Evolutionary Tree Capital Management as of March 31, 2021
Portfolio Holdings for Evolutionary Tree Capital Management
Evolutionary Tree Capital Management holds 40 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hubspot (HUBS) | 7.8 | $13M | 29k | 454.22 | |
| Sea Sponsord Ads (SE) | 6.7 | $11M | 51k | 223.23 | |
| Zscaler Incorporated (ZS) | 5.8 | $9.8M | 57k | 171.68 | |
| Peloton Interactive Cl A Com (PTON) | 5.4 | $9.1M | 81k | 112.44 | |
| Pinterest Cl A (PINS) | 5.1 | $8.7M | 117k | 74.03 | |
| Draftkings Com Cl A | 3.8 | $6.4M | 104k | 61.33 | |
| Roku Com Cl A (ROKU) | 3.7 | $6.3M | 19k | 325.77 | |
| Ncino | 3.6 | $6.1M | 91k | 66.72 | |
| Elastic N V Ord Shs (ESTC) | 3.6 | $6.1M | 55k | 111.20 | |
| Alnylam Pharmaceuticals (ALNY) | 3.5 | $5.9M | 42k | 141.20 | |
| Servicenow (NOW) | 3.4 | $5.7M | 12k | 500.09 | |
| Amazon (AMZN) | 3.2 | $5.5M | 1.8k | 3094.05 | |
| Twilio Cl A (TWLO) | 3.2 | $5.5M | 16k | 340.74 | |
| Sarepta Therapeutics (SRPT) | 3.0 | $5.1M | 69k | 74.53 | |
| Netflix (NFLX) | 3.0 | $5.1M | 9.8k | 521.62 | |
| Etsy (ETSY) | 3.0 | $5.1M | 25k | 201.67 | |
| Arrowhead Pharmaceuticals (ARWR) | 2.9 | $4.8M | 73k | 66.31 | |
| Coupa Software | 2.8 | $4.8M | 19k | 254.49 | |
| The Trade Desk Com Cl A (TTD) | 2.8 | $4.7M | 7.1k | 651.69 | |
| Revance Therapeutics (RVNC) | 2.5 | $4.2M | 150k | 27.95 | |
| Farfetch Ord Sh Cl A (FTCHF) | 2.4 | $4.1M | 78k | 53.02 | |
| Dicerna Pharmaceuticals | 1.9 | $3.1M | 123k | 25.57 | |
| Beam Therapeutics (BEAM) | 1.8 | $3.1M | 39k | 80.04 | |
| Argenx Se Sponsored Adr (ARGX) | 1.8 | $3.0M | 11k | 275.35 | |
| Paypal Holdings (PYPL) | 1.7 | $2.9M | 12k | 242.85 | |
| Dermtech Ord ord (DMTK) | 1.6 | $2.7M | 54k | 50.78 | |
| Avalara | 1.4 | $2.4M | 18k | 133.45 | |
| Dex (DXCM) | 1.4 | $2.4M | 6.6k | 359.33 | |
| Docusign (DOCU) | 1.3 | $2.3M | 11k | 202.41 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 1.3 | $2.2M | 17k | 128.91 | |
| Uber Technologies (UBER) | 1.2 | $2.0M | 36k | 54.52 | |
| Mongodb Cl A (MDB) | 1.0 | $1.7M | 6.4k | 267.46 | |
| Unity Software (U) | 0.9 | $1.6M | 16k | 100.34 | |
| MercadoLibre (MELI) | 0.5 | $830k | 564.00 | 1471.63 | |
| Visa Com Cl A (V) | 0.2 | $326k | 1.5k | 211.69 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $269k | 565.00 | 476.11 | |
| Spotify Technology S A SHS (SPOT) | 0.2 | $265k | 988.00 | 268.22 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $260k | 126.00 | 2063.49 | |
| salesforce (CRM) | 0.1 | $250k | 1.2k | 211.86 | |
| Facebook Cl A (META) | 0.1 | $202k | 685.00 | 294.89 |
