小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 25
增持 62
减持 35
清仓 28
方向
标的
Δ市值
现股数(环比)
减持
TTD
THE TRADE DESK INC
-$82.7M
385,650
-56%
建仓
BBNX
BETA BIONICS INC
+$60.3M
4,928,019
增持
XMTR
XOMETRY INC
-$55.9M
3,153,803
+0%
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
ENTG
ENTEGRIS INC
-$55.0M
199,911
-73%
减持
WDAY
WORKDAY INC
-$45.8M
139,546
-54%
减持
EXAS
EXACT SCIENCES CORP
-$44.8M
565,546
-54%
减持
DTM
DT MIDSTREAM INC
-$43.0M
173,346
-71%
清仓
IRM
IRON MTN INC DEL
-$39.3M
0
-100%
建仓
VMC
VULCAN MATLS CO
+$39.2M
167,902
建仓
URI
UNITED RENTALS INC
+$38.7M
61,755
减持
—
VERONA PHARMA PLC
+$38.2M
2,893,437
-8%
减持
—
MONDAY COM LTD
-$37.9M
142,250
-54%
减持
GH
GUARDANT HEALTH INC
+$35.6M
3,566,738
-6%
建仓
AXON
AXON ENTERPRISE INC
+$35.4M
67,289
清仓
AURA
AURA BIOSCIENCES INC
-$33.5M
0
-100%
清仓
FTDR
FRONTDOOR INC
-$32.7M
0
-100%
清仓
—
INARI MED INC
-$31.6M
0
-100%
减持
VST
VISTRA CORP
-$31.2M
460,058
-26%
清仓
CRNX
CRINETICS PHARMACEUTICALS IN
-$31.1M
0
-100%
减持
—
GLOBAL E ONLINE LTD
-$29.9M
1,523,749
-1%
减持
—
CONFLUENT INC
-$29.9M
75,173
-93%
增持
SRRK
SCHOLAR ROCK HLDG CORP
-$29.4M
2,661,608
+0%
清仓
DECK
DECKERS OUTDOOR CORP
-$29.1M
0
-100%
建仓
GKOS
GLAUKOS CORP
+$28.6M
290,921
清仓
ARDX
ARDELYX INC
-$28.4M
0
-100%
建仓
EQR
EQUITY RESIDENTIAL
+$27.9M
390,480
减持
AIT
APPLIED INDL TECHNOLOGIES IN
-$27.5M
114,852
-48%
清仓
GNRC
GENERAC HLDGS INC
-$27.1M
0
-100%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$26.7M
3,754,793
+0%
增持
INSP
INSPIRE MED SYS INC
+$25.6M
306,301
+145%
建仓
SNOW
SNOWFLAKE INC
+$25.2M
172,688
增持
SITM
SITIME CORP
+$24.7M
166,214
+5016%
清仓
MDB
MONGODB INC
-$24.0M
0
-100%
减持
GEV
GE VERNOVA INC
-$21.5M
198,590
-20%
减持
DDOG
DATADOG INC
-$20.5M
356,200
-9%
减持
SRPT
SAREPTA THERAPEUTICS INC
-$19.5M
214,374
-21%
清仓
VRT
VERTIV HOLDINGS CO
-$19.0M
0
-100%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$17.9M
18,658
-75%
增持
SO
SOUTHERN CO
+$17.5M
486,762
+47%
增持
ROP
ROPER TECHNOLOGIES INC
+$17.1M
179,647
+5%
减持
AXSM
AXSOME THERAPEUTICS INC
+$16.8M
744,850
-10%
清仓
NOVT
NOVANTA INC
-$16.7M
0
-100%
增持
—
CYBERARK SOFTWARE LTD
+$16.6M
55,158
+788%
减持
OKE
ONEOK INC NEW
-$16.6M
35,522
-82%
减持
ANET
ARISTA NETWORKS INC
-$16.3M
30,916
-82%
增持
AJG
GALLAGHER ARTHUR J & CO
+$16.0M
209,149
+6%
减持
LNG
CHENIERE ENERGY INC
