Evolutionary Tree Capital Management as of Dec. 31, 2022
Portfolio Holdings for Evolutionary Tree Capital Management
Evolutionary Tree Capital Management holds 32 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sarepta Therapeutics (SRPT) | 7.9 | $8.3M | 64k | 129.58 | |
| Hubspot (HUBS) | 7.7 | $8.0M | 28k | 289.13 | |
| Inspire Med Sys (INSP) | 6.8 | $7.0M | 28k | 251.88 | |
| Ncino (NCNO) | 6.7 | $7.0M | 264k | 26.44 | |
| Microsoft Corporation (MSFT) | 5.1 | $5.3M | 22k | 239.82 | |
| Servicenow (NOW) | 4.9 | $5.1M | 13k | 388.27 | |
| Axon Enterprise (AXON) | 4.7 | $4.9M | 30k | 165.93 | |
| Tradeweb Mkts Cl A (TW) | 4.6 | $4.8M | 74k | 64.93 | |
| Amazon (AMZN) | 4.5 | $4.7M | 56k | 84.00 | |
| Arrowhead Pharmaceuticals (ARWR) | 3.6 | $3.7M | 92k | 40.56 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $3.7M | 41k | 88.23 | |
| Charles River Laboratories (CRL) | 3.3 | $3.4M | 16k | 217.90 | |
| Revance Therapeutics (RVNC) | 3.2 | $3.3M | 181k | 18.46 | |
| Argenx Se Sponsored Adr (ARGX) | 2.8 | $2.9M | 7.7k | 378.83 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 2.6 | $2.7M | 22k | 122.13 | |
| Caci Intl Cl A (CACI) | 2.5 | $2.6M | 8.7k | 300.59 | |
| Visa Com Cl A (V) | 2.5 | $2.6M | 12k | 207.76 | |
| The Trade Desk Com Cl A (TTD) | 2.3 | $2.4M | 53k | 44.83 | |
| Mongodb Cl A (MDB) | 2.3 | $2.4M | 12k | 196.84 | |
| Bumble Com Cl A (BMBL) | 2.2 | $2.2M | 107k | 21.05 | |
| Sea Sponsord Ads (SE) | 2.1 | $2.2M | 43k | 52.03 | |
| Gitlab Class A Com (GTLB) | 2.0 | $2.1M | 46k | 45.44 | |
| Airbnb Com Cl A (ABNB) | 2.0 | $2.1M | 24k | 85.50 | |
| Fiverr Intl Ord Shs (FVRR) | 1.9 | $1.9M | 67k | 29.14 | |
| Charles Schwab Corporation (SCHW) | 1.7 | $1.8M | 22k | 83.26 | |
| Snowflake Cl A (SNOW) | 1.6 | $1.6M | 11k | 143.54 | |
| Digitalocean Hldgs (DOCN) | 1.5 | $1.6M | 62k | 25.47 | |
| Stryker Corporation (SYK) | 1.3 | $1.3M | 5.5k | 244.49 | |
| Etsy (ETSY) | 1.1 | $1.1M | 9.5k | 119.78 | |
| Block Cl A (SQ) | 0.9 | $905k | 14k | 62.84 | |
| Nyxoah S A SHS (NYXH) | 0.3 | $272k | 54k | 5.00 | |
| MercadoLibre (MELI) | 0.2 | $203k | 240.00 | 846.24 |
