Filed: 11/13/2025ACC: 0001376474-25-000924
📋 What this filing means
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $91.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$91.73M
Total AUM (reported)
473.70K
Total Shares
Allocation by class
COM$47.31M51.6%
CL A$19.61M21.4%
SPONSORED ADR$4.97M5.4%
COM CL A$4.28M4.7%
SHS$3.95M4.3%
CL A SUB VTG SHS$3.92M4.3%
SPONSORD ADS$3.78M4.1%
Portfolio Concentration
Top 3$21.85M23.8%
4–10$29.36M32.0%
11–25$37.51M40.9%
Rest$3.01M3.3%
Top 3 weight
23.8%
Top 10 weight
55.8%
Voting Authority Distribution
Total shares with voting rights: 473.70K
Sole
Full voting authority
169.06K
shares
% of voting shares35.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
304.64K
shares
% of voting shares64.3%
Investment Discretion (by position count)
Sole28
Shared0
Other0
Dominant voting typeNone · 64.3% of voting shares
Institutional Holdings28
Rows:
MICROSOFT CORP
SOLEShares17.09K
TypeSH
Market value$8.85M
9.65%
Sole
6.79K
Shared
0.00
None
10.30K
AMAZON COM INC
SOLEShares36.90K
TypeSH
Market value$8.10M
8.83%
Sole
14.52K
Shared
0.00
None
22.37K
SERVICENOW INC
SOLEShares5.33K
TypeSH
Market value$4.90M
5.34%
Sole
2.08K
Shared
0.00
None
3.24K
ROBLOX CORP
SOLEShares34.22K
TypeSH
Market value$4.74M
5.17%
Sole
12.74K
Shared
0.00
None
21.48K
NETFLIX INC
SOLEShares3.79K
TypeSH
Market value$4.55M
4.95%
Sole
1.47K
Shared
0.00
None
2.32K
META PLATFORMS INC
SOLEShares5.83K
TypeSH
Market value$4.28M
4.67%
Sole
2.28K
Shared
0.00
None
3.56K
MERCADOLIBRE INC
SOLEShares1.77K
TypeSH
Market value$4.14M
4.51%
Sole
658.00
Shared
0.00
None
1.11K
CYBERARK SOFTWARE LTD
SOLEShares8.18K
TypeSH
Market value$3.95M
4.31%
Sole
2.99K
Shared
0.00
None
5.19K
SHOPIFY INC
SOLEShares26.37K
TypeSH
Market value$3.92M
4.27%
Sole
10.28K
Shared
0.00
None
16.09K
SEA LTD
SOLEShares21.14K
TypeSH
Market value$3.78M
4.12%
Sole
7.92K
Shared
0.00
None
13.21K
CACI INTL INC
SOLEShares6.86K
TypeSH
Market value$3.42M
3.73%
Sole
2.46K
Shared
0.00
None
4.40K
ASCENDIS PHARMA A/S
SOLEShares15.34K
TypeSH
Market value$3.05M
3.33%
Sole
5.48K
Shared
0.00
None
9.87K
ATLASSIAN CORPORATION
SOLEShares18.62K
TypeSH
Market value$2.97M
3.24%
Sole
6.74K
Shared
0.00
None
11.88K
SYNOPSYS INC
SOLEShares5.94K
TypeSH
Market value$2.93M
3.20%
Sole
2.32K
Shared
0.00
None
3.63K
RUBRIK INC.
