Evolutionary Tree Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Evolutionary Tree Capital Management, LLC held in its portfolio 27 assets valued at $86,117,510 (i.e. $86.12M).
The most valuable assets in the portfolio included: MICROSOFT CORP ($8.05M), AMAZON COM INC ($7.26M), and ALPHABET INC ($6.46M).
The chart below shows the top 10 valuable assets, and the table below shows the top 27 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Evolutionary Tree Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 16654 | 8054207 | COM |
| AMAZON COM INC | 31465 | 7262751 | COM |
| ALPHABET INC | 20635 | 6458755 | CAP STK CL A |
| META PLATFORMS INC | 6780 | 4475410 | CL A |
| KRYSTAL BIOTECH INC | 16811 | 4144584 | COM |
| SERVICENOW INC | 25950 | 3975281 | COM |
| AXON ENTERPRISE INC | 6701 | 3805699 | COM |
| CACI INTL INC | 6265 | 3338055 | CL A |
| SHOPIFY INC | 20291 | 3266242 | CL A SUB VTG SHS |
| PROCEPT BIOROBOTICS CORP | 100910 | 3174629 | COM |
| SEA LTD | 24837 | 3168456 | SPONSORD ADS |
| ATLASSIAN CORPORATION | 18207 | 2952083 | CL A |
| SYNOPSYS INC | 5787 | 2718270 | COM |
| ROBLOX CORP | 33399 | 2706321 | CL A |
| CELLEBRITE DI LTD | 149644 | 2698081 | ORDINARY SHARES |
| MERCADOLIBRE INC | 1332 | 2682994 | COM |
| ASCENDIS PHARMA A/S | 12281 | 2618800 | SPONSORED ADR |
| VIKING HOLDINGS LTD | 36663 | 2618105 | ORD SHS |
| RUBRIK INC. | 33572 | 2567587 | CL A |
| CYBERARK SOFTWARE LTD | 5684 | 2535405 | SHS |
| AFFIRM HLDGS INC | 33313 | 2479487 | COM CL A |
| TRADEWEB MKTS INC | 22343 | 2402766 | CL A |
| VISA INC | 5087 | 1784062 | COM CL A |
| INTUITIVE SURGICAL INC | 2968 | 1680956 | COM NEW |
| ZSCALER INC | 6287 | 1414072 | COM |
| NETFLIX INC | 9935 | 931506 | COM |
| CLEARWATER ANALYTICS HLDGS I | 8414 | 202946 | CL A |
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