Skip to main content
Livermore
Livermore
ZHEN

Evolutionary Tree Capital Management, LLC

SEC CIK
0001844345
Latest filing
Aug 13, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 13, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
38
−3 vs. Q4 2021
Portfolio value
$143.9M
−$64.4M (−30.9%) vs. Q4 2021
Filed
May 13, 2022
SEC
Holdings of Evolutionary Tree Capital Management, LLC in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
HUBSHubSpot IncCOM23,642$11.2M7.8%+7,822+49.4%AddedHistory
BMBLBumble Inc.COM CL A271,153$7.86M5.5%+31,776+13.3%AddedHistory
AMZNAmazon Com IncStock2,403$7.83M5.4%+569+31.0%AddedHistory
GOOGLAlphabet Inc.Stock2,708$7.53M5.2%−522−16.2%ReducedHistory
NCNOnCino, Inc.COM182,828$7.49M5.2%−23,349−11.3%ReducedHistory
NXDRNextdoor Holdings, Inc.COM CL A1,046,048$6.27M4.4%−67,903−6.1%ReducedHistory
NOWServiceNow, Inc.Stock11,117$6.19M4.3%−2,095−15.9%ReducedHistory
AVLRAvalara, Inc.COM61,045$6.08M4.2%−5,358−8.1%ReducedHistory
TWLOTwilio IncCL A36,254$5.97M4.2%−3,754−9.4%ReducedHistory
FVRRFiverr International Ltd.ORD SHS61,762$4.70M3.3%+61,762NewHistory
SRPTSarepta Therapeutics, Inc.COM59,299$4.63M3.2%−37,396−38.7%ReducedHistory
ASNDAscendis Pharma A/SSPONSORED ADR37,501$4.40M3.1%−5,211−12.2%ReducedHistory
ARGXArgenx SESPONSORED ADR13,925$4.39M3.1%−10,271−42.4%ReducedHistory
ZSZscaler, Inc.Stock17,184$4.15M2.9%−1,990−10.4%ReducedHistory
TXG10x Genomics, Inc.CL A COM54,128$4.12M2.9%+54,128NewHistory
ARWRArrowhead Pharmaceuticals, Inc.COM88,749$4.08M2.8%−26,831−23.2%ReducedHistory
NFLXNetflix IncStock10,770$4.03M2.8%−380−3.4%ReducedHistory
AXONAxon Enterprise, Inc.COM29,216$4.02M2.8%+29,216NewHistory
CACICACI International IncCL A13,256$3.99M2.8%+13,256NewHistory
SESea LtdSPONSORD ADS31,231$3.74M2.6%−5,378−14.7%ReducedHistory
XYZBlock, Inc.CL A26,740$3.63M2.5%+5,369+25.1%AddedHistory
RVNCRevance Therapeutics, Inc.COM176,336$3.44M2.4%−72,197−29.0%ReducedHistory
Farfetch Ltd30744W107ORD SH CL A207,622$3.14M2.2%+33,941+19.5%Added–
DOCNDigitalOcean Holdings, Inc.COM50,273$2.91M2.0%+19,777+64.9%AddedHistory
DXCMDexcom IncCOM5,532$2.83M2.0%−323−5.5%ReducedHistory
FRSHFreshworks Inc.Stock157,291$2.82M2.0%+157,291NewHistory
DOCUDocuSign, Inc.Stock22,383$2.40M1.7%−5,904−20.9%ReducedHistory
SNAPSnap IncStock55,634$2.00M1.4%−8,327−13.0%ReducedHistory
BEAMBeam Therapeutics Inc.COM34,296$1.97M1.4%−13,837−28.7%ReducedHistory
DMTKDermTech, Inc.COM132,484$1.95M1.4%−10,931−7.6%ReducedHistory
NYXHNyxoah SACOMMONSTOCK62,445$1.20M0.8%00.0%UnchangedHistory
ETSYEtsy IncCOM9,508$1.18M0.8%−156−1.6%ReducedHistory
VVisa Inc.Stock1,540$342.0K0.2%00.0%UnchangedHistory
MELIMercadolibre IncCOM279$332.0K0.2%00.0%UnchangedHistory
TTDTrade Desk, Inc.Stock4,750$329.0K0.2%00.0%UnchangedHistory
ADBEAdobe Inc.Stock565$257.0K0.2%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock1,180$251.0K0.2%00.0%UnchangedHistory
SPOTSpotify Technology S.A.Stock1,437$217.0K0.2%00.0%UnchangedHistory

Sold out since Q4 2021 (8)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Evolutionary Tree Capital Management, LLC sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
PINSPinterest, Inc.CL A282,249$10.3M4.9%History
ESTCElastic N.V.ORD SHS65,183$8.02M3.9%History
PYPLPayPal Holdings, Inc.Stock30,836$5.82M2.8%History
ROKURoku, IncCOM CL A24,224$5.53M2.7%History
PTONPeloton Interactive, Inc.CL A COM114,083$4.08M2.0%History
ZMZoom Communications, Inc.Stock12,972$2.39M1.1%History
SPYSPDR S&P 500 ETF TrustETF1,093$519.0K0.2%History
METAMeta Platforms, Inc.Stock685$230.0K0.1%History