Evolutionary Tree Capital Management, LLC
26 holdingsFiling period: 2026-03-31Current AUM: $63.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 14.8K | $4.2M | $5.3M | 8.31% | -5,867 | 2026-03-31 |
| 2 | AMZN | AMAZON COM INC | 19.8K | $4.1M | $5.4M | 8.49% | -11,684 | 2026-03-31 |
| 3 | KRYS | KRYSTAL BIOTECH INC | 12.3K | $3.2M | $4.2M | 6.64% | -4,497 | 2026-03-31 |
| 4 | CACI | CACI INTL INC | 5.2K | $2.8M | $2.6M | 4.12% | -1,026 | 2026-03-31 |
| 5 | META | META PLATFORMS INC | 4.9K | $2.8M | $2.7M | 4.28% | -1,914 | 2026-03-31 |
| 6 | NFLX | NETFLIX INC. | 27.4K | $2.6M | $2.0M | 3.10% | +17.5K | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 6.8K | $2.5M | $3.2M | 5.03% | -9,810 | 2026-03-31 |
| 8 | — | CELLEBRITE DI LTD | 183.5K | $2.5M | $2.5M | 3.99% | +33.8K | 2026-03-31 |
| 9 | MU | MICRON TECHNOLOGY INC | 7.4K | $2.5M | $6.1M | 9.64% | -- | 2026-03-31 |
| 10 | AXON | AXON ENTERPRISE INC | 4.9K | $2.1M | $2.6M | 4.08% | -1,811 | 2026-03-31 |
| 11 | — | ASCENDIS PHARMA A/S | 9.1K | $2.1M | $2.1M | 3.28% | -- | 2026-03-31 |
| 12 | AVGO | BROADCOM INC | 6.5K | $2.0M | $2.5M | 4.00% | -- | 2026-03-31 |
| 13 | — | VIKING HOLDINGS LTD | 27.0K | $2.0M | $2.0M | 3.14% | -9,645 | 2026-03-31 |
| 14 | TW | TRADEWEB MKTS INC | 16.6K | $1.9M | $1.7M | 2.63% | -5,793 | 2026-03-31 |
| 15 | ABT | ABBOTT LABORATORIES | 17.9K | $1.8M | $1.9M | 2.98% | -- | 2026-03-31 |
| 16 | PRCT | PROCEPT BIOROBOTICS CORP | 66.9K | $1.7M | $1.2M | 1.97% | -34,041 | 2026-03-31 |
| 17 | SE | SEA LTD | 19.8K | $1.6M | $2.1M | 3.34% | -5,003 | 2026-03-31 |
| 18 | V | VISA INC | 5.3K | $1.6M | $1.9M | 3.06% | +196 | 2026-03-31 |
| 19 | RBLX | ROBLOX CORP | 24.3K | $1.4M | $865K | 1.37% | -9,106 | 2026-03-31 |
| 20 | PANW | PALO ALTO NETWORKS INC | 8.4K | $1.3M | $2.8M | 4.39% | -- | 2026-03-31 |
| 21 | IOT | SAMSARA INC | 42.3K | $1.3M | $1.6M | 2.49% | -- | 2026-03-31 |
| 22 | RBRK | RUBRIK INC. | 24.7K | $1.2M | $1.8M | 2.83% | -8,832 | 2026-03-31 |
| 23 | MELI | MERCADOLIBRE INC | 698 | $1.2M | $1.3M | 2.07% | -634 | 2026-03-31 |
| 24 | AFRM | AFFIRM HLDGS INC | 24.6K | $1.1M | $1.8M | 2.77% | -8,739 | 2026-03-31 |
| 25 | SHOP | SHOPIFY INC | 7.2K | $859K | $848K | 1.34% | -13,046 | 2026-03-31 |
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