Position in OS
as of Dec 31, 2025
· filed Jan 27, 2026
Position Value
$0
+$0 QoQ
Shares Held
325,113
-6.3% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in OS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $163,425,007 across 35 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
269,967 | $100,703,089 | |
| 2 | PANW |
Palo Alto Networks Inc
|
59,279 | $20,215,323 | |
| 3 | ORCL |
Oracle Corp
|
95,018 | $13,924,887 | |
| 4 | NTAP |
NetApp, Inc.
|
29,337 | $4,540,193 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
35,526 | $4,144,817 | |
| 6 | FTNT |
Fortinet, Inc.
|
15,865 | $2,437,180 | |
| 7 | TWLO |
Twilio Inc
|
10,546 | $2,175,955 | |
| 8 | FFIV |
F5, Inc.
|
3,147 | $1,309,025 |
All Filings in OS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | — | 325,113 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | — | 346,813 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||