S β€” SENTINELONE INC

Ownership history in Evergreen Private Wealth LLC  Β·  8 quarters on record

This page tracks every 13F SEC filing in which Evergreen Private Wealth LLC reported a position in SENTINELONE INC (S). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

Evergreen Private Wealth LLC Γ— S AI Analytics

πŸ“‰ Evergreen Private Wealth LLC underperformed the S&P 500 by –34.5% annually on this S position. Maximum drawdown during holding period: –26.4%.

πŸ“ˆ Position Alpha vs SPY
-34.5%
annualised excess return

❌ Significantly underperformed the S&P 500 by 34.5% ann.
6 quarters analyzed

πŸ›‘οΈ Drawdown Resilience
–26.4%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 4 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    S price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 250 β€” 0% 0.00% $4K $17.61
2025 Q2 UNCHANGED 250 β€” 0% 0.00% $5K $18.28
2025 Q1 UNCHANGED 250 β€” 0% 0.00% $5K $18.18
2024 Q4 UNCHANGED 250 β€” 0% 0.00% $6K $22.20
2024 Q3 UNCHANGED 250 β€” 0% 0.00% $6K $23.92
2024 Q2 UNCHANGED 250 β€” 0% 0.00% $5K $21.05
2024 Q1 UNCHANGED 250 β€” 0% 0.00% $6K $23.31
2023 Q4 INITIATED 250 β€” β€” 0.00% $7K β€”

🏒 Other funds also holding S

As of 2025 Q4 β€” sorted by position size

Redpoint Management, LLC 3Y 96.27% Anchorage Capital Group, L.L.C. 3Y 7Y 83.61% Topline Capital Management, LLC 10.33% KETTLE HILL CAPITAL MANAGEMENT, LLC 3Y 7Y 5.74% SYLEBRA CAPITAL LLC 5.56% CYPRESS POINT INVESTMENT MANAGEMENT LP 5.31% Meritas Wealth Management, LLC 3.22% Alta Park Capital, LP 3Y 7Y 2.71% Caprock Group, LLC 3Y 7Y 2.46% ASHFORD CAPITAL MANAGEMENT INC 3Y 7Y 1.01%
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