Evolutionary Tree Capital Management, LLC holdings history

77 is the total number of securities Evolutionary Tree Capital Management, LLC has owned. The longest Evolutionary Tree Capital Management, LLC has owned a single stock is 12 quarters.

Evolutionary Tree Capital Management, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
HUBS HUBSPOT INC12125.01%7.18%7.96%Q4 2020Q3 202312
NOW SERVICENOW INC12122.99%5.10%8.16%Q4 2020Q3 202312
AMZN AMAZON COM INC12122.11%4.97%8.76%Q4 2020Q3 202312
SRPT SAREPTA THERAPEUTICS INC12122.60%4.28%7.93%Q4 2020Q3 202312
SE SEA LTD12121.40%3.43%6.70%Q4 2020Q3 202312
GOOGL ALPHABET INC12120.14%2.89%5.97%Q4 2020Q3 202312
ARWR ARROWHEAD PHARMACEUTIC...12121.78%2.71%3.68%Q4 2020Q3 202312
ARGX ARGENX SE12121.74%2.42%4.07%Q4 2020Q3 202312
ASND ASCENDIS PHARMA A/S12121.05%2.05%3.06%Q4 2020Q3 202312
V VISA INC12120.15%1.54%5.00%Q4 2020Q3 202312
RVNC REVANCE THERAPEUTICS INC11111.81%2.54%4.98%Q4 2020Q2 202311
TTD THE TRADE DESK INC650.15%2.03%2.97%Q4 2020Q3 202311
MDB MONGODB INC641.01%1.90%2.41%Q4 2020Q3 202310
MELI MERCADOLIBRE INC640.18%1.17%3.41%Q4 2020Q3 202310
ADBE ADOBE SYSTEMS INCORPOR...730.14%0.22%0.37%Q4 2020Q3 202310
BMBL BUMBLE INC990.94%2.83%5.46%Q2 2021Q2 20239
ETSY ETSY INC990.76%1.74%3.01%Q4 2020Q4 20229
CRM SALESFORCE INC630.13%0.21%0.33%Q4 2020Q3 20239
BEAM BEAM THERAPEUTICS INC880.87%1.67%2.61%Q4 2020Q3 20228
SQ SQUARE INC880.87%1.41%2.52%Q3 2021Q2 20238
NCINO INC773.42%5.49%8.21%Q1 2022Q3 20237
AXON AXON ENTERPRISE INC772.80%3.86%5.24%Q1 2022Q3 20237
TWLO TWILIO INC771.74%3.40%5.06%Q4 2020Q2 20227
AVLR AVALARA INC771.05%2.69%4.22%Q4 2020Q2 20227
TW TRADEWEB MKTS INC611.16%2.39%4.60%Q4 2020Q3 20237
DXCM DEXCOM INC770.90%1.57%2.33%Q4 2020Q2 20227
MSFT MICROSOFT CORP664.15%6.73%9.24%Q2 2022Q3 20236
ZS ZSCALER INC662.88%5.39%7.74%Q4 2020Q1 20226
NFLX NETFLIX INC662.46%2.96%3.22%Q4 2020Q1 20226
ABNB AIRBNB INC661.98%2.77%3.71%Q2 2022Q3 20236
CACI CACI INTL INC661.07%2.38%4.18%Q1 2022Q2 20236
DOCN DIGITALOCEAN HLDGS INC661.18%2.04%2.70%Q3 2021Q4 20226
SNOW SNOWFLAKE INC661.05%1.79%2.16%Q2 2022Q3 20236
NYXOAH S A660.26%0.53%0.83%Q3 2021Q4 20226
SPOT SPOTIFY TECHNOLOGY S A660.12%0.16%0.24%Q4 2020Q1 20226
INSP INSPIRE MED SYS INC553.47%4.84%6.76%Q3 2022Q3 20235
PINS PINTEREST INC553.78%4.78%5.87%Q4 2020Q4 20215
PTON PELOTON INTERACTIVE INC551.96%4.58%6.00%Q4 2020Q4 20215
ESTC ELASTIC N V553.30%3.76%4.15%Q4 2020Q4 20215
ROKU ROKU INC552.65%3.58%4.30%Q4 2020Q4 20215
