Evolutionary Tree Capital Management

Evolutionary Tree Capital Management as of June 30, 2022

Portfolio Holdings for Evolutionary Tree Capital Management

Evolutionary Tree Capital Management holds 35 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Hubspot (HUBS) 7.4 $6.8M 23k 300.64
Ncino (NCNO) 6.5 $5.9M 192k 30.92
Alphabet Cap Stk Cl A (GOOGL) 6.0 $5.5M 2.5k 2179.32
Servicenow (NOW) 5.3 $4.9M 10k 475.51
Amazon (AMZN) 5.1 $4.7M 44k 106.21
Bumble Com Cl A (BMBL) 4.8 $4.4M 156k 28.15
Caci Intl Cl A (CACI) 4.2 $3.8M 14k 281.79
Microsoft Corporation (MSFT) 4.2 $3.8M 15k 256.83
Sarepta Therapeutics (SRPT) 4.1 $3.8M 50k 74.96
Avalara 3.9 $3.6M 51k 70.59
Axon Enterprise (AXON) 3.8 $3.5M 38k 93.18
Argenx Se Sponsored Adr (ARGX) 3.1 $2.9M 7.6k 378.87
Charles River Laboratories (CRL) 3.0 $2.8M 13k 213.97
Nextdoor Holdings Com Cl A (KIND) 2.5 $2.3M 706k 3.31
Shockwave Med (SWAV) 2.5 $2.3M 12k 191.19
Arrowhead Pharmaceuticals (ARWR) 2.5 $2.3M 65k 35.21
Tradeweb Mkts Cl A (TW) 2.5 $2.3M 33k 68.25
Fiverr Intl Ord Shs (FVRR) 2.4 $2.2M 65k 34.39
Mongodb Cl A (MDB) 2.4 $2.2M 8.5k 259.51
Dex (DXCM) 2.3 $2.1M 29k 74.51
Ascendis Pharma A/s Sponsored Adr (ASND) 2.3 $2.1M 23k 92.94
Charles Schwab Corporation (SCHW) 2.3 $2.1M 33k 63.17
Digitalocean Hldgs (DOCN) 2.1 $2.0M 47k 41.36
Sea Sponsord Ads (SE) 2.1 $1.9M 29k 66.85
Revance Therapeutics (RVNC) 2.0 $1.9M 134k 13.82
Airbnb Com Cl A (ABNB) 2.0 $1.9M 21k 89.09
Twilio Cl A (TWLO) 1.7 $1.6M 19k 83.84
10x Genomics Cl A Com (TXG) 1.6 $1.5M 33k 45.25
Beam Therapeutics (BEAM) 1.3 $1.2M 32k 38.72
Snowflake Cl A (SNOW) 1.1 $965k 6.9k 139.11
Block Cl A (SQ) 1.0 $924k 15k 61.46
Etsy (ETSY) 0.8 $693k 9.5k 73.23
Nyxoah S A SHS (NYXH) 0.5 $501k 54k 9.22
Visa Com Cl A (V) 0.3 $303k 1.5k 196.75
Adobe Systems Incorporated (ADBE) 0.2 $207k 565.00 366.37