Evolutionary Tree Capital Management, LLC Top Holdings and 13F Report (2026) About Evolutionary Tree Capital Management, LLCInvestment ActivityEvolutionary Tree Capital Management, LLC has $53.21 million in total holdings as of March 31, 2026.Evolutionary Tree Capital Management, LLC owns shares of 26 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 26.00% of the portfolio was purchased this quarter.About 67.81% of the portfolio was sold this quarter.This quarter, Evolutionary Tree Capital Management, LLC has purchased 27 new stocks and bought additional shares in 3 stocks.Evolutionary Tree Capital Management, LLC sold shares of 16 stocks and completely divested from 8 stocks this quarter.Largest Holdings Alphabet $4,246,686Amazon.com $4,119,789Krystal Biotech $3,180,952CACI International $2,849,335Meta Platforms $2,783,985 Largest New Holdings this Quarter 595112103 - Micron Technology $2,505,084 HoldingK08588103 - ASCENDIS PHARMA A/S $2,074,581 Holding11135F101 - Broadcom $2,011,505 Holding002824100 - Abbott Laboratories $1,834,405 Holding697435105 - Palo Alto Networks $1,343,802 Holding Largest Purchases this Quarter Micron Technology 7,415 shares (about $2.51M)ASCENDIS PHARMA A/S 9,070 shares (about $2.07M)Broadcom 6,499 shares (about $2.01M)Abbott Laboratories 17,867 shares (about $1.83M)Netflix 17,452 shares (about $1.68M) Largest Sales this Quarter Microsoft 9,810 shares (about $3.63M)Amazon.com 11,684 shares (about $2.43M)Alphabet 5,867 shares (about $1.69M)SHOPIFY INC 13,046 shares (about $1.55M)Krystal Biotech 4,497 shares (about $1.16M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvolutionary Tree Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$4,246,686$1,687,114 â–¼-28.4%14,7688.0%Computer and TechnologyAMZNAmazon.com$4,119,789$2,433,427 â–¼-37.1%19,7817.7%Retail/WholesaleKRYSKrystal Biotech$3,180,952$1,161,665 â–¼-26.8%12,3146.0%MedicalCACICACI International$2,849,335$558,011 â–¼-16.4%5,2395.4%Computer and TechnologyMETAMeta Platforms$2,783,985$1,095,057 â–¼-28.2%4,8665.2%Computer and TechnologyNFLXNetflix$2,633,260$1,678,010 â–²175.7%27,3874.9%Consumer DiscretionaryMSFTMicrosoft$2,533,443$3,631,367 â–¼-58.9%6,8444.8%Computer and TechnologyCLBTCellebrite DI$2,528,258$466,164 â–²22.6%183,4734.8%Computer and TechnologyMUMicron Technology$2,505,084$2,505,084 â–²New Holding7,4154.7%Computer and TechnologyAXONAxon Enterprise$2,076,734$769,114 â–¼-27.0%4,8903.9%AerospaceASCENDIS PHARMA A/S$2,074,581$2,074,581 â–²New Holding9,0703.9%SPONSORED ADRAVGOBroadcom$2,011,505$2,011,505 â–²New Holding6,4993.8%Computer and TechnologyVIKING HOLDINGS LTD$1,985,283$708,715 â–¼-26.3%27,0183.7%ORD SHSTWTradeweb Markets$1,947,273$681,604 â–¼-25.9%16,5503.7%FinanceABTAbbott Laboratories$1,834,405$1,834,405 â–²New Holding17,8673.4%MedicalPRCTPROCEPT BioRobotics$1,672,394$851,366 â–¼-33.7%66,8693.1%MedicalSESEA$1,642,454$414,299 â–¼-20.1%19,8343.1%Computer and TechnologyVVisa$1,596,734$59,239 â–²3.9%5,2833.0%Business ServicesRBLXRoblox$1,374,012$515,035 â–¼-27.3%24,2932.6%Consumer DiscretionaryPANWPalo Alto Networks$1,343,802$1,343,802 â–²New Holding8,3822.5%Computer and TechnologyIOTSamsara$1,340,424$1,340,424 â–²New Holding42,2982.5%Computer and TechnologyRUBRIK INC.$1,211,518$432,503 â–¼-26.3%24,7402.3%CL AMELIMercadoLibre$1,206,856$1,096,199 â–¼-47.6%6982.3%Retail/WholesaleAFRMAffirm$1,125,981$400,421 â–¼-26.2%24,5742.1%Computer and TechnologySHOPIFY INC$859,402$1,547,517 â–¼-64.3%7,2451.6%CL A SUB VTG SHSAVAVAeroVironment$521,509$521,509 â–²New Holding2,8491.0%AerospaceNOWServiceNow$0$3,975,281 â–¼-100.0%00.0%Computer and TechnologyTEAMAtlassian$0$2,952,083 â–¼-100.0%00.0%Computer and TechnologySNPSSynopsys$0$2,718,270 â–¼-100.0%00.0%Computer and TechnologyASNDAscendis Pharma A/S$0$2,618,800 â–¼-100.0%00.0%MedicalCYBRCyberArk Software$0$2,535,405 â–¼-100.0%00.0%Computer and TechnologyISRGIntuitive Surgical$0$1,680,956 â–¼-100.0%00.0%MedicalZSZscaler$0$1,414,072 â–¼-100.0%00.0%Computer and TechnologyCWANClearwater Analytics$0$202,946 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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