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EVENTIDE ASSET MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
EVENTIDE ASSET MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001442891
持仓数
278
前50大市值合计
$3.72B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 18
增持 86
减持 32
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
—
SHOCKWAVE MED INC
-$165.2M
0
-100%
减持
ZNTL
ZENTALIS PHARMACEUTICALS INC
-$147.5M
8,547,896
-26%
减持
TMDX
TRANSMEDICS GROUP INC
+$86.0M
1,145,430
-2%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
COUR
COURSERA INC
-$63.3M
0
-100%
清仓
SPT
SPROUT SOCIAL INC
-$57.1M
0
-100%
减持
DV
DOUBLEVERIFY HLDGS INC
-$57.0M
1,309,820
-44%
减持
FLYW
FLYWIRE CORPORATION
-$53.8M
3,072,431
-27%
清仓
—
DLOCAL LTD
-$49.4M
0
-100%
减持
MDB
MONGODB INC
-$48.8M
9,432
-93%
增持
AXSM
AXSOME THERAPEUTICS INC
+$47.9M
938,714
+171%
减持
—
GLOBAL E ONLINE LTD
-$46.0M
982,804
-56%
增持
MIRM
MIRUM PHARMACEUTICALS INC
+$40.7M
3,614,820
+10%
建仓
NXT
NEXTRACKER INC
+$36.6M
781,302
增持
NTNX
NUTANIX INC
+$34.0M
620,254
+2901%
建仓
PWR
QUANTA SVCS INC
+$32.0M
125,907
增持
ODFL
OLD DOMINION FREIGHT LINE IN
-$31.4M
752,126
+0%
减持
KRRO
KORRO BIO INC
-$30.5M
529,155
-2%
减持
IDXX
IDEXX LABS INC
-$28.6M
188,324
-16%
减持
MSCI
MSCI INC
-$28.4M
33,275
-58%
增持
INSM
INSMED INC
+$28.0M
675,185
+6%
减持
—
VERONA PHARMA PLC
-$27.6M
527,781
-76%
增持
POOL
POOL CORP
-$27.5M
287,077
+0%
建仓
GERN
GERON CORP
+$27.0M
6,356,182
建仓
AVB
AVALONBAY CMNTYS INC
+$24.7M
119,178
减持
—
INARI MED INC
-$24.1M
619,649
-45%
增持
—
TRANE TECHNOLOGIES PLC
+$24.1M
805,502
+0%
增持
EXAS
EXACT SCIENCES CORP
-$22.9M
1,231,728
+14%
减持
GH
GUARDANT HEALTH INC
+$22.4M
3,760,538
-10%
减持
KROS
KEROS THERAPEUTICS INC
-$22.2M
499,208
-27%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$21.6M
67,825
减持
LAD
LITHIA MTRS INC
-$21.2M
245,690
-11%
清仓
—
MARINUS PHARMACEUTICALS INC
-$21.2M
0
-100%
增持
ROL
ROLLINS INC
+$21.0M
1,705,146
+27%
减持
FIVN
FIVE9 INC
-$20.5M
611,618
-17%
减持
HUBS
HUBSPOT INC
-$19.7M
117,001
-17%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$18.6M
228,529
+69%
减持
PRVA
PRIVIA HEALTH GROUP INC
-$18.3M
76,207
-92%
增持
COLL
COLLEGIUM PHARMACEUTICAL INC
-$17.4M
2,634,656
+0%
建仓
DYN
DYNE THERAPEUTICS INC
+$17.1M
485,000
增持
TREX
TREX CO INC
-$16.8M
656,726
+0%
清仓
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$16.8M
0
-100%
减持
CRNX
CRINETICS PHARMACEUTICALS IN
-$16.7M
735,088
-31%
增持
VST
VISTRA CORP
+$16.5M
493,803
+32%
清仓
—
