DOSSIER · 13F-HR · Q2 2026

Evolutionary Tree Capital Management, LLC

$53M in tracked AUM across 29 positions as of Q2 2026.

ET
CIK 0001844345 · last filed Jun 30, 2026
Total AUM
$53M
as of Q2 2026
Holdings
29
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Evolutionary Tree Capital Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOGL
ALPHABET INC
$4M12K8.0%
02
AMZN
AMAZON COM INC
$4M18K7.9%
03
AXON
AXON ENTERPRISE INC
$4M7K7.3%
04
KRYS
KRYSTAL BIOTECH INC
$3M8K5.8%
05
G7997R103
SEAGATE TECHNOLOGY HLDNGS PL
$3M3K5.4%
06
SNOW
SNOWFLAKE INC
$2M9K4.2%
07
M2197Q107
CELLEBRITE DI LTD
$2M152K4.2%
08
CLS
CELESTICA INC
$2M6K3.9%
09
MU
MICRON TECHNOLOGY INC
$2M2K3.9%
10
META
META PLATFORMS INC
$2M4K3.8%

Filing history

2026Q2Jun 30
$53M▼ 0.4%
29 positionsView →
2026Q1Mar 31
$53M▼ 38.2%
26 positionsView →
2025Q4Dec 31
$86M▼ 6.1%
27 positionsView →
2025Q3Sep 30
$92M▼ 2.6%
28 positionsLocked
2025Q2Jun 30
$94M▲ 72.1%
27 positionsLocked
2025Q1Mar 31
$55M▼ 44.3%
19 positionsLocked
2024Q4Dec 31
$98M▼ 1.6%
30 positionsLocked
2024Q3Sep 30
$100M▲ 2.7%
33 positionsLocked
2024Q2Jun 30
$97M▼ 2.2%
35 positionsLocked
2024Q1Mar 31
$99M▲ 9.7%
36 positionsLocked
2023Q4Dec 31
$91M▲ 16.9%
33 positionsLocked
2023Q3Sep 30
$78M▼ 6.7%
31 positionsLocked
Showing 12 of 23