Evolutionary Tree Capital Management, LLC Top Holdings and 13F Report (2024) → The Only Energy Play You Should Be Looking At (From Wealthpin Pro) (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. 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