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Filers›Hedge Fund›EVERGREEN CAPITAL MANAGEMENT LLC
DOSSIER · 13F-HR · Q1 2026

EVERGREEN CAPITAL MANAGEMENT LLC

EVERGREEN's hedge fund based in San Francisco, CA — $4.6B in tracked AUM across 2,179 positions as of Q1 2026.

E
EVERGREEN·San Francisco, CA·Hedge Fund
CIK 0001260824 · last filed Mar 31, 2026
Total AUM
$4.6B
▼ 11.6%
vs prior
Holdings
2,179
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
Top sector
Tech
28% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

EVERGREEN CAPITAL MANAGEMENT LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
IEMG
ISHARES INC
$184M2.6M4.0%
02
AAPL
APPLE INC
$111M437K2.4%
03
PCAR
PACCAR INC
$92M794K2.0%
04
IEI
ISHARES TR
$89M747K1.9%
05
MSFT
MICROSOFT CORP
$85M230K1.8%
06
NVDA
NVIDIA CORPORATION
$78M447K1.7%
07
GOOGL
ALPHABET INC
$75M262K1.6%
08
SHY
ISHARES TR
$68M823K1.5%
09
VNQ
VANGUARD INDEX FDS
$67M760K1.5%
10
GOOG
ALPHABET INC
$65M227K1.4%

Filing history

Filing history loading…
AI Agent · grounded in EVERGREEN
haiku-4-5 · 2,179 positions indexed
Sector mix
  • Tech28%
  • Financials49%
  • Cons. Disc.4%
  • Industrials8%
  • Energy7%
  • Other4%
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