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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 29
增持 51
减持 51
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
DHI
D R HORTON INC
-$100.0M
438,309
-48%
增持
SRRK
SCHOLAR ROCK HLDG CORP
+$95.6M
2,659,240
+10%
清仓
IDXX
IDEXX LABS INC
-$95.2M
0
-100%
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。
减持
—
TRANE TECHNOLOGIES PLC
-$92.4M
386,847
-36%
减持
WCN
WASTE CONNECTIONS INC
-$91.4M
308,956
-62%
建仓
GEV
GE VERNOVA INC
+$82.1M
249,514
增持
—
VERONA PHARMA PLC
+$75.7M
3,132,127
+29%
清仓
—
LAM RESEARCH CORP
-$71.4M
0
-100%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$69.8M
39,907
-50%
减持
TMDX
TRANSMEDICS GROUP INC
-$66.2M
677,702
-2%
减持
MPWR
MONOLITHIC PWR SYS INC
-$61.8M
42,207
-55%
减持
ROL
ROLLINS INC
-$61.6M
569,451
-67%
建仓
DTM
DT MIDSTREAM INC
+$59.8M
600,998
增持
EVH
EVOLENT HEALTH INC
-$56.4M
4,552,306
+20%
减持
ROP
ROPER TECHNOLOGIES INC
-$56.2M
170,740
-34%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$54.6M
533,260
-29%
减持
XMTR
XOMETRY INC
+$53.3M
3,151,897
-29%
增持
WDAY
WORKDAY INC
+$52.1M
303,692
+182%
建仓
LNG
CHENIERE ENERGY INC
+$50.8M
236,658
减持
POOL
POOL CORP
-$49.1M
38,118
-77%
建仓
RBA
RB GLOBAL INC
+$47.2M
523,353
清仓
TREX
TREX CO INC
-$43.7M
0
-100%
减持
LOW
LOWES COS INC
-$43.0M
128,945
-53%
增持
—
BLUEPRINT MEDICINES CORP
+$43.0M
862,285
+147%
建仓
ETR
ENTERGY CORP NEW
+$42.9M
566,368
建仓
FAST
FASTENAL CO
+$42.0M
583,467
建仓
LRCX
LAM RESEARCH CORP
+$40.5M
561,210
减持
CRWD
CROWDSTRIKE HLDGS INC
-$37.5M
46,520
-76%
清仓
CPRT
COPART INC
-$37.4M
0
-100%
减持
CDW
CDW CORP
-$36.7M
75,151
-66%
增持
NTNX
NUTANIX INC
+$34.7M
618,440
+1057%
增持
AIT
APPLIED INDL TECHNOLOGIES IN
+$34.2M
222,808
+159%
建仓
—
CONFLUENT INC
+$31.6M
1,130,891
建仓
MU
MICRON TECHNOLOGY INC
+$30.3M
359,985
增持
FTDR
FRONTDOOR INC
+$29.8M
598,655
+876%
建仓
DECK
DECKERS OUTDOOR CORP
+$29.1M
143,429
清仓
FLYW
FLYWIRE CORPORATION
-$29.0M
0
-100%
减持
KLAC
KLA CORP
-$28.6M
25,211
-56%
减持
GH
GUARDANT HEALTH INC
+$28.3M
3,807,937
-1%
建仓
GNRC
GENERAC HLDGS INC
+$27.1M
174,535
减持
MIRM
MIRUM PHARMACEUTICALS INC
-$26.6M
2,606,938
-24%
增持
COLL
COLLEGIUM PHARMACEUTICAL INC
-$26.2M
2,638,702
+0%
清仓
ALV
AUTOLIV INC
-$24.9M
0
-100%
减持
—
GLOBAL E ONLINE LTD
+$24.1M
1,544,018
-1%
建仓
MDB
MONGODB INC
+$24.0M
102,961
减持
ARDX
ARDELYX INC
-$22.7M
5,600,764
-24%
减持
AVB
AVALONBAY CMNTYS INC
-$21.0M
60,544
-60%
清仓
EQR
EQUITY RESIDENTIAL
