Evolutionary Tree Capital Management as of Sept. 30, 2023
Portfolio Holdings for Evolutionary Tree Capital Management
Evolutionary Tree Capital Management holds 31 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.8 | $6.8M | 22k | 315.75 | |
| Amazon (AMZN) | 8.8 | $6.8M | 53k | 127.12 | |
| Servicenow (NOW) | 8.2 | $6.3M | 11k | 558.96 | |
| Hubspot (HUBS) | 7.4 | $5.7M | 12k | 492.50 | |
| Visa Com Cl A (V) | 4.7 | $3.6M | 16k | 230.01 | |
| Uber Technologies (UBER) | 4.5 | $3.5M | 77k | 45.99 | |
| Inspire Med Sys (INSP) | 4.3 | $3.3M | 17k | 198.44 | |
| Axon Enterprise (AXON) | 4.2 | $3.3M | 16k | 198.99 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.7 | $2.9M | 22k | 130.86 | |
| Ncino (NCNO) | 3.4 | $2.6M | 83k | 31.80 | |
| MercadoLibre (MELI) | 3.4 | $2.6M | 2.1k | 1267.88 | |
| Airbnb Com Cl A (ABNB) | 3.1 | $2.4M | 17k | 137.21 | |
| The Trade Desk Com Cl A (TTD) | 2.9 | $2.3M | 29k | 78.15 | |
| Workday Cl A (WDAY) | 2.9 | $2.3M | 11k | 214.85 | |
| Palo Alto Networks (PANW) | 2.8 | $2.1M | 9.1k | 234.44 | |
| Sarepta Therapeutics (SRPT) | 2.6 | $2.0M | 17k | 121.22 | |
| Argenx Se Sponsored Adr (ARGX) | 2.2 | $1.7M | 3.4k | 491.63 | |
| Procept Biorobotics Corp (PRCT) | 2.1 | $1.6M | 49k | 32.81 | |
| Datadog Cl A Com (DDOG) | 2.1 | $1.6M | 18k | 91.09 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 2.0 | $1.6M | 17k | 93.64 | |
| Snowflake Cl A (SNOW) | 2.0 | $1.5M | 10k | 152.77 | |
| Abbott Laboratories (ABT) | 2.0 | $1.5M | 16k | 96.85 | |
| Mongodb Cl A (MDB) | 1.9 | $1.5M | 4.4k | 345.86 | |
| Arista Networks (ANET) | 1.9 | $1.4M | 7.8k | 183.93 | |
| Arrowhead Pharmaceuticals (ARWR) | 1.8 | $1.4M | 51k | 26.87 | |
| Floor & Decor Hldgs Cl A (FND) | 1.7 | $1.3M | 15k | 90.50 | |
| Sea Sponsord Ads (SE) | 1.5 | $1.2M | 27k | 43.95 | |
| Tradeweb Mkts Cl A (TW) | 1.3 | $1.0M | 13k | 80.20 | |
| Monday SHS (MNDY) | 1.3 | $1.0M | 6.3k | 159.22 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $288k | 565.00 | 509.90 | |
| salesforce (CRM) | 0.3 | $239k | 1.2k | 202.78 |
