Evolutionary Tree Capital Management, LLC Top Holdings and 13F Report (2024) → Silver Expected for Extreme Price Action (From Colonial Metals) (Ad) About Evolutionary Tree Capital Management, LLCInvestment ActivityEvolutionary Tree Capital Management, LLC has $99.36 million in total holdings as of March 31, 2024.Evolutionary Tree Capital Management, LLC owns shares of 36 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 14.76% of the portfolio was purchased this quarter.About 14.91% of the portfolio was sold this quarter.This quarter, Evolutionary Tree Capital Management, LLC has purchased 33 new stocks and bought additional shares in 9 stocks.Evolutionary Tree Capital Management, LLC sold shares of 20 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $9,052,632Amazon.com $8,926,826ServiceNow $7,327,426HubSpot $5,969,237Axon Enterprise $4,694,139 Largest New Holdings this Quarter Netflix $2,965,592 HoldingMeta Platforms $2,607,079 HoldingCyberArk Software $2,102,993 HoldingSweetgreen $1,649,023 HoldingZscaler $1,286,191 Holding Largest Purchases this Quarter Netflix 4,883 shares (about $2.97M)Meta Platforms 5,369 shares (about $2.61M)CyberArk Software 7,917 shares (about $2.10M)Sweetgreen 65,282 shares (about $1.65M)Zscaler 6,677 shares (about $1.29M) Largest Sales this Quarter Alphabet 20,027 shares (about $3.02M)HubSpot 2,391 shares (about $1.50M)Visa 5,157 shares (about $1.44M)Airbnb 4,977 shares (about $821.01K)Amazon.com 4,385 shares (about $790.97K) 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 PortfolioSectorMSFTMicrosoft$9,052,632$112,753 ▼-1.2%21,5179.1%Computer and TechnologyAMZNAmazon.com$8,926,826$790,966 ▼-8.1%49,4899.0%Retail/WholesaleNOWServiceNow$7,327,426$490,986 ▼-6.3%9,6117.4%Computer and TechnologyHUBSHubSpot$5,969,237$1,498,105 ▼-20.1%9,5276.0%Computer and TechnologyAXONAxon Enterprise$4,694,139$462,437 ▼-9.0%15,0034.7%Industrial ProductsUBERUber Technologies$4,164,774$27,023 ▼-0.6%54,0954.2%Computer and TechnologyDKNGDraftKings$3,428,955$853,163 ▲33.1%75,5113.5%Consumer DiscretionarySRPTSarepta Therapeutics$3,369,585$849,517 ▲33.7%26,0283.4%MedicalMELIMercadoLibre$3,122,197$48,383 ▼-1.5%2,0653.1%Retail/WholesaleVVisa$3,035,274$1,439,216 ▼-32.2%10,8763.1%Business ServicesNFLXNetflix$2,965,592$2,965,592 ▲New Holding4,8833.0%Consumer DiscretionaryWDAYWorkday$2,631,219$52,641 ▼-2.0%9,6472.6%Computer and TechnologyMETAMeta Platforms$2,607,079$2,607,079 ▲New Holding5,3692.6%Computer and TechnologySHOPShopify$2,466,739$455,380 ▲22.6%31,9652.5%Computer and TechnologyPRCTPROCEPT BioRobotics$2,465,416$38,597 ▲1.6%49,8872.5%MedicalINSPInspire Medical Systems$2,441,303$660,050 ▼-21.3%11,3662.5%MedicalPANWPalo Alto Networks$2,395,784$416,250 ▲21.0%8,4322.4%Computer and TechnologyTTDTrade Desk$2,318,291$252,731 ▼-9.8%26,5192.3%Computer and TechnologyMNDYmonday.com$2,238,146$240,552 ▲12.0%9,9092.3%Computer and TechnologyGTLBGitLab$2,155,799$386,778 ▲21.9%36,9652.2%Computer and TechnologyMDBMongoDB$2,129,963$358,999 ▲20.3%5,9392.1%Computer and TechnologyCYBRCyberArk Software$2,102,993$2,102,993 ▲New Holding7,9172.1%Computer and TechnologyABNBAirbnb$2,081,300$821,006 ▼-28.3%12,6172.1%Computer and TechnologySNOWSnowflake$2,079,954$450,541 ▲27.7%12,8712.1%Computer and TechnologyASNDAscendis Pharma A/S$2,061,808$466,662 ▼-18.5%13,6392.1%MedicalSGSweetgreen$1,649,023$1,649,023 ▲New Holding65,2821.7%Retail/WholesaleKRYSKrystal Biotech$1,618,451$262,625 ▼-14.0%9,0961.6%MedicalABTAbbott Laboratories$1,520,089$288,810 ▼-16.0%13,3741.5%MedicalARGXargenx$1,366,996$787 ▼-0.1%3,4721.4%MedicalZSZscaler$1,286,191$1,286,191 ▲New Holding6,6771.3%Computer and TechnologyARWRArrowhead Pharmaceuticals$1,284,026$194,223 ▼-13.1%44,8961.3%MedicalNTLAIntellia Therapeutics$1,011,543$7,318 ▼-0.7%36,7701.0%MedicalGOOGLAlphabet$390,154$3,022,675 ▼-88.6%2,5850.4%Computer and TechnologySPOTSpotify Technology$359,696$28,237 ▼-7.3%1,3630.4%Business ServicesCRMSalesforce$355,3920.0%1,1800.4%Computer and TechnologyADBEAdobe$285,0990.0%5650.3%Computer and TechnologyNCNOnCino$0$2,458,622 ▼-100.0%00.0%Computer and TechnologyANETArista Networks$0$1,425,071 ▼-100.0%00.0%Computer and TechnologyShowing 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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