Evolutionary Tree Capital Management, LLC
- SEC CIK
- 0001844345
- 最新申報
- 2026/8/13
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/14 申報。只含多頭部位。
- 持股檔數
- 40
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.69 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| HUBSHubSpot Inc | COM | 28,911 | $1,313 萬 | 7.8% | – | – | 歷史 |
| SESea Ltd | SPONSORD ADS | 50,737 | $1,133 萬 | 6.7% | – | – | 歷史 |
| ZSZscaler, Inc. | Stock | 57,235 | $982.6 萬 | 5.8% | – | – | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 81,243 | $913.5 萬 | 5.4% | – | – | 歷史 |
| PINSPinterest, Inc. | CL A | 117,404 | $869.1 萬 | 5.1% | – | – | 歷史 |
| DKNGDraftKings Inc. | COM CL A | 104,252 | $639.4 萬 | 3.8% | – | – | 歷史 |
| ROKURoku, Inc | COM CL A | 19,339 | $630.0 萬 | 3.7% | – | – | 歷史 |
| NCNOnCino, Inc. | COM | 91,429 | $610.0 萬 | 3.6% | – | – | 歷史 |
| ESTCElastic N.V. | ORD SHS | 54,687 | $608.1 萬 | 3.6% | – | – | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 41,537 | $586.5 萬 | 3.5% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 11,476 | $573.9 萬 | 3.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,765 | $546.1 萬 | 3.2% | – | – | 歷史 |
| TWLOTwilio Inc | CL A | 16,021 | $545.9 萬 | 3.2% | – | – | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 68,937 | $513.8 萬 | 3.0% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 9,808 | $511.6 萬 | 3.0% | – | – | 歷史 |
| ETSYEtsy Inc | COM | 25,234 | $508.9 萬 | 3.0% | – | – | 歷史 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 72,948 | $483.7 萬 | 2.9% | – | – | 歷史 |
| COUPCoupa Software Inc | COM | 18,783 | $478.0 萬 | 2.8% | – | – | 歷史 |
| TTDTrade Desk, Inc. | Stock | 7,146 | $465.7 萬 | 2.8% | – | – | 歷史 |
| RVNCRevance Therapeutics, Inc. | COM | 150,013 | $419.3 萬 | 2.5% | – | – | 歷史 |
| Farfetch Ltd30744W107 | ORD SH CL A | 77,894 | $413.0 萬 | 2.4% | – | – | – |
| DRNADicerna Pharmaceuticals Inc | COM | 122,473 | $313.2 萬 | 1.9% | – | – | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 38,966 | $311.9 萬 | 1.8% | – | – | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 10,917 | $300.6 萬 | 1.8% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 11,995 | $291.3 萬 | 1.7% | – | – | 歷史 |
| DMTKDermTech, Inc. | COM | 53,601 | $272.2 萬 | 1.6% | – | – | 歷史 |
| AVLRAvalara, Inc. | COM | 17,820 | $237.8 萬 | 1.4% | – | – | 歷史 |
| DXCMDexcom Inc | COM | 6,565 | $235.9 萬 | 1.4% | – | – | 歷史 |
| DOCUDocuSign, Inc. | Stock | 11,205 | $226.8 萬 | 1.3% | – | – | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 16,764 | $216.1 萬 | 1.3% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 35,989 | $196.2 萬 | 1.2% | – | – | 歷史 |
| MDBMongoDB, Inc. | CL A | 6,401 | $171.2 萬 | 1.0% | – | – | 歷史 |
| UUnity Software Inc. | COM | 15,537 | $155.9 萬 | 0.9% | – | – | 歷史 |
| MELIMercadolibre Inc | COM | 564 | $83.0 萬 | 0.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,540 | $32.6 萬 | 0.2% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 565 | $26.9 萬 | 0.2% | – | – | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 988 | $26.5 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 126 | $26.0 萬 | 0.2% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,180 | $25.0 萬 | 0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 685 | $20.2 萬 | 0.1% | – | – | 歷史 |