Evolutionary Tree Capital Management as of March 31, 2023
Portfolio Holdings for Evolutionary Tree Capital Management
Evolutionary Tree Capital Management holds 31 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.9 | $6.4M | 22k | 288.30 | |
| Hubspot (HUBS) | 8.0 | $5.7M | 13k | 428.75 | |
| Servicenow (NOW) | 7.6 | $5.5M | 12k | 464.72 | |
| Amazon (AMZN) | 7.2 | $5.2M | 51k | 103.29 | |
| Sarepta Therapeutics (SRPT) | 6.9 | $5.0M | 36k | 137.83 | |
| Visa Com Cl A (V) | 5.0 | $3.6M | 16k | 225.46 | |
| Inspire Med Sys (INSP) | 4.6 | $3.3M | 14k | 234.07 | |
| Ncino (NCNO) | 4.3 | $3.1M | 125k | 24.78 | |
| Airbnb Com Cl A (ABNB) | 3.7 | $2.7M | 22k | 124.40 | |
| MercadoLibre (MELI) | 3.3 | $2.4M | 1.8k | 1318.06 | |
| Axon Enterprise (AXON) | 3.2 | $2.3M | 10k | 224.85 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $2.2M | 21k | 103.73 | |
| Revance Therapeutics (RVNC) | 3.0 | $2.2M | 67k | 32.21 | |
| Uber Technologies (UBER) | 3.0 | $2.1M | 68k | 31.70 | |
| Sea Sponsord Ads (SE) | 2.9 | $2.1M | 25k | 86.55 | |
| The Trade Desk Com Cl A (TTD) | 2.7 | $1.9M | 32k | 60.91 | |
| Tradeweb Mkts Cl A (TW) | 2.6 | $1.9M | 24k | 79.02 | |
| Snowflake Cl A (SNOW) | 2.1 | $1.5M | 10k | 154.29 | |
| Argenx Se Sponsored Adr (ARGX) | 2.0 | $1.4M | 3.8k | 372.58 | |
| Mongodb Cl A (MDB) | 1.9 | $1.4M | 6.0k | 233.12 | |
| Arrowhead Pharmaceuticals (ARWR) | 1.8 | $1.3M | 52k | 25.40 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 1.6 | $1.1M | 11k | 107.22 | |
| Stryker Corporation (SYK) | 1.6 | $1.1M | 4.0k | 285.47 | |
| Charles River Laboratories (CRL) | 1.6 | $1.1M | 5.6k | 201.82 | |
| Caci Intl Cl A (CACI) | 1.6 | $1.1M | 3.8k | 296.28 | |
| Procept Biorobotics Corp (PRCT) | 1.4 | $977k | 34k | 28.40 | |
| Fiverr Intl Ord Shs (FVRR) | 1.3 | $964k | 28k | 34.92 | |
| Bumble Com Cl A (BMBL) | 1.3 | $945k | 48k | 19.55 | |
| Block Cl A (SQ) | 1.2 | $896k | 13k | 68.65 | |
| salesforce (CRM) | 0.3 | $236k | 1.2k | 199.78 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $218k | 565.00 | 385.37 |
