Evolutionary Tree Capital Management, LLC
- SEC CIK
- 0001844345
- Latest filing
- Aug 13, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 13, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 33
- +2 vs. Q3 2023
- Portfolio value
- $90.6M
- +$13.1M (+16.9%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 21,785 | $8.19M | 9.0% | +171+0.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 53,874 | $8.19M | 9.0% | +444+0.8% | Added | History |
| NOWServiceNow, Inc. | Stock | 10,255 | $7.25M | 8.0% | −1,057−9.3% | Reduced | History |
| HUBSHubSpot Inc | COM | 11,918 | $6.92M | 7.6% | +345+3.0% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 16,481 | $4.26M | 4.7% | +111+0.7% | Added | History |
| VVisa Inc. | Stock | 16,033 | $4.17M | 4.6% | +237+1.5% | Added | History |
| UBERUber Technologies, Inc | Stock | 54,446 | $3.35M | 3.7% | −22,221−29.0% | Reduced | History |
| MELIMercadolibre Inc | COM | 2,097 | $3.30M | 3.6% | +13+0.6% | Added | History |
| GOOGLAlphabet Inc. | Stock | 22,612 | $3.16M | 3.5% | +662+3.0% | Added | History |
| INSPInspire Medical Systems, Inc. | COM | 14,439 | $2.94M | 3.2% | −2,230−13.4% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 9,840 | $2.72M | 3.0% | −690−6.6% | Reduced | History |
| NCNOnCino, Inc. | COM | 73,108 | $2.46M | 2.7% | −10,133−12.2% | Reduced | History |
| ABNBAirbnb, Inc. | Stock | 17,594 | $2.40M | 2.6% | +186+1.1% | Added | History |
| TTDTrade Desk, Inc. | Stock | 29,410 | $2.12M | 2.3% | +279+1.0% | Added | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 16,726 | $2.11M | 2.3% | +69+0.4% | Added | History |
| PRCTPROCEPT BioRobotics Corp | COM | 49,106 | $2.06M | 2.3% | +46+0.1% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 6,967 | $2.05M | 2.3% | −2,136−23.5% | Reduced | History |
| SHOPShopify Inc. | Stock | 26,064 | $2.03M | 2.2% | +26,064 | New | History |
| MDBMongoDB, Inc. | CL A | 4,938 | $2.02M | 2.2% | +581+13.3% | Added | History |
| SNOWSnowflake Inc. | Stock | 10,083 | $2.01M | 2.2% | +82+0.8% | Added | History |
| DKNGDraftKings Inc. | Stock | 56,723 | $2.00M | 2.2% | +56,723 | New | History |
| GTLBGitlab Inc. | CLASS A COM | 30,333 | $1.91M | 2.1% | +30,333 | New | History |
| SRPTSarepta Therapeutics, Inc. | COM | 19,466 | $1.88M | 2.1% | +2,816+16.9% | Added | History |
| ABTAbbott Laboratories | Stock | 15,915 | $1.75M | 1.9% | +173+1.1% | Added | History |
| MNDYmonday.com Ltd. | SHS | 8,844 | $1.66M | 1.8% | +2,521+39.9% | Added | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 51,687 | $1.58M | 1.7% | +421+0.8% | Added | History |
| ANETArista Networks, Inc. | COM | 6,051 | $1.43M | 1.6% | −1,778−22.7% | Reduced | History |
| ARGXArgenx SE | SPONSORED ADR | 3,474 | $1.32M | 1.5% | +81+2.4% | Added | History |
| KRYSKrystal Biotech, Inc. | COM | 10,572 | $1.31M | 1.4% | +10,572 | New | History |
| NTLAIntellia Therapeutics, Inc. | COM | 37,036 | $1.13M | 1.2% | +37,036 | New | History |
| ADBEAdobe Inc. | Stock | 565 | $337.1K | 0.4% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 1,180 | $310.5K | 0.3% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 1,470 | $276.2K | 0.3% | +1,470 | New | History |
Sold out since Q3 2023 (4)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| DDOGDatadog, Inc. | CL A COM | 17,507 | $1.59M | 2.1% | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 14,782 | $1.34M | 1.7% | History |
| SESea Ltd | SPONSORD ADS | 26,995 | $1.19M | 1.5% | History |
| TWTradeweb Markets Inc. | Stock | 12,918 | $1.04M | 1.3% | History |