Ownership history in Evolutionary Tree Capital Management, LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which Evolutionary Tree Capital Management, LLC reported a position in AMAZON COM INC (AMZN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Evolutionary Tree Capital Management, LLC underperformed the S&P 500 by β2.6% annually on this AMZN position. Timing score: 40% (8/20 decisions correct). Average cost basis: $109.61. Maximum drawdown during holding period: β51.2%.
β οΈ Trailed SPY by 2.6% ann. on this position.
20 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
8 of 20 add/trim decisions correct
Best entry: $84.00 (2022 Q4) Β· Worst: $166.72 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 11 trims. Bought during 5 of 8 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 8.43% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size