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CIK: 0001844345
Total reported value
$53.0M
$53.0M
28 檔
54.2%
The Q1 2025 SEC filing reveals that Evolutionary Tree Capital Management, LLC held a total portfolio value of $53.0M, covering 28 public equity positions.
In Q1 2025, Evolutionary Tree Capital Management, LLC displayed an active expansion posture, initiating 28 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.23% | +0.16% | -1.47% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.37% | -1.99% | +11.71% | |
| 3 | NOW | Servicenow Inc | Stock-Tech | 5.54% | — | -1.51% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.22% | -1.38% | +9.31% | |
| 5 | PRCT | Procept Biorobotics CORP | Stock-Other | 5.00% | -1.09% | +20.86% | |
| 6 | NFLX | Netflix Inc | Stock-Comm Services | 4.68% | -2.02% | -0.96% | |
| 7 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 4.61% | — | -1.38% | |
| 8 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 4.45% | -2.27% | EXIT | |
| 9 | SHOP | Shopify Inc - Class A | Stock-Tech | 4.26% | +0.26% | -1.17% | |
| 10 | UBER | Uber Technologies Inc | Stock-Industrials | 4.13% | — | -1.47% | |
| 11 | SNPS | Synopsys Inc | Stock-Tech | 3.99% | — | — | |
| 12 | ASND | Ascendis Pharma A/S | Stock-Other | 3.74% | — | -31.41% | |
| 13 | MNDY | monday.com Ltd. | Stock-Tech | 3.52% | — | +15.14% | |
| 14 | RBLX | Roblox CORP -class A | Stock-Comm Services | 3.15% | -2.58% | EXIT | |
| 15 | AXON | Axon Enterprise Inc | Stock-Industrials | 2.97% | +3.42% | -47.97% | |
| 16 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 2.80% | -0.16% | +24.70% | |
| 17 | CACI | Caci International Inc -cl A | Stock-Tech | 2.77% | -2.95% | — | |
| 18 | ARGX | Argenx Se - Adr | Stock-Healthcare | 2.66% | — | -1.78% | |
| 19 | CWAN | Clearwater Analytics Holdings, Inc. | Stock-Tech | 2.63% | — | — | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 2.46% | -0.29% | -1.79% | |
| 21 | AFRM | Affirm Holdings Inc | Stock-Financials | 2.32% | -0.66% | +19.58% | |
| 22 | SG | Sweetgreen Inc - Class A | Stock-Other | 2.14% | — | -4.28% | |
| 23 | WDAY | Workday Inc-class A | Stock-Tech | 2.05% | — | -28.87% | |
| 24 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.97% | +1.64% | NEW | |
| 25 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 1.79% | — | -28.96% | |
| 26 | ZS | Zscaler Inc | Stock-Tech | 1.77% | — | -1.21% | |
| 27 | HUBS | Hubspot Inc | Stock-Tech | 1.50% | — | -58.84% | |
| 28 | SE | Sea Ltd-adr | Stock-Comm Services | 0.26% | -0.92% | -13.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | NOW | Servicenow Inc | — | NEW | New buy |
| 4 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 5 | PRCT | Procept Biorobotics CORP | — | NEW | New buy |
| 6 | NFLX | Netflix Inc | — | NEW | New buy |
| 7 | ✓ | Cyberark Software LTD. Cmn | — | NEW | New buy |
| 8 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 9 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 10 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 11 | SNPS | Synopsys Inc | — | NEW | New buy |
| 12 | ASND | Ascendis Pharma A/S | — | NEW | New buy |
| 13 | MNDY | monday.com Ltd. | — | NEW | New buy |
| 14 | RBLX | Roblox CORP -class A | — | NEW | New buy |
| 15 | AXON | Axon Enterprise Inc | — | NEW | New buy |
| 16 | KRYS | Krystal Biotech Inc | — | NEW | New buy |
| 17 | CACI | Caci International Inc -cl A | — | NEW | New buy |
| 18 | ARGX | Argenx Se - Adr | — | NEW | New buy |
| 19 | CWAN | Clearwater Analytics Holdings, Inc. | — | NEW | New buy |
| 20 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 21 | AFRM | Affirm Holdings Inc | — | NEW | New buy |
| 22 | SG | Sweetgreen Inc - Class A | — | NEW | New buy |
| 23 | WDAY | Workday Inc-class A | — | NEW | New buy |
| 24 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 25 | DKNG | Draftkings Inc-cl A | — | NEW | New buy |
| 26 | ZS | Zscaler Inc | — | NEW | New buy |
| 27 | HUBS | Hubspot Inc | — | NEW | New buy |
| 28 | SE | Sea Ltd-adr | — | NEW | New buy |
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 28 disclosed positions in Q1 2025.
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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 54.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
AMZN
市值: $7.9M
During Q1 2025, Evolutionary Tree Capital Management, LLC's top holdings by market value included AMZN (9.2%)、MSFT (8.4%)、NOW (5.5%). The largest single position, AMZN, represented 9.2% of total portfolio value.
In Q1 2025, Evolutionary Tree Capital Management, LLC made 28 total portfolio adjustments, initiating 28 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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