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CIK: 0001844345
Total reported value
$53.0M
$53.0M
30 檔
63.1%
In Q4 2024, Evolutionary Tree Capital Management, LLC's U.S. equity holdings reached a combined market value of $53.0M, distributed across 30 disclosed stock positions.
In Q4 2024, Evolutionary Tree Capital Management, LLC adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.46% | +0.16% | -11.17% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.37% | -1.99% | -17.32% | |
| 3 | NOW | Servicenow Inc | Stock-Tech | 6.56% | — | -16.43% | |
| 4 | AXON | Axon Enterprise Inc | Stock-Industrials | 5.65% | +3.42% | -35.91% | |
| 5 | PRCT | Procept Biorobotics CORP | Stock-Other | 5.01% | -1.09% | -12.49% | |
| 6 | RBLX | Roblox CORP -class A | Stock-Comm Services | 4.35% | -2.58% | EXIT | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.25% | -1.38% | -5.32% | |
| 8 | ASND | Ascendis Pharma A/S | Stock-Other | 4.22% | — | -8.05% | |
| 9 | SHOP | Shopify Inc - Class A | Stock-Tech | 4.20% | +0.26% | -5.15% | |
| 10 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 4.03% | — | +35.14% | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 3.95% | -2.02% | -8.60% | |
| 12 | HUBS | Hubspot Inc | Stock-Tech | 3.90% | — | -14.85% | |
| 13 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 3.47% | -2.27% | EXIT | |
| 14 | UBER | Uber Technologies Inc | Stock-Industrials | 3.04% | — | -4.83% | |
| 15 | WDAY | Workday Inc-class A | Stock-Tech | 2.79% | — | -5.71% | |
| 16 | MNDY | monday.com Ltd. | Stock-Tech | 2.59% | — | -6.71% | |
| 17 | SRPT | Sarepta Therapeutics Inc | Stock-Healthcare | 2.58% | — | -9.21% | |
| 18 | SG | Sweetgreen Inc - Class A | Stock-Other | 2.50% | — | -6.38% | |
| 19 | ARGX | Argenx Se - Adr | Stock-Healthcare | 2.47% | — | -5.15% | |
| 20 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 2.46% | — | -3.99% | |
| 21 | AFRM | Affirm Holdings Inc | Stock-Financials | 2.29% | -0.66% | — | |
| 22 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.17% | +1.64% | NEW | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.98% | -0.29% | -41.40% | |
| 24 | INSP | Inspire Medical Systems Inc | Stock-Healthcare | 1.75% | — | -11.22% | |
| 25 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 1.71% | -0.16% | +17.43% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.66% | -2.53% | EXIT | |
| 27 | ZS | Zscaler Inc | Stock-Tech | 1.42% | — | -4.75% | |
| 28 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.37% | — | -31.39% | |
| 29 | NTLA | Intellia Therapeutics Inc | Stock-Other | 0.56% | — | +34.02% | |
| 30 | SE | Sea Ltd-adr | Stock-Comm Services | 0.22% | -0.92% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RBLX | Roblox CORP -class A | +4.4% | NEW | New buy |
| 2 | AFRM | Affirm Holdings Inc | +2.3% | NEW | New buy |
| 3 | ✓ | Cyberark Software LTD. Cmn | +1.5% | +35.14% | Add |
| 4 | SHOP | Shopify Inc - Class A | +0.9% | -5.15% | Trim |
| 5 | NFLX | Netflix Inc | +0.6% | -8.60% | Trim |
| 6 | AMZN | Amazon.com Inc | +0.6% | -11.17% | Trim |
| 7 | HUBS | Hubspot Inc | +0.5% | -14.85% | Trim |
| 8 | SE | Sea Ltd-adr | +0.2% | NEW | New buy |
| 9 | ARGX | Argenx Se - Adr | +0.2% | -5.15% | Trim |
| 10 | KRYS | Krystal Biotech Inc | +0.1% | +17.43% | Add |
| 11 | NOW | Servicenow Inc | 0% | -16.43% | Trim |
| 12 | WDAY | Workday Inc-class A | 0% | -5.71% | Trim |
| 13 | ISRG | Intuitive Surgical Inc | 0% | -5.69% | Trim |
| 14 | ZS | Zscaler Inc | 0% | -4.75% | Trim |
| 15 | PANW | Palo Alto Networks Inc | 0% | +86.69% | Add |
| 16 | META | Meta Platforms Inc-class A | -0.1% | -5.32% | Trim |
| 17 | NTLA | Intellia Therapeutics Inc | -0.2% | +34.02% | Add |
| 18 | AXON | Axon Enterprise Inc | -0.2% | -35.91% | Trim |
| 19 | DKNG | Draftkings Inc-cl A | -0.2% | -3.99% | Trim |
| 20 | BKNG | Booking Holdings Inc | -0.2% | EXIT | Sold out |
| 21 | SPOT | Spotify Technology S.A. | -0.2% | EXIT | Sold out |
| 22 | ADBE | Adobe Inc | -0.3% | EXIT | Sold out |
| 23 | SRPT | Sarepta Therapeutics Inc | -0.3% | -9.21% | Trim |
| 24 | CRM | Salesforce Inc | -0.3% | EXIT | Sold out |
| 25 | SG | Sweetgreen Inc - Class A | -0.4% | -6.38% | Trim |
| 26 | GOOGL | Alphabet Inc-cl A | -0.4% | EXIT | Sold out |
| 27 | INSP | Inspire Medical Systems Inc | -0.5% | -11.22% | Trim |
| 28 | TTD | Trade Desk Inc/the -class A | -0.5% | -31.39% | Trim |
| 29 | PRCT | Procept Biorobotics CORP | -0.6% | -12.49% | Trim |
| 30 | MNDY | monday.com Ltd. | -0.6% | -6.71% | Trim |
| 31 | ASND | Ascendis Pharma A/S | -0.7% | -8.05% | Trim |
| 32 | MELI | Mercadolibre Inc | -0.9% | -5.20% | Trim |
| 33 | UBER | Uber Technologies Inc | -0.9% | -4.83% | Trim |
| 34 | V | Visa Inc-class A Shares | -0.9% | -41.40% | Trim |
| 35 | ABNB | Airbnb Inc-class A | -1.3% | EXIT | Sold out |
| 36 | MSFT | Microsoft CORP | -1.6% | -17.32% | Trim |
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 30 disclosed positions in Q4 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 AMZN, MSFT, NOW) accounted for 63.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
RBLX
市值: $4.3M
Top Position Liquidated / Trimmed
ABNB
前期市值: $1.3M
During Q4 2024, Evolutionary Tree Capital Management, LLC's top holdings by market value included AMZN (9.5%)、MSFT (7.4%)、NOW (6.6%). The largest single position, AMZN, represented 9.5% of total portfolio value.
In Q4 2024, Evolutionary Tree Capital Management, LLC made 36 total portfolio adjustments, initiating 3 new buys, adding to 4 positions, trimming 23 holdings, and fully liquidating 6 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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