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Evolutionary Tree Capital Management, LLC
Period ended Jun 30, 2026 · Latest filing Aug 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $53,016,527
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $4,225,543
- AMAZON COM INC · COM · 023135106 · shares: $4,187,395
- AXON ENTERPRISE INC · COM · 05464C101 · shares: $3,883,345
- KRYSTAL BIOTECH INC · COM · 501147102 · shares: $3,085,233
- SEAGATE TECHNOLOGY HLDNGS PL · ORD SHS · G7997R103 · shares: $2,886,315
- SNOWFLAKE INC · COM SHS · 833445109 · shares: $2,253,089
- CELLEBRITE DI LTD · ORDINARY SHARES · M2197Q107 · shares: $2,219,945
- CELESTICA INC · COM · 15101Q207 · shares: $2,085,562
- MICRON TECHNOLOGY INC · COM · 595112103 · shares: $2,060,408
- META PLATFORMS INC · CL A · 30303M102 · shares: $2,039,110
Reported holdings
29 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 11,824 shares | $4,225,543 |
| AMAZON COM INC | COM | 023135106 | — | 17,569 shares | $4,187,395 |
| AXON ENTERPRISE INC | COM | 05464C101 | — | 6,927 shares | $3,883,345 |
| KRYSTAL BIOTECH INC | COM | 501147102 | — | 8,301 shares | $3,085,233 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 2,991 shares | $2,886,315 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 8,853 shares | $2,253,089 |
| CELLEBRITE DI LTD | ORDINARY SHARES | M2197Q107 | — | 152,051 shares | $2,219,945 |
| CELESTICA INC | COM | 15101Q207 | — | 5,717 shares | $2,085,562 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 1,785 shares | $2,060,408 |
| META PLATFORMS INC | CL A | 30303M102 | — | 3,620 shares | $2,039,110 |
| BROADCOM INC | COM | 11135F101 | — | 5,221 shares | $1,972,233 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 5,361 shares | $1,622,775 |
| ASCENDIS PHARMA A/S | ORD SHS | K08588103 | — | 6,049 shares | $1,613,389 |
| NETFLIX INC. | COM | 64110L106 | — | 21,760 shares | $1,553,664 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 16,633 shares | $1,509,278 |
| MICROSOFT CORP | COM | 594918104 | — | 3,939 shares | $1,469,326 |
| VISA INC | COM CL A | 92826C839 | — | 4,192 shares | $1,438,233 |
| SK TELECOM CO LTD | SPONSORED ADR | 78440P306 | — | 41,702 shares | $1,341,136 |
| CACI INTL INC | CL A | 127190304 | — | 2,756 shares | $1,276,745 |
| VIKING HOLDINGS LTD | ORD SHS | G93A5A101 | — | 12,007 shares | $1,256,773 |
| ARROWHEAD PHARMACEUTICALS IN | COM | 04280A100 | — | 14,368 shares | $1,171,136 |
| SEA LTD | SPONSORD ADS | 81141R100 | — | 11,998 shares | $1,149,768 |
| SAMSARA INC | COM CL A | 79589L106 | — | 34,736 shares | $1,126,488 |
| RUBRIK INC. | CL A | 781154109 | — | 13,549 shares | $1,087,714 |
| PROCEPT BIOROBOTICS CORP | COM | 74276L105 | — | 48,101 shares | $1,086,121 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 8,736 shares | $997,476 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 2,190 shares | $870,919 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | — | 9,521 shares | $776,438 |
| TRADEWEB MKTS INC | CL A | 892672106 | — | 7,736 shares | $770,970 |