Evolutionary Tree Capital Management as of Sept. 30, 2022
Portfolio Holdings for Evolutionary Tree Capital Management
Evolutionary Tree Capital Management holds 33 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ncino (NCNO) | 8.2 | $8.5M | 250k | 34.11 | |
| Hubspot (HUBS) | 7.1 | $7.4M | 27k | 270.11 | |
| Sarepta Therapeutics (SRPT) | 6.4 | $6.7M | 60k | 110.54 | |
| Amazon (AMZN) | 5.6 | $5.8M | 52k | 113.00 | |
| Axon Enterprise (AXON) | 5.2 | $5.4M | 47k | 115.74 | |
| Revance Therapeutics (RVNC) | 5.0 | $5.2M | 192k | 27.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.9 | $5.1M | 54k | 95.64 | |
| Servicenow (NOW) | 4.5 | $4.6M | 12k | 377.57 | |
| Microsoft Corporation (MSFT) | 4.1 | $4.3M | 19k | 232.88 | |
| Inspire Med Sys (INSP) | 3.5 | $3.6M | 20k | 177.39 | |
| Tradeweb Mkts Cl A (TW) | 3.3 | $3.4M | 60k | 56.42 | |
| Charles River Laboratories (CRL) | 3.2 | $3.3M | 17k | 196.83 | |
| Nextdoor Holdings Com Cl A (KIND) | 3.0 | $3.1M | 1.1M | 2.79 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 2.9 | $3.0M | 29k | 103.27 | |
| The Trade Desk Com Cl A (TTD) | 2.8 | $2.9M | 49k | 59.76 | |
| Bumble Com Cl A (BMBL) | 2.7 | $2.8M | 131k | 21.49 | |
| Digitalocean Hldgs (DOCN) | 2.7 | $2.8M | 77k | 36.17 | |
| Argenx Se Sponsored Adr (ARGX) | 2.5 | $2.6M | 7.3k | 353.09 | |
| Arrowhead Pharmaceuticals (ARWR) | 2.4 | $2.5M | 77k | 33.04 | |
| Airbnb Com Cl A (ABNB) | 2.4 | $2.5M | 24k | 105.03 | |
| Gitlab Class A Com (GTLB) | 2.2 | $2.3M | 46k | 51.22 | |
| Caci Intl Cl A (CACI) | 2.2 | $2.3M | 8.7k | 261.09 | |
| Fiverr Intl Ord Shs (FVRR) | 2.0 | $2.0M | 66k | 30.59 | |
| Snowflake Cl A (SNOW) | 1.8 | $1.9M | 11k | 169.98 | |
| Charles Schwab Corporation (SCHW) | 1.8 | $1.8M | 26k | 71.86 | |
| Mongodb Cl A (MDB) | 1.5 | $1.6M | 7.8k | 198.57 | |
| Sea Sponsord Ads (SE) | 1.4 | $1.5M | 26k | 56.06 | |
| Stryker Corporation (SYK) | 1.3 | $1.4M | 6.8k | 202.53 | |
| Block Cl A (SQ) | 0.9 | $967k | 18k | 54.98 | |
| Etsy (ETSY) | 0.9 | $948k | 9.5k | 100.18 | |
| Beam Therapeutics (BEAM) | 0.9 | $909k | 19k | 47.63 | |
| Nyxoah S A SHS (NYXH) | 0.3 | $342k | 54k | 6.29 | |
| Visa Com Cl A (V) | 0.3 | $274k | 1.5k | 177.92 |
