Everest Management Corp.
•CIK: 2056683•Filing: Q4 2025
**Everest Management Corp.** is a quantitative investment manager overseeing $179M across a diversified portfolio of 63 positions. The fund exhibits significant concentration in technology and growth names, notably maintaining a substantial $52.1M position in DFUS. Further top holdings include AAEQ at $18.8M, alongside core tech names like GOOGL ($13.5M) and GOOG ($13.4M). The strategy balances high-conviction single-stock bets with broad market exposure via VOO and VTI.
Total AUM
$179.3M
QoQ Performance
+14.3%
Positions
48
Top 10 Concentration
71.3%
Latest Filing
Q4 2025
Top Holdings Allocation
DFUS
AAEQ
GOOGL
GOOG
DFUS29.1%
AAEQ10.5%
GOOGL7.5%
GOOG7.5%
VOO3.5%
AMZN3.1%
VTI2.8%
MSFT2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.4%
Technology26.7%
ETF4.5%
Consumer3.8%
Financial1.8%
Healthcare0.5%
Energy0.2%
Communication0.1%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW4 new positions
↑19 increased
↓31 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024