Evolutionary Tree Capital Management as of Sept. 30, 2024
Portfolio Holdings for Evolutionary Tree Capital Management
Evolutionary Tree Capital Management holds 33 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.0 | $8.9M | 21k | 430.30 | |
| Amazon (AMZN) | 8.9 | $8.9M | 48k | 186.33 | |
| Servicenow (NOW) | 6.5 | $6.5M | 7.3k | 894.39 | |
| Axon Enterprise (AXON) | 5.8 | $5.8M | 15k | 399.60 | |
| Procept Biorobotics Corp (PRCT) | 5.6 | $5.6M | 70k | 80.12 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 4.9 | $4.9M | 33k | 149.31 | |
| MercadoLibre (MELI) | 4.3 | $4.3M | 2.1k | 2051.96 | |
| Meta Platforms Cl A (META) | 4.3 | $4.3M | 7.5k | 572.44 | |
| Uber Technologies (UBER) | 3.9 | $3.9M | 52k | 75.16 | |
| Hubspot (HUBS) | 3.4 | $3.4M | 6.5k | 531.60 | |
| Netflix (NFLX) | 3.4 | $3.4M | 4.8k | 709.27 | |
| Shopify Cl A (SHOP) | 3.3 | $3.3M | 41k | 80.14 | |
| Monday SHS (MNDY) | 3.2 | $3.2M | 12k | 277.77 | |
| Sweetgreen Com Cl A (SG) | 2.9 | $2.9M | 82k | 35.45 | |
| Visa Com Cl A (V) | 2.9 | $2.9M | 11k | 274.95 | |
| Sarepta Therapeutics (SRPT) | 2.9 | $2.9M | 23k | 124.89 | |
| Workday Cl A (WDAY) | 2.8 | $2.8M | 11k | 244.41 | |
| Draftkings Com Cl A (DKNG) | 2.7 | $2.7M | 68k | 39.20 | |
| Cyberark Software SHS (CYBR) | 2.6 | $2.6M | 8.8k | 291.61 | |
| Argenx Se Sponsored Adr (ARGX) | 2.3 | $2.3M | 4.2k | 542.08 | |
| Inspire Med Sys (INSP) | 2.2 | $2.2M | 10k | 211.05 | |
| Intuitive Surgical Com New (ISRG) | 2.1 | $2.1M | 4.3k | 491.27 | |
| The Trade Desk Com Cl A (TTD) | 1.8 | $1.8M | 17k | 109.65 | |
| Krystal Biotech (KRYS) | 1.7 | $1.7M | 9.1k | 182.03 | |
| Palo Alto Networks (PANW) | 1.6 | $1.6M | 4.8k | 341.80 | |
| Zscaler Incorporated (ZS) | 1.4 | $1.4M | 8.2k | 170.94 | |
| Airbnb Com Cl A (ABNB) | 1.3 | $1.3M | 11k | 126.81 | |
| Intellia Therapeutics (NTLA) | 0.7 | $727k | 35k | 20.55 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $418k | 2.5k | 165.85 | |
| salesforce (CRM) | 0.3 | $323k | 1.2k | 273.71 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $293k | 565.00 | 517.78 | |
| Spotify Technology S A SHS (SPOT) | 0.2 | $243k | 659.00 | 368.53 | |
| Booking Holdings (BKNG) | 0.2 | $202k | 48.00 | 4212.12 |
