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Name: |
Evolutionary Tree Capital Management LLC |
City: |
ALEXANDRIA |
State: |
VA |
Zip: |
22314 |
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Holdings
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7 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
NOW |
Servicenow, Inc. |
3 |
- |
$729.79 |
$7,245,000 |
10,255 |
8% |
922,000 |
-1,057 |
0.005 |
Information Technolog... |
|
UBER |
Uber Technologies, Inc |
7 |
- |
$66.99 |
$3,352,000 |
54,446 |
3.7% |
-174,000 |
-22,221 |
0.003 |
N/A |
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INSP |
Inspire Medical Systems Inc |
10 |
- |
$167.83 |
$2,937,000 |
14,439 |
3.24% |
-371,000 |
-2,230 |
0.05 |
N/A |
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WDAY |
Workday, Inc. |
11 |
- |
$246.34 |
$2,716,000 |
9,840 |
3% |
454,000 |
-690 |
0.005 |
Application Software |
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NCNO |
nCino, Inc. |
12 |
- |
$31.11 |
$2,459,000 |
73,108 |
2.71% |
-188,000 |
-10,133 |
0.066 |
N/A |
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PANW |
Palo Alto Networks Inc |
17 |
- |
$297.47 |
$2,054,000 |
6,967 |
2.27% |
-80,000 |
-2,136 |
0.002 |
Networking & Communic... |
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ANET |
Arista Networks, Inc. |
27 |
- |
$314.03 |
$1,425,000 |
6,051 |
1.57% |
-15,000 |
-1,778 |
0.002 |
Diversified Computer ... |
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