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CIK: 0001844345
Total reported value
$53.0M
$53.0M
27 檔
61.5%
According to the latest 13F quarterly dataset, Evolutionary Tree Capital Management, LLC managed an equity portfolio of $53.0M at the end of Q2 2025, spanning 27 distinct U.S. exchange-listed positions.
In Q2 2025, Evolutionary Tree Capital Management, LLC adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.02% | -1.99% | -11.01% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.69% | +0.16% | -10.67% | |
| 3 | NOW | Servicenow Inc | Stock-Tech | 5.81% | — | -11.12% | |
| 4 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 5.70% | — | +12.45% | |
| 5 | NFLX | Netflix Inc | Stock-Comm Services | 5.38% | -2.02% | -12.28% | |
| 6 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 4.92% | -2.27% | EXIT | |
| 7 | PRCT | Procept Biorobotics CORP | Stock-Other | 4.59% | -1.09% | +1.58% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.57% | -1.38% | -25.18% | |
| 9 | RBLX | Roblox CORP -class A | Stock-Comm Services | 4.55% | -2.58% | EXIT | |
| 10 | SNPS | Synopsys Inc | Stock-Tech | 4.35% | — | -0.03% | |
| 11 | UBER | Uber Technologies Inc | Stock-Industrials | 4.31% | — | -10.86% | |
| 12 | MNDY | monday.com Ltd. | Stock-Tech | 3.78% | — | -9.14% | |
| 13 | CACI | Caci International Inc -cl A | Stock-Tech | 3.45% | -2.95% | +4.73% | |
| 14 | ASND | Ascendis Pharma A/S | Stock-Other | 3.38% | — | -10.66% | |
| 15 | SHOP | Shopify Inc - Class A | Stock-Tech | 3.23% | +0.26% | -31.31% | |
| 16 | AFRM | Affirm Holdings Inc | Stock-Financials | 2.97% | -0.66% | -8.38% | |
| 17 | AXON | Axon Enterprise Inc | Stock-Industrials | 2.73% | +3.42% | -36.20% | |
| 18 | CWAN | Clearwater Analytics Holdings, Inc. | Stock-Tech | 2.59% | — | +31.67% | |
| 19 | ZS | Zscaler Inc | Stock-Tech | 2.29% | — | -10.34% | |
| 20 | RBRK | Rubrik Inc-a | Stock-Tech | 2.29% | -0.23% | — | |
| 21 | HUBS | Hubspot Inc | Stock-Tech | 2.10% | — | +56.71% | |
| 22 | ARGX | Argenx Se - Adr | Stock-Healthcare | 2.05% | — | -9.53% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 2.01% | -0.29% | -11.72% | |
| 24 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 1.79% | -0.16% | -7.85% | |
| 25 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.76% | +1.64% | NEW | |
| 26 | SG | Sweetgreen Inc - Class A | Stock-Other | 1.44% | — | +23.89% | |
| 27 | SE | Sea Ltd-adr | Stock-Comm Services | 0.22% | -0.92% | -25.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RBRK | Rubrik Inc-a | +2.3% | NEW | New buy |
| 2 | RBLX | Roblox CORP -class A | +1.4% | -12.33% | Trim |
| 3 | ✓ | Cyberark Software LTD. Cmn | +1.1% | +12.45% | Add |
| 4 | NFLX | Netflix Inc | +0.7% | -12.28% | Trim |
| 5 | CACI | Caci International Inc -cl A | +0.7% | +4.73% | Add |
| 6 | MSFT | Microsoft CORP | +0.7% | -11.01% | Trim |
| 7 | AFRM | Affirm Holdings Inc | +0.7% | -8.38% | Trim |
| 8 | HUBS | Hubspot Inc | +0.6% | +56.71% | Add |
| 9 | ZS | Zscaler Inc | +0.5% | -10.34% | Trim |
| 10 | MELI | Mercadolibre Inc | +0.5% | -9.72% | Trim |
| 11 | SNPS | Synopsys Inc | +0.4% | -0.03% | Trim |
| 12 | NOW | Servicenow Inc | +0.3% | -11.12% | Trim |
| 13 | MNDY | monday.com Ltd. | +0.3% | -9.14% | Trim |
| 14 | UBER | Uber Technologies Inc | +0.2% | -10.86% | Trim |
| 15 | CWAN | Clearwater Analytics Holdings, Inc. | 0% | +31.67% | Add |
| 16 | SE | Sea Ltd-adr | 0% | -25.90% | Trim |
| 17 | ISRG | Intuitive Surgical Inc | -0.2% | -11.29% | Trim |
| 18 | AXON | Axon Enterprise Inc | -0.2% | -36.20% | Trim |
| 19 | ASND | Ascendis Pharma A/S | -0.4% | -10.66% | Trim |
| 20 | PRCT | Procept Biorobotics CORP | -0.4% | +1.58% | Add |
| 21 | V | Visa Inc-class A Shares | -0.5% | -11.72% | Trim |
| 22 | AMZN | Amazon.com Inc | -0.5% | -10.67% | Trim |
| 23 | ARGX | Argenx Se - Adr | -0.6% | -9.53% | Trim |
| 24 | META | Meta Platforms Inc-class A | -0.7% | -25.18% | Trim |
| 25 | SG | Sweetgreen Inc - Class A | -0.7% | +23.89% | Add |
| 26 | KRYS | Krystal Biotech Inc | -1% | -7.85% | Trim |
| 27 | SHOP | Shopify Inc - Class A | -1% | -31.31% | Trim |
| 28 | DKNG | Draftkings Inc-cl A | -1.8% | EXIT | Sold out |
| 29 | WDAY | Workday Inc-class A | -2.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Evolutionary Tree Capital Management, LLC reported a total U.S. public equity portfolio value of $53.0M across 27 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, NOW) accounted for 61.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
RBRK
市值: $2.2M
Top Position Liquidated / Trimmed
WDAY
前期市值: $1.8M
During Q2 2025, Evolutionary Tree Capital Management, LLC's top holdings by market value included MSFT (9.0%)、AMZN (8.7%)、NOW (5.8%). The largest single position, MSFT, represented 9.0% of total portfolio value.
In Q2 2025, Evolutionary Tree Capital Management, LLC made 29 total portfolio adjustments, initiating 1 new buys, adding to 6 positions, trimming 20 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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