Evolutionary Tree Capital Management as of Dec. 31, 2021
Portfolio Holdings for Evolutionary Tree Capital Management
Evolutionary Tree Capital Management holds 41 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ncino | 5.4 | $11M | 206k | 54.86 | |
| Twilio Cl A (TWLO) | 5.1 | $11M | 40k | 263.35 | |
| Hubspot (HUBS) | 5.0 | $10M | 16k | 659.17 | |
| Pinterest Cl A (PINS) | 4.9 | $10M | 282k | 36.35 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.5 | $9.4M | 3.2k | 2896.90 | |
| Nextdoor Holdings Com Cl A (KIND) | 4.2 | $8.8M | 1.1M | 7.89 | |
| Sarepta Therapeutics (SRPT) | 4.2 | $8.7M | 97k | 90.05 | |
| Servicenow (NOW) | 4.1 | $8.6M | 13k | 649.11 | |
| Avalara | 4.1 | $8.6M | 66k | 129.11 | |
| Argenx Se Sponsored Adr (ARGX) | 4.1 | $8.5M | 24k | 350.18 | |
| Sea Sponsord Ads (SE) | 3.9 | $8.2M | 37k | 223.72 | |
| Bumble Com Cl A (BMBL) | 3.9 | $8.1M | 239k | 33.86 | |
| Elastic N V Ord Shs (ESTC) | 3.9 | $8.0M | 65k | 123.08 | |
| Arrowhead Pharmaceuticals (ARWR) | 3.7 | $7.7M | 116k | 66.30 | |
| Netflix (NFLX) | 3.2 | $6.7M | 11k | 602.42 | |
| Zscaler Incorporated (ZS) | 3.0 | $6.2M | 19k | 321.32 | |
| Amazon (AMZN) | 2.9 | $6.1M | 1.8k | 3334.24 | |
| Paypal Holdings (PYPL) | 2.8 | $5.8M | 31k | 188.58 | |
| Farfetch Ord Sh Cl A (FTCHF) | 2.8 | $5.8M | 174k | 33.43 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 2.8 | $5.7M | 43k | 134.53 | |
| Roku Com Cl A (ROKU) | 2.7 | $5.5M | 24k | 228.20 | |
| Docusign (DOCU) | 2.1 | $4.3M | 28k | 152.30 | |
| Peloton Interactive Cl A Com (PTON) | 2.0 | $4.1M | 114k | 35.76 | |
| Revance Therapeutics (RVNC) | 1.9 | $4.1M | 249k | 16.32 | |
| Beam Therapeutics (BEAM) | 1.8 | $3.8M | 48k | 79.70 | |
| Block Cl A (SQ) | 1.7 | $3.5M | 21k | 161.53 | |
| Dex (DXCM) | 1.5 | $3.1M | 5.9k | 536.98 | |
| Snap Cl A (SNAP) | 1.4 | $3.0M | 64k | 47.03 | |
| Digitalocean Hldgs (DOCN) | 1.2 | $2.4M | 31k | 80.34 | |
| Zoom Video Communications In Cl A (ZM) | 1.1 | $2.4M | 13k | 183.93 | |
| Dermtech Ord ord (DMTK) | 1.1 | $2.3M | 143k | 15.80 | |
| Etsy (ETSY) | 1.0 | $2.1M | 9.7k | 218.96 | |
| Nyxoah S A SHS (NYXH) | 0.7 | $1.4M | 62k | 23.00 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $519k | 1.1k | 474.84 | |
| The Trade Desk Com Cl A (TTD) | 0.2 | $435k | 4.8k | 91.58 | |
| MercadoLibre (MELI) | 0.2 | $376k | 279.00 | 1347.67 | |
| Spotify Technology S A SHS (SPOT) | 0.2 | $336k | 1.4k | 233.82 | |
| Visa Com Cl A (V) | 0.2 | $334k | 1.5k | 216.88 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $320k | 565.00 | 566.37 | |
| salesforce (CRM) | 0.1 | $300k | 1.2k | 254.24 | |
| Meta Platforms Cl A (META) | 0.1 | $230k | 685.00 | 335.77 |
