Everest Management Corp. Portfolio Holdings

Everest Management Corp.

  • $110 Billion
  • Q1 2025

Everest Management Corp. has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $110 Billion distributed in 51 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 $38.6B, Alphabet Inc. with a value of $7.52B, Alphabet Inc. with a value of $6.81B, Vanguard Index Fds S&P 500 ETF with a value of $5.34B, and Dimensional ETF Tr U S Core Eq with a value of $3.76B.

Examining the 13F form we can see an decrease of $3.86B in the current position value, from $114B to 110B.

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 $110 Billion
ETFs: $73.2 Billion
Communication Services: $15.3 Billion
Technology: $13.8 Billion
Financial Services: $2.86 Billion
Consumer Cyclical: $1.68 Billion
Consumer Defensive: $777 Million
Healthcare: $771 Million
Energy: $271 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$38.6 Billion 35.21% of portfolio
638,528
Q1 2025 Reduced 1.21%
$1.03T
$7.52 Billion 6.85% of portfolio
48,600
Q1 2025 Added 0.41%
$1.05T
$6.81 Billion 6.21% of portfolio
43,577
Q1 2025 Added 67.22%
$0
$5.34 Billion 4.87% of portfolio
10,399
Q1 2025 Added 2.34%
$0
$3.76 Billion 3.43% of portfolio
114,049
Q4 2024 New
$0
$3.61 Billion 3.29% of portfolio
51,676
Q4 2024 New
$98B
$3.45 Billion 3.14% of portfolio
20,577
Q1 2025 Added 157.21%
$3.43T
$3.41 Billion 3.11% of portfolio
9,089
Q1 2025 Added 22.02%
$0
$3.33 Billion 3.03% of portfolio
33,222
Q1 2025 Added 122.71%
$3.23T
$2.53 Billion 2.3% of portfolio
11,372
Q1 2025 Added 12.35%
$0
$2.33 Billion 2.13% of portfolio
21,183
Q4 2024 New
$0
$2.24 Billion 2.04% of portfolio
8,148
Q1 2025 Added 0.33%
$0
$2.17 Billion 1.98% of portfolio
34,945
Q1 2025 Reduced 13.95%
$0
$2.09 Billion 1.91% of portfolio
12,080
Q1 2025 Added 0.03%
$0
$2.04 Billion 1.86% of portfolio
11,806
Q1 2025 Added 0.08%
$337B
$1.92 Billion 1.75% of portfolio
17,747
Q1 2025 Added 8.42%
$0
$1.51 Billion 1.37% of portfolio
30,310
Q1 2025 Added 45.04%
$2.09T
$1.23 Billion 1.12% of portfolio
6,462
Q1 2025 Added 15.06%
$265B
$1.05 Billion 0.95% of portfolio
3,897
Q1 2025 Added 74.75%
$0
$1 Billion 0.91% of portfolio
10,283
Q4 2024 New
$0
$775 Million 0.71% of portfolio
13,723
Q4 2024 New
$0
$762 Million 0.7% of portfolio
23,007
Q4 2024 New
$0
$724 Million 0.66% of portfolio
14,330
Q1 2025 Reduced 10.36%
$446B
$729 Million 0.66% of portfolio
5,215
Q1 2025 Reduced 4.77%
$1.45T
$680 Million 0.62% of portfolio
1,179
Q1 2025 Added 29.13%
$259B
$674 Million 0.61% of portfolio
10,916
Q1 2025 New
Pgim ETF Tr
-
$639 Million 0.58% of portfolio
-
Q1 2025 Added 31.15%
$0
$604 Million 0.55% of portfolio
1,628
Q1 2025 Added 0.06%
$0
$531 Million 0.48% of portfolio
10,882
Q4 2024 New
$655B
$503 Million 0.46% of portfolio
944
Q1 2025 Added 16.54%
$1.09T
$453 Million 0.41% of portfolio
1,748
Q1 2025 Added 27.03%
$774B
$359 Million 0.33% of portfolio
1,464
Q1 2025 Added 7.1%
$460B
$356 Million 0.32% of portfolio
376
Q1 2025 Reduced 8.96%
$701B
$352 Million 0.32% of portfolio
426
Q1 2025 Added 12.7%
$0
$318 Million 0.29% of portfolio
568
Q1 2025 Added 0.18%
Arista Networks Inc
-
$286 Million 0.26% of portfolio
-
Q1 2025 Added 1.79%
$426B
$271 Million 0.25% of portfolio
2,282
Q1 2025 New
$0
$266 Million 0.24% of portfolio
5,512
Q4 2024 New
$537B
$250 Million 0.23% of portfolio
268
Q1 2025 Added 12.61%
$559B
$254 Million 0.23% of portfolio
463
Q1 2025 Added 12.65%
$0
$236 Million 0.22% of portfolio
420
Q4 2024 New
$0
$228 Million 0.21% of portfolio
4,601
Q1 2025 Added 0.33%
$0
$225 Million 0.21% of portfolio
8,585
Q4 2024 New
$0
$231 Million 0.21% of portfolio
4,074
Q4 2024 New
$329B
$219 Million 0.2% of portfolio
1,044
Q1 2025 New
$0
$224 Million 0.2% of portfolio
2,408
Q4 2024 New
$403B
$221 Million 0.2% of portfolio
1,295
Q1 2025 New
$0
$209 Million 0.19% of portfolio
385
Q4 2024 New
$268B
$201 Million 0.18% of portfolio
2,287
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $110 Billion
  • Prior Value $114 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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