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 |