0001376474-23-000485.txt : 20231113 0001376474-23-000485.hdr.sgml : 20231113 20231113153548 ACCESSION NUMBER: 0001376474-23-000485 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231113 DATE AS OF CHANGE: 20231113 EFFECTIVENESS DATE: 20231113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Evolutionary Tree Capital Management, LLC CENTRAL INDEX KEY: 0001844345 IRS NUMBER: 822530694 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20648 FILM NUMBER: 231398211 BUSINESS ADDRESS: STREET 1: 1199 NORTH FAIRFAX ST., STE. 801 CITY: ALEXANDRIA STATE: VA ZIP: 22314 BUSINESS PHONE: 703-544-2300 MAIL ADDRESS: STREET 1: 1199 NORTH FAIRFAX ST., STE. 801 CITY: ALEXANDRIA STATE: VA ZIP: 22314 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001844345 XXXXXXXX 09-30-2023 09-30-2023 Evolutionary Tree Capital Management, LLC

1199 NORTH FAIRFAX ST., STE. 801 ALEXANDRIA VA 22314

13F HOLDINGS REPORT 028-20648 N Thomas M. Ricketts, CFA 703-544-2300 /s/ Thomas M. Ricketts Alexandria VA 11-09-2023 0 31 77508815 false INFORMATION TABLE 2 informationtable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 1524613 15742 SH SOLE 5509 0 10233 ADOBE INC COM 00724F101 288094 565 SH SOLE 0 0 565 AIRBNB INC COM CL A 009066101 2388552 17408 SH SOLE 6421 0 10987 ALPHABET INC CAP STK CL A 02079K305 2872377 21950 SH SOLE 7583 0 14367 AMAZON COM INC COM 023135106 6792022 53430 SH SOLE 18537 0 34893 ARGENX SE SPONSORED ADR 04016X101 1668101 3393 SH SOLE 1126 0 2267 ARISTA NETWORKS INC COM 040413106 1439988 7829 SH SOLE 2967 0 4862 ARROWHEAD PHARMACEUTICALS IN COM 04280A100 1377517 51266 SH SOLE 16542 0 34724 ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 1559761 16657 SH SOLE 5669 0 10988 AXON ENTERPRISE INC COM 05464C101 3257466 16370 SH SOLE 5743 0 10627 DATADOG INC CL A COM 23804L103 1594713 17507 SH SOLE 5977 0 11530 FLOOR & DECOR HLDGS INC CL A 339750101 1337771 14782 SH SOLE 5243 0 9539 HUBSPOT INC COM 443573100 5699703 11573 SH SOLE 3612 0 7961 INSPIRE MED SYS INC COM 457730109 3307796 16669 SH SOLE 5523 0 11146 MERCADOLIBRE INC COM 58733R102 2642262 2084 SH SOLE 699 0 1385 MICROSOFT CORP COM 594918104 6824621 21614 SH SOLE 7633 0 13981 MONDAY COM LTD SHS M7S64H106 1006748 6323 SH SOLE 2079 0 4244 MONGODB INC CL A 60937P106 1506912 4357 SH SOLE 1463 0 2894 NCINO INC COM 63947X101 2647064 83241 SH SOLE 27004 0 56237 PALO ALTO NETWORKS INC COM 697435105 2134107 9103 SH SOLE 3459 0 5644 PROCEPT BIOROBOTICS CORP COM 74276L105 1609659 49060 SH SOLE 16499 0 32561 SALESFORCE INC COM 79466L302 239280 1180 SH SOLE 0 0 1180 SAREPTA THERAPEUTICS INC COM 803607100 2018313 16650 SH SOLE 4928 0 11722 SEA LTD SPONSORD ADS 81141R100 1186430 26995 SH SOLE 9086 0 17909 SERVICENOW INC COM 81762P102 6322956 11312 SH SOLE 3630 0 7682 SNOWFLAKE INC CL A 833445109 1527853 10001 SH SOLE 3660 0 6341 THE TRADE DESK INC COM CL A 88339J105 2276588 29131 SH SOLE 8777 0 20354 TRADEWEB MKTS INC CL A 892672106 1036024 12918 SH SOLE 4028 0 8890 UBER TECHNOLOGIES INC COM 90353T100 3525915 76667 SH SOLE 28358 0 48309 VISA INC COM CL A 92826C839 3633238 15796 SH SOLE 5312 0 10484 WORKDAY INC CL A 98138H101 2262371 10530 SH SOLE 4204 0 6326