13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001844345
Total reported value
$53.0M
$53.0M
36 檔
67.8%
In Q1 2024, Evolutionary Tree Capital Management, LLC's U.S. equity holdings reached a combined market value of $53.0M, distributed across 36 disclosed stock positions.
During Q1 2024, Evolutionary Tree Capital Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.11% | -1.99% | -1.23% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.98% | +0.16% | -8.14% | |
| 3 | NOW | Servicenow Inc | Stock-Tech | 7.37% | — | -6.28% | |
| 4 | HUBS | Hubspot Inc | Stock-Tech | 6.01% | — | -20.06% | |
| 5 | AXON | Axon Enterprise Inc | Stock-Industrials | 4.72% | +3.42% | -8.97% | |
| 6 | UBER | Uber Technologies Inc | Stock-Industrials | 4.19% | — | -0.64% | |
| 7 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 3.45% | — | +33.12% | |
| 8 | SRPT | Sarepta Therapeutics Inc | Stock-Healthcare | 3.39% | — | +33.71% | |
| 9 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 3.14% | -2.27% | EXIT | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 3.05% | -0.29% | -32.16% | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 2.98% | -2.02% | — | |
| 12 | WDAY | Workday Inc-class A | Stock-Tech | 2.65% | — | -1.96% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.62% | -1.38% | — | |
| 14 | SHOP | Shopify Inc - Class A | Stock-Tech | 2.48% | +0.26% | +22.64% | |
| 15 | PRCT | Procept Biorobotics CORP | Stock-Other | 2.48% | -1.09% | +1.59% | |
| 16 | INSP | Inspire Medical Systems Inc | Stock-Healthcare | 2.46% | — | -21.28% | |
| 17 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.41% | -2.53% | EXIT | |
| 18 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 2.33% | — | -9.83% | |
| 19 | MNDY | monday.com Ltd. | Stock-Tech | 2.25% | — | +12.04% | |
| 20 | GTLB | Gitlab Inc-cl A | Stock-Tech | 2.17% | — | +21.86% | |
| 21 | MDB | Mongodb Inc | Stock-Tech | 2.14% | — | +20.27% | |
| 22 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 2.12% | — | — | |
| 23 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 2.09% | — | -28.29% | |
| 24 | SNOW | Snowflake Inc | Stock-Tech | 2.09% | +4.25% | NEW | |
| 25 | ASND | Ascendis Pharma A/S | Stock-Other | 2.08% | — | -18.46% | |
| 26 | SG | Sweetgreen Inc - Class A | Stock-Other | 1.66% | — | — | |
| 27 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 1.63% | -0.16% | -13.96% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 1.53% | -0.60% | -15.97% | |
| 29 | ARGX | Argenx Se - Adr | Stock-Healthcare | 1.38% | — | -0.06% | |
| 30 | ZS | Zscaler Inc | Stock-Tech | 1.29% | — | — | |
| 31 | ARWR | Arrowhead Pharmaceuticals In | Stock-Healthcare | 1.29% | +2.21% | NEW | |
| 32 | NTLA | Intellia Therapeutics Inc | Stock-Other | 1.02% | — | -0.72% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | -0.01% | -88.57% | |
| 34 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.36% | — | -7.28% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.36% | — | — | |
| 36 | ADBE | Adobe Inc | Stock-Tech | 0.29% | — | — |
According to official SEC Form 13F filings, Evolutionary Tree Capital Management, LLC reported a total U.S. public equity portfolio value of $53.0M across 36 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, NOW) accounted for 67.8% of total reported equity market value during Q1 2024.
During Q1 2024, Evolutionary Tree Capital Management, LLC's top holdings by market value included MSFT (9.1%)、AMZN (9.0%)、NOW (7.4%). The largest single position, MSFT, represented 9.1% of total portfolio value.
In Q1 2024, Evolutionary Tree Capital Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.