Evolutionary Tree Capital Management, LLC
Top Portfolio Positions
25 positions ·
$51,131,063 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
14,768 | $4,246,686 | 8.31% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
19,781 | $4,119,788 | 8.06% |
| KRYS |
Krystal Biotech, Inc.
Healthcare
|
12,314 | $3,180,952 | 6.22% |
| CACI |
Caci International Inc /De/
Technology
|
5,239 | $2,849,334 | 5.57% |
| META |
Meta Platforms, Inc.
Communication Services
|
4,866 | $2,783,984 | 5.44% |
| NFLX |
Netflix Inc
Communication Services
|
27,387 | $2,633,260 | 5.15% |
| MSFT |
Microsoft Corp
Technology
|
6,844 | $2,533,443 | 4.95% |
| CLBT |
Cellebrite DI Ltd.
Technology
|
183,473 | $2,528,257 | 4.94% |
| MU |
Micron Technology Inc
Technology
|
7,415 | $2,505,083 | 4.90% |
| AXON |
Axon Enterprise, Inc.
Industrials
|
4,890 | $2,076,734 | 4.06% |
Holdings in MSFT
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,533,443 | 6,844 | Shares | Sole | 2026-05-22 | |
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