Evolutionary Tree Capital Management as of March 31, 2022
Portfolio Holdings for Evolutionary Tree Capital Management
Evolutionary Tree Capital Management holds 38 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hubspot (HUBS) | 7.8 | $11M | 24k | 474.96 | |
| Bumble Com Cl A (BMBL) | 5.5 | $7.9M | 271k | 28.98 | |
| Amazon (AMZN) | 5.4 | $7.8M | 2.4k | 3260.09 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.2 | $7.5M | 2.7k | 2781.39 | |
| Ncino (NCNO) | 5.2 | $7.5M | 183k | 40.98 | |
| Nextdoor Holdings Com Cl A (KIND) | 4.4 | $6.3M | 1.0M | 5.99 | |
| Servicenow (NOW) | 4.3 | $6.2M | 11k | 556.89 | |
| Avalara | 4.2 | $6.1M | 61k | 99.52 | |
| Twilio Cl A (TWLO) | 4.2 | $6.0M | 36k | 164.81 | |
| Fiverr Intl Ord Shs (FVRR) | 3.3 | $4.7M | 62k | 76.07 | |
| Sarepta Therapeutics (SRPT) | 3.2 | $4.6M | 59k | 78.11 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 3.1 | $4.4M | 38k | 117.36 | |
| Argenx Se Sponsored Adr (ARGX) | 3.1 | $4.4M | 14k | 315.33 | |
| Zscaler Incorporated (ZS) | 2.9 | $4.1M | 17k | 241.27 | |
| 10x Genomics Cl A Com (TXG) | 2.9 | $4.1M | 54k | 76.08 | |
| Arrowhead Pharmaceuticals (ARWR) | 2.8 | $4.1M | 89k | 45.99 | |
| Netflix (NFLX) | 2.8 | $4.0M | 11k | 374.56 | |
| Axon Enterprise (AXON) | 2.8 | $4.0M | 29k | 137.73 | |
| Caci Intl Cl A (CACI) | 2.8 | $4.0M | 13k | 301.30 | |
| Sea Sponsord Ads (SE) | 2.6 | $3.7M | 31k | 119.78 | |
| Block Cl A (SQ) | 2.5 | $3.6M | 27k | 135.60 | |
| Revance Therapeutics (RVNC) | 2.4 | $3.4M | 176k | 19.50 | |
| Farfetch Ord Sh Cl A (FTCHF) | 2.2 | $3.1M | 208k | 15.12 | |
| Digitalocean Hldgs (DOCN) | 2.0 | $2.9M | 50k | 57.84 | |
| Dex (DXCM) | 2.0 | $2.8M | 5.5k | 511.57 | |
| Freshworks Class A Com (FRSH) | 2.0 | $2.8M | 157k | 17.92 | |
| Docusign (DOCU) | 1.7 | $2.4M | 22k | 107.13 | |
| Snap Cl A (SNAP) | 1.4 | $2.0M | 56k | 35.99 | |
| Beam Therapeutics (BEAM) | 1.4 | $2.0M | 34k | 57.30 | |
| Dermtech Ord ord (DMTK) | 1.4 | $1.9M | 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 |
