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Latest Evolutionary Tree Capital Management, LLC Stock Portfolio

$53.21Million | No. of Holdings #26

Evolutionary Tree Capital Management, LLC Performance

2026 Q1-10.83%
YTD-10.83%
2025+7.13%

About Evolutionary Tree Capital Management, LLC and 13F Hedge Fund Stock Holdings

Evolutionary Tree Capital Management, LLC is a hedge fund based in Alexandria, VA. On 2026-05-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Evolutionary Tree Capital Management, LLC reported an equity portfolio of $53.2 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Evolutionary Tree Capital Management, LLC are GOOG, AMZN, KRYS. The fund has invested 8% of it's portfolio in ALPHABET INC and 7.7% of portfolio in AMAZON COM INC. <br><br> The fund managers got completely rid off SERVICENOW INC (NOW), ATLASSIAN CORPORATION (TEAM) and SYNOPSYS INC (SNPS) stocks. They significantly reduced their stock positions in SHOPIFY INC (SHOP), MICROSOFT CORP (MSFT) and MERCADOLIBRE INC (MELI). Evolutionary Tree Capital Management, LLC opened new stock positions in MICRON TECHNOLOGY INC (MU), ASCENDIS PHARMA A/S and BROADCOM INC (AVGO). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC. (NFLX), CELLEBRITE DI LTD (CLBT) and VISA INC (V).
Evolutionary Tree Capital Management, LLC Equity Portfolio Value
Last Reported on: 22 May, 2026
$53.21Million
  as of May 22, 2026

Evolutionary Tree Capital Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Evolutionary Tree Capital Management, LLC made a return of -10.83% in the last quarter. In trailing 12 months, it's portfolio return was 1.31%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
micron technology inc2,505,080
ascendis pharma a/s2,074,580
broadcom inc2,011,500
abbott laboratories1,834,400
palo alto networks inc1,343,800
samsara inc1,340,420
aerovironment inc521,509
New stocks bought by Evolutionary Tree Capital Management, LLC

Additions

Ticker% Inc.
netflix inc.175
cellebrite di ltd22.61
visa inc3.85
Additions to existing portfolio by Evolutionary Tree Capital Management, LLC

Reductions

Ticker% Reduced
shopify inc-64.29
microsoft corp-58.9
mercadolibre inc-47.6
amazon com inc-37.13
procept biorobotics corp-33.73
alphabet inc-28.43
meta platforms inc-28.23
roblox corp-27.26
Evolutionary Tree Capital Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
servicenow inc-3,975,280
atlassian corporation-2,952,080
ascendis pharma a/s-2,618,800
clearwater analytics hldgs i-202,946
zscaler inc-1,414,070
synopsys inc-2,718,270
cyberark software ltd-2,535,400
intuitive surgical inc-1,680,960
Evolutionary Tree Capital Management, LLC got rid off the above stocks

Sector Distribution

Evolutionary Tree Capital Management, LLC has about 25.8% of it's holdings in Technology sector.

  • Technology
  • Communication Services
  • Others
  • Healthcare
  • Consumer Cyclical
  • Financial Services
  • Industrials
Sector%
Technology25.8
Communication Services20.7
Others19.4
Healthcare12.6
Consumer Cyclical10
Financial Services6.7
Industrials4.9

Market Cap. Distribution

Evolutionary Tree Capital Management, LLC has about 71.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
  • SMALL-CAP
Category%
MEGA-CAP42.2
LARGE-CAP29.4
UNALLOCATED19.4
MID-CAP6
SMALL-CAP3.1

Stocks belong to which Index?

About 62.1% of the stocks held by Evolutionary Tree Capital Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50052
Others37.9
RUSSELL 200010.1
Top 5 Winners (%)%
TW
tradeweb mkts inc
8.2 %
KRYS
krystal biotech inc
4.1 %
viking holdings ltd
2.5 %
CACI
caci intl inc
1.9 %
NFLX
netflix inc.
1.7 %
Top 5 Winners ($)$
TW
tradeweb mkts inc
0.2 M
KRYS
krystal biotech inc
0.2 M
viking holdings ltd
0.1 M
CACI
caci intl inc
0.1 M
NFLX
netflix inc.
0.0 M
Top 5 Losers (%)%
AFRM
affirm hldgs inc
-33.4 %
SE
sea ltd
-31.6 %
rubrik inc.
-31.2 %
RBLX
roblox corp
-26.1 %
CLBT
cellebrite di ltd
-21.9 %
Top 5 Losers ($)$
MSFT
microsoft corp
-1.3 M
SE
sea ltd
-1.0 M
AXON
axon enterprise inc
-0.8 M
AFRM
affirm hldgs inc
-0.8 M
rubrik inc.
-0.8 M

Evolutionary Tree Capital Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Evolutionary Tree Capital Management, LLC

Evolutionary Tree Capital Management, LLC has 26 stocks in it's portfolio. About 55.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. TW was the most profitable stock for Evolutionary Tree Capital Management, LLC last quarter.

$53.21MTotal Value
34.00Positions
22 May, 2026Last Reported
Current holdings of Current Stock Holdings of Evolutionary Tree Capital Management, LLC, last reported on 22 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ASND
Ascendis Pharma A/S

Ascendis Pharma A/S

ASND
Evolutionary Tree Capital Management, LLC's holding in Ascendis Pharma A/S over time
0%0.00
$0.00
0%
decreased 100 percentsold off
CLBT
Cellebrite Di Ltd

Cellebrite Di Ltd

CLBT
Evolutionary Tree Capital Management, LLC's holding in Cellebrite Di Ltd over time
4.75%183,473
$2.53M
4.75%
increased 22.61 percentadded
CYBR
Cyberark Software Ltd

Cyberark Software Ltd

CYBR
Evolutionary Tree Capital Management, LLC's holding in Cyberark Software Ltd over time
0%0.00
$0.00
0%
decreased 100 percentsold off