account_balance
Investment manager · 13F filer · SEC CIK 2016939
Evergreen Quality Fund GP, Ltd.
Reported value$6.2Bas of Jun 30, 2026
Positions43 20 new, 17 sold out
Top 10 weight72.4%MU alone is 15%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MUMicron Technology Inc
14.8%Added +84%
INTCIntel Corp
11.7%Trimmed −54%
TSMTaiwan Semiconductor Manufac
10.0%Added +261%
GLWCorning Inc
9.2%Added +11%
ARMArm Holdings PLC
5.6%New
LITELumentum Hldgs Inc
5.5%Added +491%
AMDAdvanced Micro Devices Inc
5.1%Added +4%
GEGe Aerospace
3.8%Trimmed −70%
STXSeagate Technology Hldngs Pl
3.3%New
MRVLMarvell Technology Inc
3.3%Added +850%
QCOMQualcomm Inc
3.2%New
MCOMoodys Corp
3.0%Added +20%
MUMicron Technology Inc
14.8%Added +84%
INTCIntel Corp
11.7%Trimmed −54%
TSM10.0%GLW9.2%ARM5.6%LITE5.5%AMD5.1%GE3.8%STX3.3%MRVL3.3%QCOM3.2%MCO3.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MU Micron Technology Inc 14.8% Added +84%INTC Intel Corp 11.7% Trimmed −54%TSM Taiwan Semiconductor Manufac 10.0% Added +261%GLW Corning Inc 9.2% Added +11%ARM Arm Holdings PLC 5.6% NewLITE Lumentum Hldgs Inc 5.5% Added +491%AMD Advanced Micro Devices Inc 5.1% Added +4%GE Ge Aerospace 3.8% Trimmed −70%STX Seagate Technology Hldngs Pl 3.3% NewMRVL Marvell Technology Inc 3.3% Added +850%QCOM Qualcomm Inc 3.2% NewMCO Moodys Corp 3.0% Added +20%
What changed