-$15.4M
153,019
-35%
减持
—
NVENT ELECTRIC PLC
-$15.3M
521,580
-17%
增持
IP
INTERNATIONAL PAPER CO
+$15.1M
870,435
+50%
增持
NVDA
NVIDIA CORPORATION
+$14.8M
203,319
+278%
清仓
—
PINNACLE FINL PARTNERS INC
-$14.7M
0
-100%
清仓
KNTK
KINETIK HOLDINGS INC
-$14.3M
0
-100%
增持
INSM
INSMED INC
+$14.1M
1,181,675
+7%
建仓
MKC
MCCORMICK & CO INC
+$14.1M
171,051
清仓
HUBB
HUBBELL INC
-$14.0M
0
-100%
增持
PCVX
VAXCYTE INC
-$13.6M
470,230
+23%
清仓
ZNTL
ZENTALIS PHARMACEUTICALS INC
-$13.6M
0
-100%
建仓
CHWY
CHEWY INC
+$13.5M
413,875
清仓
AVB
AVALONBAY CMNTYS INC
-$13.3M
0
-100%
建仓
XYL
XYLEM INC
+$13.2M
110,916
减持
—
TRANE TECHNOLOGIES PLC
-$13.1M
385,279
-0%
建仓
ELS
EQUITY LIFESTYLE PPTYS INC
+$13.1M
195,783
增持
LRCX
LAM RESEARCH CORP
+$13.1M
737,195
+31%
增持
KLAC
KLA CORP
+$13.0M
42,514
+69%
建仓
ROK
ROCKWELL AUTOMATION INC
+$13.0M
50,195
增持
CEG
CONSTELLATION ENERGY CORP
+$12.9M
85,614
+310%
减持
FHN
FIRST HORIZON CORPORATION
-$12.8M
11,073
-98%
清仓
NTAP
NETAPP INC
-$12.7M
0
-100%
建仓
EWTX
EDGEWISE THERAPEUTICS INC
+$12.5M
568,310
增持
WMB
WILLIAMS COS INC
+$12.3M
1,015,523
+14%
减持
VKTX
VIKING THERAPEUTICS INC
-$11.6M
255,407
-42%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$11.6M
166,450
-31%
清仓
CBT
CABOT CORP
-$11.5M
0
-100%
减持
FAST
FASTENAL CO
-$11.2M
396,604
-32%
增持
TRGP
TARGA RES CORP
+$11.2M
451,328
+2%
增持
IRTC
IRHYTHM TECHNOLOGIES INC
+$10.8M
740,062
+0%
增持
PRCT
PROCEPT BIOROBOTICS CORP
+$10.5M
351,962
+182%
增持
HUBS
HUBSPOT INC
-$10.4M
84,797
+0%
增持
EGP
EASTGROUP PPTYS INC
+$10.2M
234,700
+21%
增持
LAD
LITHIA MTRS INC
-$10.0M
230,189
+6%
增持
ETR
ENTERGY CORP NEW
+$9.9M
619,091
+9%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$9.4M
47,241
-30%
减持
IT
GARTNER INC
-$9.2M
548
-97%
建仓
IRON
DISC MEDICINE INC
+$9.0M
181,818
增持
ORLY
OREILLY AUTOMOTIVE INC
+$9.0M
35,043
+1%
建仓
RRC
RANGE RES CORP
+$8.9M
222,004
清仓
—
DYNAVAX TECHNOLOGIES CORP
-$8.6M
0
-100%
增持
NI
NISOURCE INC
+$8.5M
515,040
+55%
减持
TOST
TOAST INC
-$8.3M
2,470,345
-0%
清仓
LXEO
LEXEO THERAPEUTICS INC
-$8.1M
0
-100%
建仓
—
AKERO THERAPEUTICS INC
+$8.1M
200,534
清仓
DYN
DYNE THERAPEUTICS INC
-$7.8M
0
-100%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$7.6M
2,262,102
+40%
减持
WEAV
WEAVE COMMUNICATIONS INC
-$7.4M
928,642
-17%
减持
MANH
MANHATTAN ASSOCIATES INC
-$7.4M
4,177
-86%
减持
WCN
