Evolutionary Tree Capital Management LLC

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Assets, Funds, Holdings

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Evolutionary Tree Capital Management LLC
CRD #291127
SEC #801-119228
CIK #0001844345
AUM $103.5 MM (2024-08-23)
Employees 4 (75% Investors, 0% Brokers)
Phone703-544-2300
Address1199 N Fairfax St
Alexandria, VA 22314
Source [IAPD] [EDGAR] [Website] [Twitter]
Total AUM ($MM)
190152114763802009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 9.5
AMZN 1,092,997.8 9.4
NOW 94,905.7 7.3
HUBS 14,707.1 4.8
AXON 6,746.1 4.4
PRCT 1,445.4 4.0
UBER 43,357.6 3.9
MELI 33,501.4 3.4
ASND 5,198.1 3.4
SRPT 6,533.7 3.3
View All
Holdings by Sector ($MM)
2502001501005002020202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 12 2.8
(b) Individuals (high net worth individuals) 51 66.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 29.9
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 1.9
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 5 2.0
(n) Other 0 0.0
Total 98 103.5
By Discretionary
Discretionary 98 103.5
Non-Discretionary 0 0.0
Total 98 103.5
By Non-United States Persons
Non-United States Persons 0.5
United States Persons 103.0
Total 98 103.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001844345]
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