HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP |
21,517 | -268 | $9,053 |
| MSFT | 21,517 | -268 | $9,053 |
| AMAZON COM INC |
49,489 | -4,385 | $8,927 |
| AMZN | 49,489 | -4,385 | $8,927 |
| SERVICENOW INC |
9,611 | -644 | $7,327 |
| NOW | 9,611 | -644 | $7,327 |
| HUBSPOT INC |
9,527 | -2,391 | $5,969 |
| HUBS | 9,527 | -2,391 | $5,969 |
| AXON ENTERPRISE INC |
15,003 | -1,478 | $4,694 |
| AXON | 15,003 | -1,478 | $4,694 |
| UBER TECHNOLOGIES INC |
54,095 | -351 | $4,165 |
| UBER | 54,095 | -351 | $4,165 |
| DRAFTKINGS INC NEW |
75,511 | +18,788 | $3,429 |
| DKNG | 75,511 | +18,788 | $3,429 |
| SAREPTA THERAPEUTICS INC |
26,028 | +6,562 | $3,370 |
| SRPT | 26,028 | +6,562 | $3,370 |
| MERCADOLIBRE INC |
2,065 | -32 | $3,122 |
| MELI | 2,065 | -32 | $3,122 |
| VISA INC |
10,876 | -5,157 | $3,035 |
| V | 10,876 | -5,157 | $3,035 |
| NETFLIX INC |
4,883 | +4,883 | $2,966 |
| NFLX | 4,883 | +4,883 | $2,966 |
| WORKDAY INC |
9,647 | -193 | $2,631 |
| WDAY | 9,647 | -193 | $2,631 |
| META PLATFORMS INC |
5,369 | +5,369 | $2,607 |
| META | 5,369 | +5,369 | $2,607 |
| SHOPIFY INC |
31,965 | +5,901 | $2,467 |
| SHOP | 31,965 | +5,901 | $2,467 |
| PROCEPT BIOROBOTICS CORP |
49,887 | +781 | $2,465 |
| PRCT | 49,887 | +781 | $2,465 |
| INSPIRE MED SYS INC |
11,366 | -3,073 | $2,441 |
| INSP | 11,366 | -3,073 | $2,441 |
| PALO ALTO NETWORKS INC |
8,432 | +1,465 | $2,396 |
| PANW | 8,432 | +1,465 | $2,396 |
| THE TRADE DESK INC |
26,519 | -2,891 | $2,318 |
| TTD | 26,519 | -2,891 | $2,318 |
| MONDAY COM LTD |
9,909 | +1,065 | $2,238 |
| MNDY | 9,909 | +1,065 | $2,238 |
| GITLAB INC |
36,965 | +6,632 | $2,156 |
| GTLB | 36,965 | +6,632 | $2,156 |
| MONGODB INC |
5,939 | +1,001 | $2,130 |
| MDB | 5,939 | +1,001 | $2,130 |
| CYBERARK SOFTWARE LTD |
7,917 | +7,917 | $2,103 |
| CYBR | 7,917 | +7,917 | $2,103 |
| AIRBNB INC |
12,617 | -4,977 | $2,081 |
| ABNB | 12,617 | -4,977 | $2,081 |
| SNOWFLAKE INC |
12,871 | +2,788 | $2,080 |
| SNOW | 12,871 | +2,788 | $2,080 |
| ASCENDIS PHARMA A S |
13,639 | -3,087 | $2,062 |
| ASND | 13,639 | -3,087 | $2,062 |
| SWEETGREEN INC |
65,282 | +65,282 | $1,649 |
| SG | 65,282 | +65,282 | $1,649 |
| KRYSTAL BIOTECH INC |
9,096 | -1,476 | $1,618 |
| KRYS | 9,096 | -1,476 | $1,618 |
| ABBOTT LABS |
13,374 | -2,541 | $1,520 |
| ABT | 13,374 | -2,541 | $1,520 |
| ARGENX SE |
3,472 | -2 | $1,367 |
| ARGX | 3,472 | -2 | $1,367 |
| ZSCALER INC |
6,677 | +6,677 | $1,286 |
| ZS | 6,677 | +6,677 | $1,286 |
| ARROWHEAD PHARMACEUTICALS IN |
44,896 | -6,791 | $1,284 |
| ARWR | 44,896 | -6,791 | $1,284 |
| INTELLIA THERAPEUTICS INC |
36,770 | -266 | $1,012 |
| NTLA | 36,770 | -266 | $1,012 |
| ALPHABET INC |
2,585 | -20,027 | $390 |
| GOOGL | 2,585 | -20,027 | $390 |
| SPOTIFY TECHNOLOGY S A |
1,363 | -107 | $360 |
| SPOT | 1,363 | -107 | $360 |
| SALESFORCE INC |
1,180 | UNCH | $355 |
| CRM | 1,180 | UNCH | $355 |
| ADOBE INC |
565 | +0 | $285 |
| ADBE | 565 | UNCH | $285 |
 ARISTA NETWORKS INC |
$0 (exited) | ||
| ANET | 0 | -6,051 | $0 |
| NCINO INC |
0 | -73,108 | $0 (exited) |
| NCNO | 0 | -73,108 | $0 |
See Summary: Evolutionary Tree Capital Management LLC Top Holdings
See Details: Top 10 Stocks Held By Evolutionary Tree Capital Management LLC
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| NFLX | +4,883 | +$2,966 |
| META | +5,369 | +$2,607 |
| CYBR | +7,917 | +$2,103 |
| SG | +65,282 | +$1,649 |
| ZS | +6,677 | +$1,286 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| NCNO | -73,108 | -$2,459 |
| ANET | -6,051 | -$1,425 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| DKNG | +18,788 | +$1,430 |
| GTLB | +6,632 | +$246 |
| SRPT | +6,562 | +$1,493 |
| SHOP | +5,901 | +$437 |
| SNOW | +2,788 | +$73 |
| PANW | +1,465 | +$342 |
| MNDY | +1,065 | +$577 |
| MDB | +1,001 | +$111 |
| PRCT | +781 | +$407 |
| CRM | UNCH | +$44 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| GOOGL | -20,027 | -$2,769 |
| ARWR | -6,791 | -$298 |
| V | -5,157 | -$1,139 |
| ABNB | -4,977 | -$314 |
| AMZN | -4,385 | +$741 |
| ASND | -3,087 | -$45 |
| INSP | -3,073 | -$496 |
| TTD | -2,891 | +$202 |
| ABT | -2,541 | -$232 |
|
Size ($ in 1000's)
At 03/31/2024: $99,358 At 12/31/2023: $90,572 Evolutionary Tree Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Evolutionary Tree Capital Management LLC 13F filings. Link to 13F filings: SEC filings |
