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Livermore
Livermore
ZHEN

Evolutionary Tree Capital Management, LLC

SEC CIK
0001844345
Latest filing
Aug 13, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 12, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
46
+5 vs. Q2 2021
Portfolio value
$225.4M
+$8.52M (+3.9%) vs. Q2 2021
Filed
Nov 12, 2021
SEC
Holdings of Evolutionary Tree Capital Management, LLC in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
HUBSHubSpot IncCOM24,208$16.4M7.3%+1,863+8.3%AddedHistory
ZSZscaler, Inc.Stock56,589$14.8M6.6%−7,304−11.4%ReducedHistory
SESea LtdSPONSORD ADS30,854$9.83M4.4%−13,759−30.8%ReducedHistory
NCNOnCino, Inc.COM133,945$9.51M4.2%+27,654+26.0%AddedHistory
PINSPinterest, Inc.CL A184,320$9.39M4.2%+22,993+14.3%AddedHistory
PTONPeloton Interactive, Inc.CL A COM107,437$9.35M4.1%+2,577+2.5%AddedHistory
DKNGDraftKings Inc.COM CL A167,668$8.07M3.6%+19,132+12.9%AddedHistory
SRPTSarepta Therapeutics, Inc.COM87,213$8.06M3.6%+8,883+11.3%AddedHistory
NOWServiceNow, Inc.Stock12,577$7.83M3.5%+791+6.7%AddedHistory
ESTCElastic N.V.ORD SHS49,907$7.44M3.3%−11,770−19.1%ReducedHistory
TWLOTwilio IncCL A22,626$7.22M3.2%+1,924+9.3%AddedHistory
ROKURoku, IncCOM CL A22,331$7.00M3.1%+2,050+10.1%AddedHistory
NFLXNetflix IncStock11,347$6.93M3.1%+1,261+12.5%AddedHistory
ARWRArrowhead Pharmaceuticals, Inc.COM105,491$6.59M2.9%+27,676+35.6%AddedHistory
ETSYEtsy IncCOM31,049$6.46M2.9%+1,725+5.9%AddedHistory
CFLTConfluent, Inc.CLASS A COM106,505$6.35M2.8%+106,505NewHistory
DOCNDigitalOcean Holdings, Inc.COM78,345$6.08M2.7%+78,345NewHistory
COUPCoupa Software IncCOM24,266$5.32M2.4%+2,680+12.4%AddedHistory
MDBMongoDB, Inc.CL A11,275$5.32M2.4%+896+8.6%AddedHistory
AVLRAvalara, Inc.COM28,607$5.00M2.2%+2,402+9.2%AddedHistory
BMBLBumble Inc.COM CL A98,174$4.91M2.2%+22,496+29.7%AddedHistory
AMZNAmazon Com IncStock1,490$4.89M2.2%+162+12.2%AddedHistory
RVNCRevance Therapeutics, Inc.COM167,191$4.66M2.1%+12,476+8.1%AddedHistory
ARGXArgenx SESPONSORED ADR15,410$4.65M2.1%+2,846+22.7%AddedHistory
Farfetch Ltd30744W107ORD SH CL A110,427$4.14M1.8%+8,153+8.0%Added–
XYZBlock, Inc.CL A16,343$3.92M1.7%+16,343NewHistory
BEAMBeam Therapeutics Inc.COM44,390$3.86M1.7%+358+0.8%AddedHistory
ASNDAscendis Pharma A/SSPONSORED ADR23,242$3.71M1.6%+5,872+33.8%AddedHistory
PYPLPayPal Holdings, Inc.Stock13,950$3.63M1.6%+1,669+13.6%AddedHistory
SNAPSnap IncStock47,195$3.49M1.5%+47,195NewHistory
DXCMDexcom IncCOM6,270$3.43M1.5%−496−7.3%ReducedHistory
DOCUDocuSign, Inc.Stock12,893$3.32M1.5%+1,501+13.2%AddedHistory
DMTKDermTech, Inc.COM89,418$2.87M1.3%+10,839+13.8%AddedHistory
ZMZoom Communications, Inc.Stock10,734$2.81M1.2%+3,053+39.7%AddedHistory
UUnity Software Inc.COM18,064$2.28M1.0%+2,130+13.4%AddedHistory
DRNADicerna Pharmaceuticals IncCOM92,898$1.87M0.8%−48,426−34.3%ReducedHistory
NYXHNyxoah SACOMMONSTOCK38,490$1.13M0.5%+38,490NewHistory
MELIMercadolibre IncCOM279$469.0K0.2%−285−50.5%ReducedHistory
VVisa Inc.Stock1,540$343.0K0.2%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock126$337.0K0.1%00.0%UnchangedHistory
TTDTrade Desk, Inc.Stock4,750$334.0K0.1%−76,690−94.2%ReducedHistory
ADBEAdobe Inc.Stock565$325.0K0.1%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock1,180$320.0K0.1%00.0%UnchangedHistory
SPOTSpotify Technology S.A.Stock1,158$261.0K0.1%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock685$232.0K0.1%00.0%UnchangedHistory
PAGSPagSeguro Digital Ltd.COM CL A4,132$214.0K0.1%+4,132NewHistory

Sold out since Q2 2021 (1)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Evolutionary Tree Capital Management, LLC sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
ALNYAlnylam Pharmaceuticals, Inc.COM29,870$5.06M2.3%History