Evolutionary Tree Capital Management, LLC
ALEXANDRIA VA · SEC CIK 0001844345
$5,301.65万2026Q2 申报市值
29持仓数
54.6%前十大占比 · 第一大 8.0%
6 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
STX 新建仓+$288.63万
SNOW 新建仓+$225.31万
CLS 新建仓+$208.56万
BE 新建仓+$162.28万
SKM 新建仓+$134.11万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$649.87万
VIK 减仓-$157.12万
KRYS 减仓-$149.15万
RBLX 清仓-$137.40万
PANW 清仓-$134.38万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $422.55万 | 7.97% | 11,824 | -2,944 | -19.9% | -$105.21万 | 减仓 |
| AMZN | AMAZON COM INC | $418.74万 | 7.90% | 17,569 | -2,212 | -11.2% | -$52.72万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $388.33万 | 7.32% | 6,927 | 2,037 | 41.7% | $114.20万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $308.52万 | 5.82% | 8,301 | -4,013 | -32.6% | -$149.15万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $288.63万 | 5.44% | 2,991 | 2,991 | — | $288.63万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $225.31万 | 4.25% | 8,853 | 8,853 | — | $225.31万 | 新建仓 |
| CLBT | CELLEBRITE DI LTD | $221.99万 | 4.19% | 152,051 | -31,422 | -17.1% | -$45.88万 | 减仓 |
| CLS | CELESTICA INC | $208.56万 | 3.93% | 5,717 | 5,717 | — | $208.56万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $206.04万 | 3.89% | 1,785 | -5,630 | -75.9% | -$649.87万 | 减仓 |
| META | META PLATFORMS INC | $203.91万 | 3.85% | 3,620 | -1,246 | -25.6% | -$70.19万 | 减仓 |
| AVGO | BROADCOM INC | $197.22万 | 3.72% | 5,221 | -1,278 | -19.7% | -$48.28万 | 减仓 |
| BE | BLOOM ENERGY CORP | $162.28万 | 3.06% | 5,361 | 5,361 | — | $162.28万 | 新建仓 |
| ASND | ASCENDIS PHARMA A/S | $161.34万 | 3.04% | 6,049 | -3,021 | -33.3% | -$80.58万 | 减仓 |
| NFLX | NETFLIX INC. | $155.37万 | 2.93% | 21,760 | -5,627 | -20.5% | -$40.18万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $150.93万 | 2.85% | 16,633 | -1,234 | -6.9% | -$11.20万 | 减仓 |
| MSFT | MICROSOFT CORP | $146.93万 | 2.77% | 3,939 | -2,905 | -42.4% | -$108.36万 | 减仓 |
| V | VISA INC | $143.82万 | 2.71% | 4,192 | -1,091 | -20.7% | -$37.43万 | 减仓 |
| SKM | SK TELECOM CO LTD | $134.11万 | 2.53% | 41,702 | 41,702 | — | $134.11万 | 新建仓 |
| CACI | CACI INTL INC | $127.67万 | 2.41% | 2,756 | -2,483 | -47.4% | -$115.03万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $125.68万 | 2.37% | 12,007 | -15,011 | -55.6% | -$157.12万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $117.11万 | 2.21% | 14,368 | 14,368 | — | $117.11万 | 新建仓 |
| SE | SEA LTD | $114.98万 | 2.17% | 11,998 | -7,836 | -39.5% | -$75.09万 | 减仓 |
| IOT | SAMSARA INC | $112.65万 | 2.12% | 34,736 | -7,562 | -17.9% | -$24.52万 | 减仓 |
| RBRK | RUBRIK INC. | $108.77万 | 2.05% | 13,549 | -11,191 | -45.2% | -$89.84万 | 减仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $108.61万 | 2.05% | 48,101 | -18,768 | -28.1% | -$42.38万 | 减仓 |
| SHOP | SHOPIFY INC | $99.75万 | 1.88% | 8,736 | 1,491 | 20.6% | $17.02万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $87.09万 | 1.64% | 2,190 | -778 | -26.2% | -$30.94万 | 重新持有 |
| AFRM | AFFIRM HLDGS INC | $77.64万 | 1.46% | 9,521 | -15,053 | -61.3% | -$122.76万 | 减仓 |
| TW | TRADEWEB MKTS INC | $77.10万 | 1.45% | 7,736 | -8,814 | -53.3% | -$87.84万 | 减仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -24,293 | -100.0% | -$137.40万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -8,382 | -100.0% | -$134.38万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -698 | -100.0% | -$120.69万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -2,849 | -100.0% | -$52.15万 | 清仓 |