Evolutionary Tree Capital Management, LLC Top Holdings and 13F Report (2026) About Evolutionary Tree Capital Management, LLCInvestment ActivityEvolutionary Tree Capital Management, LLC has $53.02 million in total holdings as of June 30, 2026.Evolutionary Tree Capital Management, LLC owns shares of 29 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 25.55% of the portfolio was purchased this quarter.About 48.25% of the portfolio was sold this quarter.This quarter, Evolutionary Tree Capital Management, LLC has purchased 26 new stocks and bought additional shares in 2 stocks.Evolutionary Tree Capital Management, LLC sold shares of 20 stocks and completely divested from 4 stocks this quarter.Largest Holdings Alphabet $4,225,543Amazon.com $4,187,395Axon Enterprise $3,883,345Krystal Biotech $3,085,233Seagate Technology $2,886,315 Largest New Holdings this Quarter G7997R103 - Seagate Technology $2,886,315 Holding833445109 - Snowflake $2,253,089 Holding15101Q207 - CELESTICA INC $2,085,562 Holding093712107 - Bloom Energy $1,622,775 Holding78440P306 - SK Telecom $1,341,136 Holding Largest Purchases this Quarter Seagate Technology 2,991 shares (about $2.89M)Snowflake 8,853 shares (about $2.25M)CELESTICA INC 5,717 shares (about $2.09M)Bloom Energy 5,361 shares (about $1.62M)SK Telecom 41,702 shares (about $1.34M) Largest Sales this Quarter Micron Technology 5,630 shares (about $6.50M)VIKING HOLDINGS LTD 15,011 shares (about $1.57M)Krystal Biotech 4,013 shares (about $1.49M)Affirm 15,053 shares (about $1.23M)CACI International 2,483 shares (about $1.15M) 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$4,225,543$1,052,097 â–¼-19.9%11,8248.0%Communication ServicesAMZNAmazon.com$4,187,395$527,208 â–¼-11.2%17,5697.9%Consumer DiscretionaryAXONAxon Enterprise$3,883,345$1,141,962 â–²41.7%6,9277.3%IndustrialsKRYSKrystal Biotech$3,085,233$1,491,512 â–¼-32.6%8,3015.8%HealthcareSTXSeagate Technology$2,886,315$2,886,315 â–²New Holding2,9915.4%TechnologySNOWSnowflake$2,253,089$2,253,089 â–²New Holding8,8534.2%TechnologyCLBTCellebrite DI$2,219,945$458,761 â–¼-17.1%152,0514.2%TechnologyCELESTICA INC$2,085,562$2,085,562 â–²New Holding5,7173.9%COMMUMicron Technology$2,060,408$6,498,654 â–¼-75.9%1,7853.9%TechnologyMETAMeta Platforms$2,039,110$701,859 â–¼-25.6%3,6203.8%Communication ServicesAVGOBroadcom$1,972,233$482,765 â–¼-19.7%5,2213.7%TechnologyBEBloom Energy$1,622,775$1,622,775 â–²New Holding5,3613.1%IndustrialsASCENDIS PHARMA A/S$1,613,389$805,761 â–¼-33.3%6,0493.0%ORD SHSNFLXNetflix$1,553,664$401,768 â–¼-20.5%21,7602.9%Communication ServicesABTAbbott Laboratories$1,509,278$111,973 â–¼-6.9%16,6332.8%HealthcareMSFTMicrosoft$1,469,326$1,083,623 â–¼-42.4%3,9392.8%TechnologyVVisa$1,438,233$374,311 â–¼-20.7%4,1922.7%FinanceSKMSK Telecom$1,341,136$1,341,136 â–²New Holding41,7022.5%Communication ServicesCACICACI International$1,276,745$1,150,275 â–¼-47.4%2,7562.4%IndustrialsVIKING HOLDINGS LTD$1,256,773$1,571,202 â–¼-55.6%12,0072.4%ORD SHSARWRArrowhead Pharmaceuticals$1,171,136$1,171,136 â–²New Holding14,3682.2%HealthcareSESEA$1,149,768$750,924 â–¼-39.5%11,9982.2%Consumer DiscretionaryIOTSamsara$1,126,488$245,236 â–¼-17.9%34,7362.1%TechnologyRUBRIK INC.$1,087,714$898,414 â–¼-45.2%13,5492.1%CL APRCTPROCEPT BioRobotics$1,086,121$423,782 â–¼-28.1%48,1012.0%HealthcareSHOPIFY INC$997,476$170,242 â–²20.6%8,7361.9%CL A SUB VTG SHSISRGIntuitive Surgical$870,919$870,919 â–²New Holding2,1901.6%HealthcareAFRMAffirm$776,438$1,227,573 â–¼-61.3%9,5211.5%FinanceTWTradeweb Markets$770,970$878,404 â–¼-53.3%7,7361.5%FinanceRBLXRoblox$0$1,374,012 â–¼-100.0%00.0%Communication ServicesPANWPalo Alto Networks$0$1,343,802 â–¼-100.0%00.0%TechnologyMELIMercadoLibre$0$1,206,856 â–¼-100.0%00.0%Consumer DiscretionaryAVAVAeroVironment$0$521,509 â–¼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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