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Evolutionary Tree Capital Management, LLC

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13F filer, CIK 1844345, ALEXANDRIA, VA

Evolutionary Tree Capital Management, LLC reported $94,168,097 across 27 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13. Its ten largest share positions make up 57.6% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001376474-25-000740

Period
2025-06-30
Reported value
$94.2M
Holdings
27
Top 10 weight
57.6%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RBRKnew+24,080$2.16M
HUBSadded+1,285$715K
CYBERARK SOFTWARE LTD/ISRAELadded+1,462$595K
CWANadded+26,769$587K
SGadded+17,559$261K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
WDAYexited-7,558-$1.77M
DKNGexited-46,267-$1.54M
AXONreduced-1,761-$1.46M
METAreduced-1,963-$1.45M
SHOPreduced-12,018-$1.39M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001376474-25-000740, largest first. % of portfolio is the value over $94,168,097, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,780 shares; 2024Q4: 17,181 shares; 2025Q1: 19,193 shares; 2025Q2: 17,080 shares 17,080$8.5M9.02%-2,113Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,717 shares; 2024Q4: 42,388 shares; 2025Q1: 41,764 shares; 2025Q2: 37,307 shares 37,307$8.18M8.69%-4,457Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,274 shares; 2024Q4: 6,079 shares; 2025Q1: 5,987 shares; 2025Q2: 5,321 shares 5,321$5.47M5.81%-666Timeline
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,808 shares; 2024Q4: 11,903 shares; 2025Q1: 11,739 shares; 2025Q2: 13,201 shares 13,201$5.37M5.7%+1,462
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 4,358 shares; 2025Q1: 4,316 shares; 2025Q2: 3,786 shares 3,786$5.07M5.38%-530Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,005 shares; 2025Q1: 1,965 shares; 2025Q2: 1,774 shares 1,774$4.64M4.92%-191Timeline
PRCTPROCEPT BIOROBOTICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,843 shares; 2024Q4: 61,118 shares; 2025Q1: 73,867 shares; 2025Q2: 75,031 shares 75,031$4.32M4.59%+1,164Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,533 shares; 2024Q4: 7,132 shares; 2025Q1: 7,796 shares; 2025Q2: 5,833 shares 5,833$4.31M4.57%-1,963Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,883 shares; 2025Q1: 46,495 shares; 2025Q2: 40,763 shares 40,763$4.29M4.55%-5,732Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,997 shares; 2025Q2: 7,995 shares 7,995$4.1M4.35%-2Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,048 shares; 2024Q4: 49,533 shares; 2025Q1: 48,806 shares; 2025Q2: 43,504 shares 43,504$4.06M4.31%-5,302Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,582 shares; 2024Q4: 10,805 shares; 2025Q1: 12,441 shares; 2025Q2: 11,304 shares 11,304$3.55M3.78%-1,137Timeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,507 shares; 2025Q2: 6,815 shares 6,815$3.25M3.45%+308Timeline
ASNDASCENDIS PHARMA A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,753 shares; 2024Q4: 30,115 shares; 2025Q1: 20,656 shares; 2025Q2: 18,454 shares 18,454$3.19M3.38%-2,202Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,944 shares; 2024Q4: 38,835 shares; 2025Q1: 38,379 shares; 2025Q2: 26,361 shares 26,361$3.04M3.23%-12,018Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,963 shares; 2025Q1: 44,200 shares; 2025Q2: 40,495 shares 40,495$2.8M2.97%-3,705Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,588 shares; 2024Q4: 9,350 shares; 2025Q1: 4,865 shares; 2025Q2: 3,104 shares 3,104$2.57M2.73%-1,761Timeline
CWANCLEARWATER ANALYTICS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,535 shares; 2025Q2: 111,304 shares 111,304$2.44M2.59%+26,769Timeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,150 shares; 2024Q4: 7,763 shares; 2025Q1: 7,669 shares; 2025Q2: 6,876 shares 6,876$2.16M2.29%-793Timeline
RBRKRUBRIK INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,080 shares 24,080$2.16M2.29%newTimeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,466 shares; 2024Q4: 5,506 shares; 2025Q1: 2,266 shares; 2025Q2: 3,551 shares 3,551$1.98M2.1%+1,285Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,157 shares; 2024Q4: 3,943 shares; 2025Q1: 3,873 shares; 2025Q2: 3,504 shares 3,504$1.93M2.05%-369Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,515 shares; 2024Q4: 6,162 shares; 2025Q1: 6,052 shares; 2025Q2: 5,343 shares 5,343$1.9M2.01%-709Timeline
KRYSKRYSTAL BIOTECH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,112 shares; 2024Q4: 10,700 shares; 2025Q1: 13,343 shares; 2025Q2: 12,296 shares 12,296$1.69M1.79%-1,047Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,342 shares; 2024Q4: 4,095 shares; 2025Q1: 3,429 shares; 2025Q2: 3,042 shares 3,042$1.65M1.76%-387Timeline
SGSWEETGREEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,023 shares; 2024Q4: 76,788 shares; 2025Q1: 73,501 shares; 2025Q2: 91,060 shares 91,060$1.35M1.44%+17,559Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,010 shares; 2025Q1: 1,745 shares; 2025Q2: 1,293 shares 1,293$207K0.22%-452Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
WDAYWORKDAY INC7,558$1.77Mshares
DKNGDRAFTKINGS INC NEW46,267$1.54Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001376474-25-000740 base2025-08-13acceptance time not in the bulk data set