Evolutionary Tree Capital Management

Evolutionary Tree Capital Management as of Dec. 31, 2024

Portfolio Holdings for Evolutionary Tree Capital Management

Evolutionary Tree Capital Management holds 30 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 9.5 $9.3M 42k 219.39
Microsoft Corporation (MSFT) 7.4 $7.2M 17k 421.50
Servicenow (NOW) 6.6 $6.4M 6.1k 1060.12
Axon Enterprise (AXON) 5.7 $5.6M 9.4k 594.32
Procept Biorobotics Corp (PRCT) 5.0 $4.9M 61k 80.52
Roblox Corp Cl A (RBLX) 4.3 $4.3M 74k 57.86
Meta Platforms Cl A (META) 4.2 $4.2M 7.1k 585.51
Ascendis Pharma A/s Sponsored Adr (ASND) 4.2 $4.1M 30k 137.67
Shopify Cl A (SHOP) 4.2 $4.1M 39k 106.33
Cyberark Software SHS (CYBR) 4.0 $4.0M 12k 333.15
Netflix (NFLX) 4.0 $3.9M 4.4k 891.32
Hubspot (HUBS) 3.9 $3.8M 5.5k 696.77
MercadoLibre (MELI) 3.5 $3.4M 2.0k 1700.44
Uber Technologies (UBER) 3.0 $3.0M 50k 60.32
Workday Cl A (WDAY) 2.8 $2.7M 11k 258.03
Monday SHS (MNDY) 2.6 $2.5M 11k 235.44
Sarepta Therapeutics (SRPT) 2.6 $2.5M 21k 121.59
Sweetgreen Com Cl A (SG) 2.5 $2.5M 77k 32.06
Argenx Se Sponsored Adr (ARGX) 2.5 $2.4M 3.9k 615.00
Draftkings Com Cl A (DKNG) 2.5 $2.4M 65k 37.20
Affirm Hldgs Com Cl A (AFRM) 2.3 $2.3M 37k 60.90
Intuitive Surgical Com New (ISRG) 2.2 $2.1M 4.1k 521.96
Visa Com Cl A (V) 2.0 $1.9M 6.2k 316.04
Inspire Med Sys (INSP) 1.7 $1.7M 9.3k 185.38
Krystal Biotech (KRYS) 1.7 $1.7M 11k 156.66
Palo Alto Networks (PANW) 1.7 $1.6M 9.0k 181.96
Zscaler Incorporated (ZS) 1.4 $1.4M 7.8k 180.41
The Trade Desk Com Cl A (TTD) 1.4 $1.3M 12k 117.53
Intellia Therapeutics (NTLA) 0.6 $553k 47k 11.66
Sea Sponsord Ads (SE) 0.2 $213k 2.0k 106.10