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

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