Evolutionary Tree Capital Management, LLC
- SEC CIK
- 0001844345
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 30
- −3 vs. Q3 2024
- Portfolio value
- $98.3M
- −$1.55M (−1.6%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 42,388 | $9.30M | 9.5% | −5,329−11.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 17,181 | $7.24M | 7.4% | −3,599−17.3% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 6,079 | $6.44M | 6.6% | −1,195−16.4% | Reduced | History |
| AXONAxon Enterprise, Inc. | COM | 9,350 | $5.56M | 5.7% | −5,238−35.9% | Reduced | History |
| PRCTPROCEPT BioRobotics Corp | COM | 61,118 | $4.92M | 5.0% | −8,725−12.5% | Reduced | History |
| RBLXRoblox Corp | Stock | 73,883 | $4.27M | 4.3% | +73,883 | New | History |
| METAMeta Platforms, Inc. | Stock | 7,132 | $4.18M | 4.2% | −401−5.3% | Reduced | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 30,115 | $4.15M | 4.2% | −2,638−8.1% | Reduced | History |
| SHOPShopify Inc. | Stock | 38,835 | $4.13M | 4.2% | −2,109−5.2% | Reduced | History |
| Cyberark Software LtdM2682V108 | SHS | 11,903 | $3.97M | 4.0% | +3,095+35.1% | Added | – |
| NFLXNetflix Inc | Stock | 4,358 | $3.88M | 4.0% | −410−8.6% | Reduced | History |
| HUBSHubSpot Inc | COM | 5,506 | $3.84M | 3.9% | −960−14.8% | Reduced | History |
| MELIMercadolibre Inc | COM | 2,005 | $3.41M | 3.5% | −110−5.2% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 49,533 | $2.99M | 3.0% | −2,515−4.8% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 10,626 | $2.74M | 2.8% | −643−5.7% | Reduced | History |
| MNDYmonday.com Ltd. | SHS | 10,805 | $2.54M | 2.6% | −777−6.7% | Reduced | History |
| SRPTSarepta Therapeutics, Inc. | COM | 20,881 | $2.54M | 2.6% | −2,118−9.2% | Reduced | History |
| SGSweetgreen, Inc. | COM CL A | 76,788 | $2.46M | 2.5% | −5,235−6.4% | Reduced | History |
| ARGXArgenx SE | SPONSORED ADR | 3,943 | $2.42M | 2.5% | −214−5.1% | Reduced | History |
| DKNGDraftKings Inc. | Stock | 65,127 | $2.42M | 2.5% | −2,706−4.0% | Reduced | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 36,963 | $2.25M | 2.3% | +36,963 | New | History |
| ISRGIntuitive Surgical Inc | COM NEW | 4,095 | $2.14M | 2.2% | −247−5.7% | Reduced | History |
| VVisa Inc. | Stock | 6,162 | $1.95M | 2.0% | −4,353−41.4% | Reduced | History |
| INSPInspire Medical Systems, Inc. | COM | 9,259 | $1.72M | 1.7% | −1,170−11.2% | Reduced | History |
| KRYSKrystal Biotech, Inc. | COM | 10,700 | $1.68M | 1.7% | +1,588+17.4% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 8,976 | $1.63M | 1.7% | −640−6.7% | ReducedConverted for a 2-for-1 split | History |
| ZSZscaler, Inc. | Stock | 7,763 | $1.40M | 1.4% | −387−4.7% | Reduced | History |
| TTDTrade Desk, Inc. | Stock | 11,486 | $1.35M | 1.4% | −5,254−31.4% | Reduced | History |
| NTLAIntellia Therapeutics, Inc. | COM | 47,406 | $552.8K | 0.6% | +12,034+34.0% | Added | History |
| SESea Ltd | SPONSORD ADS | 2,010 | $213.3K | 0.2% | +2,010 | New | History |
Sold out since Q3 2024 (6)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| ABNBAirbnb, Inc. | Stock | 10,461 | $1.33M | 1.3% | History |
| GOOGLAlphabet Inc. | Stock | 2,520 | $417.9K | 0.4% | History |
| CRMSalesforce, Inc. | Stock | 1,180 | $323.0K | 0.3% | History |
| ADBEAdobe Inc. | Stock | 565 | $292.5K | 0.3% | History |
| SPOTSpotify Technology S.A. | Stock | 659 | $242.9K | 0.2% | History |
| BKNGBooking Holdings Inc. | Stock | 48 | $202.2K | 0.2% | History |