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 SHOP HUBS UBER WDAY MNDY TTD 7 stocks	$24,029 24.44% of portfolio	-	7	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CYBR AFRM PANW ZS 5 stocks	$16,490 16.78% of portfolio	3	2	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI SE 3 stocks	$12,921 13.14% of portfolio	1	2	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare ASND SRPT ARGX KRYS NTLA 5 stocks	$11,335 11.53% of portfolio	2	3	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare PRCT INSP 2 stocks	$6,637 6.75% of portfolio	-	2	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON 1 stocks	$5,556 5.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$4,274 4.35% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$4,206 4.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$3,884 3.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SG 1 stocks	$2,461 2.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$2,422 2.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$2,137 2.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$1,947 1.98% of portfolio	-	1	-	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Evolutionary Tree Capital Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Evolutionary Tree Capital Management, LLC with notifications on news.