ALPINE IMMUNE SCIENCES INC
-$16.2M
0
-100%
增持
XMTR
XOMETRY INC
-$16.2M
6,020,567
+19%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$15.7M
249,948
+0%
增持
—
LAM RESEARCH CORP
+$15.6M
100,963
+7%
建仓
—
AVIDITY BIOSCIENCES INC
+$15.4M
375,924
增持
EVH
EVOLENT HEALTH INC
-$15.2M
3,739,119
+41%
建仓
IP
INTERNATIONAL PAPER CO
+$14.6M
339,397
增持
MPWR
MONOLITHIC PWR SYS INC
+$14.2M
98,603
+0%
增持
RVMD
REVOLUTION MEDICINES INC
+$13.6M
650,826
+80%
减持
—
MONDAY COM LTD
-$13.5M
318,917
-20%
清仓
—
AEROVATE THERAPEUTICS INC
-$13.2M
0
-100%
增持
TRGP
TARGA RES CORP
+$13.1M
511,794
+8%
增持
KYMR
KYMERA THERAPEUTICS INC
+$13.0M
462,099
+2237%
增持
NTAP
NETAPP INC
+$12.7M
184,256
+75%
建仓
FSLR
FIRST SOLAR INC
+$12.5M
55,399
增持
AJG
GALLAGHER ARTHUR J & CO
+$12.5M
198,695
+27%
增持
DHI
D R HORTON INC
-$12.2M
833,548
+6%
建仓
COGT
COGENT BIOSCIENCES INC
+$11.8M
1,398,992
减持
PANW
PALO ALTO NETWORKS INC
+$11.7M
214,973
-0%
减持
ENTG
ENTEGRIS INC
-$11.7M
426,842
-14%
减持
BRKR
BRUKER CORP
-$11.4M
131,812
-37%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
-$11.3M
556,898
+0%
建仓
CTRA
COTERRA ENERGY INC
+$11.2M
418,685
增持
PCVX
VAXCYTE INC
+$10.9M
739,153
+12%
清仓
MASS
908 DEVICES INC
-$10.8M
0
-100%
增持
SO
SOUTHERN CO
+$10.5M
291,413
+73%
清仓
EQIX
EQUINIX INC
-$10.2M
0
-100%
增持
WMB
WILLIAMS COS INC
+$10.0M
883,350
+25%
建仓
—
NEKTAR THERAPEUTICS
+$9.3M
7,529,096
增持
LOW
LOWES COS INC
-$9.3M
273,112
+0%
增持
VRSK
VERISK ANALYTICS INC
+$9.0M
85,138
+44%
增持
GTLB
GITLAB INC
+$8.2M
980,773
+41%
增持
ARGX
ARGENX SE
+$8.0M
218,945
+0%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$7.8M
3,327,132
+7%
建仓
GKOS
GLAUKOS CORP
+$7.5M
63,542
清仓
—
TOURMALINE BIO INC
-$7.3M
0
-100%
增持
IRM
IRON MTN INC DEL
+$7.0M
299,913
+21%
增持
—
INOZYME PHARMA INC
-$6.8M
3,936,220
+24%
增持
DDOG
DATADOG INC
+$6.8M
1,021,230
+0%
增持
—
STERIS PLC
+$6.8M
132,097
+34%
增持
FDMT
4D MOLECULAR THERAPEUTICS IN
-$6.2M
881,157
+14%
增持
RELY
REMITLY GLOBAL INC
-$6.0M
1,267,115
+23%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$5.6M
286,296
+24%
增持
AIT
APPLIED INDL TECHNOLOGIES IN
+$5.3M
80,493
+54%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$5.3M
73,625
+0%
减持
TTD
THE TRADE DESK INC
-$5.1M
1,303,415
-14%
增持
CELC
CELCUITY INC
-$4.9M
1,535,000
+10%
增持
ANAB
ANAPTYSBIO INC
+$4.6M
568,324
+33%
清仓
RCUS
ARCUS BIOSCIENCES INC
-$4.5M
0
-100%
减持
ALV
AUTOLIV INC
-$4.3M
278,476
-2%
减持
SNPS
SYNOPSYS INC
-$4.2M
60,325
-14%
减持
FANG
DIAMONDBACK ENERGY INC
-$4.2M
38,170
