Evolutionary Tree Capital Management, LLC
SEC Form 13F institutional filer · CIK 0001844345
13F-HR · 12 reported holdings · 2026-03-31
Reported long-US-equity value
$0.03B
Top-10 concentration
93.4%
Evolutionary Tree Capital Management, LLC — $28.2M AUM allocation strategy
Evolutionary Tree Capital Management, LLC files SEC Form 13F and reports $28.2M of long US equity value across 12 reported holdings for 2026-03-31.
Its largest sector bet is Communication Services 36.1%, followed by Information Technology 29.8% and Consumer Discretionary 14.6%.
The top 10 holdings account for 93% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Evolutionary Tree Capital Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$28.2M
total across 12 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
93% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$AMZN −11.7K sh · −$3.14M−$MSFT −9.81K sh · −$5.52M−$GOOG −5.87K sh · −$2.21M
Exited to nil (held last quarter, gone now)
$NOW ($3.98M last qtr)$SNPS ($2.72M last qtr)$BNY ($2.62M last qtr)$ISRG ($1.68M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services24.9%—
- Semiconductors16.0%—
- Broadline Retail14.6%—
- Systems Software13.7%—
- Movies & Entertainment9.3%—
- Aerospace & Defense7.4%—
- Health Care Equipment6.5%—
- Transaction & Payment Processing Services5.7%—
- Other holdings1.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 14.8K | $4.25M | -5.87K | 15.1% |
| $AMZN | Amazon.com Inc | 19.8K | $4.12M | -11.7K | 14.6% |
| $META | Meta Platforms Inc | 4.87K | $2.78M | -1.91K | 9.9% |
| $NFLX | Netflix Inc | 27.4K | $2.63M | +17.5K | 9.3% |
| $MSFT | Microsoft Corporation | 6.84K | $2.53M | -9.81K | 9.0% |
| $MU | Micron Technology Inc | 7.42K | $2.51M | — | 8.9% |
| $AXON | Axon Enterprise Inc | 4.89K | $2.08M | -1.81K | 7.4% |
| $AVGO | Broadcom Inc | 6.5K | $2.01M | — | 7.1% |
| $ABT | Abbott Laboratories | 17.9K | $1.83M | — | 6.5% |
| $V | Visa Inc | 5.28K | $1.6M | +196 | 5.7% |
…and 2 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.