The Analysis of Evolutionary Tree Capital Management, LLC's Holdings
Currently, Evolutionary Tree Capital Management, LLC holds 28 types of securities in its portfolio with a total value $91.7M. In the most recent quarter, they have increased their positions in SE (+19.8K shares, valued at $3.5M), TEAM (+18.6K shares, valued at $3.0M), VIK (+36.5K shares, valued at $2.3M); decreased their positions in CYBR (-5.0K shares, valued at $2.4M), UBER (-23.7K shares, valued at $2.3M), SNPS (-2.1K shares, valued at $1.0M); initiated new positions in TEAM (+18.6K shares, valued at $3.0M), VIK (+36.5K shares, valued at $2.3M), TW (+12.3K shares, valued at $1.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP17.1K shares0.06%2025-09-302025-11-13
AMZN AMAZON COM INC36.9K shares-1.10%2025-09-302025-11-13 NOW SERVICENOW INC5.3K shares0.08%2025-09-302025-11-13 RBLX ROBLOX CORP34.2K shares-16.04%2025-09-302025-11-13 NFLX NETFLIX INC3.8K shares0.13%2025-09-302025-11-13 META META PLATFORMS INC5.8K shares0.02%2025-09-302025-11-13 MELI MERCADOLIBRE INC1.8K shares-0.11%2025-09-302025-11-13 CYBR CYBERARK SOFTWARE LTD8.2K shares-38.01%2025-09-302025-11-13 SHOP SHOPIFY INC26.4K shares0.05%2025-09-302025-11-13 SE SEA LTD21.1K shares1534.65%2025-09-302025-11-13 CACI CACI INTL INC6.9K shares0.62%2025-09-302025-11-13 ASND ASCENDIS PHARMA A/S15.3K shares-16.86%2025-09-302025-11-13 TEAM ATLASSIAN CORPORATION18.6K sharesnew addition2025-09-302025-11-13 SNPS SYNOPSYS INC5.9K shares-25.68%2025-09-302025-11-13 RBRK RUBRIK INC.34.3K shares42.48%2025-09-302025-11-13 HUBS HUBSPOT INC5.8K shares64.60%2025-09-302025-11-13 PRCT PROCEPT BIOROBOTICS CORP75.0K shares-0.02%2025-09-302025-11-13 AFRM AFFIRM HLDGS INC34.2K shares-15.61%2025-09-302025-11-13 VIK VIKING HOLDINGS LTD36.5K sharesnew addition2025-09-302025-11-13 AXON AXON ENTERPRISE INC3.1K shares0.00%2025-09-302025-11-13 KRYS KRYSTAL BIOTECH INC12.5K shares1.34%2025-09-302025-11-13 ZS ZSCALER INC6.9K shares0.06%2025-09-302025-11-13 UBER UBER TECHNOLOGIES INC19.8K shares-54.47%2025-09-302025-11-13 ARGX ARGENX SE2.6K shares-25.80%2025-09-302025-11-13 V VISA INC5.2K shares-2.13%2025-09-302025-11-13 TW TRADEWEB MKTS INC12.3K sharesnew addition2025-09-302025-11-13 ISRG INTUITIVE SURGICAL INC3.0K shares0.13%2025-09-302025-11-13 CLBT CELLEBRITE DI LTD15.0K sharesnew addition2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available