Evolutionary Tree Capital Management as of June 30, 2024
Portfolio Holdings for Evolutionary Tree Capital Management
Evolutionary Tree Capital Management holds 35 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.8 | $9.5M | 21k | 446.95 | |
| Amazon (AMZN) | 9.7 | $9.4M | 49k | 193.25 | |
| Servicenow (NOW) | 7.5 | $7.3M | 9.3k | 786.67 | |
| Hubspot (HUBS) | 4.9 | $4.8M | 8.1k | 589.79 | |
| Axon Enterprise (AXON) | 4.6 | $4.4M | 15k | 294.24 | |
| Procept Biorobotics Corp (PRCT) | 4.2 | $4.0M | 66k | 61.09 | |
| Uber Technologies (UBER) | 4.0 | $3.9M | 53k | 72.68 | |
| MercadoLibre (MELI) | 3.5 | $3.4M | 2.1k | 1643.40 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 3.5 | $3.4M | 25k | 136.38 | |
| Sarepta Therapeutics (SRPT) | 3.4 | $3.3M | 21k | 158.00 | |
| Netflix (NFLX) | 3.4 | $3.3M | 4.9k | 674.88 | |
| Meta Platforms Cl A (META) | 3.3 | $3.2M | 6.4k | 504.22 | |
| Visa Com Cl A (V) | 2.9 | $2.8M | 11k | 262.47 | |
| Shopify Cl A (SHOP) | 2.9 | $2.8M | 42k | 66.05 | |
| Workday Cl A (WDAY) | 2.6 | $2.6M | 12k | 223.56 | |
| Monday SHS (MNDY) | 2.6 | $2.6M | 11k | 240.76 | |
| Draftkings Com Cl A (DKNG) | 2.4 | $2.3M | 61k | 38.17 | |
| Dex (DXCM) | 2.3 | $2.3M | 20k | 113.38 | |
| Cyberark Software SHS (CYBR) | 2.2 | $2.2M | 7.9k | 273.42 | |
| Sweetgreen Com Cl A (SG) | 2.0 | $2.0M | 66k | 30.14 | |
| Intuitive Surgical Com New (ISRG) | 2.0 | $2.0M | 4.5k | 444.85 | |
| Gitlab Class A Com (GTLB) | 1.9 | $1.8M | 37k | 49.72 | |
| Palo Alto Networks (PANW) | 1.7 | $1.7M | 4.9k | 339.01 | |
| The Trade Desk Com Cl A (TTD) | 1.7 | $1.7M | 17k | 97.67 | |
| Krystal Biotech (KRYS) | 1.7 | $1.6M | 8.9k | 183.64 | |
| Airbnb Com Cl A (ABNB) | 1.7 | $1.6M | 11k | 151.63 | |
| Argenx Se Sponsored Adr (ARGX) | 1.5 | $1.5M | 3.4k | 430.04 | |
| Inspire Med Sys (INSP) | 1.5 | $1.4M | 11k | 133.83 | |
| Snowflake Cl A (SNOW) | 1.4 | $1.4M | 10k | 135.09 | |
| Zscaler Incorporated (ZS) | 1.0 | $994k | 5.2k | 192.19 | |
| Intellia Therapeutics (NTLA) | 0.8 | $812k | 36k | 22.38 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $459k | 2.5k | 182.15 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $314k | 565.00 | 555.54 | |
| salesforce (CRM) | 0.3 | $303k | 1.2k | 257.10 | |
| Spotify Technology S A SHS (SPOT) | 0.2 | $207k | 659.00 | 313.79 |
