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Livermore
Livermore
ZHEN

Evolutionary Tree Capital Management, LLC

SEC CIK
0001844345
Latest filing
Aug 13, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 10, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
33
−2 vs. Q2 2022
Portfolio value
$104.0M
+$12.1M (+13.2%) vs. Q2 2022
Filed
Nov 10, 2022
SEC
Holdings of Evolutionary Tree Capital Management, LLC in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
VVisa Inc.Stock1,540$274.0K0.3%00.0%UnchangedHistory
NYXHNyxoah SACOMMONSTOCK54,345$342.0K0.3%00.0%UnchangedHistory
BEAMBeam Therapeutics Inc.COM19,085$909.0K0.9%−12,808−40.2%ReducedHistory
ETSYEtsy IncCOM9,463$948.0K0.9%00.0%UnchangedHistory
XYZBlock, Inc.CL A17,587$967.0K0.9%+2,554+17.0%AddedHistory
SYKStryker CorpStock6,799$1.38M1.3%+6,799NewHistory
SESea LtdSPONSORD ADS26,024$1.46M1.4%−2,486−8.7%ReducedHistory
MDBMongoDB, Inc.CL A7,821$1.55M1.5%−722−8.5%ReducedHistory
SCHWSchwab Charles CorpStock25,718$1.85M1.8%−7,495−22.6%ReducedHistory
SNOWSnowflake Inc.Stock11,266$1.92M1.8%+4,329+62.4%AddedHistory
FVRRFiverr International Ltd.ORD SHS66,422$2.03M2.0%+1,368+2.1%AddedHistory
CACICACI International IncCL A8,679$2.27M2.2%−4,941−36.3%ReducedHistory
GTLBGitlab Inc.CLASS A COM45,511$2.33M2.2%+45,511NewHistory
ABNBAirbnb, Inc.Stock24,211$2.54M2.4%+3,434+16.5%AddedHistory
ARWRArrowhead Pharmaceuticals, Inc.COM77,049$2.55M2.4%+11,810+18.1%AddedHistory
ARGXArgenx SESPONSORED ADR7,338$2.59M2.5%−290−3.8%ReducedHistory
DOCNDigitalOcean Holdings, Inc.COM76,995$2.79M2.7%+29,727+62.9%AddedHistory
BMBLBumble Inc.COM CL A131,174$2.82M2.7%−24,890−15.9%ReducedHistory
TTDTrade Desk, Inc.Stock48,529$2.90M2.8%+48,529NewHistory
ASNDAscendis Pharma A/SSPONSORED ADR29,146$3.01M2.9%+6,487+28.6%AddedHistory
NXDRNextdoor Holdings, Inc.COM CL A1,116,459$3.12M3.0%+410,838+58.2%AddedHistory
CRLCharles River Laboratories International, Inc.COM16,964$3.34M3.2%+4,098+31.9%AddedHistory
TWTradeweb Markets Inc.Stock60,098$3.39M3.3%+26,836+80.7%AddedHistory
INSPInspire Medical Systems, Inc.COM20,328$3.61M3.5%+20,328NewHistory
MSFTMicrosoft CorpStock18,516$4.31M4.1%+3,615+24.3%AddedHistory
NOWServiceNow, Inc.Stock12,297$4.64M4.5%+2,028+19.7%AddedHistory
GOOGLAlphabet Inc.Stock53,648$5.13M4.9%+3,348+6.7%AddedConverted for a 20-for-1 splitHistory
RVNCRevance Therapeutics, Inc.COM191,868$5.18M5.0%+57,680+43.0%AddedHistory
AXONAxon Enterprise, Inc.COM47,027$5.44M5.2%+9,412+25.0%AddedHistory
AMZNAmazon Com IncStock51,636$5.83M5.6%+7,610+17.3%AddedHistory
SRPTSarepta Therapeutics, Inc.COM60,231$6.66M6.4%+10,006+19.9%AddedHistory
HUBSHubSpot IncCOM27,319$7.38M7.1%+4,574+20.1%AddedHistory
NCNOnCino, Inc.COM250,143$8.53M8.2%+58,255+30.4%AddedHistory

Sold out since Q2 2022 (6)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Evolutionary Tree Capital Management, LLC sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
AVLRAvalara, Inc.COM50,557$3.57M3.9%History
SWAVShockwave Medical, Inc.COM12,051$2.30M2.5%History
DXCMDexcom IncCOM28,693$2.14M2.3%History
TWLOTwilio IncCL A19,061$1.60M1.7%History
TXG10x Genomics, Inc.CL A COM33,169$1.50M1.6%History
ADBEAdobe Inc.Stock565$207.0K0.2%History