Filed: 5/9/2025ACC: 0001376474-25-000441
📋 What this filing means
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $86.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$86.06M
Total AUM (reported)
647.21K
Total Shares
Allocation by class
COM$46.85M54.4%
CL A$17.29M20.1%
COM CL A$7.49M8.7%
SHS$6.99M8.1%
SPONSORED ADR$5.51M6.4%
COM NEW$1.70M2.0%
SPONSORD ADS$227.7K0.3%
Portfolio Concentration
Top 3$19.92M23.1%
4–10$27.84M32.4%
11–25$35.25M41.0%
Rest$3.04M3.5%
Top 3 weight
23.1%
Top 10 weight
55.5%
Voting Authority Distribution
Total shares with voting rights: 647.21K
Sole
Full voting authority
276.80K
shares
% of voting shares42.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
370.41K
shares
% of voting shares57.2%
Investment Discretion (by position count)
Sole28
Shared0
Other0
Dominant voting typeNone · 57.2% of voting shares
Institutional Holdings28
Rows:
AMAZON COM INC
SOLEShares41.76K
TypeSH
Market value$7.95M
9.23%
Sole
19K
Shared
0.00
None
22.77K
MICROSOFT CORP
SOLEShares19.19K
TypeSH
Market value$7.20M
8.37%
Sole
8.87K
Shared
0.00
None
10.32K
SERVICENOW INC
SOLEShares5.99K
TypeSH
Market value$4.77M
5.54%
Sole
2.73K
Shared
0.00
None
3.25K
META PLATFORMS INC
SOLEShares7.80K
TypeSH
Market value$4.49M
5.22%
Sole
3.56K
Shared
0.00
None
4.24K
PROCEPT BIOROBOTICS CORP
SOLEShares73.87K
TypeSH
Market value$4.30M
5.00%
Sole
31.21K
Shared
0.00
None
42.66K
NETFLIX INC
SOLEShares4.32K
TypeSH
Market value$4.02M
4.68%
Sole
1.98K
Shared
0.00
None
2.33K
CYBERARK SOFTWARE LTD
SOLEShares11.74K
TypeSH
Market value$3.97M
4.61%
Sole
4.94K
Shared
0.00
None
6.79K
MERCADOLIBRE INC
SOLEShares1.97K
TypeSH
Market value$3.83M
4.45%
Sole
853.00
Shared
0.00
None
1.11K
SHOPIFY INC
SOLEShares38.38K
TypeSH
Market value$3.66M
4.26%
Sole
17.51K
Shared
0.00
None
20.87K
UBER TECHNOLOGIES INC
SOLEShares48.81K
TypeSH
Market value$3.56M
4.13%
Sole
22.26K
Shared
0.00
None
26.54K
SYNOPSYS INC
SOLEShares8K
TypeSH
Market value$3.43M
3.99%
Sole
3.66K
Shared
0.00
None
4.33K
ASCENDIS PHARMA A/S
SOLEShares20.66K
TypeSH
Market value$3.22M
3.74%
Sole
8.70K
Shared
0.00
None
11.95K
MONDAY COM LTD
SOLEShares12.44K
TypeSH
Market value$3.03M
3.52%
Sole
5.27K
Shared
0.00
None
7.17K
ROBLOX CORP
SOLEShares46.49K
TypeSH
Market value$2.71M
3.15%
Sole
19K
Shared
0.00
None
27.50K
AXON ENTERPRISE INC
SOLEShares4.87K
TypeSH
Market value$2.56M
2.97%
Sole
2.08K
Shared
0.00
None
2.79K
KRYSTAL BIOTECH INC
SOLEShares13.34K
TypeSH
Market value$2.41M
2.80%
Sole
5.67K
Shared
0.00
None
7.68K
CACI INTL INC
SOLEShares6.51K
TypeSH
Market value$2.39M
2.77%
Sole
2.80K
Shared
0.00
None
3.71K
ARGENX SE
SOLEShares3.87K
TypeSH
Market value$2.29M
2.66%
Sole
1.59K
Shared
0.00
None
2.28K
CLEARWATER ANALYTICS HLDGS I
SOLEShares84.53K
TypeSH
Market value$2.27M
2.63%
Sole
33.81K
Shared
0.00
