Livermore

Evolutionary Tree Capital Management, LLC

SEC CIK
0001844345

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 13, 2026.SEC

Positions
29
+3 vs. Q1 2026
Total value
$53.02M
−$189.13K (−0.4%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Evolutionary Tree Capital Management, LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
GOOGLALPHABET INC CAP STK CL AStock11,824$4.23M7.97%−2,944−19.9%ReducedView
AMZNAMAZON COM INC COMStock17,569$4.19M7.90%−2,212−11.2%ReducedView
AXONAXON ENTERPRISE INCCOM6,927$3.88M7.32%+2,037+41.7%AddedView
KRYSKRYSTAL BIOTECH INCCOM8,301$3.09M5.82%−4,013−32.6%ReducedView
STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS2,991$2.89M5.44%+2,991NewView
SNOWSNOWFLAKE INC COM SHSStock8,853$2.25M4.25%+8,853NewView
CLBTCELLEBRITE DI LTDORDINARY SHARES152,051$2.22M4.19%−31,422−17.1%ReducedView
CLSCELESTICA INC COMStock5,717$2.09M3.93%+5,717NewView
MUMICRON TECHNOLOGY INC COMStock1,785$2.06M3.89%−5,630−75.9%ReducedView
METAMETA PLATFORMS INC CL AStock3,620$2.04M3.85%−1,246−25.6%ReducedView
AVGOBROADCOM INC COMStock5,221$1.97M3.72%−1,278−19.7%ReducedView
BEBLOOM ENERGY CORPCOM CL A5,361$1.62M3.06%+5,361NewView
ASNDASCENDIS PHARMA A/SORD SHS6,049$1.61M3.04%−3,021−33.3%ReducedView
NFLXNETFLIX INC. COMStock21,760$1.55M2.93%−5,627−20.5%ReducedView
ABTABBOTT LABORATORIES COMStock16,633$1.51M2.85%−1,234−6.9%ReducedView
MSFTMICROSOFT CORP COMStock3,939$1.47M2.77%−2,905−42.4%ReducedView
VVISA INC COM CL AStock4,192$1.44M2.71%−1,091−20.7%ReducedView
SKMSK TELECOM CO LTDSPONSORED ADR41,702$1.34M2.53%+41,702NewView
CACICACI INTL INCCL A2,756$1.28M2.41%−2,483−47.4%ReducedView
VIKVIKING HOLDINGS LTDORD SHS12,007$1.26M2.37%−15,011−55.6%ReducedView
ARWRARROWHEAD PHARMACEUTICALS INCOM14,368$1.17M2.21%+14,368NewView
SESEA LTDSPONSORD ADS11,998$1.15M2.17%−7,836−39.5%ReducedView
IOTSAMSARA INC COM CL AStock34,736$1.13M2.12%−7,562−17.9%ReducedView
RBRKRUBRIK INC. CL AStock13,549$1.09M2.05%−11,191−45.2%ReducedView
PRCTPROCEPT BIOROBOTICS CORPCOM48,101$1.09M2.05%−18,768−28.1%ReducedView
SHOPSHOPIFY INC CL A SUB VTG SHSStock8,736$997.48K1.88%+1,491+20.6%AddedView
ISRGINTUITIVE SURGICAL INCCOM NEW2,190$870.92K1.64%+2,190NewView
AFRMAFFIRM HLDGS INCCOM CL A9,521$776.44K1.46%−15,053−61.3%ReducedView
TWTRADEWEB MKTS INC CL AStock7,736$770.97K1.45%−8,814−53.3%ReducedView

Sold out since Q1 2026 (4)

Positions held at the end of Q1 2026 that are no longer in this filing.

Evolutionary Tree Capital Management, LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
RBLXROBLOX CORP CL AStock24,293$1.37M2.58%
PANWPALO ALTO NETWORKS INC COMStock8,382$1.34M2.53%
MELIMERCADOLIBRE INCCOM698$1.21M2.27%
AVAVAEROVIRONMENT INCCOM2,849$521.51K0.98%

13F filings by quarter

Evolutionary Tree Capital Management, LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 13, 202629$53.02Mvs. Q1 2026SEC
Q1 2026May 22, 202626$53.21Mvs. Q4 2025SEC
Q4 2025Feb 12, 202627$86.12Mvs. Q3 2025SEC
Q3 2025Nov 13, 202528$91.73Mvs. Q2 2025SEC
Q2 2025Aug 13, 202527$94.17Mvs. Q1 2025SEC
Q1 2025May 9, 202528$86.06Mvs. Q4 2024SEC
Q4 2024Feb 13, 202530$98.29Mvs. Q3 2024SEC
Q3 2024Nov 13, 202433$99.84Mvs. Q2 2024SEC
Q2 2024Aug 13, 202435$97.17Mvs. Q1 2024SEC
Q1 2024May 13, 202436$99.36Mvs. Q4 2023SEC
Q4 2023Feb 13, 202433$90.57Mvs. Q3 2023SEC
Q3 2023Nov 13, 202331$77.51Mvs. Q2 2023SEC
Q2 2023Aug 10, 202335$83.07Mvs. Q1 2023SEC
Q1 2023May 9, 202331$72.18Mvs. Q4 2022SEC
Q4 2022Feb 14, 202332$104.15Mvs. Q3 2022SEC
Q3 2022Nov 10, 202233$103.98Mvs. Q2 2022SEC
Q2 2022Aug 11, 202235$91.85Mvs. Q1 2022SEC
Q1 2022May 13, 202238$143.89Mvs. Q4 2021SEC
Q4 2021Feb 11, 202241$208.27Mvs. Q3 2021SEC
Q3 2021Nov 12, 202146$225.35Mvs. Q2 2021SEC
Q2 2021Aug 12, 202141$216.83Mvs. Q1 2021SEC
Q1 2021May 14, 202140$169.14M–SEC