Evolutionary Tree Capital Management, LLC
CIK 1844345 · Holdings on Sep 30, 2023 · First reported Nov 13, 2023
Top ten holdings
Q3 2023- MSFT8.80%
- AMZN8.76%
- NOW8.16%
- HUBS7.35%
- V4.69%
- UBER4.55%
- INSP4.27%
- AXON4.20%
- GOOGL3.71%
- NCNO3.42%
Share classes counted separately57.91%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $6.82M | 8.80% | 21.61K shares | — | ↗▾ | |
| 02 | AMZNAMAZON.COM INC View history and evidence | $6.79M | 8.76% | 53.43K shares | — | ↗▾ | |
| 03 | NOWSERVICENOW INC View history and evidence | $6.32M | 8.16% | 11.31K shares | — | ↗▾ | |
| 04 | HUBSHUBSPOT INC View history and evidence | $5.70M | 7.35% | 11.57K shares | — | ↗▾ | |
| 05 | VVISA INC-CLASS A SHARESCOM CL A View history and evidence | $3.63M | 4.69% | 15.80K shares | — | ↗▾ | |
| 06 | UBERUBER TECHNOLOGIES INC View history and evidence | $3.53M | 4.55% | 76.67K shares | — | ↗▾ | |
| 07 | INSPINSPIRE MEDICAL SYSTEMS INC View history and evidence | $3.31M | 4.27% | 16.67K shares | — | ↗▾ | |
| 08 | AXONAXON ENTERPRISE INC View history and evidence | $3.26M | 4.20% | 16.37K shares | — | ↗▾ | |
| 09 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $2.87M | 3.71% | 21.95K shares | — | ↗▾ | |
| 10 | NCNONCINO INC View history and evidence | $2.65M | 3.42% | 83.24K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| RVNC REVANCE THERAPEUTICS INC | Non-derivative | — | — | SEC filing ↗ | |
| CRL CHARLES RIVER LABORATORIES | Non-derivative | — | — | SEC filing ↗ | |
| XYZ BLOCK INC | Non-derivative | — | — | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1844345 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 77508815
}Research all 31 reported holdings.
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