Fund HoldingsEvolutionary Tree Capital Management, LLC

Total Portfolio Value
$99.84M
Total Bought
$9.21M
Total Sold
$12.46M
Net Transaction
-$3.25M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
PROCEPT BIOROBOTICS CORP(PRCT)66,23969,843+3,6044,0475,5965.60%+1,549
ASCENDIS PHARMA A/S(ASND)24,86232,753+7,8913,3914,8904.90%+1,500
AXON ENTERPRISE INC(AXON)15,10814,588-5204,4455,8295.84%+1,384
META PLATFORMS INC(META)6,3917,533+1,1423,2224,3124.32%+1,090
MERCADOLIBRE INC(MELI)2,0712,115+443,4034,3404.35%+936
SWEETGREEN INC65,75682,023+16,2671,9822,9082.91%+926
ARGENX SE(ARGX)3,4354,157+7221,4772,2532.26%+776
INSPIRE MED SYS INC(INSP)10,80010,429-3711,4452,2012.20%+756
MONDAY COM LTD
SHS
10,65811,582+9242,5663,2173.22%+651
SHOPIFY INC(SHOP)41,99340,944-1,0492,7743,2813.29%+508
CYBERARK SOFTWARE LTD7,9258,808+8832,1672,5692.57%+402
ZSCALER INC(ZS)5,1748,150+2,9769941,3931.40%+399
DRAFTKINGS INC NEW(DKNG)61,32367,833+6,5102,3412,6592.66%+318
BOOKING HOLDINGS INC(BKNG)048+4802020.20%+202
WORKDAY INC(WDAY)11,49911,269-2302,5712,7542.76%+184
THE TRADE DESK INC(TTD)16,92116,740-1811,6531,8361.84%+183
INTUITIVE SURGICAL INC4,4544,342-1121,9812,1332.14%+152
NETFLIX INC(NFLX)4,8564,768-883,2773,3823.39%+105
VISA INC(V)10,70110,515-1862,8092,8912.90%+82
UBER TECHNOLOGIES INC(UBER)53,13552,048-1,0873,8623,9123.92%+50
SPOTIFY TECHNOLOGY S A(SPOT)65965902072430.24%+36
SALESFORCE INC(CRM)1,1801,18003033230.32%+20
KRYSTAL BIOTECH INC(KRYS)8,9359,112+1771,6411,6591.66%+18
PALO ALTO NETWORKS INC(PANW)4,8804,808-721,6541,6431.65%-11
ADOBE INC(ADBE)56556503142930.29%-21
ALPHABET INC(GOOG)2,5202,52004594180.42%-41
INTELLIA THERAPEUTICS INC(NTLA)36,26235,372-8908127270.73%-85
AIRBNB INC10,63510,461-1741,6131,3271.33%-286
SAREPTA THERAPEUTICS INC(SRPT)20,96322,999+2,0363,3122,8722.88%-440
AMAZON COM INC(AMZN)48,66847,717-9519,4058,8918.91%-514
MICROSOFT CORP(MSFT)21,23020,780-4509,4898,9428.96%-547
SERVICENOW INC(NOW)9,2757,274-2,0017,2966,5066.52%-791
HUBSPOT INC(HUBS)8,1256,466-1,6594,7923,4373.44%-1,355
SNOWFLAKE INC(SNOW)10,1960-10,1961,3770-1,377
GITLAB INC(GTLB)36,6720-36,6721,8230-1,823
DEXCOM INC(DXCM)19,9670-19,9672,2640-2,264
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