Evolutionary Tree Capital Management, LLC
Filing Date
Global Rank
#6,443
/ 8,232
▼ 470
Top Industry
Software - Infrastructure
17.5%
3Y Alpha vs SPY
-13.6%
Period ended 2 months ago
Filed May 22, 2026 · 23d
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+23.1%
SPY
+76.3%
Annualised alpha
-13.6%
Max drawdown
−28.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
25 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.3%
−1.3 pts
Top 5
33.6%
−2.8 pts
Top 10
57.6%
+0.2 pts
HHI
479
Diversified−19
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.6% | $17,182,765 |
| Communication Services | 21.6% | $11,037,942 |
| Consumer Cyclical | 17.5% | $8,954,378 |
| Healthcare | 13.1% | $6,687,749 |
| Financial Services | 9.1% | $4,669,986 |
| Industrials | 5.1% | $2,598,243 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PRCT | PROCEPT BioRobotics Corp | −34,041 | 66,869 | $1,672,393 | |
| SHOP | Shopify Inc. | −13,046 | 7,245 | $859,401 | |
| AMZN | Amazon Com Inc | −11,684 | 19,781 | $4,119,788 | |
| MSFT | Microsoft Corp | −9,810 | 6,844 | $2,533,443 | |
| VIK | Viking Holdings Ltd | −9,645 | 27,018 | $1,985,282 | |
| RBLX | Roblox Corp | −9,106 | 24,293 | $1,374,012 | |
| RBRK | Rubrik, Inc. | −8,832 | 24,740 | $1,211,517 | |
| AFRM | Affirm Holdings, Inc. | −8,739 | 24,574 | $1,125,980 | |
| GOOGL | Alphabet Inc. | −5,867 | 14,768 | $4,246,686 | |
| TW | Tradeweb Markets Inc. | −5,793 | 16,550 | $1,947,273 | |
| SE | Sea Ltd | −5,003 | 19,834 | $1,642,453 | |
| KRYS | Krystal Biotech, Inc. | −4,497 | 12,314 | $3,180,952 | |
| META | Meta Platforms, Inc. | −1,914 | 4,866 | $2,783,984 | |
| AXON | Axon Enterprise, Inc. | −1,811 | 4,890 | $2,076,734 | |
| CACI | Caci International Inc /De/ | −1,026 | 5,239 | $2,849,334 | |
| MELI | Mercadolibre Inc | −634 | 698 | $1,206,855 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MU | Micron Technology Inc | 7,415 | $2,505,083 | |
| AVGO | Broadcom Inc. | 6,499 | $2,011,505 | |
| ABT | Abbott Laboratories | 17,867 | $1,834,404 | |
| PANW | Palo Alto Networks Inc | 8,382 | $1,343,802 | |
| IOT | Samsara Inc. | 42,298 | $1,340,423 | |
| AVAV | AeroVironment Inc | 2,849 | $521,509 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NOW | ServiceNow, Inc. | 25,950 | $3,975,280 | |
| TEAM | Atlassian Corp | 18,207 | $2,952,082 | |
| SNPS | Synopsys Inc | 5,787 | $2,718,269 | |
| ASND | Ascendis Pharma A/S | 12,281 | $2,618,800 | |
| ISRG | Intuitive Surgical Inc | 2,968 | $1,680,956 | |
| ZS | Zscaler, Inc. | 6,287 | $1,414,072 | |
| CWAN | Clearwater Analytics Holdings, Inc. | 8,414 | $202,945 | |
| No positions match the current search. | ||||
9 positions ·
$17,182,765 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CACI |
Caci International Inc /De/
Technology
|
Reduced | 5,239 | $2,849,334 | 16.58% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 6,844 | $2,533,443 | 14.74% | |
| CLBT |
Cellebrite DI Ltd.
Technology
|
Added | 183,473 | $2,528,257 | 14.71% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 7,415 | $2,505,083 | 14.58% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 6,499 | $2,011,505 | 11.71% | |
| PANW |
Palo Alto Networks Inc
Technology
|
NEW | 8,382 | $1,343,802 | 7.82% | |
| IOT |
Samsara Inc.
Technology
|
NEW | 42,298 | $1,340,423 | 7.80% | |
| RBRK |
Rubrik, Inc.
Technology
|
Reduced | 24,740 | $1,211,517 | 7.05% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 7,245 | $859,401 | 5.00% |