Evergreen Quality Fund GP, Ltd.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Evergreen Quality Fund GP, Ltd. reported 11 stock positions worth $2.7 billion. Its top holding was Alphabet Class A (GOOGL) at 23.1% of the portfolio, followed by Danaher (DHR, 17.1%) and GE Vernova (GEV, 16.1%). Compared with Q4 2024, it opened 2 new positions, sold out of 6, added to 3 and reduced 4. The biggest buy was Alphabet Class A (GOOGL, shares +178%) and the biggest sale GE Vernova (GEV, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- GRAND CAYMAN, E9
- CIK
- 0002016939
- Portfolio Value
- $2.7B (Q1 2025)
- SEC Filing
- 0000902664-25-002428 ↗ filed May 15, 2025
Holdings Value
Holdings 11 stocks · $2.7B
| GOOGL Alphabet Inc. Class A | 23.13% | 4,003,900 | $619.2M | Add +178.3% |
| DHR Danaher Corp. | 17.13% | 2,236,768 | $458.5M | No change |
| GEV GE Vernova Inc. | 16.09% | 1,410,816 | $430.7M | Reduce -34.9% |
| GE General Electric filed as GE AEROSPACE | 12.77% | 1,707,570 | $341.8M | Add +9.6% |
| MSCI MSCI Inc. | 11.62% | 549,753 | $310.9M | Reduce -6.7% |
| MCO Moody's Corp. | 8.62% | 495,200 | $230.6M | Reduce -14.5% |
| ANSS Ansys Inc. | 4.14% | 350,460 | $110.9M | Reduce -10.0% |
| BEN Franklin Templeton Inc. | 3.77% | 5,237,650 | $100.8M | Add +99.1% |
| AMZN Amazon.com Inc. | 1.89% | 266,200 | $50.6M | New |
| PYPL PayPal Holdings Inc. | 0.70% | 286,770 | $18.7M | New |
| TTWO Take-Two Interactive Softwre | 0.14% | 17,900 | $3.7M | No change |
Portfolio Sells Q4 2024 → Q1 2025
| GEV GE Vernova Inc. | Reduce -34.9% | 16.09% | −6.80 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −5.60 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −4.02 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −3.97 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −1.92 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −1.50 |
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −0.36 |
| MCO Moody's Corp. | Reduce -14.5% | 8.62% | −0.18 |
| ANSS Ansys Inc. | Reduce -10.0% | 4.14% | −0.07 |
| MSCI MSCI Inc. | Reduce -6.7% | 11.62% | +0.26 |
Portfolio Buys Q4 2024 → Q1 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 43 | $6.2B | MU, INTC, TSM, GLW, ARM |
| Q1 2026 | 40 | $4.4B | GOOGL, GE, INTC, GLW, GLDM |
| Q4 2025 | 42 | $5.1B | GOOGL, GE, MCO, MU, SNDK |
| Q3 2025 | 36 | $4.5B | GOOGL, GE, MCO, COIN, DHR |
| Q2 2025 | 18 | $3.2B | GOOGL, GE, MSCI, MCO, DHR |
| Q1 2025 | 11 | $2.7B | GOOGL, DHR, GEV, GE, MSCI |
| Q4 2024 | 15 | $3.1B | GEV, DHR, MSCI, MCO, GOOGL |
| Q3 2024 | 12 | $2.0B | GEV, GE, DHR, MSFT, ANSS |
| Q2 2024 | 21 | $2.4B | GE, META, AMZN, ASML, GOOGL |
| Q1 2024 | 11 | $818.9M | GE, AMD, META, GOOGL, CDNS |