-36%
增持
WDAY
WORKDAY INC
-$4.2M
96,787
+2%
增持
SHW
SHERWIN WILLIAMS CO
-$3.8M
97,845
+3%
增持
RLI
RLI CORP
+$3.6M
62,623
+80%
增持
ISRG
INTUITIVE SURGICAL INC
+$3.5M
75,275
+0%
增持
—
DYNAVAX TECHNOLOGIES CORP
-$3.4M
2,897,587
+0%
增持
RCKT
ROCKET PHARMACEUTICALS INC
+$3.4M
770,691
+57%
增持
ESI
ELEMENT SOLUTIONS INC
+$3.3M
802,113
+9%
增持
CDW
CDW CORP
-$3.2M
201,984
+7%
增持
—
ASML HOLDING N V
+$3.2M
60,114
+0%
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$3.1M
463,894
+48%
增持
IEX
IDEX CORP
-$2.8M
67,007
+0%
增持
TOST
TOAST INC
+$2.8M
3,235,479
+0%
减持
—
NVENT ELECTRIC PLC
-$2.8M
720,638
-6%
增持
WCN
WASTE CONNECTIONS INC
+$2.8M
807,089
+0%
减持
CMS
CMS ENERGY CORP
-$2.7M
125,033
-26%
增持
—
PENTAIR PLC
-$2.7M
318,119
+0%
增持
CPRT
COPART INC
-$2.7M
713,554
+0%
增持
GPI
GROUP 1 AUTOMOTIVE INC
+$2.5M
41,088
+24%
清仓
INTA
INTAPP INC
-$2.3M
0
-100%
增持
—
APTIV PLC
-$2.3M
250,781
+0%
增持
HLI
HOULIHAN LOKEY INC
+$2.3M
234,880
+2%
增持
—
LINDE PLC
+$2.0M
13,388
+60%
增持
EOG
EOG RES INC
+$2.0M
21,306
+295%
增持
ROP
ROPER TECHNOLOGIES INC
+$1.9M
250,558
+1%
增持
OTIS
OTIS WORLDWIDE CORP
+$1.9M
30,477
+199%
减持
KLAC
KLA CORP
+$1.9M
60,775
-12%
建仓
HD
HOME DEPOT INC
+$1.8M
5,274
清仓
WM
WASTE MGMT INC DEL
-$1.7M
0
-100%
建仓
RSG
REPUBLIC SVCS INC
+$1.6M
8,136
增持
IRTC
IRHYTHM TECHNOLOGIES INC
+$1.5M
272,092
+14%
增持
SPGI
S&P GLOBAL INC
+$1.5M
11,162
+38%
减持
—
SYNOVUS FINL CORP
-$1.5M
136,357
-22%
增持
NOVT
NOVANTA INC
-$1.5M
126,404
+0%
增持
MBLY
MOBILEYE GLOBAL INC
-$1.4M
673,406
+7%
建仓
—
MIRUM PHARMACEUTICALS INC
+$1.3M
950,000
增持
—
FERGUSON PLC NEW
-$1.3M
210,611
+9%
增持
SRRK
SCHOLAR ROCK HLDG CORP
-$1.3M
3,074,475
+103%
增持
—
ROYALTY PHARMA PLC
-$1.2M
749,630
+9%
建仓
RAPP
RAPPORT THERAPEUTICS INC
+$1.2M
50,000
增持
SYY
SYSCO CORP
-$1.1M
120,789
+0%
建仓
MU
MICRON TECHNOLOGY INC
+$1.1M
8,513
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.0M
24,749
+2%
增持
NVDA
NVIDIA CORPORATION
+$917.0K
17,845
+1152%
增持
AMGN
AMGEN INC
+$845.9K
7,169
+46%
增持
INTU
INTUIT
+$796.0K
3,578
+50%
增持
GXO
GXO LOGISTICS INCORPORATED
-$715.4K
220,834
+0%
增持
NOW
SERVICENOW INC
+$661.4K
2,120
+61%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$493.8K
33,491
+5%
增持
UNP
UNION PAC CORP
+$480.8K
6,637
+60%
增持
—
NAYAX LTD
-$420.5K
87,554
+0%
减持
CEG
CONSTELLATION ENERGY CORP
-$409.6K
55,636
-11%
增持
LLY
ELI LILLY & CO
+$390.2K
1,182
+35%
增持
EGP
EASTGROUP PPTYS INC
-$363.0K
156,871
+4%
增持
SRE
SEMPRA
+$361.5K
78,876
+0%
减持
ARDX
ARDELYX INC
-$332.3K
6,666,982
-2%
