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CIK: 0001844345
Total reported value
$53.0M
$53.0M
35 檔
66.8%
As reported in its official Q2 2024 Form 13F filing, Evolutionary Tree Capital Management, LLC's tracked investment portfolio stood at $53.0M with 35 total positions.
During Q2 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 | 9.77% | -1.99% | -1.33% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.68% | +0.16% | -1.66% | |
| 3 | NOW | Servicenow Inc | Stock-Tech | 7.51% | — | -3.50% | |
| 4 | HUBS | Hubspot Inc | Stock-Tech | 4.93% | — | -14.72% | |
| 5 | AXON | Axon Enterprise Inc | Stock-Industrials | 4.57% | +3.42% | +0.70% | |
| 6 | PRCT | Procept Biorobotics CORP | Stock-Other | 4.16% | -1.09% | +32.78% | |
| 7 | UBER | Uber Technologies Inc | Stock-Industrials | 3.97% | — | -1.77% | |
| 8 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 3.50% | -2.27% | EXIT | |
| 9 | ASND | Ascendis Pharma A/S | Stock-Other | 3.49% | — | +82.29% | |
| 10 | SRPT | Sarepta Therapeutics Inc | Stock-Healthcare | 3.41% | — | -19.46% | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 3.37% | -2.02% | -0.55% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.32% | -1.38% | +19.04% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 2.89% | -0.29% | -1.61% | |
| 14 | SHOP | Shopify Inc - Class A | Stock-Tech | 2.85% | +0.26% | +31.37% | |
| 15 | WDAY | Workday Inc-class A | Stock-Tech | 2.65% | — | +19.20% | |
| 16 | MNDY | monday.com Ltd. | Stock-Tech | 2.64% | — | +7.56% | |
| 17 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 2.41% | — | -18.79% | |
| 18 | DXCM | Dexcom Inc | Stock-Healthcare | 2.33% | — | — | |
| 19 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 2.23% | — | +0.10% | |
| 20 | SG | Sweetgreen Inc - Class A | Stock-Other | 2.04% | — | +0.73% | |
| 21 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.04% | +1.64% | NEW | |
| 22 | GTLB | Gitlab Inc-cl A | Stock-Tech | 1.88% | — | -0.79% | |
| 23 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.70% | -2.53% | EXIT | |
| 24 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.70% | — | -36.19% | |
| 25 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 1.69% | -0.16% | -1.77% | |
| 26 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.66% | — | -15.71% | |
| 27 | ARGX | Argenx Se - Adr | Stock-Healthcare | 1.52% | — | -1.07% | |
| 28 | INSP | Inspire Medical Systems Inc | Stock-Healthcare | 1.49% | — | -4.98% | |
| 29 | SNOW | Snowflake Inc | Stock-Tech | 1.42% | +4.25% | NEW | |
| 30 | ZS | Zscaler Inc | Stock-Tech | 1.02% | — | -22.51% | |
| 31 | NTLA | Intellia Therapeutics Inc | Stock-Other | 0.84% | — | -1.38% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | -0.01% | -2.51% | |
| 33 | ADBE | Adobe Inc | Stock-Tech | 0.32% | — | — | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.31% | — | — | |
| 35 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.21% | — | -51.65% |
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 35 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, NOW) accounted for 66.8% of total reported equity market value during Q2 2024.
During Q2 2024, Evolutionary Tree Capital Management, LLC's top holdings by market value included MSFT (9.8%)、AMZN (9.7%)、NOW (7.5%). The largest single position, MSFT, represented 9.8% of total portfolio value.
In Q2 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.
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