ETCM

Evolutionary Tree Capital Management Portfolio holdings

AUM $91.7M
1-Year Est. Return 34.03%
This Quarter Est. Return
1 Year Est. Return
+34.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.7M
AUM Growth
-$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.97M
3
+$2.27M
4
TW icon
Tradeweb Markets
TW
+$1.37M
5
HUBS icon
HubSpot
HUBS
+$1.07M

Top Sells

1
+$3.55M
2
+$2.44M
3
+$2.42M
4
UBER icon
Uber
UBER
+$2.32M
5
SG icon
Sweetgreen
SG
+$1.35M

Sector Composition

1 Technology 47.19%
2 Consumer Discretionary 19.94%
3 Communication Services 14.79%
4 Healthcare 12.22%
5 Financials 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TW icon
26
Tradeweb Markets
TW
$22.9B
$1.37M 1.49%
+12,309
ISRG icon
27
Intuitive Surgical
ISRG
$200B
$1.36M 1.49%
3,046
+4
CLBT icon
28
Cellebrite
CLBT
$4.31B
$278K 0.3%
+15,000
CWAN icon
29
Clearwater Analytics
CWAN
$6.19B
– –
-111,304
MNDY icon
30
monday.com
MNDY
$7.8B
– –
-11,304
SG icon
31
Sweetgreen
SG
$794M
– –
-91,060
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