§ 13F · FUND PROFILE
Evolutionary Tree Capital Management, LLC.
AUM · $53M (13F)Positions · 29Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 12K | $4M | 8.0% | −60% |
| 2 | AMZN | AMAZON COM INC | 18K | $4M | 7.9% | −56% |
| 3 | AXON | AXON ENTERPRISE INC | 7K | $4M | 7.3% | −29% |
| 4 | KRYS | KRYSTAL BIOTECH INC | 8K | $3M | 5.8% | −66% |
| 5 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 3K | $3M | 5.4% | NEW |
| 6 | SNOW | SNOWFLAKE INC | 9K | $2M | 4.2% | NEW |
| 7 | CLBT | CELLEBRITE DI LTD | 152K | $2M | 4.2% | −59% |
| 8 | CLS | CELESTICA INC | 6K | $2M | 3.9% | NEW |
| 9 | MU | MICRON TECHNOLOGY INC | 2K | $2M | 3.9% | −88% |
| 10 | META | META PLATFORMS INC | 4K | $2M | 3.8% | −63% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EVOLUTIONARY SIGNAL
AC read
Evolutionary Tree Capital Management, LLC is a Other fund managing $53 million in assets. The fund runs a focused portfolio of just 29 positions.
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