-$19.8M
0
-100%
减持
TOST
TOAST INC
+$19.5M
2,475,167
-1%
清仓
—
R1 RCM INC
-$19.5M
0
-100%
建仓
VRT
VERTIV HOLDINGS CO
+$19.0M
167,256
建仓
ANET
ARISTA NETWORKS INC
+$18.7M
169,538
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$18.4M
3,753,260
+13%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$18.3M
75,483
+370%
减持
AURA
AURA BIOSCIENCES INC
-$18.2M
4,080,605
-30%
清仓
—
APTIV PLC
-$18.1M
0
-100%
建仓
RELY
REMITLY GLOBAL INC
+$18.0M
796,604
增持
MSI
MOTOROLA SOLUTIONS INC
+$18.0M
64,769
+143%
减持
ZNTL
ZENTALIS PHARMACEUTICALS INC
-$17.9M
4,475,054
-48%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$17.7M
1,615,198
+177%
建仓
VITL
VITAL FARMS INC
+$17.5M
463,735
增持
NDAQ
NASDAQ INC
+$17.4M
384,096
+128%
增持
WEAV
WEAVE COMMUNICATIONS INC
+$16.2M
1,112,540
+837%
增持
EXLS
EXLSERVICE HOLDINGS INC
+$16.2M
428,325
+472%
减持
PWR
QUANTA SVCS INC
-$16.0M
68,208
-46%
减持
—
INOZYME PHARMA INC
-$15.5M
2,220,000
-46%
建仓
TYL
TYLER TECHNOLOGIES INC
+$14.7M
25,508
增持
EXAS
EXACT SCIENCES CORP
-$14.6M
1,233,384
+0%
建仓
KNTK
KINETIK HOLDINGS INC
+$14.3M
252,971
增持
FICO
FAIR ISAAC CORP
+$13.1M
7,768
+541%
建仓
FHN
FIRST HORIZON CORPORATION
+$13.1M
648,224
增持
HUBB
HUBBELL INC
+$12.8M
33,362
+1167%
增持
—
MONDAY COM LTD
-$12.3M
307,828
+1%
建仓
NI
NISOURCE INC
+$12.2M
331,555
增持
IRTC
IRHYTHM TECHNOLOGIES INC
+$12.0M
739,410
+0%
减持
FERG
FERGUSON ENTERPRISES INC
-$12.0M
176,159
-18%
清仓
GXO
GXO LOGISTICS INCORPORATED
-$11.5M
0
-100%
减持
TTD
THE TRADE DESK INC
-$11.0M
882,951
-16%
减持
VKTX
VIKING THERAPEUTICS INC
-$10.9M
442,697
-2%
增持
PANW
PALO ALTO NETWORKS INC
-$10.8M
127,874
+28%
减持
TRGP
TARGA RES CORP
+$10.5M
444,127
-4%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$9.9M
826,483
+19%
清仓
COGT
COGENT BIOSCIENCES INC
-$9.9M
0
-100%
增持
INSM
INSMED INC
+$9.8M
1,100,993
+21%
建仓
IT
GARTNER INC
+$9.5M
19,531
增持
LAD
LITHIA MTRS INC
+$9.3M
216,898
+1%
增持
IDYA
IDEAYA BIOSCIENCES INC
+$9.2M
771,844
+130%
增持
IP
INTERNATIONAL PAPER CO
+$9.0M
582,199
+27%
清仓
ANAB
ANAPTYSBIO INC
-$8.8M
0
-100%
清仓
CMS
CMS ENERGY CORP
-$8.8M
0
-100%
减持
LXEO
LEXEO THERAPEUTICS INC
-$8.7M
1,234,834
-33%
减持
KRRO
KORRO BIO INC
-$8.6M
117,556
-70%
增持
—
PINNACLE FINL PARTNERS INC
+$8.6M
128,411
+105%
清仓
QTTB
Q32 BIO INC
-$8.5M
0
-100%
增持
OKE
ONEOK INC NEW
+$8.4M
199,628
+56%
清仓
GKOS
GLAUKOS CORP
-$8.3M
0
-100%
减持
SRE
SEMPRA
-$8.2M
16,837
-85%
增持
—
ASML HOLDING N V
-$8.2M
64,128
+2%
