Evolutionary Tree Capital Management, LLC
- SEC CIK
- 0001844345
- Latest filing
- Aug 13, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 10, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 35
- +4 vs. Q1 2023
- Portfolio value
- $83.1M
- +$10.9M (+15.1%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 22,533 | $7.67M | 9.2% | +162+0.7% | Added | History |
| AMZNAmazon Com Inc | Stock | 51,063 | $6.66M | 8.0% | +605+1.2% | Added | History |
| NOWServiceNow, Inc. | Stock | 11,835 | $6.65M | 8.0% | +23+0.2% | Added | History |
| HUBSHubSpot Inc | COM | 11,866 | $6.31M | 7.6% | −1,539−11.5% | Reduced | History |
| INSPInspire Medical Systems, Inc. | COM | 12,998 | $4.22M | 5.1% | −1,282−9.0% | Reduced | History |
| VVisa Inc. | Stock | 16,106 | $3.82M | 4.6% | +109+0.7% | Added | History |
| NCNOnCino, Inc. | COM | 114,309 | $3.44M | 4.1% | −10,963−8.8% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 78,216 | $3.38M | 4.1% | +10,467+15.4% | Added | History |
| ABNBAirbnb, Inc. | Stock | 21,818 | $2.80M | 3.4% | +296+1.4% | Added | History |
| GOOGLAlphabet Inc. | Stock | 21,523 | $2.58M | 3.1% | +140+0.7% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 13,060 | $2.55M | 3.1% | +2,938+29.0% | Added | History |
| TTDTrade Desk, Inc. | Stock | 31,917 | $2.46M | 3.0% | +231+0.7% | Added | History |
| SRPTSarepta Therapeutics, Inc. | COM | 19,836 | $2.27M | 2.7% | −16,354−45.2% | Reduced | History |
| MELIMercadolibre Inc | COM | 1,817 | $2.15M | 2.6% | +18+1.0% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 7,504 | $1.92M | 2.3% | +7,504 | New | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 52,010 | $1.85M | 2.2% | +132+0.3% | Added | History |
| SNOWSnowflake Inc. | Stock | 10,184 | $1.79M | 2.2% | +172+1.7% | Added | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 15,058 | $1.57M | 1.9% | +15,058 | New | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 16,947 | $1.51M | 1.8% | +6,295+59.1% | Added | History |
| RVNCRevance Therapeutics, Inc. | COM | 59,411 | $1.50M | 1.8% | −7,414−11.1% | Reduced | History |
| ARGXArgenx SE | SPONSORED ADR | 3,821 | $1.49M | 1.8% | +16+0.4% | Added | History |
| MDBMongoDB, Inc. | CL A | 3,618 | $1.49M | 1.8% | −2,338−39.3% | Reduced | History |
| PRCTPROCEPT BioRobotics Corp | COM | 41,348 | $1.46M | 1.8% | +6,953+20.2% | Added | History |
| SESea Ltd | SPONSORD ADS | 24,801 | $1.44M | 1.7% | +256+1.0% | Added | History |
| ABTAbbott Laboratories | Stock | 12,055 | $1.31M | 1.6% | +12,055 | New | History |
| ANETArista Networks, Inc. | COM | 8,057 | $1.31M | 1.6% | +8,057 | New | History |
| CRLCharles River Laboratories International, Inc. | COM | 5,650 | $1.19M | 1.4% | +4+0.1% | Added | History |
| XYZBlock, Inc. | CL A | 16,507 | $1.10M | 1.3% | +3,462+26.5% | Added | History |
| TWTradeweb Markets Inc. | Stock | 15,915 | $1.09M | 1.3% | −7,819−32.9% | Reduced | History |
| MNDYmonday.com Ltd. | SHS | 6,244 | $1.07M | 1.3% | +6,244 | New | History |
| CACICACI International Inc | CL A | 2,615 | $891.3K | 1.1% | −1,225−31.9% | Reduced | History |
| SYKStryker Corp | Stock | 2,650 | $808.5K | 1.0% | −1,349−33.7% | Reduced | History |
| BMBLBumble Inc. | COM CL A | 46,778 | $784.9K | 0.9% | −1,580−3.3% | Reduced | History |
| ADBEAdobe Inc. | Stock | 565 | $276.3K | 0.3% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 1,180 | $249.3K | 0.3% | 00.0% | Unchanged | History |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.