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
$86.1M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.39M
3
+$2.27M
4
MSFT icon
Microsoft
MSFT
+$755K
5
PRCT icon
Procept Biorobotics
PRCT
+$743K

Top Sells

1
+$2.54M
2
+$2.36M
3
+$1.85M
4
INSP icon
Inspire Medical Systems
INSP
+$1.72M
5
PANW icon
Palo Alto Networks
PANW
+$1.63M

Sector Composition

1 Technology 47.46%
2 Consumer Discretionary 17.88%
3 Healthcare 16.17%
4 Communication Services 13.05%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
1
Amazon
AMZN
$2.27T
$7.95M 9.23%
41,764
-624
MSFT icon
2
Microsoft
MSFT
$3.82T
$7.2M 8.37%
19,193
+2,012
NOW icon
3
ServiceNow
NOW
$188B
$4.77M 5.54%
5,987
-92
META icon
4
Meta Platforms (Facebook)
META
$1.8T
$4.49M 5.22%
7,796
+664
PRCT icon
5
Procept Biorobotics
PRCT
$1.83B
$4.3M 5%
73,867
+12,749
NFLX icon
6
Netflix
NFLX
$510B
$4.02M 4.68%
4,316
-42
CYBR icon
7
CyberArk
CYBR
$24.8B
$3.97M 4.61%
11,739
-164
MELI icon
8
Mercado Libre
MELI
$103B
$3.83M 4.45%
1,965
-40
SHOP icon
9
Shopify
SHOP
$205B
$3.66M 4.26%
38,379
-456
UBER icon
10
Uber
UBER
$192B
$3.56M 4.13%
48,806
-727
SNPS icon
11
Synopsys
SNPS
$83.1B
$3.43M 3.99%
+7,997
ASND icon
12
Ascendis Pharma
ASND
$12.7B
$3.22M 3.74%
20,656
-9,459
MNDY icon
13
monday.com
MNDY
$9.36B
$3.03M 3.52%
12,441
+1,636
RBLX icon
14
Roblox
RBLX
$92.1B
$2.71M 3.15%
46,495
-27,388
AXON icon
15
Axon Enterprise
AXON
$52.7B
$2.56M 2.97%
4,865
-4,485
KRYS icon
16
Krystal Biotech
KRYS
$5.51B
$2.41M 2.8%
13,343
+2,643
CACI icon
17
CACI
CACI
$11.3B
$2.39M 2.77%
+6,507
ARGX icon
18
argenx
ARGX
$51.9B
$2.29M 2.66%
3,873
-70
CWAN icon
19
Clearwater Analytics
CWAN
$5.25B
$2.27M 2.63%
+84,535
V icon
20
Visa
V
$664B
$2.12M 2.46%
6,052
-110
AFRM icon
21
Affirm
AFRM
$22.1B
$2M 2.32%
44,200
+7,237
SG icon
22
Sweetgreen
SG
$864M
$1.84M 2.14%
73,501
-3,287
WDAY icon
23
Workday
WDAY
$62.5B
$1.77M 2.05%
7,558
-3,068
ISRG icon
24
Intuitive Surgical
ISRG
$160B
$1.7M 1.97%
3,429
-666
DKNG icon
25
DraftKings
DKNG
$16.9B
$1.54M 1.79%
46,267
-18,860
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