13F HOLDINGS REPORT
Evolutionary Tree Capital Management, LLC
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001376474-24-000428
Total Value
$97.2M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 21,230 | $9.5M | 9.77% |
| 2 | AMAZON COM INC | AMZN | 48,668 | $9.4M | 9.68% |
| 3 | SERVICENOW INC | NOW | 9,275 | $7.3M | 7.51% |
| 4 | HUBSPOT INC | HUBS | 8,125 | $4.8M | 4.93% |
| 5 | AXON ENTERPRISE INC | AXON | 15,108 | $4.4M | 4.57% |
| 6 | PROCEPT BIOROBOTICS CORP | PRCT | 66,239 | $4.0M | 4.16% |
| 7 | UBER TECHNOLOGIES INC | UBER | 53,135 | $3.9M | 3.97% |
| 8 | MERCADOLIBRE INC | MELI | 2,071 | $3.4M | 3.50% |
| 9 | ASCENDIS PHARMA A/S | ASND | 24,862 | $3.4M | 3.49% |
| 10 | SAREPTA THERAPEUTICS INC | SRPT | 20,963 | $3.3M | 3.41% |
| 11 | NETFLIX INC | NFLX | 4,856 | $3.3M | 3.37% |
| 12 | META PLATFORMS INC | META | 6,391 | $3.2M | 3.32% |
| 13 | VISA INC | V | 10,701 | $2.8M | 2.89% |
| 14 | SHOPIFY INC | SHOP | 41,993 | $2.8M | 2.85% |
| 15 | WORKDAY INC | WDAY | 11,499 | $2.6M | 2.65% |
| 16 | MONDAY COM LTD | MNDY | 10,658 | $2.6M | 2.64% |
| 17 | DRAFTKINGS INC NEW | DKNG | 61,323 | $2.3M | 2.41% |
| 18 | DEXCOM INC | DXCM | 19,967 | $2.3M | 2.33% |
| 19 | CYBERARK SOFTWARE LTD | M2682V108 | 7,925 | $2.2M | 2.23% |
| 20 | SWEETGREEN INC | SG | 65,756 | $2.0M | 2.04% |
| 21 | INTUITIVE SURGICAL INC | ISRG | 4,454 | $2.0M | 2.04% |
| 22 | GITLAB INC | GTLB | 36,672 | $1.8M | 1.88% |
| 23 | PALO ALTO NETWORKS INC | PANW | 4,880 | $1.7M | 1.70% |
| 24 | THE TRADE DESK INC | 88339J105 | 16,921 | $1.7M | 1.70% |
| 25 | KRYSTAL BIOTECH INC | KRYS | 8,935 | $1.6M | 1.69% |
| 26 | AIRBNB INC | ABNB | 10,635 | $1.6M | 1.66% |
| 27 | ARGENX SE | ARGX | 3,435 | $1.5M | 1.52% |
| 28 | INSPIRE MED SYS INC | 457730109 | 10,800 | $1.4M | 1.49% |
| 29 | SNOWFLAKE INC | SNOW | 10,196 | $1.4M | 1.42% |
| 30 | ZSCALER INC | ZS | 5,174 | $994,391 | 1.02% |
| 31 | INTELLIA THERAPEUTICS INC | NTLA | 36,262 | $811,544 | 0.84% |
| 32 | ALPHABET INC | GOOG | 2,520 | $459,018 | 0.47% |
| 33 | ADOBE INC | ADBE | 565 | $313,880 | 0.32% |
| 34 | SALESFORCE INC | CRM | 1,180 | $303,378 | 0.31% |
| 35 | SPOTIFY TECHNOLOGY S A | SPOT | 659 | $206,788 | 0.21% |