Evolutionary Tree Capital Management as of Dec. 31, 2020
Portfolio Holdings for Evolutionary Tree Capital Management
Evolutionary Tree Capital Management holds 41 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zscaler Incorporated (ZS) | 7.7 | $10M | 51k | 199.70 | |
| Hubspot (HUBS) | 7.1 | $9.4M | 24k | 396.43 | |
| Sea Sponsord Ads (SE) | 6.1 | $8.0M | 40k | 199.06 | |
| Peloton Interactive Cl A Com (PTON) | 5.4 | $7.1M | 47k | 151.73 | |
| Amazon (AMZN) | 4.5 | $5.9M | 1.8k | 3257.13 | |
| Servicenow (NOW) | 4.5 | $5.9M | 11k | 550.41 | |
| Roku Com Cl A (ROKU) | 4.1 | $5.4M | 16k | 332.02 | |
| Elastic N V Ord Shs (ESTC) | 3.9 | $5.1M | 35k | 146.12 | |
| Sarepta Therapeutics (SRPT) | 3.9 | $5.1M | 30k | 170.50 | |
| Pinterest Cl A (PINS) | 3.8 | $5.0M | 75k | 65.89 | |
| Netflix (NFLX) | 3.2 | $4.2M | 7.7k | 540.79 | |
| Coupa Software | 3.1 | $4.0M | 12k | 338.88 | |
| Alnylam Pharmaceuticals (ALNY) | 2.9 | $3.8M | 30k | 129.96 | |
| Arrowhead Pharmaceuticals (ARWR) | 2.8 | $3.7M | 48k | 76.72 | |
| Draftkings Com Cl A | 2.8 | $3.6M | 78k | 46.56 | |
| Twilio Cl A (TWLO) | 2.6 | $3.5M | 10k | 338.52 | |
| The Trade Desk Com Cl A (TTD) | 2.5 | $3.3M | 4.1k | 801.07 | |
| Etsy (ETSY) | 2.4 | $3.2M | 18k | 177.93 | |
| Mongodb Cl A (MDB) | 2.1 | $2.7M | 7.6k | 358.98 | |
| Paypal Holdings (PYPL) | 2.0 | $2.6M | 11k | 234.19 | |
| Argenx Se Sponsored Adr (ARGX) | 2.0 | $2.6M | 8.8k | 294.04 | |
| Revance Therapeutics (RVNC) | 1.9 | $2.5M | 89k | 28.34 | |
| Workday Cl A (WDAY) | 1.8 | $2.4M | 9.9k | 239.59 | |
| Beam Therapeutics (BEAM) | 1.8 | $2.3M | 28k | 81.65 | |
| Ionis Pharmaceuticals (IONS) | 1.7 | $2.3M | 40k | 56.55 | |
| Uber Technologies (UBER) | 1.6 | $2.1M | 41k | 51.01 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 1.6 | $2.0M | 12k | 166.80 | |
| Facebook Cl A (META) | 1.5 | $1.9M | 7.0k | 273.22 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.3 | $1.8M | 8.3k | 211.79 | |
| Tradeweb Mkts Cl A (TW) | 1.2 | $1.5M | 24k | 62.47 | |
| Unity Software (U) | 1.1 | $1.5M | 9.8k | 153.43 | |
| Avalara | 1.1 | $1.4M | 8.4k | 164.89 | |
| Dicerna Pharmaceuticals | 1.0 | $1.3M | 61k | 22.03 | |
| Dex (DXCM) | 0.9 | $1.2M | 3.2k | 369.62 | |
| MercadoLibre (MELI) | 0.7 | $957k | 571.00 | 1676.01 | |
| Visa Com Cl A (V) | 0.3 | $337k | 1.5k | 218.83 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $312k | 178.00 | 1752.81 | |
| Spotify Technology S A SHS (SPOT) | 0.2 | $311k | 988.00 | 314.78 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $283k | 565.00 | 500.88 | |
| salesforce (CRM) | 0.2 | $263k | 1.2k | 222.88 | |
| Anaplan | 0.2 | $251k | 3.5k | 71.71 |
