What is InsiderStreet.ai?

InsiderStreet.ai is a free financial intelligence platform tracking smart-money signals — insider trades, congressional stock disclosures, hedge fund positions, ETF flows, dark pool activity, and short interest — across 88,000+ securities.

How do I track which hedge funds own a stock?

On any stock page on InsiderStreet, the Hedge Fund Holders tab shows every fund holding that stock — names, position size, quarterly changes, and fund flows. Data is sourced from SEC institutional ownership disclosures.

How do I see which Congress members trade a stock?

Each stock page has a Smart Money tab that shows congressional disclosures under the STOCK Act — senators and representatives, transaction type, date, and dollar range — typically disclosed within 45 days of the trade.

Asset Manager ← All Institutions

Evergreen Quality Fund GP, Ltd.

Q2 2026 · Filed 2026-08-14

Q2 2026 Q1 2026 Q4 2025 Q3 2025

Market Value

$6.2B

+41.5%

Holdings

New Purchases

Added To

Closed

Reduced

Top 10 Concentration

72.6%

Turnover

60.3%

Top Buys (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
MU	14.86%	3.34%	+11.52%	$919M
TSM	10.02%	2.78%	+7.24%	$620M
ARM	5.63%	0.00%	+5.63%	$348M
LITE	5.55%	1.09%	+4.46%	$343M
STX	3.30%	0.00%	+3.30%	$204M
QCOM	3.24%	0.00%	+3.24%	$200M
MRVL	3.26%	0.16%	+3.10%	$202M
GLW	9.22%	6.25%	+2.97%	$570M
AMD	5.13%	2.45%	+2.68%	$317M
MTSI	2.44%	0.00%	+2.44%	$151M
ENTG	1.86%	0.00%	+1.86%	$115M
Q	1.83%	0.00%	+1.83%	$113M
KLIC	1.73%	0.00%	+1.73%	$107M
TXN	1.27%	0.00%	+1.27%	$78M
MKSI	1.18%	0.00%	+1.18%	$73M

Top Sells (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
GOOGL	0.05%	20.52%	-20.46%	$3M
GE	3.83%	13.68%	-9.85%	$237M
SNDK	0.63%	5.14%	-4.51%	$39M
GLDM	1.91%	5.49%	-3.58%	$118M
EQX	0.86%	4.18%	-3.32%	$53M
B	0.90%	3.86%	-2.96%	$56M
SQ	0.61%	2.58%	-1.96%	$38M
PDD	0.02%	1.90%	-1.88%	$1M
PAAS	0.00%	1.64%	-1.64%	$0
CMI	0.00%	1.16%	-1.16%	$0
INSM	0.00%	0.87%	-0.87%	$0
TER	0.00%	0.73%	-0.73%	$0
TSEM	0.00%	0.66%	-0.66%	$0
BNO	0.00%	0.61%	-0.61%	$0
COIN	0.00%	0.61%	-0.61%	$0

Sector Allocation Over Time

Market Cap Concentration

Tier	Holdings	Value	Weight
Mega Cap	13	$3.5B	57.0%
Large Cap	31	$2.4B	38.8%
Mid Cap	11	$246M	4.0%
Small Cap	2	$14M	0.2%
Micro Cap	1	$0	0.0%

Portfolio Analytics

Avg Market Cap

$339.4B

Median Market Cap

$59.6B

Avg P/E

59.7

Median P/E

31.0

Avg Dividend Yield

0.01%

Avg Beta

1.64

# Stocks

# ETFs / Funds

Top Holdings (58 total)

