Evolutionary Tree Capital Management, LLC
- SEC CIK
- 0001844345
- Latest filing
- Aug 13, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 32
- −1 vs. Q3 2022
- Portfolio value
- $104.2M
- +$174.5K (+0.2%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SRPTSarepta Therapeutics, Inc. | COM | 63,756 | $8.26M | 7.9% | +3,525+5.9% | Added | History |
| HUBSHubSpot Inc | COM | 27,730 | $8.02M | 7.7% | +411+1.5% | Added | History |
| INSPInspire Medical Systems, Inc. | COM | 27,947 | $7.04M | 6.8% | +7,619+37.5% | Added | History |
| NCNOnCino, Inc. | COM | 264,258 | $6.99M | 6.7% | +14,115+5.6% | Added | History |
| MSFTMicrosoft Corp | Stock | 22,156 | $5.31M | 5.1% | +3,640+19.7% | Added | History |
| NOWServiceNow, Inc. | Stock | 13,048 | $5.07M | 4.9% | +751+6.1% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 29,636 | $4.92M | 4.7% | −17,391−37.0% | Reduced | History |
| TWTradeweb Markets Inc. | Stock | 73,711 | $4.79M | 4.6% | +13,613+22.7% | Added | History |
| AMZNAmazon Com Inc | Stock | 56,043 | $4.71M | 4.5% | +4,407+8.5% | Added | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 92,095 | $3.74M | 3.6% | +15,046+19.5% | Added | History |
| GOOGLAlphabet Inc. | Stock | 41,436 | $3.66M | 3.5% | −12,212−22.8% | Reduced | History |
| CRLCharles River Laboratories International, Inc. | COM | 15,535 | $3.39M | 3.3% | −1,429−8.4% | Reduced | History |
| RVNCRevance Therapeutics, Inc. | COM | 180,654 | $3.33M | 3.2% | −11,214−5.8% | Reduced | History |
| ARGXArgenx SE | SPONSORED ADR | 7,719 | $2.92M | 2.8% | +381+5.2% | Added | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 22,347 | $2.73M | 2.6% | −6,799−23.3% | Reduced | History |
| CACICACI International Inc | CL A | 8,682 | $2.61M | 2.5% | +30.0% | Added | History |
| VVisa Inc. | Stock | 12,411 | $2.58M | 2.5% | +10,871+705.9% | Added | History |
| TTDTrade Desk, Inc. | Stock | 52,537 | $2.36M | 2.3% | +4,008+8.3% | Added | History |
| MDBMongoDB, Inc. | CL A | 11,964 | $2.35M | 2.3% | +4,143+53.0% | Added | History |
| BMBLBumble Inc. | COM CL A | 106,554 | $2.24M | 2.2% | −24,620−18.8% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 42,494 | $2.21M | 2.1% | +16,470+63.3% | Added | History |
| GTLBGitlab Inc. | CLASS A COM | 45,665 | $2.08M | 2.0% | +154+0.3% | Added | History |
| ABNBAirbnb, Inc. | Stock | 24,094 | $2.06M | 2.0% | −117−0.5% | Reduced | History |
| FVRRFiverr International Ltd. | ORD SHS | 66,552 | $1.94M | 1.9% | +130+0.2% | Added | History |
| SCHWSchwab Charles Corp | Stock | 21,884 | $1.82M | 1.7% | −3,834−14.9% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 11,294 | $1.62M | 1.6% | +28+0.2% | Added | History |
| DOCNDigitalOcean Holdings, Inc. | COM | 61,896 | $1.58M | 1.5% | −15,099−19.6% | Reduced | History |
| SYKStryker Corp | Stock | 5,452 | $1.33M | 1.3% | −1,347−19.8% | Reduced | History |
| ETSYEtsy Inc | COM | 9,463 | $1.13M | 1.1% | 00.0% | Unchanged | History |
| XYZBlock, Inc. | CL A | 14,405 | $905.2K | 0.9% | −3,182−18.1% | Reduced | History |
| NYXHNyxoah SA | COMMONSTOCK | 54,345 | $271.5K | 0.3% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 240 | $203.1K | 0.2% | +240 | New | History |
Sold out since Q3 2022 (2)
Positions held at the end of Q3 2022 that are gone from this filing.