Evolutionary Tree Capital Management, LLC
Sector Allocation
- Technology51.5%$27.3M
- Healthcare17.6%$9.3M
- Industrials11.9%$6.3M
- Consumer Discretionary7.9%$4.2M
- Financials5.6%$3.0M
- Communication Services5.5%$2.9M
AUM History
13fpro.ai/research/fund/evolutionary-tree-capital-management-llc-1844345
Conviction and streaks
Stable · top 10 = 54.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
GOOGL
$4.2MAMZN
$4.2MAXON
$3.9MKRYS
$3.1MSTX
$2.9MSNOW
$2.3MCLBT
$2.2MCLS
$2.1MMU
$2.1MMETA
$2.0MAVGO
$2.0MBE
$1.6MASND
$1.6MNFLX
$1.6MABT
$1.5MMSFT
$1.5MV
$1.4MSKM
$1.3MCACI
$1.3MVIK
$1.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/evolutionary-tree-capital-management-llc-1844345
Evolutionary Tree Capital Management, LLC 13F holdings — Q2 2026
$53.0M portfolio (-0.4% QoQ) · 29 holdings · Q2 2026 13F · top 10 are 55% of the stock portfolio
$4.2M
8.0% of stocks
-20%This quarter-8.7%Since filed3 qtrsHeld$4.2M
7.9% of stocks
-11%This quarter-6.0%Since filed12+ qtrsHeldAIQuality67.5#363Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 10 qtrs in a row$3.9M
7.3% of stocks
+42%This quarter-31.0%Since filed12+ qtrsHeld$3.1M
5.8% of stocks
-33%This quarter-4.5%Since filed11 qtrsHeld$2.9M
5.4% of stocks
NewThis quarter-30.1%Since filedNew this quarterHeld$2.3M
4.3% of stocks
NewThis quarter-0.7%Since filedNew this quarterHeld$2.2M
4.2% of stocks
-17%This quarter+13.2%Since filed4 qtrsHeld$2.1M
3.9% of stocks
NewThis quarter-29.1%Since filedNew this quarterHeld$2.1M
3.9% of stocks
-76%This quarter-4.9%Since filed2 qtrsHeld$2.0M
3.9% of stocks
-26%This quarter+6.0%Since filed10 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
All holdings — Evolutionary Tree Capital Management, LLC (Q2 2026)
29 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Broadcom Inc. | Technology | $2.0M | 3.7% | 5,221 | -20% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Bloom Energy Corp | Technology | $1.6M | 3.1% | 5,361 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Ascendis Pharma A/S | Healthcare | $1.6M | 3.0% | 6,049 | -33% | 12+ qtrsTrimmed 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | NETFLIX INC | Communication Services | $1.6M | 2.9% | 22K | -21% | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | ABBOTT LABORATORIES | Healthcare | $1.5M | 2.9% | 17K | -7% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | MICROSOFT CORP | Technology | $1.5M | 2.8% | 3,939 | -42% | 12+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | VISA INC. | Financials | $1.4M | 2.7% | 4,192 | -21% | 12+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | SK TELECOM CO LTDadr | Communication Services | $1.3M | 2.5% | 42K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | CACI INTERNATIONAL INC /DE/ | Technology | $1.3M | 2.4% | 2,756 | -47% | 6 qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Viking Holdings Ltd | Industrials | $1.3M | 2.4% | 12K | -56% | 4 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | ARROWHEAD PHARMACEUTICALS, INC. | Healthcare | $1.2M | 2.2% | 14K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Sea Ltdadr | Industrials | $1.1M | 2.2% | 12K | -40% | 7 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Samsara Inc. | Technology | $1.1M | 2.1% | 35K | -18% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Rubrik, Inc. | Technology | $1.1M | 2.0% | 14K | -45% | 5 qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | PROCEPT BioRobotics Corp | Healthcare | $1.1M | 2.0% | 48K | -28% | 12+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $SHOP | SHOPIFY INC. | Technology | $997K | 1.9% | 8,736 | +21% | |||
| 27 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $871K | 1.6% | 2,190 | New | |||
| 28 | $AFRM | Affirm Holdings, Inc. | Financials | $776K | 1.5% | 9,521 | -61% | |||
| 29 | $TW | Tradeweb Markets Inc. | Financials | $771K | 1.4% | 7,736 | -53% |
What changed in Q2 2026
Against the previous quarter's 13F: 7 new, 2 added to, 20 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
$ARWRARROWHEAD PHARMACEUTICALS, INC.$1.2M
first bought this quarter
+1 more in the Excel export
Added to (2)
Trimmed (20)
now $2.1M · held 2 qtrs
now $1.3M · held 4 qtrs, 2 trims in a row
now $3.1M · held 11 qtrs, 2 trims in a row
$AFRMAffirm Holdings, Inc.-61%
now $776K · held 7 qtrs, 5 trims in a row
now $1.3M · held 6 qtrs, 3 trims in a row
now $1.5M · held 12+ qtrs, 3 trims in a row
+14 more in the Excel export
Holdings by quarter
Every 13F Evolutionary Tree Capital Management, LLC has filed, 22 earlier quarters. Pick one to see what it held then.
Is it too late to follow Evolutionary Tree Capital Management?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Evolutionary Tree Capital Management's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-10.8%
Value-weighted move of the 10 largest stock positions
Turnover
26%
Last quarter; 73% over the last 4
Top 10 weight
55%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
56%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2023 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Evolutionary Tree Capital Management, LLC disclosed 29 positions worth $53.0M in its Form 13F-HR for Q2 2026, led by $GOOGL (Alphabet Inc.) at 8.0% of the equity portfolio, followed by $AMZN and $AXON. During the quarter the fund opened 7 new positions and exited 4 — including a new stake in $STX and a full exit from $RBLX. The portfolio is most concentrated in Technology (51.5% of disclosed assets). All figures are sourced directly from Evolutionary Tree Capital Management, LLC’s Form 13F-HR filing with the SEC under CIK 1844345.
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AI-Powered Hedge Fund Analysis: Evolutionary Tree Capital Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Evolutionary Tree Capital Management, LLC (SEC CIK: 1844345), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
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