13F HOLDINGS REPORT
Evolutionary Tree Capital Management, LLC
Quarter ended Q1 2025 · Filed May 9, 2025 · Accession 0001376474-25-000441
Total Value
$86.1M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 41,764 | $7.9M | 9.23% |
| 2 | MICROSOFT CORP | MSFT | 19,193 | $7.2M | 8.37% |
| 3 | SERVICENOW INC | NOW | 5,987 | $4.8M | 5.54% |
| 4 | META PLATFORMS INC | META | 7,796 | $4.5M | 5.22% |
| 5 | PROCEPT BIOROBOTICS CORP | PRCT | 73,867 | $4.3M | 5.00% |
| 6 | NETFLIX INC | NFLX | 4,316 | $4.0M | 4.68% |
| 7 | CYBERARK SOFTWARE LTD | M2682V108 | 11,739 | $4.0M | 4.61% |
| 8 | MERCADOLIBRE INC | MELI | 1,965 | $3.8M | 4.45% |
| 9 | SHOPIFY INC | SHOP | 38,379 | $3.7M | 4.26% |
| 10 | UBER TECHNOLOGIES INC | UBER | 48,806 | $3.6M | 4.13% |
| 11 | SYNOPSYS INC | SNPS | 7,997 | $3.4M | 3.99% |
| 12 | ASCENDIS PHARMA A/S | ASND | 20,656 | $3.2M | 3.74% |
| 13 | MONDAY COM LTD | MNDY | 12,441 | $3.0M | 3.52% |
| 14 | ROBLOX CORP | RBLX | 46,495 | $2.7M | 3.15% |
| 15 | AXON ENTERPRISE INC | AXON | 4,865 | $2.6M | 2.97% |
| 16 | KRYSTAL BIOTECH INC | KRYS | 13,343 | $2.4M | 2.80% |
| 17 | CACI INTL INC | 127190304 | 6,507 | $2.4M | 2.77% |
| 18 | ARGENX SE | ARGX | 3,873 | $2.3M | 2.66% |
| 19 | CLEARWATER ANALYTICS HLDGS I | CWAN | 84,535 | $2.3M | 2.63% |
| 20 | VISA INC | V | 6,052 | $2.1M | 2.46% |
| 21 | AFFIRM HLDGS INC | AFRM | 44,200 | $2.0M | 2.32% |
| 22 | SWEETGREEN INC | SG | 73,501 | $1.8M | 2.14% |
| 23 | WORKDAY INC | WDAY | 7,558 | $1.8M | 2.05% |
| 24 | INTUITIVE SURGICAL INC | ISRG | 3,429 | $1.7M | 1.97% |
| 25 | DRAFTKINGS INC NEW | DKNG | 46,267 | $1.5M | 1.79% |
| 26 | ZSCALER INC | ZS | 7,669 | $1.5M | 1.77% |
| 27 | HUBSPOT INC | HUBS | 2,266 | $1.3M | 1.50% |
| 28 | SEA LTD | SE | 1,745 | $227,705 | 0.26% |