Princeton Everest Fund
Princeton Everest Fund
Expense ratio
Net assets1
$136.48M
Holdings1
19
Category
Other
Return

Top holdings

As of March 31, 2026 · N-PORT
SecurityTickerValue% of fund
Apollo Overseas Prtnrs X $11.82M 8.66%
Warburg Pincus Global Gro $10.90M 7.98%
US ULTRA BOND CBT Sep25 $8.89M 6.51%
TPG Partners VIII, L.P. $8.38M 6.14%
US ULTRA BOND CBT Sep25 $8.11M 5.94%
US ULTRA BOND CBT Sep25 $7.54M 5.52%
FRST AM-GV OB-X TMPXX $5.84M 4.28%
TPG Healthcare Part, L.P. $5.64M 4.13%
PRINCETON PREMIUM FUND-I $5.40M 3.96%
Warburg Pincus Global Gro $5.17M 3.79%
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Allocation by sector

As of March 31, 2026 · N-PORT
View portfolio breakdown →

Portfolio moves

Dec 31, 2025 → Mar 31, 2026
Opened
1
Exited
11
Increased
2
Decreased
12
Unchanged
4

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

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Footnotes

  1. Net assets and holdings count as of March 31, 2026, from the fund's N-PORT filing.

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