Evolutionary Tree Capital Management, LLC Q1 2026 Filing

Filed May 22, 2026

Portfolio Value

$15.6B

Holdings

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (26 positions)

#	Stock	Shares	Value	% Portfolio
1	NFLXNETFLIX INC.	27,387	$2.6B	16.93%
2	CLBTCELLEBRITE DI LTD	183,473	$2.5B	16.26%
3	VIKVIKING HOLDINGS LTD	27,018	$2.0B	12.77%
4	PRCTPROCEPT BIOROBOTICS CORP	66,869	$1.7B	10.75%
5	SESEA LTD	19,834	$1.6B	10.56%
6	RBLXROBLOX CORP	24,293	$1.4B	8.84%
7	IOTSAMSARA INC	42,298	$1.3B	8.62%
8	RBRKRUBRIK INC.	24,740	$1.2B	7.79%
9	AFRMAFFIRM HLDGS INC	24,574	$1.1B	7.24%
10	GOOGLALPHABET INC	14,768	$4.2M	0.03%
11	AMZNAMAZON COM INC	19,781	$4.1M	0.03%
12	KRYSKRYSTAL BIOTECH INC	12,314	$3.2M	0.02%
13	CA8ACACI INTL INC	5,239	$2.8M	0.02%
14	METAMETA PLATFORMS INC	4,866	$2.8M	0.02%
15	MSFTMICROSOFT CORP	6,844	$2.5M	0.02%
16	MUMICRON TECHNOLOGY INC	7,415	$2.5M	0.02%
17	AXONAXON ENTERPRISE INC	4,890	$2.1M	0.01%
18	—ASCENDIS PHARMA A/S	9,070	$2.1M	0.01%
19	AVGOBROADCOM INC	6,499	$2.0M	0.01%
20	TWTRADEWEB MKTS INC	16,550	$1.9M	0.01%
21	ABTABBOTT LABORATORIES	17,867	$1.8M	0.01%
22	VVISA INC	5,283	$1.6M	0.01%
23	PANWPALO ALTO NETWORKS INC	8,382	$1.3M	0.01%
24	MLB1MERCADOLIBRE INC	698	$1.2M	0.01%
25	SHOPSHOPIFY INC	7,245	$859K	0.01%
26	JPXAEROVIRONMENT INC	2,849	$522K	0.00%