13F HOLDINGS REPORT
Evolutionary Tree Capital Management, LLC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001376474-25-000201
Total Value
$98.3M
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 42,388 | $9.3M | 9.46% |
| 2 | MICROSOFT CORP | MSFT | 17,181 | $7.2M | 7.37% |
| 3 | SERVICENOW INC | NOW | 6,079 | $6.4M | 6.56% |
| 4 | AXON ENTERPRISE INC | AXON | 9,350 | $5.6M | 5.65% |
| 5 | PROCEPT BIOROBOTICS CORP | PRCT | 61,118 | $4.9M | 5.01% |
| 6 | ROBLOX CORP | RBLX | 73,883 | $4.3M | 4.35% |
| 7 | META PLATFORMS INC | META | 7,132 | $4.2M | 4.25% |
| 8 | ASCENDIS PHARMA A/S | ASND | 30,115 | $4.1M | 4.22% |
| 9 | SHOPIFY INC | SHOP | 38,835 | $4.1M | 4.20% |
| 10 | CYBERARK SOFTWARE LTD | M2682V108 | 11,903 | $4.0M | 4.03% |
| 11 | NETFLIX INC | NFLX | 4,358 | $3.9M | 3.95% |
| 12 | HUBSPOT INC | HUBS | 5,506 | $3.8M | 3.90% |
| 13 | MERCADOLIBRE INC | MELI | 2,005 | $3.4M | 3.47% |
| 14 | UBER TECHNOLOGIES INC | UBER | 49,533 | $3.0M | 3.04% |
| 15 | WORKDAY INC | WDAY | 10,626 | $2.7M | 2.79% |
| 16 | MONDAY COM LTD | MNDY | 10,805 | $2.5M | 2.59% |
| 17 | SAREPTA THERAPEUTICS INC | SRPT | 20,881 | $2.5M | 2.58% |
| 18 | SWEETGREEN INC | SG | 76,788 | $2.5M | 2.50% |
| 19 | ARGENX SE | ARGX | 3,943 | $2.4M | 2.47% |
| 20 | DRAFTKINGS INC NEW | DKNG | 65,127 | $2.4M | 2.46% |
| 21 | AFFIRM HLDGS INC | AFRM | 36,963 | $2.3M | 2.29% |
| 22 | INTUITIVE SURGICAL INC | ISRG | 4,095 | $2.1M | 2.17% |
| 23 | VISA INC | V | 6,162 | $1.9M | 1.98% |
| 24 | INSPIRE MED SYS INC | 457730109 | 9,259 | $1.7M | 1.75% |
| 25 | KRYSTAL BIOTECH INC | KRYS | 10,700 | $1.7M | 1.71% |
| 26 | PALO ALTO NETWORKS INC | PANW | 8,976 | $1.6M | 1.66% |
| 27 | ZSCALER INC | ZS | 7,763 | $1.4M | 1.42% |
| 28 | THE TRADE DESK INC | 88339J105 | 11,486 | $1.3M | 1.37% |
| 29 | INTELLIA THERAPEUTICS INC | NTLA | 47,406 | $552,754 | 0.56% |
| 30 | SEA LTD | SE | 2,010 | $213,261 | 0.22% |