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Size ($ in 1000's)
At 12/31/2023: $90,572
At 09/30/2023: $77,510
Evolutionary Tree Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Evolutionary Tree Capital Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Evolutionary Tree Capital Management LLC top holdings by largest position size, as per the latest 13f filing made by Evolutionary Tree Capital Management LLC.
In the Evolutionary Tree Capital Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Evolutionary Tree Capital Management LLC in that top holding, then the share count change between reporting periods, and finally the Evolutionary Tree Capital Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| MICROSOFT CORP |
21,785 |
+171 |
$8,192 | | MSFT | 21,785 | +171 | $8,192 | | AMAZON COM INC |
53,874 |
+444 |
$8,186 | | AMZN | 53,874 | +444 | $8,186 | | SERVICENOW INC |
10,255 |
-1,057 |
$7,245 | | NOW | 10,255 | -1,057 | $7,245 | | HUBSPOT INC |
11,918 |
+345 |
$6,919 | | HUBS | 11,918 | +345 | $6,919 | | AXON ENTERPRISE INC |
16,481 |
+111 |
$4,258 | | AXON | 16,481 | +111 | $4,258 | | VISA INC |
16,033 |
+237 |
$4,174 | | V | 16,033 | +237 | $4,174 | | UBER TECHNOLOGIES INC |
54,446 |
-22,221 |
$3,352 | | UBER | 54,446 | -22,221 | $3,352 | | MERCADOLIBRE INC |
2,097 |
+13 |
$3,296 | | MELI | 2,097 | +13 | $3,296 | | ALPHABET INC |
22,612 |
+662 |
$3,159 | | GOOGL | 22,612 | +662 | $3,159 | | INSPIRE MED SYS INC |
14,439 |
-2,230 |
$2,937 | | INSP | 14,439 | -2,230 | $2,937 | | WORKDAY INC |
9,840 |
-690 |
$2,716 | | WDAY | 9,840 | -690 | $2,716 | | NCINO INC |
73,108 |
-10,133 |
$2,459 | | NCNO | 73,108 | -10,133 | $2,459 | | AIRBNB INC |
17,594 |
+186 |
$2,395 | | ABNB | 17,594 | +186 | $2,395 | | THE TRADE DESK INC |
29,410 |
+279 |
$2,116 | | TTD | 29,410 | +279 | $2,116 | | ASCENDIS PHARMA A S |
16,726 |
+69 |
$2,107 | | ASND | 16,726 | +69 | $2,107 | | PROCEPT BIOROBOTICS CORP |
49,106 |
+46 |
$2,058 | | PRCT | 49,106 | +46 | $2,058 | | PALO ALTO NETWORKS INC |
6,967 |
-2,136 |
$2,054 | | PANW | 6,967 | -2,136 | $2,054 | | SHOPIFY INC |
26,064 |
+26,064 |
$2,030 | | SHOP | 26,064 | +26,064 | $2,030 | | MONGODB INC |
4,938 |
+581 |
$2,019 | | MDB | 4,938 | +581 | $2,019 | | SNOWFLAKE INC |
10,083 |
+82 |
$2,007 | | SNOW | 10,083 | +82 | $2,007 | | DRAFTKINGS INC NEW |
56,723 |
+56,723 |
$1,999 | | DKNG | 56,723 | +56,723 | $1,999 | | GITLAB INC |
30,333 |
+30,333 |
$1,910 | | GTLB | 30,333 | +30,333 | $1,910 | | SAREPTA THERAPEUTICS INC |
19,466 |
+2,816 |
$1,877 | | SRPT | 19,466 | +2,816 | $1,877 | | ABBOTT LABS |
15,915 |
+173 |
$1,752 | | ABT | 15,915 | +173 | $1,752 | | MONDAY COM LTD |
8,844 |
+2,521 |
$1,661 | | MNDY | 8,844 | +2,521 | $1,661 | | ARROWHEAD PHARMACEUTICALS IN |
51,687 |
+421 |
$1,582 | | ARWR | 51,687 | +421 | $1,582 | | ARISTA NETWORKS INC |
6,051 |
-1,778 |
$1,425 | | ANET | 6,051 | -1,778 | $1,425 | | ARGENX SE |
3,474 |
+81 |
$1,322 | | ARGX | 3,474 | +81 | $1,322 | | KRYSTAL BIOTECH INC |
10,572 |
+10,572 |
$1,312 | | KRYS | 10,572 | +10,572 | $1,312 | | INTELLIA THERAPEUTICS INC |
37,036 |
+37,036 |
$1,129 | | NTLA | 37,036 | +37,036 | $1,129 | | ADOBE INC |
565 |
UNCH |
$337 | | ADBE | 565 | UNCH | $337 | | SALESFORCE INC |
1,180 |
UNCH |
$311 | | CRM | 1,180 | UNCH | $311 |
See Full List: All Stocks Held By Evolutionary Tree Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Evolutionary Tree Capital Management LLC
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