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.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HUBS | HUBSPOT INC | 12 | 12 | 5.01% | 7.18% | 7.96% | Q4 2020 | Q3 2023 | 12 |
NOW | SERVICENOW INC | 12 | 12 | 2.99% | 5.10% | 8.16% | Q4 2020 | Q3 2023 | 12 |
AMZN | AMAZON COM INC | 12 | 12 | 2.11% | 4.97% | 8.76% | Q4 2020 | Q3 2023 | 12 |
SRPT | SAREPTA THERAPEUTICS INC | 12 | 12 | 2.60% | 4.28% | 7.93% | Q4 2020 | Q3 2023 | 12 |
SE | SEA LTD | 12 | 12 | 1.40% | 3.43% | 6.70% | Q4 2020 | Q3 2023 | 12 |
GOOGL | ALPHABET INC | 12 | 12 | 0.14% | 2.89% | 5.97% | Q4 2020 | Q3 2023 | 12 |
ARWR | ARROWHEAD PHARMACEUTIC... | 12 | 12 | 1.78% | 2.71% | 3.68% | Q4 2020 | Q3 2023 | 12 |
ARGX | ARGENX SE | 12 | 12 | 1.74% | 2.42% | 4.07% | Q4 2020 | Q3 2023 | 12 |
ASND | ASCENDIS PHARMA A/S | 12 | 12 | 1.05% | 2.05% | 3.06% | Q4 2020 | Q3 2023 | 12 |
V | VISA INC | 12 | 12 | 0.15% | 1.54% | 5.00% | Q4 2020 | Q3 2023 | 12 |
RVNC | REVANCE THERAPEUTICS INC | 11 | 11 | 1.81% | 2.54% | 4.98% | Q4 2020 | Q2 2023 | 11 |
TTD | THE TRADE DESK INC | 6 | 5 | 0.15% | 2.03% | 2.97% | Q4 2020 | Q3 2023 | 11 |
MDB | MONGODB INC | 6 | 4 | 1.01% | 1.90% | 2.41% | Q4 2020 | Q3 2023 | 10 |
MELI | MERCADOLIBRE INC | 6 | 4 | 0.18% | 1.17% | 3.41% | Q4 2020 | Q3 2023 | 10 |
ADBE | ADOBE SYSTEMS INCORPOR... | 7 | 3 | 0.14% | 0.22% | 0.37% | Q4 2020 | Q3 2023 | 10 |
BMBL | BUMBLE INC | 9 | 9 | 0.94% | 2.83% | 5.46% | Q2 2021 | Q2 2023 | 9 |
ETSY | ETSY INC | 9 | 9 | 0.76% | 1.74% | 3.01% | Q4 2020 | Q4 2022 | 9 |
CRM | SALESFORCE INC | 6 | 3 | 0.13% | 0.21% | 0.33% | Q4 2020 | Q3 2023 | 9 |
BEAM | BEAM THERAPEUTICS INC | 8 | 8 | 0.87% | 1.67% | 2.61% | Q4 2020 | Q3 2022 | 8 |
SQ | SQUARE INC | 8 | 8 | 0.87% | 1.41% | 2.52% | Q3 2021 | Q2 2023 | 8 |
NCINO INC | 7 | 7 | 3.42% | 5.49% | 8.21% | Q1 2022 | Q3 2023 | 7 | |
AXON | AXON ENTERPRISE INC | 7 | 7 | 2.80% | 3.86% | 5.24% | Q1 2022 | Q3 2023 | 7 |
TWLO | TWILIO INC | 7 | 7 | 1.74% | 3.40% | 5.06% | Q4 2020 | Q2 2022 | 7 |
AVLR | AVALARA INC | 7 | 7 | 1.05% | 2.69% | 4.22% | Q4 2020 | Q2 2022 | 7 |
TW | TRADEWEB MKTS INC | 6 | 1 | 1.16% | 2.39% | 4.60% | Q4 2020 | Q3 2023 | 7 |
