13F HOLDINGS REPORT
Evolutionary Tree Capital Management, LLC
Quarter ended Q1 2024 · Filed May 13, 2024 · Accession 0001376474-24-000236
Total Value
$99.4M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 21,517 | $9.1M | 9.11% |
| 2 | AMAZON COM INC | AMZN | 49,489 | $8.9M | 8.98% |
| 3 | SERVICENOW INC | NOW | 9,611 | $7.3M | 7.37% |
| 4 | HUBSPOT INC | HUBS | 9,527 | $6.0M | 6.01% |
| 5 | AXON ENTERPRISE INC | AXON | 15,003 | $4.7M | 4.72% |
| 6 | UBER TECHNOLOGIES INC | UBER | 54,095 | $4.2M | 4.19% |
| 7 | DRAFTKINGS INC NEW | DKNG | 75,511 | $3.4M | 3.45% |
| 8 | SAREPTA THERAPEUTICS INC | SRPT | 26,028 | $3.4M | 3.39% |
| 9 | MERCADOLIBRE INC | MELI | 2,065 | $3.1M | 3.14% |
| 10 | VISA INC | V | 10,876 | $3.0M | 3.05% |
| 11 | NETFLIX INC | NFLX | 4,883 | $3.0M | 2.98% |
| 12 | WORKDAY INC | WDAY | 9,647 | $2.6M | 2.65% |
| 13 | META PLATFORMS INC | META | 5,369 | $2.6M | 2.62% |
| 14 | SHOPIFY INC | SHOP | 31,965 | $2.5M | 2.48% |
| 15 | PROCEPT BIOROBOTICS CORP | PRCT | 49,887 | $2.5M | 2.48% |
| 16 | INSPIRE MED SYS INC | 457730109 | 11,366 | $2.4M | 2.46% |
| 17 | PALO ALTO NETWORKS INC | PANW | 8,432 | $2.4M | 2.41% |
| 18 | THE TRADE DESK INC | 88339J105 | 26,519 | $2.3M | 2.33% |
| 19 | MONDAY COM LTD | MNDY | 9,909 | $2.2M | 2.25% |
| 20 | GITLAB INC | GTLB | 36,965 | $2.2M | 2.17% |
| 21 | MONGODB INC | MDB | 5,939 | $2.1M | 2.14% |
| 22 | CYBERARK SOFTWARE LTD | M2682V108 | 7,917 | $2.1M | 2.12% |
| 23 | AIRBNB INC | ABNB | 12,617 | $2.1M | 2.09% |
| 24 | SNOWFLAKE INC | SNOW | 12,871 | $2.1M | 2.09% |
| 25 | ASCENDIS PHARMA A/S | ASND | 13,639 | $2.1M | 2.08% |
| 26 | SWEETGREEN INC | SG | 65,282 | $1.6M | 1.66% |
| 27 | KRYSTAL BIOTECH INC | KRYS | 9,096 | $1.6M | 1.63% |
| 28 | ABBOTT LABS | ABLZF | 13,374 | $1.5M | 1.53% |
| 29 | ARGENX SE | ARGX | 3,472 | $1.4M | 1.38% |
| 30 | ZSCALER INC | ZS | 6,677 | $1.3M | 1.29% |
| 31 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 44,896 | $1.3M | 1.29% |
| 32 | INTELLIA THERAPEUTICS INC | NTLA | 36,770 | $1.0M | 1.02% |
| 33 | ALPHABET INC | GOOG | 2,585 | $390,154 | 0.39% |
| 34 | SPOTIFY TECHNOLOGY S A | SPOT | 1,363 | $359,696 | 0.36% |
| 35 | SALESFORCE INC | CRM | 1,180 | $355,392 | 0.36% |
| 36 | ADOBE INC | ADBE | 565 | $285,099 | 0.29% |