Evolutionary Tree Capital Management, LLC
- SEC CIK
- 0001844345
- Latest filing
- Aug 13, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.
- Positions
- 40
- No 13F data for Q4 2020
- Portfolio value
- $169.1M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HUBSHubSpot Inc | COM | 28,911 | $13.1M | 7.8% | – | – | History |
| SESea Ltd | SPONSORD ADS | 50,737 | $11.3M | 6.7% | – | – | History |
| ZSZscaler, Inc. | Stock | 57,235 | $9.83M | 5.8% | – | – | History |
| PTONPeloton Interactive, Inc. | CL A COM | 81,243 | $9.13M | 5.4% | – | – | History |
| PINSPinterest, Inc. | CL A | 117,404 | $8.69M | 5.1% | – | – | History |
| DKNGDraftKings Inc. | COM CL A | 104,252 | $6.39M | 3.8% | – | – | History |
| ROKURoku, Inc | COM CL A | 19,339 | $6.30M | 3.7% | – | – | History |
| NCNOnCino, Inc. | COM | 91,429 | $6.10M | 3.6% | – | – | History |
| ESTCElastic N.V. | ORD SHS | 54,687 | $6.08M | 3.6% | – | – | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 41,537 | $5.87M | 3.5% | – | – | History |
| NOWServiceNow, Inc. | Stock | 11,476 | $5.74M | 3.4% | – | – | History |
| AMZNAmazon Com Inc | Stock | 1,765 | $5.46M | 3.2% | – | – | History |
| TWLOTwilio Inc | CL A | 16,021 | $5.46M | 3.2% | – | – | History |
| SRPTSarepta Therapeutics, Inc. | COM | 68,937 | $5.14M | 3.0% | – | – | History |
| NFLXNetflix Inc | Stock | 9,808 | $5.12M | 3.0% | – | – | History |
| ETSYEtsy Inc | COM | 25,234 | $5.09M | 3.0% | – | – | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 72,948 | $4.84M | 2.9% | – | – | History |
| COUPCoupa Software Inc | COM | 18,783 | $4.78M | 2.8% | – | – | History |
| TTDTrade Desk, Inc. | Stock | 7,146 | $4.66M | 2.8% | – | – | History |
| RVNCRevance Therapeutics, Inc. | COM | 150,013 | $4.19M | 2.5% | – | – | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 77,894 | $4.13M | 2.4% | – | – | – |
| DRNADicerna Pharmaceuticals Inc | COM | 122,473 | $3.13M | 1.9% | – | – | History |
| BEAMBeam Therapeutics Inc. | COM | 38,966 | $3.12M | 1.8% | – | – | History |
| ARGXArgenx SE | SPONSORED ADR | 10,917 | $3.01M | 1.8% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 11,995 | $2.91M | 1.7% | – | – | History |
| DMTKDermTech, Inc. | COM | 53,601 | $2.72M | 1.6% | – | – | History |
| AVLRAvalara, Inc. | COM | 17,820 | $2.38M | 1.4% | – | – | History |
| DXCMDexcom Inc | COM | 6,565 | $2.36M | 1.4% | – | – | History |
| DOCUDocuSign, Inc. | Stock | 11,205 | $2.27M | 1.3% | – | – | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 16,764 | $2.16M | 1.3% | – | – | History |
| UBERUber Technologies, Inc | Stock | 35,989 | $1.96M | 1.2% | – | – | History |
| MDBMongoDB, Inc. | CL A | 6,401 | $1.71M | 1.0% | – | – | History |
| UUnity Software Inc. | COM | 15,537 | $1.56M | 0.9% | – | – | History |
| MELIMercadolibre Inc | COM | 564 | $830.0K | 0.5% | – | – | History |
| VVisa Inc. | Stock | 1,540 | $326.0K | 0.2% | – | – | History |
| ADBEAdobe Inc. | Stock | 565 | $269.0K | 0.2% | – | – | History |
| SPOTSpotify Technology S.A. | Stock | 988 | $265.0K | 0.2% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 126 | $260.0K | 0.2% | – | – | History |
| CRMSalesforce, Inc. | Stock | 1,180 | $250.0K | 0.1% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 685 | $202.0K | 0.1% | – | – | History |