DXCM | DEXCOM INC | 7 | 7 | 0.90% | 1.57% | 2.33% | Q4 2020 | Q2 2022 | 7 |
MSFT | MICROSOFT CORP | 6 | 6 | 4.15% | 6.73% | 9.24% | Q2 2022 | Q3 2023 | 6 |
ZS | ZSCALER INC | 6 | 6 | 2.88% | 5.39% | 7.74% | Q4 2020 | Q1 2022 | 6 |
NFLX | NETFLIX INC | 6 | 6 | 2.46% | 2.96% | 3.22% | Q4 2020 | Q1 2022 | 6 |
ABNB | AIRBNB INC | 6 | 6 | 1.98% | 2.77% | 3.71% | Q2 2022 | Q3 2023 | 6 |
CACI | CACI INTL INC | 6 | 6 | 1.07% | 2.38% | 4.18% | Q1 2022 | Q2 2023 | 6 |
DOCN | DIGITALOCEAN HLDGS INC | 6 | 6 | 1.18% | 2.04% | 2.70% | Q3 2021 | Q4 2022 | 6 |
SNOW | SNOWFLAKE INC | 6 | 6 | 1.05% | 1.79% | 2.16% | Q2 2022 | Q3 2023 | 6 |
NYXOAH S A | 6 | 6 | 0.26% | 0.53% | 0.83% | Q3 2021 | Q4 2022 | 6 | |
SPOT | SPOTIFY TECHNOLOGY S A | 6 | 6 | 0.12% | 0.16% | 0.24% | Q4 2020 | Q1 2022 | 6 |
INSP | INSPIRE MED SYS INC | 5 | 5 | 3.47% | 4.84% | 6.76% | Q3 2022 | Q3 2023 | 5 |
PINS | PINTEREST INC | 5 | 5 | 3.78% | 4.78% | 5.87% | Q4 2020 | Q4 2021 | 5 |
PTON | PELOTON INTERACTIVE INC | 5 | 5 | 1.96% | 4.58% | 6.00% | Q4 2020 | Q4 2021 | 5 |
ESTC | ELASTIC N V | 5 | 5 | 3.30% | 3.76% | 4.15% | Q4 2020 | Q4 2021 | 5 |
ROKU | ROKU INC | 5 | 5 | 2.65% | 3.58% | 4.30% | Q4 2020 | Q4 2021 | 5 |
UBER | UBER TECHNOLOGIES INC | 3 | 2 | 1.16% | 2.87% | 4.55% | Q4 2020 | Q3 2023 | 5 |
CRL | CHARLES RIV LABS INTL INC | 5 | 5 | 1.43% | 2.49% | 3.25% | Q2 2022 | Q2 2023 | 5 |
FTCH | FARFETCH LTD | 5 | 5 | 1.84% | 2.32% | 2.79% | Q1 2021 | Q1 2022 | 5 |
FVRR | FIVERR INTL LTD | 5 | 5 | 1.34% | 2.17% | 3.26% | Q1 2022 | Q1 2023 | 5 |
PYPL | PAYPAL HLDGS INC | 5 | 5 | 1.61% | 1.96% | 2.79% | Q4 2020 | Q4 2021 | 5 |
DOCU | DOCUSIGN INC | 5 | 5 | 1.34% | 1.60% | 2.07% | Q1 2021 | Q1 2022 | 5 |
DERMTECH INC | 5 | 5 | 1.09% | 1.37% | 1.61% | Q1 2021 | Q1 2022 | 5 | |
FB | META PLATFORMS INC | 5 | 5 | 0.10% | 0.38% | 1.47% | Q4 2020 | Q4 2021 | 5 |
NCNO | NCINO INC | 4 | 4 | 2.94% | 4.05% | 5.43% | Q1 2021 | Q4 2021 | 4 |
NEXTDOOR HOLDINGS INC | 4 | 4 | 2.54% | 3.53% | 4.36% | Q4 2021 | Q3 2022 | 4 | |
DKNG | DRAFTKINGS INC | 4 | 4 | 2.78% | 3.43% | 3.78% | Q4 2020 | Q3 2021 | 4 |
COUP | COUPA SOFTWARE INC | 4 | 4 | 2.36% | 2.71% | 3.06% | Q4 2020 | Q3 2021 | 4 |