SOLEShares34.31K
TypeSH
Market value$2.82M
3.08%
Sole
12.20K
Shared
0.00
None
22.11K
HUBSPOT INC
SOLEShares5.84K
TypeSH
Market value$2.73M
2.98%
Sole
2.09K
Shared
0.00
None
3.76K
PROCEPT BIOROBOTICS CORP
SOLEShares75.02K
TypeSH
Market value$2.68M
2.92%
Sole
26.77K
Shared
0.00
None
48.25K
AFFIRM HLDGS INC
SOLEShares34.17K
TypeSH
Market value$2.50M
2.72%
Sole
12.13K
Shared
0.00
None
22.05K
VIKING HOLDINGS LTD
SOLEShares36.53K
TypeSH
Market value$2.27M
2.48%
Sole
13.05K
Shared
0.00
None
23.48K
AXON ENTERPRISE INC
SOLEShares3.10K
TypeSH
Market value$2.23M
2.43%
Sole
1.13K
Shared
0.00
None
1.97K
KRYSTAL BIOTECH INC
SOLEShares12.46K
TypeSH
Market value$2.20M
2.40%
Sole
4.40K
Shared
0.00
None
8.06K
ZSCALER INC
SOLEShares6.88K
TypeSH
Market value$2.06M
2.25%
Sole
2.58K
Shared
0.00
None
4.30K
UBER TECHNOLOGIES INC
SOLEShares19.81K
TypeSH
Market value$1.94M
2.12%
Sole
7.73K
Shared
0.00
None
12.07K
ARGENX SE
SOLEShares2.60K
TypeSH
Market value$1.92M
2.09%
Sole
913.00
Shared
0.00
None
1.69K
VISA INC
SOLEShares5.23K
TypeSH
Market value$1.79M
1.95%
Sole
2.13K
Shared
0.00
None
3.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 17.09K | SH | $8.85M 9.65% | 6.79K | 0.00 | 10.30K |
AMAZON COM INCSOLE | COM | 36.90K | SH | $8.10M 8.83% | 14.52K | 0.00 | 22.37K |
SERVICENOW INCSOLE | COM | 5.33K | SH | $4.90M 5.34% | 2.08K | 0.00 | 3.24K |
ROBLOX CORPSOLE | CL A | 34.22K | SH | $4.74M 5.17% | 12.74K | 0.00 | 21.48K |
NETFLIX INCSOLE | COM | 3.79K | SH | $4.55M 4.95% | 1.47K | 0.00 | 2.32K |
META PLATFORMS INCSOLE | CL A | 5.83K | SH | $4.28M 4.67% | 2.28K | 0.00 | 3.56K |
MERCADOLIBRE INCSOLE | COM | 1.77K | SH | $4.14M 4.51% | 658.00 | 0.00 | 1.11K |
CYBERARK SOFTWARE LTDSOLE | SHS | 8.18K | SH | $3.95M 4.31% | 2.99K | 0.00 | 5.19K |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 26.37K | SH | $3.92M 4.27% | 10.28K | 0.00 | 16.09K |
SEA LTDSOLE | SPONSORD ADS | 21.14K | SH | $3.78M 4.12% | 7.92K | 0.00 | 13.21K |
CACI INTL INCSOLE | CL A | 6.86K | SH | $3.42M 3.73% | 2.46K | 0.00 | 4.40K |
ASCENDIS PHARMA A/SSOLE | SPONSORED ADR | 15.34K | SH | $3.05M 3.33% | 5.48K | 0.00 | 9.87K |
ATLASSIAN CORPORATIONSOLE | CL A | 18.62K | SH | $2.97M 3.24% | 6.74K | 0.00 | 11.88K |
SYNOPSYS INCSOLE | COM | 5.94K | SH | $2.93M 3.20% | 2.32K | 0.00 | 3.63K |
RUBRIK INC.SOLE | CL A | 34.31K | SH | $2.82M 3.08% | 12.20K | 0.00 | 22.11K |
HUBSPOT INCSOLE | COM | 5.84K | SH | $2.73M 2.98% | 2.09K | 0.00 | 3.76K |
PROCEPT BIOROBOTICS CORPSOLE | COM | 75.02K | SH | $2.68M 2.92% | 26.77K | 0.00 | 48.25K |
AFFIRM HLDGS INCSOLE | COM CL A | 34.17K | SH | $2.50M 2.72% | 12.13K | 0.00 | 22.05K |
VIKING HOLDINGS LTDSOLE | ORD SHS | 36.53K | SH | $2.27M 2.48% | 13.05K | 0.00 | 23.48K |
AXON ENTERPRISE INCSOLE | COM | 3.10K | SH | $2.23M 2.43% | 1.13K | 0.00 | 1.97K |
KRYSTAL BIOTECH INCSOLE | COM | 12.46K | SH | $2.20M 2.40% | 4.40K | 0.00 | 8.06K |
ZSCALER INCSOLE | COM | 6.88K | SH | $2.06M 2.25% | 2.58K | 0.00 | 4.30K |
UBER TECHNOLOGIES INCSOLE | COM | 19.81K | SH | $1.94M 2.12% | 7.73K | 0.00 | 12.07K |
ARGENX SESOLE | SPONSORED ADR | 2.60K | SH | $1.92M 2.09% | 913.00 | 0.00 | 1.69K |
VISA INCSOLE | COM CL A | 5.23K | SH | $1.79M 1.95% | 2.13K | 0.00 | 3.10K |
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