Evolutionary Tree Capital Management as of Sept. 30, 2021
Portfolio Holdings for Evolutionary Tree Capital Management
Evolutionary Tree Capital Management holds 46 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hubspot (HUBS) | 7.3 | $16M | 24k | 676.10 | |
| Zscaler Incorporated (ZS) | 6.6 | $15M | 57k | 262.22 | |
| Sea Sponsord Ads (SE) | 4.4 | $9.8M | 31k | 318.73 | |
| Ncino | 4.2 | $9.5M | 134k | 71.03 | |
| Pinterest Cl A (PINS) | 4.2 | $9.4M | 184k | 50.95 | |
| Peloton Interactive Cl A Com (PTON) | 4.1 | $9.4M | 107k | 87.05 | |
| Draftkings Com Cl A | 3.6 | $8.1M | 168k | 48.16 | |
| Sarepta Therapeutics (SRPT) | 3.6 | $8.1M | 87k | 92.47 | |
| Servicenow (NOW) | 3.5 | $7.8M | 13k | 622.25 | |
| Elastic N V Ord Shs (ESTC) | 3.3 | $7.4M | 50k | 149.00 | |
| Twilio Cl A (TWLO) | 3.2 | $7.2M | 23k | 319.06 | |
| Roku Com Cl A (ROKU) | 3.1 | $7.0M | 22k | 313.33 | |
| Netflix (NFLX) | 3.1 | $6.9M | 11k | 610.38 | |
| Arrowhead Pharmaceuticals (ARWR) | 2.9 | $6.6M | 106k | 62.43 | |
| Etsy (ETSY) | 2.9 | $6.5M | 31k | 207.96 | |
| Confluent Class A Com (CFLT) | 2.8 | $6.4M | 107k | 59.65 | |
| Digitalocean Hldgs (DOCN) | 2.7 | $6.1M | 78k | 77.63 | |
| Coupa Software | 2.4 | $5.3M | 24k | 219.20 | |
| Mongodb Cl A (MDB) | 2.4 | $5.3M | 11k | 471.49 | |
| Avalara | 2.2 | $5.0M | 29k | 174.78 | |
| Bumble Com Cl A (BMBL) | 2.2 | $4.9M | 98k | 49.98 | |
| Amazon (AMZN) | 2.2 | $4.9M | 1.5k | 3285.23 | |
| Revance Therapeutics (RVNC) | 2.1 | $4.7M | 167k | 27.86 | |
| Argenx Se Sponsored Adr (ARGX) | 2.1 | $4.7M | 15k | 302.01 | |
| Farfetch Ord Sh Cl A (FTCHF) | 1.8 | $4.1M | 110k | 37.48 | |
| Square Cl A (SQ) | 1.7 | $3.9M | 16k | 239.86 | |
| Beam Therapeutics (BEAM) | 1.7 | $3.9M | 44k | 87.00 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 1.6 | $3.7M | 23k | 159.41 | |
| Paypal Holdings (PYPL) | 1.6 | $3.6M | 14k | 260.22 | |
| Snap Cl A (SNAP) | 1.5 | $3.5M | 47k | 73.86 | |
| Dex (DXCM) | 1.5 | $3.4M | 6.3k | 546.89 | |
| Docusign (DOCU) | 1.5 | $3.3M | 13k | 257.43 | |
| Dermtech Ord ord (DMTK) | 1.3 | $2.9M | 89k | 32.11 | |
| Zoom Video Communications In Cl A (ZM) | 1.2 | $2.8M | 11k | 261.51 | |
| Unity Software (U) | 1.0 | $2.3M | 18k | 126.27 | |
| Dicerna Pharmaceuticals | 0.8 | $1.9M | 93k | 20.16 | |
| Nyxoah S A SHS (NYXH) | 0.5 | $1.1M | 39k | 29.25 | |
| MercadoLibre (MELI) | 0.2 | $469k | 279.00 | 1681.00 | |
| Visa Com Cl A (V) | 0.2 | $343k | 1.5k | 222.73 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $337k | 126.00 | 2674.60 | |
| The Trade Desk Com Cl A (TTD) | 0.1 | $334k | 4.8k | 70.32 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $325k | 565.00 | 575.22 | |
| salesforce (CRM) | 0.1 | $320k | 1.2k | 271.19 | |
| Spotify Technology S A SHS (SPOT) | 0.1 | $261k | 1.2k | 225.39 | |
| Facebook Cl A (META) | 0.1 | $232k | 685.00 | 338.69 | |
| Pagseguro Digital Com Cl A (PAGS) | 0.1 | $214k | 4.1k | 51.79 |
