%
XOM	Exxon Mobil Corp Energy	Added	2,496	+166	$423,471	+51.0%	0.50%
JNJ	Johnson & Johnson Healthcare	Added	1,250	+81	$305,550	+26.3%	0.36%
ABBV	AbbVie Inc. Healthcare	Added	1,364	+303	$296,656	+22.4%	0.35%
PLTR	Palantir Technologies Inc. Technology	Added	1,841	+497	$269,301	+12.7%	0.32%
NFLX	Netflix Inc Communication Services	Added	2,676	+275	$257,297	+14.3%	0.30%
MA	Mastercard Inc Financial Services	Added	489	+14	$244,333	−9.9%	0.29%
BAC	Bank Of America Corp /De/ Financial Services	Added	4,811	+774	$234,536	+5.6%	0.28%
HD	Home Depot, Inc. Consumer Cyclical	NEW	709	NEW	$233,183	NEW	0.27%
GE	General Electric Co Industrials	NEW	818	NEW	$232,123	NEW	0.27%
GEV	GE Vernova Inc. Industrials	NEW	246	NEW	$214,733	NEW	0.25%
ZS	Zscaler, Inc. Technology	NEW	1,529	NEW	$214,503	NEW	0.25%
BMY	Bristol Myers Squibb Co Healthcare	NEW	3,469	NEW	$210,394	NEW	0.25%
KLAC	Kla Corp Technology	NEW	141	NEW	$207,609	NEW	0.24%
WDC	Western Digital Corp Technology	NEW	761	NEW	$205,842	NEW	0.24%