DOSSIER · 13F-HR · Q1 2026
Evergreen Advisors, LLC
Evergreen's pension fund based in London, UK — $426M in tracked AUM across 168 positions as of Q1 2026.
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Evergreen·London, UK·Pension Fund
CIK 0001762294 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Evergreen Advisors, LLC has reported a significant expansion in its portfolio management activities for the quarter ending June 30, 2025. The total portfolio value surged by 234.2%, growing from $112.96M to $377.49M. This dramatic increase in assets under management (AUM) is accompanied by a structural overhaul of the portfolio's composition. The number of holdings stands at 22, indicating a focused investment approach. The portfolio is heavily concentrate...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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