None
50.73K
VISA INC
SOLEShares6.05K
TypeSH
Market value$2.12M
2.46%
Sole
2.79K
Shared
0.00
None
3.26K
AFFIRM HLDGS INC
SOLEShares44.20K
TypeSH
Market value$2.00M
2.32%
Sole
18.79K
Shared
0.00
None
25.41K
SWEETGREEN INC
SOLEShares73.50K
TypeSH
Market value$1.84M
2.14%
Sole
31.67K
Shared
0.00
None
41.83K
WORKDAY INC
SOLEShares7.56K
TypeSH
Market value$1.77M
2.05%
Sole
3.50K
Shared
0.00
None
4.06K
INTUITIVE SURGICAL INC
SOLEShares3.43K
TypeSH
Market value$1.70M
1.97%
Sole
1.55K
Shared
0.00
None
1.88K
DRAFTKINGS INC NEW
SOLEShares46.27K
TypeSH
Market value$1.54M
1.79%
Sole
18.71K
Shared
0.00
None
27.56K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 41.76K | SH | $7.95M 9.23% | 19K | 0.00 | 22.77K |
MICROSOFT CORPSOLE | COM | 19.19K | SH | $7.20M 8.37% | 8.87K | 0.00 | 10.32K |
SERVICENOW INCSOLE | COM | 5.99K | SH | $4.77M 5.54% | 2.73K | 0.00 | 3.25K |
META PLATFORMS INCSOLE | CL A | 7.80K | SH | $4.49M 5.22% | 3.56K | 0.00 | 4.24K |
PROCEPT BIOROBOTICS CORPSOLE | COM | 73.87K | SH | $4.30M 5.00% | 31.21K | 0.00 | 42.66K |
NETFLIX INCSOLE | COM | 4.32K | SH | $4.02M 4.68% | 1.98K | 0.00 | 2.33K |
CYBERARK SOFTWARE LTDSOLE | SHS | 11.74K | SH | $3.97M 4.61% | 4.94K | 0.00 | 6.79K |
MERCADOLIBRE INCSOLE | COM | 1.97K | SH | $3.83M 4.45% | 853.00 | 0.00 | 1.11K |
SHOPIFY INCSOLE | CL A | 38.38K | SH | $3.66M 4.26% | 17.51K | 0.00 | 20.87K |
UBER TECHNOLOGIES INCSOLE | COM | 48.81K | SH | $3.56M 4.13% | 22.26K | 0.00 | 26.54K |
SYNOPSYS INCSOLE | COM | 8K | SH | $3.43M 3.99% | 3.66K | 0.00 | 4.33K |
ASCENDIS PHARMA A/SSOLE | SPONSORED ADR | 20.66K | SH | $3.22M 3.74% | 8.70K | 0.00 | 11.95K |
MONDAY COM LTDSOLE | SHS | 12.44K | SH | $3.03M 3.52% | 5.27K | 0.00 | 7.17K |
ROBLOX CORPSOLE | CL A | 46.49K | SH | $2.71M 3.15% | 19K | 0.00 | 27.50K |
AXON ENTERPRISE INCSOLE | COM | 4.87K | SH | $2.56M 2.97% | 2.08K | 0.00 | 2.79K |
KRYSTAL BIOTECH INCSOLE | COM | 13.34K | SH | $2.41M 2.80% | 5.67K | 0.00 | 7.68K |
CACI INTL INCSOLE | CL A | 6.51K | SH | $2.39M 2.77% | 2.80K | 0.00 | 3.71K |
ARGENX SESOLE | SPONSORED ADR | 3.87K | SH | $2.29M 2.66% | 1.59K | 0.00 | 2.28K |
CLEARWATER ANALYTICS HLDGS ISOLE | CL A | 84.53K | SH | $2.27M 2.63% | 33.81K | 0.00 | 50.73K |
VISA INCSOLE | COM CL A | 6.05K | SH | $2.12M 2.46% | 2.79K | 0.00 | 3.26K |
AFFIRM HLDGS INCSOLE | COM CL A | 44.20K | SH | $2.00M 2.32% | 18.79K | 0.00 | 25.41K |
SWEETGREEN INCSOLE | COM CL A | 73.50K | SH | $1.84M 2.14% | 31.67K | 0.00 | 41.83K |
WORKDAY INCSOLE | CL A | 7.56K | SH | $1.77M 2.05% | 3.50K | 0.00 | 4.06K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 3.43K | SH | $1.70M 1.97% | 1.55K | 0.00 | 1.88K |
DRAFTKINGS INC NEWSOLE | COM CL A | 46.27K | SH | $1.54M 1.79% | 18.71K | 0.00 | 27.56K |
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