13F HOLDINGS REPORT
Evolutionary Tree Capital Management, LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001376474-25-000740
Total Value
$94.2M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 17,080 | $8.5M | 9.02% |
| 2 | AMAZON COM INC | AMZN | 37,307 | $8.2M | 8.69% |
| 3 | SERVICENOW INC | NOW | 5,321 | $5.5M | 5.81% |
| 4 | CYBERARK SOFTWARE LTD | M2682V108 | 13,201 | $5.4M | 5.70% |
| 5 | NETFLIX INC | NFLX | 3,786 | $5.1M | 5.38% |
| 6 | MERCADOLIBRE INC | MELI | 1,774 | $4.6M | 4.92% |
| 7 | PROCEPT BIOROBOTICS CORP | PRCT | 75,031 | $4.3M | 4.59% |
| 8 | META PLATFORMS INC | META | 5,833 | $4.3M | 4.57% |
| 9 | ROBLOX CORP | RBLX | 40,763 | $4.3M | 4.55% |
| 10 | SYNOPSYS INC | SNPS | 7,995 | $4.1M | 4.35% |
| 11 | UBER TECHNOLOGIES INC | UBER | 43,504 | $4.1M | 4.31% |
| 12 | MONDAY COM LTD | MNDY | 11,304 | $3.6M | 3.78% |
| 13 | CACI INTL INC | 127190304 | 6,815 | $3.2M | 3.45% |
| 14 | ASCENDIS PHARMA A/S | ASND | 18,454 | $3.2M | 3.38% |
| 15 | SHOPIFY INC | SHOP | 26,361 | $3.0M | 3.23% |
| 16 | AFFIRM HLDGS INC | AFRM | 40,495 | $2.8M | 2.97% |
| 17 | AXON ENTERPRISE INC | AXON | 3,104 | $2.6M | 2.73% |
| 18 | CLEARWATER ANALYTICS HLDGS I | CWAN | 111,304 | $2.4M | 2.59% |
| 19 | ZSCALER INC | ZS | 6,876 | $2.2M | 2.29% |
| 20 | RUBRIK INC. | RBRK | 24,080 | $2.2M | 2.29% |
| 21 | HUBSPOT INC | HUBS | 3,551 | $2.0M | 2.10% |
| 22 | ARGENX SE | ARGX | 3,504 | $1.9M | 2.05% |
| 23 | VISA INC | V | 5,343 | $1.9M | 2.01% |
| 24 | KRYSTAL BIOTECH INC | KRYS | 12,296 | $1.7M | 1.79% |
| 25 | INTUITIVE SURGICAL INC | ISRG | 3,042 | $1.7M | 1.76% |
| 26 | SWEETGREEN INC | SG | 91,060 | $1.4M | 1.44% |
| 27 | SEA LTD | SE | 1,293 | $206,802 | 0.22% |