UBER UBER TECHNOLOGIES INC321.16%2.87%4.55%Q4 2020Q3 20235
CRL CHARLES RIV LABS INTL INC551.43%2.49%3.25%Q2 2022Q2 20235
FTCH FARFETCH LTD551.84%2.32%2.79%Q1 2021Q1 20225
FVRR FIVERR INTL LTD551.34%2.17%3.26%Q1 2022Q1 20235
PYPL PAYPAL HLDGS INC551.61%1.96%2.79%Q4 2020Q4 20215
DOCU DOCUSIGN INC551.34%1.60%2.07%Q1 2021Q1 20225
DERMTECH INC551.09%1.37%1.61%Q1 2021Q1 20225
FB META PLATFORMS INC550.10%0.38%1.47%Q4 2020Q4 20215
NCNO NCINO INC442.94%4.05%5.43%Q1 2021Q4 20214
NEXTDOOR HOLDINGS INC442.54%3.53%4.36%Q4 2021Q3 20224
DKNG DRAFTKINGS INC442.78%3.43%3.78%Q4 2020Q3 20214
COUP COUPA SOFTWARE INC442.36%2.71%3.06%Q4 2020Q3 20214
DRNA DICERNA PHARMACEUTICAL...440.83%1.53%2.43%Q4 2020Q3 20214
SYK STRYKER CORPORATION440.97%1.29%1.58%Q3 2022Q2 20234
U UNITY SOFTWARE INC440.81%0.97%1.15%Q4 2020Q3 20214
ALNY ALNYLAM PHARMACEUTICAL...332.34%2.91%3.47%Q4 2020Q2 20213
SCHW SCHWAB CHARLES CORP331.75%1.94%2.28%Q2 2022Q4 20223
PROCEPT BIOROBOTICS CORP331.35%1.73%2.08%Q1 2023Q3 20233
SNAP SNAP INC331.39%1.46%1.55%Q3 2021Q1 20223
ZM ZOOM VIDEO COMMUNICATI...331.15%1.25%1.37%Q2 2021Q4 20213
PANW PALO ALTO NETWORKS INC222.31%2.53%2.75%Q2 2023Q3 20232
WDAY WORKDAY INC111.81%2.36%2.92%Q4 2020Q3 20232
TXG 10X GENOMICS INC221.63%2.25%2.86%Q1 2022Q2 20222
GITLAB INC221.99%2.12%2.24%Q3 2022Q4 20222
FND FLOOR & DECOR HLDGS INC221.73%1.81%1.88%Q2 2023Q3 20232
ABT ABBOTT LABS221.58%1.77%1.97%Q2 2023Q3 20232
ANET ARISTA NETWORKS INC221.57%1.72%1.86%Q2 2023Q3 20232
MNDY MONDAY COM LTD221.29%1.29%1.30%Q2 2023Q3 20232
CFLT CONFLUENT INC112.82%2.82%2.82%Q3 2021Q3 20211
SWAV SHOCKWAVE MED INC112.51%2.51%2.51%Q2 2022Q2 20221
DDOG DATADOG INC112.06%2.06%2.06%Q3 2023Q3 20231
FRESHWORKS INC111.96%1.96%1.96%Q1 2022Q1 20221
IONS IONIS PHARMACEUTICALS INC111.72%1.72%1.72%Q4 2020Q4 20201
CRWD CROWDSTRIKE HLDGS INC111.35%1.35%1.35%Q4 2020Q4 20201
SPY SPDR S&P 500 ETF TR110.25%0.25%0.25%Q4 2021Q4 20211
PLAN ANAPLAN INC110.19%0.19%0.19%Q4 2020Q4 20201
PAGS PAGSEGURO DIGITAL LTD110.10%0.10%0.10%Q3 2021Q3 20211

The securities at the top of the list , including HUBSPOT INC, SERVICENOW INC, and AMAZON COM INC, are the highest-conviction holdings of Evolutionary Tree Capital Management, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Evolutionary Tree Capital Management, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Evolutionary Tree Capital Management, LLC owns currently or has owned in the past.