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Livermore
Livermore
ZHEN

Evolutionary Tree Capital Management, LLC

SEC CIK
0001844345
Latest filing
Aug 13, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 12, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
41
+1 vs. Q1 2021
Portfolio value
$216.8M
+$47.7M (+28.2%) vs. Q1 2021
Filed
Aug 12, 2021
SEC
Holdings of Evolutionary Tree Capital Management, LLC in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
ZSZscaler, Inc.Stock63,893$13.8M6.4%+6,658+11.6%AddedHistory
HUBSHubSpot IncCOM22,345$13.0M6.0%−6,566−22.7%ReducedHistory
PTONPeloton Interactive, Inc.CL A COM104,860$13.0M6.0%+23,617+29.1%AddedHistory
PINSPinterest, Inc.CL A161,327$12.7M5.9%+43,923+37.4%AddedHistory
SESea LtdSPONSORD ADS44,613$12.3M5.7%−6,124−12.1%ReducedHistory
ROKURoku, IncCOM CL A20,281$9.31M4.3%+942+4.9%AddedHistory
ESTCElastic N.V.ORD SHS61,677$8.99M4.1%+6,990+12.8%AddedHistory
TWLOTwilio IncCL A20,702$8.16M3.8%+4,681+29.2%AddedHistory
DKNGDraftKings Inc.COM CL A148,536$7.75M3.6%+44,284+42.5%AddedHistory
NOWServiceNow, Inc.Stock11,786$6.48M3.0%+310+2.7%AddedHistory
ARWRArrowhead Pharmaceuticals, Inc.COM77,815$6.45M3.0%+4,867+6.7%AddedHistory
NCNOnCino, Inc.COM106,291$6.37M2.9%+14,862+16.3%AddedHistory
TTDTrade Desk, Inc.Stock81,440$6.30M2.9%+9,980+14.0%AddedConverted for a 10-for-1 splitHistory
SRPTSarepta Therapeutics, Inc.COM78,330$6.09M2.8%+9,393+13.6%AddedHistory
ETSYEtsy IncCOM29,324$6.04M2.8%+4,090+16.2%AddedHistory
BEAMBeam Therapeutics Inc.COM44,032$5.67M2.6%+5,066+13.0%AddedHistory
COUPCoupa Software IncCOM21,586$5.66M2.6%+2,803+14.9%AddedHistory
NFLXNetflix IncStock10,086$5.33M2.5%+278+2.8%AddedHistory
DRNADicerna Pharmaceuticals IncCOM141,324$5.27M2.4%+18,851+15.4%AddedHistory
Farfetch Ltd30744W107ORD SH CL A102,274$5.15M2.4%+24,380+31.3%Added–
ALNYAlnylam Pharmaceuticals, Inc.COM29,870$5.06M2.3%−11,667−28.1%ReducedHistory
RVNCRevance Therapeutics, Inc.COM154,715$4.59M2.1%+4,702+3.1%AddedHistory
AMZNAmazon Com IncStock1,328$4.57M2.1%−437−24.8%ReducedHistory
BMBLBumble Inc.COM CL A75,678$4.36M2.0%+75,678NewHistory
AVLRAvalara, Inc.COM26,205$4.24M2.0%+8,385+47.1%AddedHistory
ARGXArgenx SESPONSORED ADR12,564$3.78M1.7%+1,647+15.1%AddedHistory
MDBMongoDB, Inc.CL A10,379$3.75M1.7%+3,978+62.1%AddedHistory
PYPLPayPal Holdings, Inc.Stock12,281$3.58M1.7%+286+2.4%AddedHistory
DMTKDermTech, Inc.COM78,579$3.27M1.5%+24,978+46.6%AddedHistory
DOCUDocuSign, Inc.Stock11,392$3.19M1.5%+187+1.7%AddedHistory
ZMZoom Communications, Inc.Stock7,681$2.97M1.4%+7,681NewHistory
DXCMDexcom IncCOM6,766$2.89M1.3%+201+3.1%AddedHistory
ASNDAscendis Pharma A/SSPONSORED ADR17,370$2.29M1.1%+606+3.6%AddedHistory
UUnity Software Inc.COM15,934$1.75M0.8%+397+2.6%AddedHistory
MELIMercadolibre IncCOM564$879.0K0.4%00.0%UnchangedHistory
VVisa Inc.Stock1,540$360.0K0.2%00.0%UnchangedHistory
ADBEAdobe Inc.Stock565$331.0K0.2%00.0%UnchangedHistory
SPOTSpotify Technology S.A.Stock1,158$319.0K0.1%+170+17.2%AddedHistory
GOOGLAlphabet Inc.Stock126$308.0K0.1%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock1,180$288.0K0.1%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock685$238.0K0.1%00.0%UnchangedHistory

Sold out since Q1 2021 (1)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Evolutionary Tree Capital Management, LLC sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
UBERUber Technologies, IncStock35,989$1.96M1.2%History