Evolutionary Tree Capital Management’s Spotify SPOT Stock Holding History

Evolutionary Tree Capital Management’s Portfolio SPOT Stock Details SPOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-659	Closed	-$243K	–	36
2024 Q3	$243K	Hold	659	–	–	0.24%	32
2024 Q2	$207K	Sell	659 -704	-52%	-$212K	0.21%	35
2024 Q1	$360K	Sell	1,363 -107	-7%	-$25.1K	0.36%	34
2023 Q4	$276K	Buy	+1,470	New	+$257K	0.31%	33
2022 Q2	–	Sell	-1,437	Closed	-$217K	–	42
2022 Q1	$217K	Hold	1,437	–	–	0.15%	38
2021 Q4	$336K	Buy	1,437 +279	+24%	+$69.8K	0.16%	37
2021 Q3	$261K	Hold	1,158	–	–	0.12%	44
2021 Q2	$319K	Buy	1,158 +170	+17%	+$43.1K	0.15%	38
2021 Q1	$265K	Hold	988	–	–	0.16%	37
2020 Q4	$311K	Buy	+988	New	+$279K	0.24%	38

Other funds holding SPOT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Evolutionary Tree Capital Management's SPOT Position: Q4 2024 in Review

Evolutionary Tree Capital Management sold out of Spotify (SPOT) in Q4 2024, closing a stake of 659 shares — an estimated $243K sold.

Evolutionary Tree Capital Management first reported a position in SPOT in Q4 2020 and held it in 10 quarters. The position peaked at $360K in Q1 2024. 1,061 funds tracked by Wall St. Rank hold SPOT as of Q4 2024.

Evolutionary Tree Capital Management reported no remaining Spotify position as of Q4 2024 after selling out during the quarter.
Evolutionary Tree Capital Management sold 659 Spotify shares in Q4 2024, an estimated $243K.
Evolutionary Tree Capital Management first reported a position in Spotify in Q4 2020 and held it in 10 quarters.
Evolutionary Tree Capital Management's Spotify position peaked at $360K in Q1 2024.
1,061 funds tracked by Wall St. Rank held Spotify as of Q4 2024.

Based on Evolutionary Tree Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.