Evolutionary Tree Capital Management, LLC
CIK 1844345 · Holdings on Dec 31, 2023 · First reported Feb 13, 2024
Top ten holdings
Q4 2023- MSFT9.04%
- AMZN9.04%
- NOW8.00%
- HUBS7.64%
- AXON4.70%
- V4.61%
- UBER3.70%
- MELI3.64%
- GOOGL3.49%
- INSP3.24%
Share classes counted separately57.10%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- INSPWeight decreased · -1.03 pp4.27% → 3.24%Shares -2.23K (-13.38%)
- UBERWeight decreased · -0.85 pp4.55% → 3.70%Shares -22.22K (-28.98%)
- NCNOWeight decreased · -0.71 pp3.42% → 2.71%Shares -10.13K (-12.17%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $8.19M | 9.04% | 21.79K shares | 8.80% → 9.04%+0.24 pp +171 (+0.79%) | Added | ↗▾ |
| 02 | AMZNAMAZON.COM INC View history and evidence | $8.19M | 9.04% | 53.87K shares | 8.76% → 9.04%+0.28 pp +444 (+0.83%) | Added | ↗▾ |
| 03 | NOWSERVICENOW INC View history and evidence | $7.25M | 8.00% | 10.26K shares | 8.16% → 8.00%-0.16 pp -1.06K (-9.34%) | Reduced | ↗▾ |
| 04 | HUBSHUBSPOT INC View history and evidence | $6.92M | 7.64% | 11.92K shares | 7.35% → 7.64%+0.29 pp +345 (+2.98%) | Added | ↗▾ |
| 05 | AXONAXON ENTERPRISE INC View history and evidence | $4.26M | 4.70% | 16.48K shares | 4.20% → 4.70%+0.50 pp +111 (+0.68%) | Added | ↗▾ |
| 06 | VVISA INC-CLASS A SHARESCOM CL A View history and evidence | $4.17M | 4.61% | 16.03K shares | 4.69% → 4.61%-0.08 pp +237 (+1.50%) | Added | ↗▾ |
| 07 | UBERUBER TECHNOLOGIES INC View history and evidence | $3.35M | 3.70% | 54.45K shares | 4.55% → 3.70%-0.85 pp -22.22K (-28.98%) | Reduced | ↗▾ |
| 08 | MELIMERCADOLIBRE INC View history and evidence | $3.30M | 3.64% | 2.10K shares | 3.41% → 3.64%+0.23 pp +13 (+0.62%) | Added | ↗▾ |
| 09 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $3.16M | 3.49% | 22.61K shares | 3.71% → 3.49%-0.22 pp +662 (+3.02%) | Added | ↗▾ |
| 10 | INSPINSPIRE MEDICAL SYSTEMS INC View history and evidence | $2.94M | 3.24% | 14.44K shares | 4.27% → 3.24%-1.03 pp -2.23K (-13.38%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DDOG DATADOG INC - CLASS A | Non-derivative | -17,507 | -$1.59M | SEC filing ↗ | SEC filing ↗ |
| FND FLOOR & DECOR HOLDINGS INC-A | Non-derivative | -14,782 | -$1.34M | SEC filing ↗ | SEC filing ↗ |
| SE SEA LTD-ADR | Non-derivative | -26,995 | -$1.19M | SEC filing ↗ | SEC filing ↗ |
3 / 4 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 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 90570633
}Research all 33 reported holdings.
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