Evolutionary Tree Capital Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SEA LTD(SE) | 1,293 | 21,136 | +19,843 | 206,802 | 3,777,637 | 4.12% | +3,570,835 |
| ATLASSIAN CORPORATION | 0 | 18,620 | +18,620 | 0 | 2,973,614 | 3.24% | +2,973,614 |
| VIKING HOLDINGS LTD(VIK) | 0 | 36,534 | +36,534 | 0 | 2,270,953 | 2.48% | +2,270,953 |
| TRADEWEB MKTS INC(TW) | 0 | 12,309 | +12,309 | 0 | 1,366,053 | 1.49% | +1,366,053 |
| SHOPIFY INC(SHOP) | 26,361 | 26,374 | +13 | 3,040,741 | 3,919,440 | 4.27% | +878,699 |
| HUBSPOT INC(HUBS) | 3,551 | 5,845 | +2,294 | 1,976,593 | 2,734,291 | 2.98% | +757,698 |
| RUBRIK INC.(RBRK) | 24,080 | 34,309 | +10,229 | 2,157,327 | 2,821,915 | 3.08% | +664,588 |
| KRYSTAL BIOTECH INC(KRYS) | 12,296 | 12,461 | +165 | 1,690,208 | 2,199,740 | 2.40% | +509,532 |
| ROBLOX CORP(RBLX) | 40,763 | 34,223 | -6,540 | 4,288,268 | 4,740,570 | 5.17% | +452,302 |
| MICROSOFT CORP(MSFT) | 17,080 | 17,091 | +11 | 8,495,763 | 8,852,283 | 9.65% | +356,520 |
| CELLEBRITE DI LTD(CLBT) | 0 | 15,000 | +15,000 | 0 | 277,950 | 0.30% | +277,950 |
| CACI INTL INC(CACI) | 6,815 | 6,857 | +42 | 3,248,711 | 3,420,134 | 3.73% | +171,423 |
| ARGENX SE(ARGX) | 3,504 | 2,600 | -904 | 1,931,475 | 1,917,656 | 2.09% | -13,819 |
| META PLATFORMS INC(META) | 5,833 | 5,834 | +1 | 4,305,279 | 4,284,373 | 4.67% | -20,906 |
| AMAZON COM INC(AMZN) | 37,307 | 36,895 | -412 | 8,184,783 | 8,101,035 | 8.83% | -83,748 |
| ZSCALER INC(ZS) | 6,876 | 6,880 | +4 | 2,158,651 | 2,061,661 | 2.25% | -96,990 |
| VISA INC(V) | 5,343 | 5,229 | -114 | 1,897,032 | 1,785,076 | 1.95% | -111,956 |
| ASCENDIS PHARMA A/S(ASND) | 18,454 | 15,343 | -3,111 | 3,185,160 | 3,050,342 | 3.33% | -134,818 |
| INTUITIVE SURGICAL INC | 3,042 | 3,046 | +4 | 1,653,053 | 1,362,263 | 1.49% | -290,790 |
| AFFIRM HLDGS INC(AFRM) | 40,495 | 34,173 | -6,322 | 2,799,824 | 2,497,363 | 2.72% | -302,461 |
| AXON ENTERPRISE INC(AXON) | 3,104 | 3,104 | 0 | 2,569,926 | 2,227,555 | 2.43% | -342,371 |
| MERCADOLIBRE INC(MELI) | 1,774 | 1,772 | -2 | 4,636,580 | 4,141,058 | 4.51% | -495,522 |
| NETFLIX INC(NFLX) | 3,786 | 3,791 | +5 | 5,069,946 | 4,545,106 | 4.95% | -524,840 |
| SERVICENOW INC(NOW) | 5,321 | 5,325 | +4 | 5,470,414 | 4,900,491 | 5.34% | -569,923 |
| SYNOPSYS INC(SNPS) | 7,995 | 5,942 | -2,053 | 4,098,877 | 2,931,723 | 3.20% | -1,167,154 |
| SWEETGREEN INC | 91,060 | 0 | -91,060 | 1,354,973 | 0 | — | -1,354,973 |
| CYBERARK SOFTWARE LTD | 13,201 | 8,183 | -5,018 | 5,371,223 | 3,953,616 | 4.31% | -1,417,607 |
| PROCEPT BIOROBOTICS CORP(PRCT) | 75,031 | 75,017 | -14 | 4,321,786 | 2,677,357 | 2.92% | -1,644,429 |
| UBER TECHNOLOGIES INC(UBER) | 43,504 | 19,807 | -23,697 | 4,058,923 | 1,940,492 | 2.12% | -2,118,431 |
| CLEARWATER ANALYTICS HLDGS I | 111,304 | 0 | -111,304 | 2,440,897 | 0 | — | -2,440,897 |
| MONDAY COM LTD | 11,304 | 0 | -11,304 | 3,554,882 | 0 | — | -3,554,882 |