Skip to content
Disclosery

Evolutionary Tree Capital Management, LLC

Follow

13F filer, CIK 1844345, ALEXANDRIA, VA

Evolutionary Tree Capital Management, LLC reported $86,055,464 across 28 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-09. Its ten largest share positions make up 55.5% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001376474-25-000441

Period
2025-03-31
Reported value
$86.1M
Holdings
28
Top 10 weight
55.5%
New
3
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SNPSnew+7,997$3.43M
CACInew+6,507$2.39M
CWANnew+84,535$2.27M
MSFTadded+2,012$755K
PRCTadded+12,749$743K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SRPTexited-20,881-$2.54M
AXONreduced-4,485-$2.36M
HUBSreduced-3,240-$1.85M
INSPexited-9,259-$1.72M
PANWexited-8,976-$1.63M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001376474-25-000441, largest first. % of portfolio is the value over $86,055,464, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,717 shares; 2024Q4: 42,388 shares; 2025Q1: 41,764 shares 41,764$7.95M9.23%-624Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,780 shares; 2024Q4: 17,181 shares; 2025Q1: 19,193 shares 19,193$7.2M8.37%+2,012Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,274 shares; 2024Q4: 6,079 shares; 2025Q1: 5,987 shares 5,987$4.77M5.54%-92Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,533 shares; 2024Q4: 7,132 shares; 2025Q1: 7,796 shares 7,796$4.49M5.22%+664Timeline
PRCTPROCEPT BIOROBOTICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,843 shares; 2024Q4: 61,118 shares; 2025Q1: 73,867 shares 73,867$4.3M5%+12,749Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 4,358 shares; 2025Q1: 4,316 shares 4,316$4.02M4.68%-42Timeline
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,808 shares; 2024Q4: 11,903 shares; 2025Q1: 11,739 shares 11,739$3.97M4.61%-164
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,005 shares; 2025Q1: 1,965 shares 1,965$3.83M4.45%-40Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,944 shares; 2024Q4: 38,835 shares; 2025Q1: 38,379 shares 38,379$3.66M4.26%-456Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,048 shares; 2024Q4: 49,533 shares; 2025Q1: 48,806 shares 48,806$3.56M4.13%-727Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,997 shares 7,997$3.43M3.99%newTimeline
ASNDASCENDIS PHARMA A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,753 shares; 2024Q4: 30,115 shares; 2025Q1: 20,656 shares 20,656$3.22M3.74%-9,459Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,582 shares; 2024Q4: 10,805 shares; 2025Q1: 12,441 shares 12,441$3.03M3.52%+1,636Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,883 shares; 2025Q1: 46,495 shares 46,495$2.71M3.15%-27,388Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,588 shares; 2024Q4: 9,350 shares; 2025Q1: 4,865 shares 4,865$2.56M2.97%-4,485Timeline
KRYSKRYSTAL BIOTECH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,112 shares; 2024Q4: 10,700 shares; 2025Q1: 13,343 shares 13,343$2.41M2.8%+2,643Timeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,507 shares 6,507$2.39M2.77%newTimeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,157 shares; 2024Q4: 3,943 shares; 2025Q1: 3,873 shares 3,873$2.29M2.66%-70Timeline
CWANCLEARWATER ANALYTICS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,535 shares 84,535$2.27M2.63%newTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,515 shares; 2024Q4: 6,162 shares; 2025Q1: 6,052 shares 6,052$2.12M2.46%-110Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,963 shares; 2025Q1: 44,200 shares 44,200$2M2.32%+7,237Timeline
SGSWEETGREEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,023 shares; 2024Q4: 76,788 shares; 2025Q1: 73,501 shares 73,501$1.84M2.14%-3,287Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,269 shares; 2024Q4: 10,626 shares; 2025Q1: 7,558 shares 7,558$1.77M2.05%-3,068Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,342 shares; 2024Q4: 4,095 shares; 2025Q1: 3,429 shares 3,429$1.7M1.97%-666Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,833 shares; 2024Q4: 65,127 shares; 2025Q1: 46,267 shares 46,267$1.54M1.79%-18,860Timeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,150 shares; 2024Q4: 7,763 shares; 2025Q1: 7,669 shares 7,669$1.52M1.77%-94Timeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,466 shares; 2024Q4: 5,506 shares; 2025Q1: 2,266 shares 2,266$1.29M1.5%-3,240Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,010 shares; 2025Q1: 1,745 shares 1,745$228K0.26%-265Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SRPTSAREPTA THERAPEUTICS INC20,881$2.54Mshares
INSPINSPIRE MED SYS INC9,259$1.72Mshares
PANWPALO ALTO NETWORKS INC8,976$1.63Mshares
TTDTHE TRADE DESK INC11,486$1.35Mshares
NTLAINTELLIA THERAPEUTICS INC47,406$553Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001376474-25-000441 base2025-05-09acceptance time not in the bulk data set