Evolutionary Tree Capital Management, LLC
- SEC CIK
- 0001844345
- Latest filing
- Aug 13, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 13, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 33
- −2 vs. Q2 2024
- Portfolio value
- $99.8M
- +$2.67M (+2.7%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 20,780 | $8.94M | 9.0% | −450−2.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 47,717 | $8.89M | 8.9% | −951−2.0% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 7,274 | $6.51M | 6.5% | −2,001−21.6% | Reduced | History |
| AXONAxon Enterprise, Inc. | COM | 14,588 | $5.83M | 5.8% | −520−3.4% | Reduced | History |
| PRCTPROCEPT BioRobotics Corp | COM | 69,843 | $5.60M | 5.6% | +3,604+5.4% | Added | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 32,753 | $4.89M | 4.9% | +7,891+31.7% | Added | History |
| MELIMercadolibre Inc | COM | 2,115 | $4.34M | 4.3% | +44+2.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 7,533 | $4.31M | 4.3% | +1,142+17.9% | Added | History |
| UBERUber Technologies, Inc | Stock | 52,048 | $3.91M | 3.9% | −1,087−2.0% | Reduced | History |
| HUBSHubSpot Inc | COM | 6,466 | $3.44M | 3.4% | −1,659−20.4% | Reduced | History |
| NFLXNetflix Inc | Stock | 4,768 | $3.38M | 3.4% | −88−1.8% | Reduced | History |
| SHOPShopify Inc. | Stock | 40,944 | $3.28M | 3.3% | −1,049−2.5% | Reduced | History |
| MNDYmonday.com Ltd. | SHS | 11,582 | $3.22M | 3.2% | +924+8.7% | Added | History |
| SGSweetgreen, Inc. | COM CL A | 82,023 | $2.91M | 2.9% | +16,267+24.7% | Added | History |
| VVisa Inc. | Stock | 10,515 | $2.89M | 2.9% | −186−1.7% | Reduced | History |
| SRPTSarepta Therapeutics, Inc. | COM | 22,999 | $2.87M | 2.9% | +2,036+9.7% | Added | History |
| WDAYWorkday, Inc. | CL A | 11,269 | $2.75M | 2.8% | −230−2.0% | Reduced | History |
| DKNGDraftKings Inc. | Stock | 67,833 | $2.66M | 2.7% | +6,510+10.6% | Added | History |
| Cyberark Software LtdM2682V108 | SHS | 8,808 | $2.57M | 2.6% | +883+11.1% | Added | – |
| ARGXArgenx SE | SPONSORED ADR | 4,157 | $2.25M | 2.3% | +722+21.0% | Added | History |
| INSPInspire Medical Systems, Inc. | COM | 10,429 | $2.20M | 2.2% | −371−3.4% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 4,342 | $2.13M | 2.1% | −112−2.5% | Reduced | History |
| TTDTrade Desk, Inc. | Stock | 16,740 | $1.84M | 1.8% | −181−1.1% | Reduced | History |
| KRYSKrystal Biotech, Inc. | COM | 9,112 | $1.66M | 1.7% | +177+2.0% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 4,808 | $1.64M | 1.6% | −72−1.5% | Reduced | History |
| ZSZscaler, Inc. | Stock | 8,150 | $1.39M | 1.4% | +2,976+57.5% | Added | History |
| ABNBAirbnb, Inc. | Stock | 10,461 | $1.33M | 1.3% | −174−1.6% | Reduced | History |
| NTLAIntellia Therapeutics, Inc. | COM | 35,372 | $726.9K | 0.7% | −890−2.5% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 2,520 | $417.9K | 0.4% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 1,180 | $323.0K | 0.3% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 565 | $292.5K | 0.3% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 659 | $242.9K | 0.2% | 00.0% | Unchanged | History |
| BKNGBooking Holdings Inc. | Stock | 48 | $202.2K | 0.2% | +48 | New | History |
Sold out since Q2 2024 (3)
Positions held at the end of Q2 2024 that are gone from this filing.