DRNA | DICERNA PHARMACEUTICAL... | 4 | 4 | 0.83% | 1.53% | 2.43% | Q4 2020 | Q3 2021 | 4 |
SYK | STRYKER CORPORATION | 4 | 4 | 0.97% | 1.29% | 1.58% | Q3 2022 | Q2 2023 | 4 |
U | UNITY SOFTWARE INC | 4 | 4 | 0.81% | 0.97% | 1.15% | Q4 2020 | Q3 2021 | 4 |
ALNY | ALNYLAM PHARMACEUTICAL... | 3 | 3 | 2.34% | 2.91% | 3.47% | Q4 2020 | Q2 2021 | 3 |
SCHW | SCHWAB CHARLES CORP | 3 | 3 | 1.75% | 1.94% | 2.28% | Q2 2022 | Q4 2022 | 3 |
PROCEPT BIOROBOTICS CORP | 3 | 3 | 1.35% | 1.73% | 2.08% | Q1 2023 | Q3 2023 | 3 | |
SNAP | SNAP INC | 3 | 3 | 1.39% | 1.46% | 1.55% | Q3 2021 | Q1 2022 | 3 |
ZM | ZOOM VIDEO COMMUNICATI... | 3 | 3 | 1.15% | 1.25% | 1.37% | Q2 2021 | Q4 2021 | 3 |
PANW | PALO ALTO NETWORKS INC | 2 | 2 | 2.31% | 2.53% | 2.75% | Q2 2023 | Q3 2023 | 2 |
WDAY | WORKDAY INC | 1 | 1 | 1.81% | 2.36% | 2.92% | Q4 2020 | Q3 2023 | 2 |
TXG | 10X GENOMICS INC | 2 | 2 | 1.63% | 2.25% | 2.86% | Q1 2022 | Q2 2022 | 2 |
GITLAB INC | 2 | 2 | 1.99% | 2.12% | 2.24% | Q3 2022 | Q4 2022 | 2 | |
FND | FLOOR & DECOR HLDGS INC | 2 | 2 | 1.73% | 1.81% | 1.88% | Q2 2023 | Q3 2023 | 2 |
ABT | ABBOTT LABS | 2 | 2 | 1.58% | 1.77% | 1.97% | Q2 2023 | Q3 2023 | 2 |
ANET | ARISTA NETWORKS INC | 2 | 2 | 1.57% | 1.72% | 1.86% | Q2 2023 | Q3 2023 | 2 |
MNDY | MONDAY COM LTD | 2 | 2 | 1.29% | 1.29% | 1.30% | Q2 2023 | Q3 2023 | 2 |
CFLT | CONFLUENT INC | 1 | 1 | 2.82% | 2.82% | 2.82% | Q3 2021 | Q3 2021 | 1 |
SWAV | SHOCKWAVE MED INC | 1 | 1 | 2.51% | 2.51% | 2.51% | Q2 2022 | Q2 2022 | 1 |
DDOG | DATADOG INC | 1 | 1 | 2.06% | 2.06% | 2.06% | Q3 2023 | Q3 2023 | 1 |
FRESHWORKS INC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q1 2022 | Q1 2022 | 1 | |
IONS | IONIS PHARMACEUTICALS INC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q4 2020 | Q4 2020 | 1 |
CRWD | CROWDSTRIKE HLDGS INC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q4 2020 | Q4 2020 | 1 |
SPY | SPDR S&P 500 ETF TR | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
PLAN | ANAPLAN INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
PAGS | PAGSEGURO DIGITAL LTD | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
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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.