减持
—
NVENT ELECTRIC PLC
-$7.7M
626,157
-13%
减持
RVMD
REVOLUTION MEDICINES INC
-$7.4M
372,229
-29%
减持
ISRG
INTUITIVE SURGICAL INC
-$6.9M
57,612
-24%
减持
CTRA
COTERRA ENERGY INC
-$6.9M
14,840
-95%
增持
ACAD
ACADIA PHARMACEUTICALS INC
+$6.8M
852,845
+48%
建仓
AVGO
BROADCOM INC
+$6.7M
28,777
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$6.6M
370,057
+34%
建仓
QTRX
QUANTERIX CORP
+$6.5M
615,000
减持
CRNX
CRINETICS PHARMACEUTICALS IN
-$6.4M
609,014
-17%
减持
CELC
CELCUITY INC
-$6.3M
1,265,653
-18%
减持
WMB
WILLIAMS COS INC
+$6.3M
892,234
-3%
建仓
AXP
AMERICAN EXPRESS CO
+$6.1M
20,446
减持
—
NEKTAR THERAPEUTICS
-$6.0M
6,650,000
-29%
减持
NOVT
NOVANTA INC
-$5.9M
109,191
-14%
增持
MANH
MANHATTAN ASSOCIATES INC
+$5.9M
29,960
+289%
减持
FANG
DIAMONDBACK ENERGY INC
-$5.7M
8,108
-80%
减持
KYMR
KYMERA THERAPEUTICS INC
-$5.7M
455,728
-10%
减持
ARGX
ARGENX SE
+$5.4M
104,144
-4%
建仓
ANNX
ANNEXON INC
+$5.2M
1,017,928
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$5.1M
240,418
+7%
减持
VST
VISTRA CORP
+$5.1M
618,063
-9%
清仓
FDMT
4D MOLECULAR THERAPEUTICS IN
-$4.6M
0
-100%
增持
ENTG
ENTEGRIS INC
+$4.4M
735,092
+21%
清仓
SNPS
SYNOPSYS INC
-$4.3M
0
-100%
增持
AXSM
AXSOME THERAPEUTICS INC
-$4.3M
828,711
+0%
建仓
ENB
ENBRIDGE INC
+$4.1M
98,394
减持
HUBS
HUBSPOT INC
-$4.1M
84,501
-29%
增持
HLI
HOULIHAN LOKEY INC
+$4.1M
177,234
+5%
增持
EGP
EASTGROUP PPTYS INC
-$4.1M
194,191
+3%
减持
BBIO
BRIDGEBIO PHARMA INC
-$3.6M
532,192
-26%
增持
SO
SOUTHERN CO
+$3.6M
330,045
+26%
清仓
OTIS
OTIS WORLDWIDE CORP
-$3.5M
0
-100%
增持
HD
HOME DEPOT INC
+$2.7M
17,856
+71%
增持
CEG
CONSTELLATION ENERGY CORP
+$2.4M
20,862
+138%
增持
INTU
INTUIT
+$2.3M
9,519
+59%
清仓
RAPP
RAPPORT THERAPEUTICS INC
-$2.3M
0
-100%
增持
CBT
CABOT CORP
-$2.2M
126,317
+3%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$2.2M
92,441
增持
—
SYNOVUS FINL CORP
+$2.2M
158,279
+19%
增持
AJG
GALLAGHER ARTHUR J & CO
+$2.1M
197,950
+3%
增持
RLI
RLI CORP
+$2.1M
81,577
+11%
减持
DELL
DELL TECHNOLOGIES INC
-$2.0M
71,827
-17%
减持
EOG
EOG RES INC
-$1.9M
9,077
-63%
减持
PCOR
PROCORE TECHNOLOGIES INC
-$1.9M
14,511
-70%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
53,788
+21%
建仓
TW
TRADEWEB MKTS INC
+$1.8M
13,886
增持
BSX
BOSTON SCIENTIFIC CORP
+$1.7M
27,237
+211%
建仓
PBA
PEMBINA PIPELINE CORP
+$1.7M
45,714
增持
—
STERIS PLC
-$1.7M
161,199
+12%
增持
IRM
IRON MTN INC DEL
-$1.6M
373,863
+9%
减持
PLD
PROLOGIS INC.
-$1.6M
23,128
-27%
增持
—
PENTAIR PLC
+$1.5M
275,375
+3%
