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Evolutionary Tree Capital Management, LLC
Evolutionary Tree Capital Management, LLC is an investment management firm headquartered in Alexandria, VA. Founded in late 2017 by Thomas Ricketts, CFA, the firm is structured as a Delaware limited liability company and is registered with the U.S. SEC as an investment adviser. Evolutionary Tree specializes in innovation-focused, concentrated-growth investing using its proprietary 'Evolutionary Investing' approach. It serves individual and institutional clients through separately managed accounts and offers services to registered investment companies and pooled investment vehicles. The firm typically maintains around 5-10 employees and is committed to providing long-term investment perspective and comprehensive client service.
Investment Strategy
Evolutionary Tree employs an innovation-focused, concentrated growth strategy they refer to as Evolutionary Investing. The team builds concentrated portfolios of up to 35 high-quality, sustainable growth companies, emphasizing those driving and benefiting from secular industry and technology shifts. Their qualitative research process focuses on identifying root causes of growth using proprietary databases and emphasizes long-term holding periods measured in years. Portfolio construction is tightly focused, with a bias toward leading innovators in technology, healthcare, and consumer sectors and low turnover. The firm undertakes deep industry research, tracking evolutionary trends, and is willing to sell positions if growth expectations are not met, leadership erodes, or valuations become excessive.
Latest 13F Filing Activity
Evolutionary Tree Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 27 equity positions with a total 13F market value of $94M. The fund increased holdings in Rubrik Inc., Roblox Corp., Cyberark Software LTD among other positions. Evolutionary Tree Capital Management, LLC reduced exposure to Workday Inc., Draftkings Inc. New, Krystal Biotech Inc. among others.
Top Holdings
Equity Positions (27)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 9.02% | $8.5M | 17,080 | $265.05 | $497.41 | +$1.3M |
A AMZN | AMAZON COM INC | 8.69% | $8.2M | 37,307 | $149.18 | $219.39 | +$238.8K |
N NOW | SERVICENOW INC | 5.81% | $5.5M | 5,321 | $519.10 | $1028.08 | +$703.9K |
C CYBR | CYBERARK SOFTWARE LTD | 5.70% | $5.4M | 13,201 | $297.79 | $406.88 | +$1.4M |
N NFLX | NETFLIX INC | 5.38% | $5.1M | 3,786 | $614.31 | $1339.13 | +$1.0M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Research Analyst and Associate Portfolio Manager | Washington, DC , United States | |
 | President, Chief Investment Officer, Portfolio Manager | Washington, DC , United States | |
D Daniel Ayre | Research Analyst | Baltimore, MD , United States | |
 | Associate Research Analyst | Washington, DC , United States |
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