account_balance
Investment manager · 13F filer · SEC CIK 1844345
Evolutionary Tree Capital Management, LLC
Reported value$53.9Mas of Sep 30, 2026
Positions28 3 new, 4 sold out
Top 10 weight55.9%AMZN alone is 8%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AMZNAmazon.com Inc
8.2%
GOOGLAlphabet Inc.
7.5%
MSFTMicrosoft Corp
6.0%Added +61%
METAMeta Platforms, Inc.
5.7%Added +17%
AXONAxon Enterprise, Inc.
5.3%
STXSeagate Technology Holdings PLC
5.1%
CLSCelestica Inc
4.9%Added +29%
ASMLASML Holding NV
4.6%New
KRYSKrystal Biotech, Inc.
4.4%Trimmed −14%
SKMSk Telecom Co Ltd
4.2%+54%
SNOWSnowflake Inc.
4.1%−27%
AVGOBroadcom Inc.
3.4%
AMZNAmazon.com Inc
8.2%
GOOGLAlphabet Inc.
7.5%
MSFTMicrosoft Corp
6.0%+61%
METAMeta Platforms, Inc.
5.7%
AXONAxon Enterprise, Inc.
5.3%
STXSeagate Technology Holdings PLC
5.1%
CLSCelestica Inc
4.9%
ASMLASML Holding NV
4.6%
KRYSKrystal Biotech, Inc.
4.4%
SKM4.2%SNOW4.1%AVGO3.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMZN Amazon.com Inc 8.2% HeldGOOGL Alphabet Inc. 7.5% HeldMSFT Microsoft Corp 6.0% Added +61%META Meta Platforms, Inc. 5.7% Added +17%AXON Axon Enterprise, Inc. 5.3% HeldSTX Seagate Technology Holdings PLC 5.1% HeldCLS Celestica Inc 4.9% Added +29%ASML ASML Holding NV 4.6% NewKRYS Krystal Biotech, Inc. 4.4% Trimmed −14%SKM Sk Telecom Co Ltd 4.2% Added +54%SNOW Snowflake Inc. 4.1% Trimmed −27%AVGO Broadcom Inc. 3.4% Held
What changed
Biggest moves since Jun 30, 2026
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