What smart money is saying about Evolution
EVO.ST
No fund has written a full thesis on Evolution in our archive, but 2 fund letters report a position in it, most recently Fairtree Asset Management Global Equity Fund in September 2026.
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2
Reported positions
0
Bought
2
Sold
2
Letters
Position history
Between Q1 2026 and Q3 2026, 2 fund letters reported a position in Evolution, with 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q1 2026 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 2 moves
- TrimmedFairtree Asset Management Global Equity FundSeptember 2026
“On the sell side, the largest reduction was to Microsoft, alongside trims to Fortinet, Evolution and Salesforce, while the Fund fully exited Thermo Fisher, S&P Global, Capgemini, Bid Corp and Zoetis, where the risk-reward or portfolio fit had become less compelling.”
Evolution - ExitedBroyhill AMMarch 2026
“We also fully liquidated two positions – Evolution and Avantor - after reducing exposure to each, to reinvest in higher conviction ideas.”
Evolution
Read the letters behind these Evolution positions
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