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Livermore
Livermore
ZHEN

Evolutionary Tree Capital Management, LLC

SEC CIK
0001844345
Latest filing
Aug 13, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 11, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
41
−5 vs. Q3 2021
Portfolio value
$208.3M
−$17.1M (−7.6%) vs. Q3 2021
Filed
Feb 11, 2022
SEC
Holdings of Evolutionary Tree Capital Management, LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
NCNOnCino, Inc.COM206,177$11.3M5.4%+72,232+53.9%AddedHistory
TWLOTwilio IncCL A40,008$10.5M5.1%+17,382+76.8%AddedHistory
HUBSHubSpot IncCOM15,820$10.4M5.0%−8,388−34.6%ReducedHistory
PINSPinterest, Inc.CL A282,249$10.3M4.9%+97,929+53.1%AddedHistory
GOOGLAlphabet Inc.Stock3,230$9.36M4.5%+3,104+2,463.5%AddedHistory
NXDRNextdoor Holdings, Inc.COM CL A1,113,951$8.79M4.2%+1,113,951NewHistory
SRPTSarepta Therapeutics, Inc.COM96,695$8.71M4.2%+9,482+10.9%AddedHistory
NOWServiceNow, Inc.Stock13,212$8.58M4.1%+635+5.0%AddedHistory
AVLRAvalara, Inc.COM66,403$8.57M4.1%+37,796+132.1%AddedHistory
ARGXArgenx SESPONSORED ADR24,196$8.47M4.1%+8,786+57.0%AddedHistory
SESea LtdSPONSORD ADS36,609$8.19M3.9%+5,755+18.7%AddedHistory
BMBLBumble Inc.COM CL A239,377$8.11M3.9%+141,203+143.8%AddedHistory
ESTCElastic N.V.ORD SHS65,183$8.02M3.9%+15,276+30.6%AddedHistory
ARWRArrowhead Pharmaceuticals, Inc.COM115,580$7.66M3.7%+10,089+9.6%AddedHistory
NFLXNetflix IncStock11,150$6.72M3.2%−197−1.7%ReducedHistory
ZSZscaler, Inc.Stock19,174$6.16M3.0%−37,415−66.1%ReducedHistory
AMZNAmazon Com IncStock1,834$6.12M2.9%+344+23.1%AddedHistory
PYPLPayPal Holdings, Inc.Stock30,836$5.82M2.8%+16,886+121.0%AddedHistory
Farfetch Ltd30744W107ORD SH CL A173,681$5.81M2.8%+63,254+57.3%Added–
ASNDAscendis Pharma A/SSPONSORED ADR42,712$5.75M2.8%+19,470+83.8%AddedHistory
ROKURoku, IncCOM CL A24,224$5.53M2.7%+1,893+8.5%AddedHistory
DOCUDocuSign, Inc.Stock28,287$4.31M2.1%+15,394+119.4%AddedHistory
PTONPeloton Interactive, Inc.CL A COM114,083$4.08M2.0%+6,646+6.2%AddedHistory
RVNCRevance Therapeutics, Inc.COM248,533$4.06M1.9%+81,342+48.7%AddedHistory
BEAMBeam Therapeutics Inc.COM48,133$3.84M1.8%+3,743+8.4%AddedHistory
XYZBlock, Inc.CL A21,371$3.45M1.7%+5,028+30.8%AddedHistory
DXCMDexcom IncCOM5,855$3.14M1.5%−415−6.6%ReducedHistory
SNAPSnap IncStock63,961$3.01M1.4%+16,766+35.5%AddedHistory
DOCNDigitalOcean Holdings, Inc.COM30,496$2.45M1.2%−47,849−61.1%ReducedHistory
ZMZoom Communications, Inc.Stock12,972$2.39M1.1%+2,238+20.8%AddedHistory
DMTKDermTech, Inc.COM143,415$2.27M1.1%+53,997+60.4%AddedHistory
ETSYEtsy IncCOM9,664$2.12M1.0%−21,385−68.9%ReducedHistory
NYXHNyxoah SACOMMONSTOCK62,445$1.44M0.7%+23,955+62.2%AddedHistory
SPYSPDR S&P 500 ETF TrustETF1,093$519.0K0.2%+1,093NewHistory
TTDTrade Desk, Inc.Stock4,750$435.0K0.2%00.0%UnchangedHistory
MELIMercadolibre IncCOM279$376.0K0.2%00.0%UnchangedHistory
SPOTSpotify Technology S.A.Stock1,437$336.0K0.2%+279+24.1%AddedHistory
VVisa Inc.Stock1,540$334.0K0.2%00.0%UnchangedHistory
ADBEAdobe Inc.Stock565$320.0K0.2%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock1,180$300.0K0.1%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock685$230.0K0.1%00.0%UnchangedHistory

Sold out since Q3 2021 (7)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Evolutionary Tree Capital Management, LLC sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
DKNGDraftKings Inc.COM CL A167,668$8.07M3.6%History
CFLTConfluent, Inc.CLASS A COM106,505$6.35M2.8%History
COUPCoupa Software IncCOM24,266$5.32M2.4%History
MDBMongoDB, Inc.CL A11,275$5.32M2.4%History
UUnity Software Inc.COM18,064$2.28M1.0%History
DRNADicerna Pharmaceuticals IncCOM92,898$1.87M0.8%History
PAGSPagSeguro Digital Ltd.COM CL A4,132$214.0K0.1%History