Evolutionary Tree Capital Management, LLC — 13F holdings

Evolutionary Tree Capital Management, LLC reported 29 holdings worth $53.0M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. GOOGL ALPHABET INC — $4.23M (8.0%)
2. AMZN AMAZON COM INC — $4.19M (7.9%)
3. AXON AXON ENTERPRISE INC — $3.88M (7.3%)
4. KRYS KRYSTAL BIOTECH INC — $3.09M (5.8%)
5. STX SEAGATE TECHNOLOGY HLDNGS PL — $2.89M (5.4%)
6. SNOW SNOWFLAKE INC — $2.25M (4.2%)
7. CLBT CELLEBRITE DI LTD — $2.22M (4.2%)
8. CLS CELESTICA INC — $2.09M (3.9%)
9. MU MICRON TECHNOLOGY INC — $2.06M (3.9%)
10. META META PLATFORMS INC — $2.04M (3.8%)