Evolutionary Tree Capital Management, LLC
- SEC CIK
- 0001844345
- Latest filing
- Aug 13, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 13, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 36
- +3 vs. Q4 2023
- Portfolio value
- $99.4M
- +$8.79M (+9.7%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 21,517 | $9.05M | 9.1% | −268−1.2% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 49,489 | $8.93M | 9.0% | −4,385−8.1% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 9,611 | $7.33M | 7.4% | −644−6.3% | Reduced | History |
| HUBSHubSpot Inc | COM | 9,527 | $5.97M | 6.0% | −2,391−20.1% | Reduced | History |
| AXONAxon Enterprise, Inc. | COM | 15,003 | $4.69M | 4.7% | −1,478−9.0% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 54,095 | $4.16M | 4.2% | −351−0.6% | Reduced | History |
| DKNGDraftKings Inc. | Stock | 75,511 | $3.43M | 3.5% | +18,788+33.1% | Added | History |
| SRPTSarepta Therapeutics, Inc. | COM | 26,028 | $3.37M | 3.4% | +6,562+33.7% | Added | History |
| MELIMercadolibre Inc | COM | 2,065 | $3.12M | 3.1% | −32−1.5% | Reduced | History |
| VVisa Inc. | Stock | 10,876 | $3.04M | 3.1% | −5,157−32.2% | Reduced | History |
| NFLXNetflix Inc | Stock | 4,883 | $2.97M | 3.0% | +4,883 | New | History |
| WDAYWorkday, Inc. | CL A | 9,647 | $2.63M | 2.6% | −193−2.0% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 5,369 | $2.61M | 2.6% | +5,369 | New | History |
| SHOPShopify Inc. | Stock | 31,965 | $2.47M | 2.5% | +5,901+22.6% | Added | History |
| PRCTPROCEPT BioRobotics Corp | COM | 49,887 | $2.47M | 2.5% | +781+1.6% | Added | History |
| INSPInspire Medical Systems, Inc. | COM | 11,366 | $2.44M | 2.5% | −3,073−21.3% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 8,432 | $2.40M | 2.4% | +1,465+21.0% | Added | History |
| TTDTrade Desk, Inc. | Stock | 26,519 | $2.32M | 2.3% | −2,891−9.8% | Reduced | History |
| MNDYmonday.com Ltd. | SHS | 9,909 | $2.24M | 2.3% | +1,065+12.0% | Added | History |
| GTLBGitlab Inc. | CLASS A COM | 36,965 | $2.16M | 2.2% | +6,632+21.9% | Added | History |
| MDBMongoDB, Inc. | CL A | 5,939 | $2.13M | 2.1% | +1,001+20.3% | Added | History |
| Cyberark Software LtdM2682V108 | SHS | 7,917 | $2.10M | 2.1% | +7,917 | New | – |
| ABNBAirbnb, Inc. | Stock | 12,617 | $2.08M | 2.1% | −4,977−28.3% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 12,871 | $2.08M | 2.1% | +2,788+27.7% | Added | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 13,639 | $2.06M | 2.1% | −3,087−18.5% | Reduced | History |
| SGSweetgreen, Inc. | COM CL A | 65,282 | $1.65M | 1.7% | +65,282 | New | History |
| KRYSKrystal Biotech, Inc. | COM | 9,096 | $1.62M | 1.6% | −1,476−14.0% | Reduced | History |
| ABTAbbott Laboratories | Stock | 13,374 | $1.52M | 1.5% | −2,541−16.0% | Reduced | History |
| ARGXArgenx SE | SPONSORED ADR | 3,472 | $1.37M | 1.4% | −2−0.1% | Reduced | History |
| ZSZscaler, Inc. | Stock | 6,677 | $1.29M | 1.3% | +6,677 | New | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 44,896 | $1.28M | 1.3% | −6,791−13.1% | Reduced | History |
| NTLAIntellia Therapeutics, Inc. | COM | 36,770 | $1.01M | 1.0% | −266−0.7% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 2,585 | $390.2K | 0.4% | −20,027−88.6% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 1,363 | $359.7K | 0.4% | −107−7.3% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 1,180 | $355.4K | 0.4% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 565 | $285.1K | 0.3% | 00.0% | Unchanged | History |
Sold out since Q4 2023 (2)
Positions held at the end of Q4 2023 that are gone from this filing.