Evolutionary Tree Capital Management, LLC Top Holdings and 13F Report (2025) About Evolutionary Tree Capital Management, LLCInvestment ActivityEvolutionary Tree Capital Management, LLC has $86.06 million in total holdings as of March 31, 2025.Evolutionary Tree Capital Management, LLC owns shares of 28 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 12.97% of the portfolio was purchased this quarter.About 20.24% of the portfolio was sold this quarter.This quarter, Evolutionary Tree Capital Management, LLC has purchased 30 new stocks and bought additional shares in 6 stocks.Evolutionary Tree Capital Management, LLC sold shares of 19 stocks and completely divested from 5 stocks this quarter.Largest Holdings Amazon.com $7,946,019Microsoft $7,204,860ServiceNow $4,766,490Meta Platforms $4,493,303PROCEPT BioRobotics $4,303,491 Largest New Holdings this Quarter 871607107 - Synopsys $3,429,513 Holding127190304 - CACI International $2,387,548 Holding185123106 - Clearwater Analytics $2,265,538 Holding Largest Purchases this Quarter Synopsys 7,997 shares (about $3.43M)CACI International 6,507 shares (about $2.39M)Clearwater Analytics 84,535 shares (about $2.27M)Microsoft 2,012 shares (about $755.28K)PROCEPT BioRobotics 12,749 shares (about $742.76K) Largest Sales this Quarter Axon Enterprise 4,485 shares (about $2.36M)HubSpot 3,240 shares (about $1.85M)Roblox 27,388 shares (about $1.60M)Ascendis Pharma A/S 9,459 shares (about $1.47M)Workday 3,068 shares (about $716.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvolutionary Tree Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$7,946,019$118,722 ▼-1.5%41,7649.2%Retail/WholesaleMSFTMicrosoft$7,204,860$755,285 ▲11.7%19,1938.4%Computer and TechnologyNOWServiceNow$4,766,490$73,245 ▼-1.5%5,9875.5%Computer and TechnologyMETAMeta Platforms$4,493,303$382,703 ▲9.3%7,7965.2%Computer and TechnologyPRCTPROCEPT BioRobotics$4,303,491$742,757 ▲20.9%73,8675.0%MedicalNFLXNetflix$4,024,799$39,166 ▼-1.0%4,3164.7%Consumer DiscretionaryCYBRCyberArk Software$3,967,782$55,432 ▼-1.4%11,7394.6%Computer and TechnologyMELIMercadoLibre$3,833,460$78,035 ▼-2.0%1,9654.5%Retail/WholesaleSHOPShopify$3,663,945$43,533 ▼-1.2%38,3794.3%Computer and TechnologyUBERUber Technologies$3,556,005$52,969 ▼-1.5%48,8064.1%Computer and TechnologySNPSSynopsys$3,429,513$3,429,513 ▲New Holding7,9974.0%Computer and TechnologyASNDAscendis Pharma A/S$3,219,444$1,474,280 ▼-31.4%20,6563.7%MedicalMNDYmonday.com$3,025,154$397,810 ▲15.1%12,4413.5%Computer and TechnologyRBLXRoblox$2,710,194$1,596,447 ▼-37.1%46,4953.1%Consumer DiscretionaryAXONAxon Enterprise$2,558,747$2,358,886 ▼-48.0%4,8653.0%AerospaceKRYSKrystal Biotech$2,405,743$476,533 ▲24.7%13,3432.8%MedicalCACICACI International$2,387,548$2,387,548 ▲New Holding6,5072.8%Computer and TechnologyARGXargenx$2,292,293$41,431 ▼-1.8%3,8732.7%MedicalCWANClearwater Analytics$2,265,538$2,265,538 ▲New Holding84,5352.6%Computer and TechnologyVVisa$2,120,984$38,551 ▼-1.8%6,0522.5%Business ServicesAFRMAffirm$1,997,398$327,040 ▲19.6%44,2002.3%Business ServicesSGSweetgreen$1,838,995$82,241 ▼-4.3%73,5012.1%Retail/WholesaleWDAYWorkday$1,765,020$716,470 ▼-28.9%7,5582.1%Computer and TechnologyISRGIntuitive Surgical$1,698,281$329,850 ▼-16.3%3,4292.0%MedicalDKNGDraftKings$1,536,527$626,341 ▼-29.0%46,2671.8%Consumer DiscretionaryZSZscaler$1,521,683$18,651 ▼-1.2%7,6691.8%Computer and TechnologyHUBSHubSpot$1,294,543$1,850,979 ▼-58.8%2,2661.5%Computer and TechnologySESEA$227,705$34,580 ▼-13.2%1,7450.3%Computer and TechnologySRPTSarepta Therapeutics$0$2,538,921 ▼-100.0%00.0%MedicalINSPInspire Medical Systems$0$1,716,433 ▼-100.0%00.0%MedicalPANWPalo Alto Networks$0$1,633,273 ▼-100.0%00.0%Computer and TechnologyTTDTrade Desk$0$1,349,950 ▼-100.0%00.0%Computer and TechnologyNTLAIntellia Therapeutics$0$552,754 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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