Fund · CIK 1844345
Evolutionary Tree Capital Management, LLC
Jun 30, 2026Filed Aug 13, 2026 · SEC filing ↗
Reported value$53.0M −0%
Positions29
Opened · sold out7 · 4
Holdings
Share positions at Jun 30, 2026| Stock | % of fund | Value | Shares | Since Q1 2026 |
|---|---|---|---|---|
| GOOGLAlphabet Inc-Cl ACAP STK CL A | 8.0% | $4.2M | 11,824 | Cut −20% |
| AMZNAmazon.Com IncCOM | 7.9% | $4.2M | 17,569 | Cut −11% |
| AXONAxon Enterprise IncStock | 7.3% | $3.9M | 6,927 | Added +42% |
| KRYSKrystal Biotech IncStock | 5.8% | $3.1M | 8,301 | Cut −33% |
| STXSeagate Technology HoldingsStock | 5.4% | $2.9M | 2,991 | New |
| SNOWSnowflake IncStock | 4.2% | $2.3M | 8,853 | New |
| CLBTCellebrite Di LtdStock | 4.2% | $2.2M | 152,051 | Cut −17% |
| CLSCelestica IncStock | 3.9% | $2.1M | 5,717 | New |
| MUMicron Technology IncCOM | 3.9% | $2.1M | 1,785 | Cut −76% |
| METAMeta Platforms Inc-Class ACL A | 3.8% | $2.0M | 3,620 | Cut −26% |
| AVGOBroadcom IncCOM | 3.7% | $2.0M | 5,221 | Cut −20% |
| BEBloom Energy Corp- AStock | 3.1% | $1.6M | 5,361 | New |
| ASNDAscendis Pharma A/SORD SHS *A* | 3.0% | $1.6M | 6,049 | Cut −33% |
| NFLXNetflix IncCOM | 2.9% | $1.6M | 21,760 | Cut −21% |
| ABTAbbott LaboratoriesStock | 2.8% | $1.5M | 16,633 | Cut −7% |
| MSFTMicrosoft CorpCOM | 2.8% | $1.5M | 3,939 | Cut −42% |
| VVisa Inc-Class A SharesCOM CL A | 2.7% | $1.4M | 4,192 | Cut −21% |
| SKMSk Telecom Co Ltd-Spon ADRADR | 2.5% | $1.3M | 41,702 | New |
| CACICaci International Inc -Cl AStock | 2.4% | $1.3M | 2,756 | Cut −47% |
| VIKViking Holdings LtdORD SHS | 2.4% | $1.3M | 12,007 | Cut −56% |
| ARWRArrowhead Pharmaceuticals inCOM | 2.2% | $1.2M | 14,368 | New |
| SESea Ltd-AdrADR | 2.2% | $1.1M | 11,998 | Cut −40% |
| IOTSamsara Inc-Cl AStock | 2.1% | $1.1M | 34,736 | Cut −18% |
| RBRKRubrik Inc-ACL A | 2.1% | $1.1M | 13,549 | Cut −45% |
| PRCTProcept Biorobotics CorpCOM | 2.0% | $1.1M | 48,101 | Cut −28% |
| SHOPShopify Inc - Class ACL A SUB VTG SHS | 1.9% | $997K | 8,736 | Added +21% |
| ISRGIntuitive Surgical IncStock | 1.6% | $871K | 2,190 | New |
| AFRMAffirm Holdings IncStock | 1.5% | $776K | 9,521 | Cut −61% |
| TWTradeweb Markets Inc-Class AStock | 1.5% | $771K | 7,736 | Cut −53% |
Sold out
Held at Mar 31, 2026, gone at Jun 30, 2026| Stock | % of fund in Q1 2026 | Value in Q1 2026 |
|---|---|---|
| RBLXRoblox Corp -Class AStock | 2.6% | $1.4M |
| PANWPalo Alto Networks IncCOM | 2.5% | $1.3M |
| MELIMercadolibre IncCOM | 2.3% | $1.2M |
| AVAVAerovironment IncStock | 1.0% | $522K |