Evolutionary Tree Capital Management as of June 30, 2021
Portfolio Holdings for Evolutionary Tree Capital Management
Evolutionary Tree Capital Management holds 41 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zscaler Incorporated (ZS) | 6.4 | $14M | 64k | 216.06 | |
| Hubspot (HUBS) | 6.0 | $13M | 22k | 582.73 | |
| Peloton Interactive Cl A Com (PTON) | 6.0 | $13M | 105k | 124.02 | |
| Pinterest Cl A (PINS) | 5.9 | $13M | 161k | 78.95 | |
| Sea Sponsord Ads (SE) | 5.7 | $12M | 45k | 274.61 | |
| Roku Com Cl A (ROKU) | 4.3 | $9.3M | 20k | 459.25 | |
| Elastic N V Ord Shs (ESTC) | 4.1 | $9.0M | 62k | 145.76 | |
| Twilio Cl A (TWLO) | 3.8 | $8.2M | 21k | 394.16 | |
| Draftkings Com Cl A | 3.6 | $7.7M | 149k | 52.17 | |
| Servicenow (NOW) | 3.0 | $6.5M | 12k | 549.55 | |
| Arrowhead Pharmaceuticals (ARWR) | 3.0 | $6.4M | 78k | 82.82 | |
| Ncino | 2.9 | $6.4M | 106k | 59.92 | |
| The Trade Desk Com Cl A (TTD) | 2.9 | $6.3M | 81k | 77.36 | |
| Sarepta Therapeutics (SRPT) | 2.8 | $6.1M | 78k | 77.74 | |
| Etsy (ETSY) | 2.8 | $6.0M | 29k | 205.84 | |
| Beam Therapeutics (BEAM) | 2.6 | $5.7M | 44k | 128.70 | |
| Coupa Software | 2.6 | $5.7M | 22k | 262.11 | |
| Netflix (NFLX) | 2.5 | $5.3M | 10k | 528.26 | |
| Dicerna Pharmaceuticals | 2.4 | $5.3M | 141k | 37.32 | |
| Farfetch Ord Sh Cl A (FTCHF) | 2.4 | $5.2M | 102k | 50.36 | |
| Alnylam Pharmaceuticals (ALNY) | 2.3 | $5.1M | 30k | 169.53 | |
| Revance Therapeutics (RVNC) | 2.1 | $4.6M | 155k | 29.64 | |
| Amazon (AMZN) | 2.1 | $4.6M | 1.3k | 3440.51 | |
| Bumble Com Cl A (BMBL) | 2.0 | $4.4M | 76k | 57.60 | |
| Avalara | 2.0 | $4.2M | 26k | 161.80 | |
| Argenx Se Sponsored Adr (ARGX) | 1.7 | $3.8M | 13k | 301.10 | |
| Mongodb Cl A (MDB) | 1.7 | $3.8M | 10k | 361.50 | |
| Paypal Holdings (PYPL) | 1.7 | $3.6M | 12k | 291.51 | |
| Dermtech Ord ord (DMTK) | 1.5 | $3.3M | 79k | 41.58 | |
| Docusign (DOCU) | 1.5 | $3.2M | 11k | 279.58 | |
| Zoom Video Communications In Cl A (ZM) | 1.4 | $3.0M | 7.7k | 387.06 | |
| Dex (DXCM) | 1.3 | $2.9M | 6.8k | 426.99 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 1.1 | $2.3M | 17k | 131.55 | |
| Unity Software (U) | 0.8 | $1.7M | 16k | 109.83 | |
| MercadoLibre (MELI) | 0.4 | $879k | 564.00 | 1558.51 | |
| Visa Com Cl A (V) | 0.2 | $360k | 1.5k | 233.77 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $331k | 565.00 | 585.84 | |
| Spotify Technology S A SHS (SPOT) | 0.1 | $319k | 1.2k | 275.48 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $308k | 126.00 | 2444.44 | |
| salesforce (CRM) | 0.1 | $288k | 1.2k | 244.07 | |
| Facebook Cl A (META) | 0.1 | $238k | 685.00 | 347.45 |
