Evolutionary Tree Capital Management as of June 30, 2023
Portfolio Holdings for Evolutionary Tree Capital Management
Evolutionary Tree Capital Management holds 35 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.2 | $7.7M | 23k | 340.54 | |
| Amazon (AMZN) | 8.0 | $6.7M | 51k | 130.36 | |
| Servicenow (NOW) | 8.0 | $6.7M | 12k | 561.97 | |
| Hubspot (HUBS) | 7.6 | $6.3M | 12k | 532.09 | |
| Inspire Med Sys (INSP) | 5.1 | $4.2M | 13k | 324.64 | |
| Visa Com Cl A (V) | 4.6 | $3.8M | 16k | 237.48 | |
| Ncino (NCNO) | 4.1 | $3.4M | 114k | 30.12 | |
| Uber Technologies (UBER) | 4.1 | $3.4M | 78k | 43.17 | |
| Airbnb Com Cl A (ABNB) | 3.4 | $2.8M | 22k | 128.16 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $2.6M | 22k | 119.70 | |
| Axon Enterprise (AXON) | 3.1 | $2.5M | 13k | 195.12 | |
| The Trade Desk Com Cl A (TTD) | 3.0 | $2.5M | 32k | 77.22 | |
| Sarepta Therapeutics (SRPT) | 2.7 | $2.3M | 20k | 114.52 | |
| MercadoLibre (MELI) | 2.6 | $2.2M | 1.8k | 1184.60 | |
| Palo Alto Networks (PANW) | 2.3 | $1.9M | 7.5k | 255.51 | |
| Arrowhead Pharmaceuticals (ARWR) | 2.2 | $1.9M | 52k | 35.66 | |
| Snowflake Cl A (SNOW) | 2.2 | $1.8M | 10k | 175.98 | |
| Floor & Decor Hldgs Cl A (FND) | 1.9 | $1.6M | 15k | 103.96 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 1.8 | $1.5M | 17k | 89.25 | |
| Revance Therapeutics (RVNC) | 1.8 | $1.5M | 59k | 25.31 | |
| Argenx Se Sponsored Adr (ARGX) | 1.8 | $1.5M | 3.8k | 389.73 | |
| Mongodb Cl A (MDB) | 1.8 | $1.5M | 3.6k | 410.99 | |
| Procept Biorobotics Corp (PRCT) | 1.8 | $1.5M | 41k | 35.35 | |
| Sea Sponsord Ads (SE) | 1.7 | $1.4M | 25k | 58.04 | |
| Abbott Laboratories (ABT) | 1.6 | $1.3M | 12k | 109.02 | |
| Arista Networks (ANET) | 1.6 | $1.3M | 8.1k | 162.06 | |
| Charles River Laboratories (CRL) | 1.4 | $1.2M | 5.7k | 210.25 | |
| Block Cl A (SQ) | 1.3 | $1.1M | 17k | 66.57 | |
| Tradeweb Mkts Cl A (TW) | 1.3 | $1.1M | 16k | 68.48 | |
| Monday SHS (MNDY) | 1.3 | $1.1M | 6.2k | 171.22 | |
| Caci Intl Cl A (CACI) | 1.1 | $891k | 2.6k | 340.84 | |
| Stryker Corporation (SYK) | 1.0 | $809k | 2.7k | 305.09 | |
| Bumble Com Cl A (BMBL) | 0.9 | $785k | 47k | 16.78 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $276k | 565.00 | 488.99 | |
| salesforce (CRM) | 0.3 | $249k | 1.2k | 211.26 |
