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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 $53,016,527 across 29 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 54.56% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001376474-26-000553

Period
2026-06-30
Reported value
$53M
Holdings
29
Top 10 weight
54.56%
New
7
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
STXnew+2,991$2.89M
SNOWnew+8,853$2.25M
CLSnew+5,717$2.09M
BEnew+5,361$1.62M
SKMnew+41,702$1.34M

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
MUreduced-5,630-$6.5M
VIKreduced-15,011-$1.57M
KRYSreduced-4,013-$1.49M
RBLXexited-24,293-$1.37M
PANWexited-8,382-$1.34M

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 2026

Share positions as resolved from 13F-HR 0001376474-26-000553, largest first. % of portfolio is the value over $53,016,527, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,520 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,635 shares; 2026Q1: 14,768 shares; 2026Q2: 11,824 shares 11,824$4.23M7.97%-2,944Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,717 shares; 2024Q4: 42,388 shares; 2025Q1: 41,764 shares; 2025Q2: 37,307 shares; 2025Q3: 36,895 shares; 2025Q4: 31,465 shares; 2026Q1: 19,781 shares; 2026Q2: 17,569 shares 17,569$4.19M7.9%-2,212Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,588 shares; 2024Q4: 9,350 shares; 2025Q1: 4,865 shares; 2025Q2: 3,104 shares; 2025Q3: 3,104 shares; 2025Q4: 6,701 shares; 2026Q1: 4,890 shares; 2026Q2: 6,927 shares 6,927$3.88M7.32%+2,037Timeline
KRYSKRYSTAL BIOTECH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,112 shares; 2024Q4: 10,700 shares; 2025Q1: 13,343 shares; 2025Q2: 12,296 shares; 2025Q3: 12,461 shares; 2025Q4: 16,811 shares; 2026Q1: 12,314 shares; 2026Q2: 8,301 shares 8,301$3.09M5.82%-4,013Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,991 shares 2,991$2.89M5.44%newTimeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,853 shares 8,853$2.25M4.25%newTimeline
CLBTCELLEBRITE DI LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 149,644 shares; 2026Q1: 183,473 shares; 2026Q2: 152,051 shares 152,051$2.22M4.19%-31,422Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,717 shares 5,717$2.09M3.93%newTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,415 shares; 2026Q2: 1,785 shares 1,785$2.06M3.89%-5,630Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,533 shares; 2024Q4: 7,132 shares; 2025Q1: 7,796 shares; 2025Q2: 5,833 shares; 2025Q3: 5,834 shares; 2025Q4: 6,780 shares; 2026Q1: 4,866 shares; 2026Q2: 3,620 shares 3,620$2.04M3.85%-1,246Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,499 shares; 2026Q2: 5,221 shares 5,221$1.97M3.72%-1,278Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,361 shares 5,361$1.62M3.06%newTimeline
ASNDASCENDIS PHARMA A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,070 shares; 2026Q2: 6,049 shares 6,049$1.61M3.04%-3,021Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,768 shares; 2024Q4: 4,358 shares; 2025Q1: 4,316 shares; 2025Q2: 3,786 shares; 2025Q3: 3,791 shares; 2025Q4: 9,935 shares; 2026Q1: 27,387 shares; 2026Q2: 21,760 shares 21,760$1.55M2.93%-5,627Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,867 shares; 2026Q2: 16,633 shares 16,633$1.51M2.85%-1,234Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,780 shares; 2024Q4: 17,181 shares; 2025Q1: 19,193 shares; 2025Q2: 17,080 shares; 2025Q3: 17,091 shares; 2025Q4: 16,654 shares; 2026Q1: 6,844 shares; 2026Q2: 3,939 shares 3,939$1.47M2.77%-2,905Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,515 shares; 2024Q4: 6,162 shares; 2025Q1: 6,052 shares; 2025Q2: 5,343 shares; 2025Q3: 5,229 shares; 2025Q4: 5,087 shares; 2026Q1: 5,283 shares; 2026Q2: 4,192 shares 4,192$1.44M2.71%-1,091Timeline
SKMSK TELECOM CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,702 shares 41,702$1.34M2.53%newTimeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,507 shares; 2025Q2: 6,815 shares; 2025Q3: 6,857 shares; 2025Q4: 6,265 shares; 2026Q1: 5,239 shares; 2026Q2: 2,756 shares 2,756$1.28M2.41%-2,483Timeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,534 shares; 2025Q4: 36,663 shares; 2026Q1: 27,018 shares; 2026Q2: 12,007 shares 12,007$1.26M2.37%-15,011Timeline
ARWRARROWHEAD PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,368 shares 14,368$1.17M2.21%newTimeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,010 shares; 2025Q1: 1,745 shares; 2025Q2: 1,293 shares; 2025Q3: 21,136 shares; 2025Q4: 24,837 shares; 2026Q1: 19,834 shares; 2026Q2: 11,998 shares 11,998$1.15M2.17%-7,836Timeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,298 shares; 2026Q2: 34,736 shares 34,736$1.13M2.12%-7,562Timeline
RBRKRUBRIK INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,080 shares; 2025Q3: 34,309 shares; 2025Q4: 33,572 shares; 2026Q1: 24,740 shares; 2026Q2: 13,549 shares 13,549$1.09M2.05%-11,191Timeline
PRCTPROCEPT BIOROBOTICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,843 shares; 2024Q4: 61,118 shares; 2025Q1: 73,867 shares; 2025Q2: 75,031 shares; 2025Q3: 75,017 shares; 2025Q4: 100,910 shares; 2026Q1: 66,869 shares; 2026Q2: 48,101 shares 48,101$1.09M2.05%-18,768Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,944 shares; 2024Q4: 38,835 shares; 2025Q1: 38,379 shares; 2025Q2: 26,361 shares; 2025Q3: 26,374 shares; 2025Q4: 20,291 shares; 2026Q1: 7,245 shares; 2026Q2: 8,736 shares 8,736$997K1.88%+1,491Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,342 shares; 2024Q4: 4,095 shares; 2025Q1: 3,429 shares; 2025Q2: 3,042 shares; 2025Q3: 3,046 shares; 2025Q4: 2,968 shares; 2026Q1: not reported; 2026Q2: 2,190 shares 2,190$871K1.64%newTimeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,963 shares; 2025Q1: 44,200 shares; 2025Q2: 40,495 shares; 2025Q3: 34,173 shares; 2025Q4: 33,313 shares; 2026Q1: 24,574 shares; 2026Q2: 9,521 shares 9,521$776K1.46%-15,053Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,309 shares; 2025Q4: 22,343 shares; 2026Q1: 16,550 shares; 2026Q2: 7,736 shares 7,736$771K1.45%-8,814Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
RBLXROBLOX CORP24,293$1.37Mshares
PANWPALO ALTO NETWORKS INC8,382$1.34Mshares
MELIMERCADOLIBRE INC698$1.21Mshares
AVAVAEROVIRONMENT INC2,849$522Kshares

How Q2 2026 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 0001376474-26-000553 base2026-08-13acceptance time not in the bulk data set