Evolutionary Tree Capital Management as of June 30, 2025
Portfolio Holdings for Evolutionary Tree Capital Management
Evolutionary Tree Capital Management holds 27 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.0 | $8.5M | 17k | 497.41 | |
| Amazon (AMZN) | 8.7 | $8.2M | 37k | 219.39 | |
| Servicenow (NOW) | 5.8 | $5.5M | 5.3k | 1028.08 | |
| Cyberark Software SHS (CYBR) | 5.7 | $5.4M | 13k | 406.88 | |
| Netflix (NFLX) | 5.4 | $5.1M | 3.8k | 1339.13 | |
| MercadoLibre (MELI) | 4.9 | $4.6M | 1.8k | 2613.63 | |
| Procept Biorobotics Corp (PRCT) | 4.6 | $4.3M | 75k | 57.60 | |
| Meta Platforms Cl A (META) | 4.6 | $4.3M | 5.8k | 738.09 | |
| Roblox Corp Cl A (RBLX) | 4.6 | $4.3M | 41k | 105.20 | |
| Synopsys (SNPS) | 4.4 | $4.1M | 8.0k | 512.68 | |
| Uber Technologies (UBER) | 4.3 | $4.1M | 44k | 93.30 | |
| Monday SHS (MNDY) | 3.8 | $3.6M | 11k | 314.48 | |
| Caci Intl Cl A (CACI) | 3.4 | $3.2M | 6.8k | 476.70 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 3.4 | $3.2M | 19k | 172.60 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 3.2 | $3.0M | 26k | 115.35 | |
| Affirm Hldgs Com Cl A (AFRM) | 3.0 | $2.8M | 41k | 69.14 | |
| Axon Enterprise (AXON) | 2.7 | $2.6M | 3.1k | 827.94 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 2.6 | $2.4M | 111k | 21.93 | |
| Zscaler Incorporated (ZS) | 2.3 | $2.2M | 6.9k | 313.94 | |
| Rubrik Cl A (RBRK) | 2.3 | $2.2M | 24k | 89.59 | |
| Hubspot (HUBS) | 2.1 | $2.0M | 3.6k | 556.63 | |
| Argenx Se Sponsored Adr (ARGX) | 2.1 | $1.9M | 3.5k | 551.22 | |
| Visa Com Cl A (V) | 2.0 | $1.9M | 5.3k | 355.05 | |
| Krystal Biotech (KRYS) | 1.8 | $1.7M | 12k | 137.46 | |
| Intuitive Surgical Com New (ISRG) | 1.8 | $1.7M | 3.0k | 543.41 | |
| Sweetgreen Com Cl A (SG) | 1.4 | $1.4M | 91k | 14.88 | |
| Sea Sponsord Ads (SE) | 0.2 | $207k | 1.3k | 159.94 |
