EVERGREEN CAPITAL MANAGEMENT LLC
Position in TAK — Takeda Pharmaceutical Co Ltd
CIK 1260824
Bellevue, WA
Position in TAK
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,080,734
+$239,249 QoQ
Shares Held
58,355
+8.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 0.6460457544340673.ToString("F0")%
Shared 99.35395424556593.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TAK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $13,595,997 across 13 Drug Manufacturers - Specialty & Generic names. TAK ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTHR |
UNITED THERAPEUTICS Corp
|
13,120 | $7,779,897 | |
| 2 | HLN |
Haleon plc
|
112,695 | $1,128,075 | |
| 3 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
58,355 | $1,080,734 | |
| 4 | ZTS |
Zoetis Inc.
|
6,239 | $737,511 | |
| 5 | TEVA |
Teva Pharmaceutical Industries Ltd
|
14,929 | $449,661 | |
| 6 | ELAN |
Elanco Animal Health Inc
|
16,554 | $396,137 | |
| 7 | RDY |
Dr Reddys Laboratories Ltd
|
27,318 | $378,354 | |
| 8 | PRGO |
PERRIGO Co plc
|
29,879 | $320,900 |
All Filings in TAK
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,080,734 | 58,355 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $841,485 | 53,976 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $896,172 | 61,214 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $611,025 | 39,523 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $461,013 | 31,003 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $494,976 | 37,385 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $182,043 | 12,802 | Shares | Other | 2024-11-14 | |
| 2024-03-31 | $191,320 | 13,774 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $161,908 | 10,466 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $219,499 | 13,972 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $222,907 | 13,526 | Shares | Other | 2023-05-15 | |
| 2022-09-30 | $227,934 | 17,574 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $187,967 | 13,388 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $159,152 | 11,114 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||