Evolutionary Tree Capital Management as of March 31, 2024
Portfolio Holdings for Evolutionary Tree Capital Management
Evolutionary Tree Capital Management holds 36 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.1 | $9.1M | 22k | 420.72 | |
| Amazon (AMZN) | 9.0 | $8.9M | 50k | 180.38 | |
| Servicenow (NOW) | 7.4 | $7.3M | 9.6k | 762.40 | |
| Hubspot (HUBS) | 6.0 | $6.0M | 9.5k | 626.56 | |
| Axon Enterprise (AXON) | 4.7 | $4.7M | 15k | 312.88 | |
| Uber Technologies (UBER) | 4.2 | $4.2M | 54k | 76.99 | |
| Draftkings Com Cl A (DKNG) | 3.5 | $3.4M | 76k | 45.41 | |
| Sarepta Therapeutics (SRPT) | 3.4 | $3.4M | 26k | 129.46 | |
| MercadoLibre (MELI) | 3.1 | $3.1M | 2.1k | 1511.96 | |
| Visa Com Cl A (V) | 3.1 | $3.0M | 11k | 279.08 | |
| Netflix (NFLX) | 3.0 | $3.0M | 4.9k | 607.33 | |
| Workday Cl A (WDAY) | 2.6 | $2.6M | 9.6k | 272.75 | |
| Meta Platforms Cl A (META) | 2.6 | $2.6M | 5.4k | 485.58 | |
| Shopify Cl A (SHOP) | 2.5 | $2.5M | 32k | 77.17 | |
| Procept Biorobotics Corp (PRCT) | 2.5 | $2.5M | 50k | 49.42 | |
| Inspire Med Sys (INSP) | 2.5 | $2.4M | 11k | 214.79 | |
| Palo Alto Networks (PANW) | 2.4 | $2.4M | 8.4k | 284.13 | |
| The Trade Desk Com Cl A (TTD) | 2.3 | $2.3M | 27k | 87.42 | |
| Monday SHS (MNDY) | 2.3 | $2.2M | 9.9k | 225.87 | |
| Gitlab Class A Com (GTLB) | 2.2 | $2.2M | 37k | 58.32 | |
| Mongodb Cl A (MDB) | 2.1 | $2.1M | 5.9k | 358.64 | |
| Cyberark Software SHS (CYBR) | 2.1 | $2.1M | 7.9k | 265.63 | |
| Airbnb Com Cl A (ABNB) | 2.1 | $2.1M | 13k | 164.96 | |
| Snowflake Cl A (SNOW) | 2.1 | $2.1M | 13k | 161.60 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 2.1 | $2.1M | 14k | 151.17 | |
| Sweetgreen Com Cl A (SG) | 1.7 | $1.6M | 65k | 25.26 | |
| Krystal Biotech (KRYS) | 1.6 | $1.6M | 9.1k | 177.93 | |
| Abbott Laboratories (ABT) | 1.5 | $1.5M | 13k | 113.66 | |
| Argenx Se Sponsored Adr (ARGX) | 1.4 | $1.4M | 3.5k | 393.72 | |
| Zscaler Incorporated (ZS) | 1.3 | $1.3M | 6.7k | 192.63 | |
| Arrowhead Pharmaceuticals (ARWR) | 1.3 | $1.3M | 45k | 28.60 | |
| Intellia Therapeutics (NTLA) | 1.0 | $1.0M | 37k | 27.51 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $390k | 2.6k | 150.93 | |
| Spotify Technology S A SHS (SPOT) | 0.4 | $360k | 1.4k | 263.90 | |
| salesforce (CRM) | 0.4 | $355k | 1.2k | 301.18 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $285k | 565.00 | 504.60 |
