ETCM
Evolutionary Tree Capital Management Portfolio holdings
AUM
$86.1M
1-Year Est. Return
20.19%
This Fund
S&P 500
1 Year Est. Return
+20.19%
AUM
$91.7M
AUM Growth
-$2.44M
(-2.6%)
Holding
31
Top Buys
| 1 | +$3.4M | |
| 2 | +$3.37M | |
| 3 | +$2.18M | |
| 4 |
Tradeweb Markets
TW
|
+$1.58M |
| 5 |
HubSpot
HUBS
|
+$1.15M |
Top Sells
| 1 | +$3.55M | |
| 2 | +$2.44M | |
| 3 | +$2.22M | |
| 4 |
CYBR
CyberArk
CYBR
|
+$2.15M |
| 5 |
Sweetgreen
SG
|
+$1.35M |
Sector Composition
| 1 | Technology | 44.46% |
| 2 | Consumer Discretionary | 19.94% |
| 3 | Communication Services | 14.79% |
| 4 | Healthcare | 12.22% |
| 5 | Financials | 6.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Tradeweb Markets
TW
$26.5B
| $1.37M | 1.49% |
+12,309
|
|
||
27
Intuitive Surgical
ISRG
$178B
| $1.36M | 1.49% |
3,046
+4
|
|
||
28
Cellebrite
CLBT
$3.46B
| $278K | 0.3% |
+15,000
|
|
||
29
monday.com
MNDY
$3.92B
| – | – |
-11,304
|
|
||
30
Clearwater Analytics
CWAN
$6.93B
| – | – |
-111,304
|
|
||
|
31
Sweetgreen
SG
$655M
| – | – |
-91,060
|
|