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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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