Evolutionary Tree Capital Management, LLC
- SEC CIK
- 0001844345
- Latest filing
- Aug 13, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 9, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 31
- −1 vs. Q4 2022
- Portfolio value
- $72.2M
- −$32.0M (−30.7%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 22,371 | $6.45M | 8.9% | +215+1.0% | Added | History |
| HUBSHubSpot Inc | COM | 13,405 | $5.75M | 8.0% | −14,325−51.7% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 11,812 | $5.49M | 7.6% | −1,236−9.5% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 50,458 | $5.21M | 7.2% | −5,585−10.0% | Reduced | History |
| SRPTSarepta Therapeutics, Inc. | COM | 36,190 | $4.99M | 6.9% | −27,566−43.2% | Reduced | History |
| VVisa Inc. | Stock | 15,997 | $3.61M | 5.0% | +3,586+28.9% | Added | History |
| INSPInspire Medical Systems, Inc. | COM | 14,280 | $3.34M | 4.6% | −13,667−48.9% | Reduced | History |
| NCNOnCino, Inc. | COM | 125,272 | $3.10M | 4.3% | −138,986−52.6% | Reduced | History |
| ABNBAirbnb, Inc. | Stock | 21,522 | $2.68M | 3.7% | −2,572−10.7% | Reduced | History |
| MELIMercadolibre Inc | COM | 1,799 | $2.37M | 3.3% | +1,559+649.6% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 10,122 | $2.28M | 3.2% | −19,514−65.8% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 21,383 | $2.22M | 3.1% | −20,053−48.4% | Reduced | History |
| RVNCRevance Therapeutics, Inc. | COM | 66,825 | $2.15M | 3.0% | −113,829−63.0% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 67,749 | $2.15M | 3.0% | +67,749 | New | History |
| SESea Ltd | SPONSORD ADS | 24,545 | $2.12M | 2.9% | −17,949−42.2% | Reduced | History |
| TTDTrade Desk, Inc. | Stock | 31,686 | $1.93M | 2.7% | −20,851−39.7% | Reduced | History |
| TWTradeweb Markets Inc. | Stock | 23,734 | $1.88M | 2.6% | −49,977−67.8% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 10,012 | $1.54M | 2.1% | −1,282−11.4% | Reduced | History |
| ARGXArgenx SE | SPONSORED ADR | 3,805 | $1.42M | 2.0% | −3,914−50.7% | Reduced | History |
| MDBMongoDB, Inc. | CL A | 5,956 | $1.39M | 1.9% | −6,008−50.2% | Reduced | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 51,878 | $1.32M | 1.8% | −40,217−43.7% | Reduced | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 10,652 | $1.14M | 1.6% | −11,695−52.3% | Reduced | History |
| SYKStryker Corp | Stock | 3,999 | $1.14M | 1.6% | −1,453−26.7% | Reduced | History |
| CRLCharles River Laboratories International, Inc. | COM | 5,646 | $1.14M | 1.6% | −9,889−63.7% | Reduced | History |
| CACICACI International Inc | CL A | 3,840 | $1.14M | 1.6% | −4,842−55.8% | Reduced | History |
| PRCTPROCEPT BioRobotics Corp | COM | 34,395 | $976.8K | 1.4% | +34,395 | New | History |
| FVRRFiverr International Ltd. | ORD SHS | 27,614 | $964.3K | 1.3% | −38,938−58.5% | Reduced | History |
| BMBLBumble Inc. | COM CL A | 48,358 | $945.4K | 1.3% | −58,196−54.6% | Reduced | History |
| XYZBlock, Inc. | CL A | 13,045 | $895.5K | 1.2% | −1,360−9.4% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 1,180 | $235.7K | 0.3% | +1,180 | New | History |
| ADBEAdobe Inc. | Stock | 565 | $217.7K | 0.3% | +565 | New | History |
Sold out since Q4 2022 (5)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| GTLBGitlab Inc. | CLASS A COM | 45,665 | $2.08M | 2.0% | History |
| SCHWSchwab Charles Corp | Stock | 21,884 | $1.82M | 1.7% | History |
| DOCNDigitalOcean Holdings, Inc. | COM | 61,896 | $1.58M | 1.5% | History |
| ETSYEtsy Inc | COM | 9,463 | $1.13M | 1.1% | History |
| NYXHNyxoah SA | COMMONSTOCK | 54,345 | $271.5K | 0.3% | History |