Evolutionary Tree Capital Management, LLC
- SEC CIK
- 0001844345
- Latest filing
- Aug 13, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 13, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 35
- −1 vs. Q1 2024
- Portfolio value
- $97.2M
- −$2.19M (−2.2%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 21,230 | $9.49M | 9.8% | −287−1.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 48,668 | $9.41M | 9.7% | −821−1.7% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 9,275 | $7.30M | 7.5% | −336−3.5% | Reduced | History |
| HUBSHubSpot Inc | COM | 8,125 | $4.79M | 4.9% | −1,402−14.7% | Reduced | History |
| AXONAxon Enterprise, Inc. | COM | 15,108 | $4.45M | 4.6% | +105+0.7% | Added | History |
| PRCTPROCEPT BioRobotics Corp | COM | 66,239 | $4.05M | 4.2% | +16,352+32.8% | Added | History |
| UBERUber Technologies, Inc | Stock | 53,135 | $3.86M | 4.0% | −960−1.8% | Reduced | History |
| MELIMercadolibre Inc | COM | 2,071 | $3.40M | 3.5% | +6+0.3% | Added | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 24,862 | $3.39M | 3.5% | +11,223+82.3% | Added | History |
| SRPTSarepta Therapeutics, Inc. | COM | 20,963 | $3.31M | 3.4% | −5,065−19.5% | Reduced | History |
| NFLXNetflix Inc | Stock | 4,856 | $3.28M | 3.4% | −27−0.6% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 6,391 | $3.22M | 3.3% | +1,022+19.0% | Added | History |
| VVisa Inc. | Stock | 10,701 | $2.81M | 2.9% | −175−1.6% | Reduced | History |
| SHOPShopify Inc. | Stock | 41,993 | $2.77M | 2.9% | +10,028+31.4% | Added | History |
| WDAYWorkday, Inc. | CL A | 11,499 | $2.57M | 2.6% | +1,852+19.2% | Added | History |
| MNDYmonday.com Ltd. | SHS | 10,658 | $2.57M | 2.6% | +749+7.6% | Added | History |
| DKNGDraftKings Inc. | Stock | 61,323 | $2.34M | 2.4% | −14,188−18.8% | Reduced | History |
| DXCMDexcom Inc | COM | 19,967 | $2.26M | 2.3% | +19,967 | New | History |
| Cyberark Software LtdM2682V108 | SHS | 7,925 | $2.17M | 2.2% | +8+0.1% | Added | – |
| SGSweetgreen, Inc. | COM CL A | 65,756 | $1.98M | 2.0% | +474+0.7% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 4,454 | $1.98M | 2.0% | +4,454 | New | History |
| GTLBGitlab Inc. | CLASS A COM | 36,672 | $1.82M | 1.9% | −293−0.8% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 4,880 | $1.65M | 1.7% | −3,552−42.1% | Reduced | History |
| TTDTrade Desk, Inc. | Stock | 16,921 | $1.65M | 1.7% | −9,598−36.2% | Reduced | History |
| KRYSKrystal Biotech, Inc. | COM | 8,935 | $1.64M | 1.7% | −161−1.8% | Reduced | History |
| ABNBAirbnb, Inc. | Stock | 10,635 | $1.61M | 1.7% | −1,982−15.7% | Reduced | History |
| ARGXArgenx SE | SPONSORED ADR | 3,435 | $1.48M | 1.5% | −37−1.1% | Reduced | History |
| INSPInspire Medical Systems, Inc. | COM | 10,800 | $1.45M | 1.5% | −566−5.0% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 10,196 | $1.38M | 1.4% | −2,675−20.8% | Reduced | History |
| ZSZscaler, Inc. | Stock | 5,174 | $994.4K | 1.0% | −1,503−22.5% | Reduced | History |
| NTLAIntellia Therapeutics, Inc. | COM | 36,262 | $811.5K | 0.8% | −508−1.4% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 2,520 | $459.0K | 0.5% | −65−2.5% | Reduced | History |
| ADBEAdobe Inc. | Stock | 565 | $313.9K | 0.3% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 1,180 | $303.4K | 0.3% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 659 | $206.8K | 0.2% | −704−51.7% | Reduced | History |
Sold out since Q1 2024 (3)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| MDBMongoDB, Inc. | CL A | 5,939 | $2.13M | 2.1% | History |
| ABTAbbott Laboratories | Stock | 13,374 | $1.52M | 1.5% | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 44,896 | $1.28M | 1.3% | History |