Evolutionary Tree Capital Management’s nCino NCNO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-73,108
Closed -$2.46M 38
2023
Q4
$2.46M Sell
73,108
-10,133
-12% -$341K 2.71% 12
2023
Q3
$2.65M Sell
83,241
-31,068
-27% -$988K 3.42% 10
2023
Q2
$3.44M Sell
114,309
-10,963
-9% -$330K 4.14% 7
2023
Q1
$3.1M Sell
125,272
-138,986
-53% -$3.44M 4.3% 8
2022
Q4
$6.99M Buy
264,258
+14,115
+6% +$373K 6.71% 4
2022
Q3
$8.53M Buy
250,143
+58,255
+30% +$1.99M 8.21% 1
2022
Q2
$5.93M Buy
191,888
+9,060
+5% +$280K 6.46% 2
2022
Q1
$7.49M Sell
182,828
-23,349
-11% -$957K 5.21% 5
2021
Q4
$11.3M Buy
206,177
+72,232
+54% +$3.96M 5.43% 1
2021
Q3
$9.51M Buy
133,945
+27,654
+26% +$1.96M 4.22% 4
2021
Q2
$6.37M Buy
106,291
+14,862
+16% +$891K 2.94% 12
2021
Q1
$6.1M Buy
+91,429
New +$6.1M 3.61% 8