Evolutionary Tree Capital Management
Latest statistics and disclosures from Evolutionary Tree Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are HUBS, BMBL, AMZN, GOOGL, NCNO, and represent 29.15% of Evolutionary Tree Capital Management's stock portfolio.
- Added to shares of these 10 stocks: NCNO (+$7.5M), FVRR, TXG, AXON, CACI, HUBS, FRSH, AMZN, DOCN, BMBL.
- Started 6 new stock positions in FRSH, AXON, FVRR, NCNO, TXG, CACI.
- Reduced shares in these 10 stocks: Ncino (-$11M), PINS (-$10M), ESTC (-$8.0M), PYPL (-$5.8M), ROKU (-$5.5M), PTON, ARGX, SRPT, ZM, GOOGL.
- Sold out of its positions in FB, Ncino, PYPL, PTON, PINS, ROKU, SPY, ZM, ESTC.
- Evolutionary Tree Capital Management was a net seller of stock by $-29M.
- Evolutionary Tree Capital Management has $144M in assets under management (AUM), dropping by -30.91%.
- Central Index Key (CIK): 0001844345
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Portfolio Holdings for Evolutionary Tree Capital Management
Companies in the Evolutionary Tree Capital Management portfolio as of the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Hubspot (HUBS) | 7.8 | $11M | +49% | 24k | 474.96 | |
Bumble Com Cl A (BMBL) | 5.5 | $7.9M | +13% | 271k | 28.98 | |
Amazon (AMZN) | 5.4 | $7.8M | +31% | 2.4k | 3260.09 | |
Alphabet Cap Stk Cl A (GOOGL) | 5.2 | $7.5M | -16% | 2.7k | 2781.39 | |
Ncino (NCNO) | 5.2 | $7.5M | NEW | 183k | 40.98 | |
Nextdoor Holdings Com Cl A (KIND) | 4.4 | $6.3M | -6% | 1.0M | 5.99 | |
Servicenow (NOW) | 4.3 | $6.2M | -15% | 11k | 556.89 | |
Avalara (AVLR) | 4.2 | $6.1M | -8% | 61k | 99.52 | |
Twilio Cl A (TWLO) | 4.2 | $6.0M | -9% | 36k | 164.81 | |
Fiverr Intl Ord Shs (FVRR) | 3.3 | $4.7M | NEW | 62k | 76.07 | |
Sarepta Therapeutics (SRPT) | 3.2 | $4.6M | -38% | 59k | 78.11 | |
Ascendis Pharma A/s Sponsored Adr (ASND) | 3.1 | $4.4M | -12% | 38k | 117.36 | |
Argenx Se Sponsored Adr (ARGX) | 3.1 | $4.4M | -42% | 14k | 315.33 | |
Zscaler Incorporated (ZS) | 2.9 | $4.1M | -10% | 17k | 241.27 | |
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10x Genomics Cl A Com (TXG) | 2.9 | $4.1M | NEW | 54k | 76.08 | |
Arrowhead Pharmaceuticals (ARWR) | 2.8 | $4.1M | -23% | 89k | 45.99 | |
Netflix (NFLX) | 2.8 | $4.0M | -3% | 11k | 374.56 | |
Axon Enterprise (AXON) | 2.8 | $4.0M | NEW | 29k | 137.73 | |
Caci Intl Cl A (CACI) | 2.8 | $4.0M | NEW | 13k | 301.30 | |
Sea Sponsord Ads (SE) | 2.6 | $3.7M | -14% | 31k | 119.78 | |
Block Cl A (SQ) | 2.5 | $3.6M | +25% | 27k | 135.60 | |
Revance Therapeutics (RVNC) | 2.4 | $3.4M | -29% | 176k | 19.50 | |
Farfetch Ord Sh Cl A (FTCH) | 2.2 | $3.1M | +19% | 208k | 15.12 | |
Digitalocean Hldgs (DOCN) | 2.0 | $2.9M | +64% | 50k | 57.84 | |
Dex (DXCM) | 2.0 | $2.8M | -5% | 5.5k | 511.57 | |
Freshworks Class A Com (FRSH) | 2.0 | $2.8M | NEW | 157k | 17.92 | |
Docusign (DOCU) | 1.7 | $2.4M | -20% | 22k | 107.13 | |
Snap Cl A (SNAP) | 1.4 | $2.0M | -13% | 56k | 35.99 | |
Beam Therapeutics (BEAM) | 1.4 | $2.0M | -28% | 34k | 57.30 | |
Dermtech Ord ord (DMTK) | 1.4 | $1.9M | -7% | 133k | 14.68 | |
Nyxoah S A SHS (NYXH) | 0.8 | $1.2M | 62k | 19.14 | ||
Etsy (ETSY) | 0.8 | $1.2M | 9.5k | 124.32 | ||
Visa Com Cl A (V) | 0.2 | $342k | 1.5k | 222.08 | ||
MercadoLibre (MELI) | 0.2 | $332k | 279.00 | 1189.96 | ||
The Trade Desk Com Cl A (TTD) | 0.2 | $329k | 4.8k | 69.26 | ||
Adobe Systems Incorporated (ADBE) | 0.2 | $257k | 565.00 | 454.87 | ||
salesforce (CRM) | 0.2 | $251k | 1.2k | 212.71 | ||
Spotify Technology S A SHS (SPOT) | 0.2 | $217k | 1.4k | 151.01 |
Past Filings by Evolutionary Tree Capital Management
SEC 13F filings are viewable for Evolutionary Tree Capital Management going back to 2020
- Evolutionary Tree Capital Management 2022 Q1 filed May 13, 2022
- Evolutionary Tree Capital Management 2021 Q4 filed Feb. 11, 2022
- Evolutionary Tree Capital Management 2021 Q3 filed Nov. 12, 2021
- Evolutionary Tree Capital Management 2021 Q2 filed Aug. 12, 2021
- Evolutionary Tree Capital Management 2021 Q1 filed May 14, 2021
- Evolutionary Tree Capital Management 2020 Q4 filed Feb. 10, 2021