Evolutionary Tree Capital Management as of March 31, 2025
Portfolio Holdings for Evolutionary Tree Capital Management
Evolutionary Tree Capital Management holds 28 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 9.2 | $7.9M | 42k | 190.26 | |
| Microsoft Corporation (MSFT) | 8.4 | $7.2M | 19k | 375.39 | |
| Servicenow (NOW) | 5.5 | $4.8M | 6.0k | 796.14 | |
| Meta Platforms Cl A (META) | 5.2 | $4.5M | 7.8k | 576.36 | |
| Procept Biorobotics Corp (PRCT) | 5.0 | $4.3M | 74k | 58.26 | |
| Netflix (NFLX) | 4.7 | $4.0M | 4.3k | 932.53 | |
| Cyberark Software SHS (CYBR) | 4.6 | $4.0M | 12k | 338.00 | |
| MercadoLibre (MELI) | 4.5 | $3.8M | 2.0k | 1950.87 | |
| Shopify Cl A (SHOP) | 4.3 | $3.7M | 38k | 95.47 | |
| Uber Technologies (UBER) | 4.1 | $3.6M | 49k | 72.86 | |
| Synopsys (SNPS) | 4.0 | $3.4M | 8.0k | 428.85 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 3.7 | $3.2M | 21k | 155.86 | |
| Monday SHS (MNDY) | 3.5 | $3.0M | 12k | 243.16 | |
| Roblox Corp Cl A (RBLX) | 3.1 | $2.7M | 47k | 58.29 | |
| Axon Enterprise (AXON) | 3.0 | $2.6M | 4.9k | 525.95 | |
| Krystal Biotech (KRYS) | 2.8 | $2.4M | 13k | 180.30 | |
| Caci Intl Cl A (CACI) | 2.8 | $2.4M | 6.5k | 366.92 | |
| Argenx Se Sponsored Adr (ARGX) | 2.7 | $2.3M | 3.9k | 591.87 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 2.6 | $2.3M | 85k | 26.80 | |
| Visa Com Cl A (V) | 2.5 | $2.1M | 6.1k | 350.46 | |
| Affirm Hldgs Com Cl A (AFRM) | 2.3 | $2.0M | 44k | 45.19 | |
| Sweetgreen Com Cl A (SG) | 2.1 | $1.8M | 74k | 25.02 | |
| Workday Cl A (WDAY) | 2.1 | $1.8M | 7.6k | 233.53 | |
| Intuitive Surgical Com New (ISRG) | 2.0 | $1.7M | 3.4k | 495.27 | |
| Draftkings Com Cl A (DKNG) | 1.8 | $1.5M | 46k | 33.21 | |
| Zscaler Incorporated (ZS) | 1.8 | $1.5M | 7.7k | 198.42 | |
| Hubspot (HUBS) | 1.5 | $1.3M | 2.3k | 571.29 | |
| Sea Sponsord Ads (SE) | 0.3 | $228k | 1.7k | 130.49 |
