Evolutionary Tree Capital Management, LLC Portfolio Holdings by Sector

Evolutionary Tree Capital Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MSFT CYBR SNPS AFRM ZS 5 stocks	$22,921 25.01% of portfolio	1	4	-	-	0 Calls 0 Puts
Software—Application \| Technology NOW UBER MNDY SHOP CWAN HUBS 6 stocks	$20,538 22.41% of portfolio	2	4	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI SE 3 stocks	$13,026 14.21% of portfolio	-	3	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ASND ARGX KRYS 3 stocks	$6,806 7.43% of portfolio	-	3	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$5,069 5.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare PRCT 1 stocks	$4,321 4.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$4,305 4.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$4,288 4.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology CACI 1 stocks	$2,915 3.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON 1 stocks	$2,569 2.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$1,897 2.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$1,653 1.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SG 1 stocks	$1,354 1.48% of portfolio	1	-	-	-	0 Calls 0 Puts

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