Everest Management Corp. Portfolio Holdings

Everest Management Corp.

  • $139 Billion
  • Q2 2025

Everest Management Corp. has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $139 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $50.3B, Alphabet Inc. with a value of $8.66B, Alphabet Inc. with a value of $7.73B, Vanguard Index Fds S&P 500 ETF with a value of $5.98B, and Microsoft Corp with a value of $4.14B.

Examining the 13F form we can see an increase of $29.5B in the current position value, from $110B to 139B.

Everest Management Corp. is based out at Cupertino, CA

Below you can find more details about Everest Management Corp. portfolio as well as his latest detailed transactions.

Portfolio value $139 Billion
ETFs: $93.4 Billion
Technology: $18.7 Billion
Communication Services: $17.7 Billion
Financial Services: $3.03 Billion
Consumer Cyclical: $2.37 Billion
Consumer Defensive: $644 Million
Healthcare: $542 Million
Energy: $241 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$50.3 Billion 36.13% of portfolio
750,294
Q2 2025 Added 17.5%
$1.21T
$8.66 Billion 6.22% of portfolio
49,148
Q2 2025 Added 1.13%
$1.24T
$7.73 Billion 5.55% of portfolio
43,549
Q2 2025 Reduced 0.06%
$0
$5.98 Billion 4.3% of portfolio
10,524
Q2 2025 Added 1.2%
$3.95T
$4.14 Billion 2.98% of portfolio
8,332
Q2 2025 Reduced 8.33%
$0
$4.09 Billion 2.94% of portfolio
114,049
Q4 2024 New
$0
$4 Billion 2.87% of portfolio
51,676
Q4 2024 New
$127B
$3.92 Billion 2.81% of portfolio
14,203
Q2 2025 Reduced 30.98%
$3.69T
$3.45 Billion 2.48% of portfolio
16,819
Q2 2025 Added 47.9%
$456B
$3.01 Billion 2.16% of portfolio
19,022
Q2 2025 Added 7.18%
$0
$2.88 Billion 2.07% of portfolio
41,625
Q2 2025 Added 19.12%
$0
$2.57 Billion 1.85% of portfolio
8,470
Q2 2025 Added 3.95%
$0
$2.57 Billion 1.85% of portfolio
21,183
Q4 2024 New
$0
$2.2 Billion 1.58% of portfolio
12,084
Q2 2025 Added 0.03%
$0
$2.15 Billion 1.55% of portfolio
21,516
Q2 2025 Reduced 35.24%
$0
$2.09 Billion 1.5% of portfolio
11,806
Q1 2025 Added 0.08%
$2.26T
$1.57 Billion 1.13% of portfolio
7,137
Q2 2025 Added 10.45%
$0
$1.33 Billion 0.96% of portfolio
54,462
Q2 2025 New
$0
$1.31 Billion 0.94% of portfolio
26,344
Q2 2025 Reduced 13.08%
Sound Point Meridian Cap Inc
-
$1.3 Billion 0.94% of portfolio
-
Q2 2025 New
$201B
$1.3 Billion 0.93% of portfolio
1,651
Q2 2025 New
$684B
$1.14 Billion 0.82% of portfolio
5,220
Q2 2025 Added 0.1%
$0
$1.08 Billion 0.78% of portfolio
10,750
Q2 2025 New
$0
$1.05 Billion 0.75% of portfolio
17,423
Q2 2025 Added 26.96%
$0
$1.02 Billion 0.74% of portfolio
10,283
Q4 2024 New
$0
$966 Million 0.69% of portfolio
9,245
Q2 2025 New
$1.78T
$929 Million 0.67% of portfolio
1,259
Q2 2025 Added 6.79%
$232B
$929 Million 0.67% of portfolio
3,407
Q2 2025 Reduced 12.57%
$0
$838 Million 0.6% of portfolio
23,566
Q2 2025 Added 2.43%
$0
$733 Million 0.53% of portfolio
14,495
Q2 2025 Added 1.15%
$0
$714 Million 0.51% of portfolio
1,628
Q1 2025 Added 0.06%
$0
$670 Million 0.48% of portfolio
22,730
Q2 2025 New
$1.08T
$595 Million 0.43% of portfolio
1,872
Q2 2025 Added 7.09%
Pgim ETF Tr
-
$598 Million 0.43% of portfolio
-
Q2 2025 Reduced 6.69%
$0
$539 Million 0.39% of portfolio
10,882
Q4 2024 New
$0
$531 Million 0.38% of portfolio
9,607
Q2 2025 Added 74.29%
$621B
$481 Million 0.35% of portfolio
991
Q2 2025 Added 4.98%
$0
$474 Million 0.34% of portfolio
1,117
Q2 2025 New
$859B
$475 Million 0.34% of portfolio
1,639
Q2 2025 Added 11.95%
$0
$428 Million 0.31% of portfolio
1,259
Q2 2025 New
$545B
$402 Million 0.29% of portfolio
300
Q2 2025 Added 11.94%
$439B
$395 Million 0.28% of portfolio
399
Q2 2025 Added 6.12%
Arista Networks Inc
-
$383 Million 0.28% of portfolio
-
Q2 2025 Added 1.35%
$0
$367 Million 0.26% of portfolio
13,853
Q2 2025 New
$0
$352 Million 0.25% of portfolio
570
Q2 2025 Added 0.35%
$608B
$335 Million 0.24% of portfolio
430
Q2 2025 Added 0.94%
$39.4B
$315 Million 0.23% of portfolio
1,002
Q2 2025 New
$548B
$293 Million 0.21% of portfolio
522
Q2 2025 Added 12.74%
$282B
$276 Million 0.2% of portfolio
1,947
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $139 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
Track This Portfolio

Track Everest Management Corp. Portfolio

Follow Everest Management Corp. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Everest Management Corp., based on Form 13F filings with the SEC.

News

Stay updated on Everest Management Corp. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email