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Latest Evolutionary Tree Capital Management, LLC Stock Portfolio

$53.02Million | No. of Holdings #29

Evolutionary Tree Capital Management, LLC Performance

2026 Q2+14.05%
YTD+1.70%
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 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Evolutionary Tree Capital Management, LLC reported an equity portfolio of $53 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Evolutionary Tree Capital Management, LLC are GOOG, AMZN, AXON. The fund has invested 8% of it's portfolio in ALPHABET INC and 7.9% of portfolio in AMAZON COM INC. <br><br> The fund managers got completely rid off ROBLOX CORP (RBLX), PALO ALTO NETWORKS INC (PANW) and MERCADOLIBRE INC (MELI) stocks. They significantly reduced their stock positions in MICRON TECHNOLOGY INC (MU), AFFIRM HLDGS INC (AFRM) and VIKING HOLDINGS LTD. Evolutionary Tree Capital Management, LLC opened new stock positions in SEAGATE TECHNOLOGY HLDNGS PL (STX), SNOWFLAKE INC (SNOW) and CELESTICA INC (CLS). The fund showed a lot of confidence in some stocks as they added substantially to AXON ENTERPRISE INC (AXON) and SHOPIFY INC (SHOP).
Evolutionary Tree Capital Management, LLC Equity Portfolio Value
Last Reported on: 13 Aug, 2026
$53.02Million
  as of Aug 13, 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 14.05% in the last quarter. In trailing 12 months, it's portfolio return was -3.2%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
seagate technology hldngs pl2,886,320
snowflake inc2,253,090
celestica inc2,085,560
bloom energy corp1,622,780
sk telecom co ltd1,341,140
arrowhead pharmaceuticals in1,171,140
intuitive surgical inc870,919
New stocks bought by Evolutionary Tree Capital Management, LLC

Additions

Ticker% Inc.
axon enterprise inc41.66
shopify inc20.58
Additions to existing portfolio by Evolutionary Tree Capital Management, LLC

Reductions

Ticker% Reduced
micron technology inc-75.93
affirm hldgs inc-61.26
viking holdings ltd-55.56
tradeweb mkts inc-53.26
caci intl inc-47.39
rubrik inc.-45.23
microsoft corp-42.45
sea ltd-39.51
Evolutionary Tree Capital Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
roblox corp-1,374,010
palo alto networks inc-1,343,800
aerovironment inc-521,509
mercadolibre inc-1,206,860
Evolutionary Tree Capital Management, LLC got rid off the above stocks

Sector Distribution

Evolutionary Tree Capital Management, LLC has about 26.1% of it's holdings in Technology sector.

  • Technology
  • Others
  • Communication Services
  • Healthcare
  • Industrials
  • Consumer Cyclical
  • Financial Services
Sector%
Technology26.1
Others22.2
Communication Services14.7
Healthcare14.6
Industrials10.4
Consumer Cyclical7.9
Financial Services4.2

Market Cap. Distribution

Evolutionary Tree Capital Management, LLC has about 75.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • SMALL-CAP
Category%
LARGE-CAP40
MEGA-CAP35.7
UNALLOCATED22.2
SMALL-CAP2

Stocks belong to which Index?

About 66.1% 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 50053
Others33.9
RUSSELL 200013.1
Top 5 Winners (%)%
MU
micron technology inc
149.9 %
AFRM
affirm hldgs inc
54.1 %
rubrik inc.
49.5 %
KRYS
krystal biotech inc
36.7 %
viking holdings ltd
30.7 %
Top 5 Winners ($)$
MU
micron technology inc
3.8 M
KRYS
krystal biotech inc
1.2 M
GOOG
alphabet inc
0.9 M
AXON
axon enterprise inc
0.8 M
AFRM
affirm hldgs inc
0.6 M
Top 5 Losers (%)%
NFLX
netflix inc.
-23.1 %
CACI
caci intl inc
-11.3 %
ABT
abbott laboratories
-11.2 %
TW
tradeweb mkts inc
-11.2 %
PRCT
procept biorobotics corp
-8.3 %
Top 5 Losers ($)$
NFLX
netflix inc.
-0.6 M
CACI
caci intl inc
-0.3 M
TW
tradeweb mkts inc
-0.2 M
ABT
abbott laboratories
-0.2 M
PRCT
procept biorobotics corp
-0.1 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 29 stocks in it's portfolio. About 54.6% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Evolutionary Tree Capital Management, LLC last quarter.

$53.02MTotal Value
33.00Positions
13 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Evolutionary Tree Capital Management, LLC, last reported on 13 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
CLBT
Cellebrite Di Ltd

Cellebrite Di Ltd

CLBT
Evolutionary Tree Capital Management, LLC's holding in Cellebrite Di Ltd over time
4.19%152,051
$2.22M
4.19%
decreased 17.13 percentreduced
CLS
Celestica Inc

Celestica Inc

CLS
Evolutionary Tree Capital Management, LLC's holding in Celestica Inc over time
3.93%5,717
$2.09M
3.93%
new position