13F HOLDINGS REPORT
Evolutionary Tree Capital Management, LLC
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001376474-24-000664
Total Value
$99.8M
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 20,780 | $8.9M | 8.96% |
| 2 | AMAZON COM INC | AMZN | 47,717 | $8.9M | 8.91% |
| 3 | SERVICENOW INC | NOW | 7,274 | $6.5M | 6.52% |
| 4 | AXON ENTERPRISE INC | AXON | 14,588 | $5.8M | 5.84% |
| 5 | PROCEPT BIOROBOTICS CORP | PRCT | 69,843 | $5.6M | 5.60% |
| 6 | ASCENDIS PHARMA A/S | ASND | 32,753 | $4.9M | 4.90% |
| 7 | MERCADOLIBRE INC | MELI | 2,115 | $4.3M | 4.35% |
| 8 | META PLATFORMS INC | META | 7,533 | $4.3M | 4.32% |
| 9 | UBER TECHNOLOGIES INC | UBER | 52,048 | $3.9M | 3.92% |
| 10 | HUBSPOT INC | HUBS | 6,466 | $3.4M | 3.44% |
| 11 | NETFLIX INC | NFLX | 4,768 | $3.4M | 3.39% |
| 12 | SHOPIFY INC | SHOP | 40,944 | $3.3M | 3.29% |
| 13 | MONDAY COM LTD | MNDY | 11,582 | $3.2M | 3.22% |
| 14 | SWEETGREEN INC | SG | 82,023 | $2.9M | 2.91% |
| 15 | VISA INC | V | 10,515 | $2.9M | 2.90% |
| 16 | SAREPTA THERAPEUTICS INC | SRPT | 22,999 | $2.9M | 2.88% |
| 17 | WORKDAY INC | WDAY | 11,269 | $2.8M | 2.76% |
| 18 | DRAFTKINGS INC NEW | DKNG | 67,833 | $2.7M | 2.66% |
| 19 | CYBERARK SOFTWARE LTD | M2682V108 | 8,808 | $2.6M | 2.57% |
| 20 | ARGENX SE | ARGX | 4,157 | $2.3M | 2.26% |
| 21 | INSPIRE MED SYS INC | 457730109 | 10,429 | $2.2M | 2.20% |
| 22 | INTUITIVE SURGICAL INC | ISRG | 4,342 | $2.1M | 2.14% |
| 23 | THE TRADE DESK INC | 88339J105 | 16,740 | $1.8M | 1.84% |
| 24 | KRYSTAL BIOTECH INC | KRYS | 9,112 | $1.7M | 1.66% |
| 25 | PALO ALTO NETWORKS INC | PANW | 4,808 | $1.6M | 1.65% |
| 26 | ZSCALER INC | ZS | 8,150 | $1.4M | 1.40% |
| 27 | AIRBNB INC | ABNB | 10,461 | $1.3M | 1.33% |
| 28 | INTELLIA THERAPEUTICS INC | NTLA | 35,372 | $726,895 | 0.73% |
| 29 | ALPHABET INC | GOOG | 2,520 | $417,942 | 0.42% |
| 30 | SALESFORCE INC | CRM | 1,180 | $322,978 | 0.32% |
| 31 | ADOBE INC | ADBE | 565 | $292,546 | 0.29% |
| 32 | SPOTIFY TECHNOLOGY S A | SPOT | 659 | $242,861 | 0.24% |
| 33 | BOOKING HOLDINGS INC | BKNG | 48 | $202,182 | 0.20% |