Evolutionary Tree Capital Management, LLC Portfolio Holdings by Sector

Evolutionary Tree Capital Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology NOW UBER HUBS SHOP MNDY WDAY TTD CRM 8 stocks	$25,263 25.31% of portfolio	1	6	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CYBR PANW ZS ADBE 5 stocks	$14,836 14.86% of portfolio	2	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$13,228 13.25% of portfolio	1	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ASND SRPT ARGX KRYS NTLA 5 stocks	$12,400 12.42% of portfolio	4	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare PRCT INSP 2 stocks	$7,796 7.81% of portfolio	1	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON 1 stocks	$5,829 5.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL SPOT 3 stocks	$4,971 4.98% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$3,381 3.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SG 1 stocks	$2,907 2.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$2,891 2.9% of portfolio	-	1	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$2,659 2.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$2,133 2.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB BKNG 2 stocks	$1,528 1.53% of portfolio	1	1	1	-	0 Calls 0 Puts

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