#	Symbol	% Port	Shares	Value	Avg Price	Q/Q Value Chg	Share Chg	Chg %	Status
1	MU	14.86%	796,407	$919M	$1,154.29	$773M	+364,285	+84.3%
2	INTC	11.77%	5,213,100	$728M	$139.63	$224M	-6,203,845	-54.3%
3	TSM	10.02%	1,297,712	$620M	$477.57	$498M	+937,772	+260.5%
4	GLW	9.22%	2,232,286	$570M	$255.43	$297M	+222,689	+11.1%
5	ARM	5.63%	981,449	$348M	$354.57	—	+981,449	—	NEW
6	LITE	5.55%	399,855	$343M	$858.06	$296M	+332,200	+491.0%
7	AMD	5.13%	546,274	$317M	$580.91	$210M	+19,474	+3.7%
8	GE	3.83%	634,140	$237M	$373.73	-$361M	-1,473,500	-69.9%
9	STX	3.30%	211,500	$204M	$965.00	—	+211,500	—	NEW
10	MRVL	3.26%	677,631	$202M	$297.89	$195M	+606,331	+850.4%
11	QCOM	3.24%	1,084,305	$200M	$184.79	—	+1,084,305	—	NEW
12	MCO	2.96%	404,200	$183M	$452.92	$36M	+67,000	+19.9%
13	MTSI	2.44%	396,600	$151M	$380.37	—	+396,600	—	NEW
14	SPGI	2.28%	345,800	$141M	$407.26	$26M	+75,200	+27.8%
15	GLDM	1.91%	1,487,700	$118M	$79.42	-$122M	-1,099,515	-42.5%
16	ENTG	1.86%	641,200	$115M	$179.86	—	+641,200	—	NEW
17	Q	1.83%	692,200	$113M	$163.31	—	+692,200	—	NEW
18	KLIC	1.73%	798,994	$107M	$133.76	—	+798,994	—	NEW
19	TXN	1.27%	262,600	$78M	$298.07	—	+262,600	—	NEW
20	MKSI	1.18%	164,200	$73M	$444.80	—	+164,200	—	NEW
21	B	0.90%	1,521,300	$56M	$36.73	-$113M	-2,618,700	-63.2%
22	EQX	0.86%	5,475,600	$53M	$9.72	-$129M	-7,160,244	-56.7%
23	SNDK	0.63%	17,200	$39M	$2,273.73	-$186M	-336,662	-95.1%
24	SQ	0.61%	499,903	$38M	$76.00	-$75M	-1,371,091	-73.3%
25	ICHR	0.59%	324,840	$36M	$112.28	—	+324,840	—	NEW
26	NVDA	0.55%	168,500	$34M	$200.09	$31M	+151,400	+885.4%
27	PAYP	0.50%	2,155,077	$31M	$14.33	$7M	+1,018,855	+89.7%
28	ERAS	0.41%	1,375,300	$25M	$18.32	—	+1,375,300	—	NEW
29	ZM	0.39%	280,700	$24M	$86.31	—	+280,700	—	NEW
30	BE	0.33%	68,400	$21M	$302.70	—	+68,400	—	NEW
31	FDMT	0.20%	951,474	$13M	$13.30	$4M	—	—
32	ONTO	0.16%	25,800	$10M	$378.45	$7M	+12,100	+88.3%
33	COGT	0.16%	250,000	$10M	$38.70	$52K	—	—
34	YMM	0.13%	1,021,200	$8M	$8.12	—	+1,021,200	—	NEW
35	AEHR	0.10%	62,380	$6M	$96.06	—	+62,380	—	NEW
36	FORM	0.07%	26,400	$4M	$159.93	—	+26,400	—	NEW
37	GOOGL	0.05%	9,290	$3M	$357.37	-$894M	-3,109,910	-99.7%
38	CEG	0.05%	12,000	$3M	$248.37	—	+12,000	—	NEW
39	PDD	0.02%	16,316	$1M	$76.28	-$82M	-796,600	-98.0%
40	RERE	0.02%	286,520	$1M	$3.87	-$235K	—	—
41	WDC	0.01%	800	$511K	$638.72	—	+800	—	NEW
42	GEV	—%	—	—	—	-$5M	-5,700	-100.0%	SOLD
43	COIN	—%	—	—	—	-$27M	-151,850	-100.0%	SOLD
44	DNTH	—%	—	—	—	-$4M	-50,000	-100.0%	SOLD
45	PONY	—%	—	—	—	-$3M	-349,800	-100.0%	SOLD
46	PAAS	—%	—	—	—	-$72M	-1,312,200	-100.0%	SOLD
47	ABVX	—%	—	—	—	-$16M	-144,300	-100.0%	SOLD
48	SMH	—%	—	—	—	-$4M	-10,000	-100.0%	SOLD
49	LEGN	—%	—	—	—	-$1M	-81,400	-100.0%	SOLD
50	PBR	—%	—	—	—	-$21M	-988,700	-100.0%	SOLD
51	ETHA	—%	—	—	—	-$9M	-574,000	-100.0%	SOLD
52	TER	—%	—	—	—	-$32M	-107,400	-100.0%	SOLD
53	BNO	—%	—	—	—	-$27M	-513,197	-100.0%	SOLD
54	CMI	—%	—	—	—	-$51M	-94,600	-100.0%	SOLD
55	TSEM	—%	—	—	—	-$29M	-163,600	-100.0%	SOLD
56	ASML	—%	—	—	—	-$7M	-5,100	-100.0%	SOLD
57	IBIT	—%	—	—	—	-$1M	-38,322	-100.0%	SOLD
58	INSM	—%	—	—	—	-$38M	-232,500	-100.0%	SOLD

New Positions

Symbol	Value	% Port
ARM	$348M	5.63%
STX	$204M	3.30%
QCOM	$200M	3.24%
MTSI	$151M	2.44%
ENTG	$115M	1.86%
Q	$113M	1.83%
KLIC	$107M	1.73%
TXN	$78M	1.27%
MKSI	$73M	1.18%
ICHR	$36M	0.59%
ERAS	$25M	0.41%
ZM	$24M	0.39%
BE	$21M	0.33%
YMM	$8M	0.13%
AEHR	$6M	0.10%

Sold Out Positions

Symbol	Value	% Port
INSM	—	—%
GEV	—	—%
PAAS	—	—%
PBR	—	—%
DNTH	—	—%
COIN	—	—%
ETHA	—	—%
ABVX	—	—%
CMI	—	—%
LEGN	—	—%
BNO	—	—%
ASML	—	—%
SMH	—	—%
IBIT	—	—%
TSEM	—	—%

View SEC EDGAR Filings for Evergreen Quality Fund GP, Ltd. →