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

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