Evolutionary Tree Capital Management, LLC Buys Alphabet Inc, Nextdoor Holdings Inc, Avalara Inc, Sells Zscaler Inc, DraftKings Inc, Confluent Inc

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Feb 19, 2022
Investment company Evolutionary Tree Capital Management, LLC (Current Portfolio) buys Alphabet Inc, Nextdoor Holdings Inc, Avalara Inc, Bumble Inc, Twilio Inc, sells Zscaler Inc, DraftKings Inc, Confluent Inc, HubSpot Inc, Coupa Software Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Evolutionary Tree Capital Management, LLC. As of 2021Q4, Evolutionary Tree Capital Management, LLC owns 41 stocks with a total value of $208 million. These are the details of the buys and sells.

For the details of Evolutionary Tree Capital Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/evolutionary+tree+capital+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Evolutionary Tree Capital Management, LLC
  1. Ncino Inc (NCNO) - 206,177 shares, 5.43% of the total portfolio. Shares added by 53.93%
  2. Twilio Inc (TWLO) - 40,008 shares, 5.06% of the total portfolio. Shares added by 76.82%
  3. HubSpot Inc (HUBS) - 15,820 shares, 5.01% of the total portfolio. Shares reduced by 34.65%
  4. Pinterest Inc (PINS) - 282,249 shares, 4.93% of the total portfolio. Shares added by 53.13%
  5. Alphabet Inc (GOOGL) - 3,230 shares, 4.49% of the total portfolio. Shares added by 2463.49%
New Purchase: Nextdoor Holdings Inc (KIND)

Evolutionary Tree Capital Management, LLC initiated holding in Nextdoor Holdings Inc. The purchase prices were between $7.55 and $13.37, with an estimated average price of $10.18. The stock is now traded at around $6.060000. The impact to a portfolio due to this purchase was 4.22%. The holding were 1,113,951 shares as of 2021-12-31.

New Purchase: S&P 500 ETF TRUST ETF (SPY)

Evolutionary Tree Capital Management, LLC initiated holding in S&P 500 ETF TRUST ETF. The purchase prices were between $427.14 and $477.48, with an estimated average price of $458.13. The stock is now traded at around $434.230000. The impact to a portfolio due to this purchase was 0.25%. The holding were 1,093 shares as of 2021-12-31.

Added: Alphabet Inc (GOOGL)

Evolutionary Tree Capital Management, LLC added to a holding in Alphabet Inc by 2463.49%. The purchase prices were between $2673.19 and $2996.77, with an estimated average price of $2884.33. The stock is now traded at around $2608.060000. The impact to a portfolio due to this purchase was 4.31%. The holding were 3,230 shares as of 2021-12-31.

Added: Avalara Inc (AVLR)

Evolutionary Tree Capital Management, LLC added to a holding in Avalara Inc by 132.12%. The purchase prices were between $129.11 and $186.42, with an estimated average price of $155.25. The stock is now traded at around $93.400000. The impact to a portfolio due to this purchase was 2.35%. The holding were 66,403 shares as of 2021-12-31.

Added: Bumble Inc (BMBL)

Evolutionary Tree Capital Management, LLC added to a holding in Bumble Inc by 143.83%. The purchase prices were between $31.74 and $56.6, with an estimated average price of $42.17. The stock is now traded at around $25.190000. The impact to a portfolio due to this purchase was 2.29%. The holding were 239,377 shares as of 2021-12-31.

Added: Twilio Inc (TWLO)

Evolutionary Tree Capital Management, LLC added to a holding in Twilio Inc by 76.82%. The purchase prices were between $248.17 and $369.23, with an estimated average price of $297.96. The stock is now traded at around $158.330000. The impact to a portfolio due to this purchase was 2.2%. The holding were 40,008 shares as of 2021-12-31.

Added: Ncino Inc (NCNO)

Evolutionary Tree Capital Management, LLC added to a holding in Ncino Inc by 53.93%. The purchase prices were between $48.39 and $76.76, with an estimated average price of $64.62. The stock is now traded at around $42.550000. The impact to a portfolio due to this purchase was 1.9%. The holding were 206,177 shares as of 2021-12-31.

Added: Pinterest Inc (PINS)

Evolutionary Tree Capital Management, LLC added to a holding in Pinterest Inc by 53.13%. The purchase prices were between $34.93 and $62.68, with an estimated average price of $44.17. The stock is now traded at around $23.860000. The impact to a portfolio due to this purchase was 1.71%. The holding were 282,249 shares as of 2021-12-31.

Sold Out: DraftKings Inc (DKNG)

Evolutionary Tree Capital Management, LLC sold out a holding in DraftKings Inc. The sale prices were between $26.59 and $49.82, with an estimated average price of $38.79.

Sold Out: Confluent Inc (CFLT)

Evolutionary Tree Capital Management, LLC sold out a holding in Confluent Inc. The sale prices were between $59.07 and $93.6, with an estimated average price of $72.36.

Sold Out: Coupa Software Inc (COUP)

Evolutionary Tree Capital Management, LLC sold out a holding in Coupa Software Inc. The sale prices were between $151.8 and $256.5, with an estimated average price of $204.91.

Sold Out: MongoDB Inc (MDB)

Evolutionary Tree Capital Management, LLC sold out a holding in MongoDB Inc. The sale prices were between $429.34 and $585.03, with an estimated average price of $513.15.

Sold Out: Unity Software Inc (U)

Evolutionary Tree Capital Management, LLC sold out a holding in Unity Software Inc. The sale prices were between $119.85 and $201.12, with an estimated average price of $153.56.

Sold Out: (DRNA)

Evolutionary Tree Capital Management, LLC sold out a holding in . The sale prices were between $19.26 and $38.25, with an estimated average price of $29.18.



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