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Livermore
Livermore
ZHEN

Evolutionary Tree Capital Management, LLC

SEC CIK
0001844345
Latest filing
Aug 13, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 11, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
35
−3 vs. Q1 2022
Portfolio value
$91.8M
−$52.0M (−36.2%) vs. Q1 2022
Filed
Aug 11, 2022
SEC
Holdings of Evolutionary Tree Capital Management, LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
HUBSHubSpot IncCOM22,745$6.84M7.4%−897−3.8%ReducedHistory
NCNOnCino, Inc.COM191,888$5.93M6.5%+9,060+5.0%AddedHistory
GOOGLAlphabet Inc.Stock2,515$5.48M6.0%−193−7.1%ReducedHistory
NOWServiceNow, Inc.Stock10,269$4.88M5.3%−848−7.6%ReducedHistory
AMZNAmazon Com IncStock44,026$4.68M5.1%−4,034−8.4%ReducedConverted for a 20-for-1 splitHistory
BMBLBumble Inc.COM CL A156,064$4.39M4.8%−115,089−42.4%ReducedHistory
CACICACI International IncCL A13,620$3.84M4.2%+364+2.7%AddedHistory
MSFTMicrosoft CorpStock14,901$3.83M4.2%+14,901NewHistory
SRPTSarepta Therapeutics, Inc.COM50,225$3.77M4.1%−9,074−15.3%ReducedHistory
AVLRAvalara, Inc.COM50,557$3.57M3.9%−10,488−17.2%ReducedHistory
AXONAxon Enterprise, Inc.COM37,615$3.50M3.8%+8,399+28.7%AddedHistory
ARGXArgenx SESPONSORED ADR7,628$2.89M3.1%−6,297−45.2%ReducedHistory
CRLCharles River Laboratories International, Inc.COM12,866$2.75M3.0%+12,866NewHistory
NXDRNextdoor Holdings, Inc.COM CL A705,621$2.34M2.5%−340,427−32.5%ReducedHistory
SWAVShockwave Medical, Inc.COM12,051$2.30M2.5%+12,051NewHistory
ARWRArrowhead Pharmaceuticals, Inc.COM65,239$2.30M2.5%−23,510−26.5%ReducedHistory
TWTradeweb Markets Inc.Stock33,262$2.27M2.5%+33,262NewHistory
FVRRFiverr International Ltd.ORD SHS65,054$2.24M2.4%+3,292+5.3%AddedHistory
MDBMongoDB, Inc.CL A8,543$2.22M2.4%+8,543NewHistory
DXCMDexcom IncCOM28,693$2.14M2.3%+6,565+29.7%AddedConverted for a 4-for-1 splitHistory
ASNDAscendis Pharma A/SSPONSORED ADR22,659$2.11M2.3%−14,842−39.6%ReducedHistory
SCHWSchwab Charles CorpStock33,213$2.10M2.3%+33,213NewHistory
DOCNDigitalOcean Holdings, Inc.COM47,268$1.96M2.1%−3,005−6.0%ReducedHistory
SESea LtdSPONSORD ADS28,510$1.91M2.1%−2,721−8.7%ReducedHistory
RVNCRevance Therapeutics, Inc.COM134,188$1.85M2.0%−42,148−23.9%ReducedHistory
ABNBAirbnb, Inc.Stock20,777$1.85M2.0%+20,777NewHistory
TWLOTwilio IncCL A19,061$1.60M1.7%−17,193−47.4%ReducedHistory
TXG10x Genomics, Inc.CL A COM33,169$1.50M1.6%−20,959−38.7%ReducedHistory
BEAMBeam Therapeutics Inc.COM31,893$1.24M1.3%−2,403−7.0%ReducedHistory
SNOWSnowflake Inc.Stock6,937$965.0K1.1%+6,937NewHistory
XYZBlock, Inc.CL A15,033$924.0K1.0%−11,707−43.8%ReducedHistory
ETSYEtsy IncCOM9,463$693.0K0.8%−45−0.5%ReducedHistory
NYXHNyxoah SACOMMONSTOCK54,345$501.0K0.5%−8,100−13.0%ReducedHistory
VVisa Inc.Stock1,540$303.0K0.3%00.0%UnchangedHistory
ADBEAdobe Inc.Stock565$207.0K0.2%00.0%UnchangedHistory

Sold out since Q1 2022 (11)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Evolutionary Tree Capital Management, LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
ZSZscaler, Inc.Stock17,184$4.15M2.9%History
NFLXNetflix IncStock10,770$4.03M2.8%History
Farfetch Ltd30744W107ORD SH CL A207,622$3.14M2.2%–
FRSHFreshworks Inc.Stock157,291$2.82M2.0%History
DOCUDocuSign, Inc.Stock22,383$2.40M1.7%History
SNAPSnap IncStock55,634$2.00M1.4%History
DMTKDermTech, Inc.COM132,484$1.95M1.4%History
MELIMercadolibre IncCOM279$332.0K0.2%History
TTDTrade Desk, Inc.Stock4,750$329.0K0.2%History
CRMSalesforce, Inc.Stock1,180$251.0K0.2%History
SPOTSpotify Technology S.A.Stock1,437$217.0K0.2%History