ETCM

Evolutionary Tree Capital Management Portfolio holdings

AUM $94.2M
1-Year Est. Return 44.3%
This Quarter Est. Return
1 Year Est. Return
+44.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.2M
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$715K
3
+$595K
4
CWAN icon
Clearwater Analytics
CWAN
+$587K
5
SG icon
Sweetgreen
SG
+$261K

Top Sells

1
+$1.77M
2
+$1.54M
3
+$1.46M
4
META icon
Meta Platforms (Facebook)
META
+$1.45M
5
SHOP icon
Shopify
SHOP
+$1.39M

Sector Composition

1 Technology 51.9%
2 Consumer Discretionary 15.27%
3 Communication Services 14.51%
4 Healthcare 13.57%
5 Industrials 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SG icon
26
Sweetgreen
SG
$864M
$1.35M 1.44%
91,060
+17,559
SE icon
27
Sea Limited
SE
$94.8B
$207K 0.22%
1,293
-452
DKNG icon
28
DraftKings
DKNG
$16.9B
– –
-46,267
WDAY icon
29
Workday
WDAY
$62.5B
– –
-7,558
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