13F HOLDINGS REPORT
Evolutionary Tree Capital Management, LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001376474-25-000924
Total Value
$91.7M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 17,091 | $8.9M | 9.65% |
| 2 | AMAZON COM INC | AMZN | 36,895 | $8.1M | 8.83% |
| 3 | SERVICENOW INC | NOW | 5,325 | $4.9M | 5.34% |
| 4 | ROBLOX CORP | RBLX | 34,223 | $4.7M | 5.17% |
| 5 | NETFLIX INC | NFLX | 3,791 | $4.5M | 4.95% |
| 6 | META PLATFORMS INC | META | 5,834 | $4.3M | 4.67% |
| 7 | MERCADOLIBRE INC | MELI | 1,772 | $4.1M | 4.51% |
| 8 | CYBERARK SOFTWARE LTD | M2682V108 | 8,183 | $4.0M | 4.31% |
| 9 | SHOPIFY INC | SHOP | 26,374 | $3.9M | 4.27% |
| 10 | SEA LTD | SE | 21,136 | $3.8M | 4.12% |
| 11 | CACI INTL INC | 127190304 | 6,857 | $3.4M | 3.73% |
| 12 | ASCENDIS PHARMA A/S | ASND | 15,343 | $3.1M | 3.33% |
| 13 | ATLASSIAN CORPORATION | TEAM | 18,620 | $3.0M | 3.24% |
| 14 | SYNOPSYS INC | SNPS | 5,942 | $2.9M | 3.20% |
| 15 | RUBRIK INC. | RBRK | 34,309 | $2.8M | 3.08% |
| 16 | HUBSPOT INC | HUBS | 5,845 | $2.7M | 2.98% |
| 17 | PROCEPT BIOROBOTICS CORP | PRCT | 75,017 | $2.7M | 2.92% |
| 18 | AFFIRM HLDGS INC | AFRM | 34,173 | $2.5M | 2.72% |
| 19 | VIKING HOLDINGS LTD | VIK | 36,534 | $2.3M | 2.48% |
| 20 | AXON ENTERPRISE INC | AXON | 3,104 | $2.2M | 2.43% |
| 21 | KRYSTAL BIOTECH INC | KRYS | 12,461 | $2.2M | 2.40% |
| 22 | ZSCALER INC | ZS | 6,880 | $2.1M | 2.25% |
| 23 | UBER TECHNOLOGIES INC | UBER | 19,807 | $1.9M | 2.12% |
| 24 | ARGENX SE | ARGX | 2,600 | $1.9M | 2.09% |
| 25 | VISA INC | V | 5,229 | $1.8M | 1.95% |
| 26 | TRADEWEB MKTS INC | 892672106 | 12,309 | $1.4M | 1.49% |
| 27 | INTUITIVE SURGICAL INC | ISRG | 3,046 | $1.4M | 1.49% |
| 28 | CELLEBRITE DI LTD | CLBT | 15,000 | $277,950 | 0.30% |