Evolutionary Tree Capital Management

Evolutionary Tree Capital Management as of Dec. 31, 2023

Portfolio Holdings for Evolutionary Tree Capital Management

Evolutionary Tree Capital Management holds 33 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 9.0 $8.2M 22k 376.04
Amazon (AMZN) 9.0 $8.2M 54k 151.94
Servicenow (NOW) 8.0 $7.2M 10k 706.49
Hubspot (HUBS) 7.6 $6.9M 12k 580.54
Axon Enterprise (AXON) 4.7 $4.3M 17k 258.33
Visa Com Cl A (V) 4.6 $4.2M 16k 260.35
Uber Technologies (UBER) 3.7 $3.4M 54k 61.57
MercadoLibre (MELI) 3.6 $3.3M 2.1k 1571.54
Alphabet Cap Stk Cl A (GOOGL) 3.5 $3.2M 23k 139.69
Inspire Med Sys (INSP) 3.2 $2.9M 14k 203.43
Workday Cl A (WDAY) 3.0 $2.7M 9.8k 276.06
Ncino (NCNO) 2.7 $2.5M 73k 33.63
Airbnb Com Cl A (ABNB) 2.6 $2.4M 18k 136.14
The Trade Desk Com Cl A (TTD) 2.3 $2.1M 29k 71.96
Ascendis Pharma A/s Sponsored Adr (ASND) 2.3 $2.1M 17k 125.95
Procept Biorobotics Corp (PRCT) 2.3 $2.1M 49k 41.91
Palo Alto Networks (PANW) 2.3 $2.1M 7.0k 294.88
Shopify Cl A (SHOP) 2.2 $2.0M 26k 77.90
Mongodb Cl A (MDB) 2.2 $2.0M 4.9k 408.85
Snowflake Cl A (SNOW) 2.2 $2.0M 10k 199.00
Draftkings Com Cl A (DKNG) 2.2 $2.0M 57k 35.25
Gitlab Class A Com (GTLB) 2.1 $1.9M 30k 62.96
Sarepta Therapeutics (SRPT) 2.1 $1.9M 20k 96.43
Abbott Laboratories (ABT) 1.9 $1.8M 16k 110.07
Monday SHS (MNDY) 1.8 $1.7M 8.8k 187.81
Arrowhead Pharmaceuticals (ARWR) 1.7 $1.6M 52k 30.60
Arista Networks 1.6 $1.4M 6.1k 235.51
Argenx Se Sponsored Adr (ARGX) 1.5 $1.3M 3.5k 380.43
Krystal Biotech (KRYS) 1.4 $1.3M 11k 124.06
Intellia Therapeutics (NTLA) 1.2 $1.1M 37k 30.49
Adobe Systems Incorporated (ADBE) 0.4 $337k 565.00 596.60
salesforce (CRM) 0.3 $311k 1.2k 263.14
Spotify Technology S A SHS (SPOT) 0.3 $276k 1.5k 187.91