EVERGREEN CAPITAL MANAGEMENT LLC
•CIK: 1260824•Filing: Q4 2025
Evergreen Capital Management LLC, with $4.3 billion in assets under management, is known for its concentrated, high-conviction strategy, currently holding 1,399 positions. Recently, the fund has made notable shifts by exiting JD and LINE, cutting Microsoft entirely, and significantly increasing positions in IEMG and IGF, while adding TTE, CHYM, and PCG to its portfolio.
Total AUM
$4.3B
+ $2.0M in options
QoQ Performance
+3.3%
Positions
1,225
+ 7 options
Top 10 Concentration
25.1%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL2.8%
IEMG2.5%
IEI2.1%
PCAR2.0%
GOOGL1.9%
GOOG1.8%
NVDA1.8%
GS1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.4%
Technology14.3%
Financial7.1%
Consumer4.9%
Healthcare2.6%
ETF2.0%
Industrial1.4%
Real Estate0.8%
🚪 Exited Positionssold since Q3 2025
+1098 more exited positions
Changes from Q3 2025
NEW7 new positions
↑115 increased
↓76 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023