WASTE CONNECTIONS INC
+$7.3M
308,836
-0%
建仓
—
KESTRA MED TECHNOLOGIES LTD
+$6.9M
275,000
建仓
—
METSERA INC
+$6.8M
250,000
增持
VCYT
VERACYTE INC
-$6.5M
684,782
+1%
清仓
QTRX
QUANTERIX CORP
-$6.5M
0
-100%
增持
—
ROYALTY PHARMA PLC
+$6.4M
879,809
+7%
增持
EVH
EVOLENT HEALTH INC
+$6.3M
6,077,191
+33%
增持
NTNX
NUTANIX INC
+$6.2M
630,315
+2%
清仓
—
INOZYME PHARMA INC
-$6.1M
0
-100%
增持
NDAQ
NASDAQ INC
+$6.1M
471,529
+23%
减持
MIRM
MIRUM PHARMACEUTICALS INC
+$6.1M
2,527,000
-3%
清仓
KROS
KEROS THERAPEUTICS INC
-$6.0M
0
-100%
增持
ROL
ROLLINS INC
+$5.7M
594,299
+4%
增持
ESI
ELEMENT SOLUTIONS INC
+$5.5M
1,057,020
+46%
建仓
—
EXXON MOBIL CORP
+$5.4M
45,914
增持
DHI
D R HORTON INC
-$5.4M
439,855
+0%
增持
RBA
RB GLOBAL INC
+$5.3M
523,715
+0%
清仓
ANNX
ANNEXON INC
-$5.2M
0
-100%
减持
DELL
DELL TECHNOLOGIES INC
-$4.7M
35,449
-51%
清仓
KRRO
KORRO BIO INC
-$4.5M
0
-100%
清仓
SLN
SILENCE THERAPEUTICS PLC
-$4.4M
0
-100%
增持
—
STERIS PLC
+$4.4M
165,599
+3%
增持
TYL
TYLER TECHNOLOGIES INC
+$4.1M
32,422
+27%
增持
PWR
QUANTA SVCS INC
-$4.1M
68,620
+1%
增持
KYMR
KYMERA THERAPEUTICS INC
-$4.0M
525,138
+15%
增持
PLD
PROLOGIS INC.
+$3.5M
53,449
+131%
建仓
PGR
PROGRESSIVE CORP
+$3.4M
12,263
增持
CYTK
CYTOKINETICS INC
+$3.4M
382,696
+51%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
-$3.4M
827,935
+0%
增持
TMDX
TRANSMEDICS GROUP INC
+$3.4M
677,981
+0%
增持
VITL
VITAL FARMS INC
-$3.3M
463,905
+0%
增持
AMT
AMERICAN TOWER CORP NEW
+$3.3M
17,679
+570%
增持
ARGX
ARGENX SE
+$3.3M
113,743
+9%
增持
UNP
UNION PAC CORP
+$3.2M
24,725
+118%
增持
COLL
COLLEGIUM PHARMACEUTICAL INC
+$3.2M
2,639,547
+0%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$3.1M
44,004
+10%
增持
RELY
REMITLY GLOBAL INC
+$3.1M
1,014,167
+27%
增持
RLI
RLI CORP
-$3.1M
128,776
+58%
减持
FERG
FERGUSON ENTERPRISES INC
-$2.9M
172,720
-2%
增持
AXP
AMERICAN EXPRESS CO
+$2.9M
25,262
+24%
增持
AMGN
AMGEN INC
+$2.6M
16,961
+69%
清仓
PSTG
PURE STORAGE INC
-$2.6M
0
-100%
建仓
APD
AIR PRODS & CHEMS INC
+$2.5M
8,593
增持
VRSK
VERISK ANALYTICS INC
+$2.4M
87,713
+2%
增持
PRVA
PRIVIA HEALTH GROUP INC
+$2.4M
822,448
+0%
增持
GPI
GROUP 1 AUTOMOTIVE INC
+$2.4M
38,834
+32%
增持
—
ASML HOLDING N V
+$2.3M
70,550
+10%
增持
BRKR
BRUKER CORP
-$2.3M
136,400
+1%
增持
MSI
MOTOROLA SOLUTIONS INC
+$2.1M
73,263
+13%
增持
—
LINDE PLC
+$1.9M
22,177
+11%
建仓
WM
WASTE MGMT INC DEL
+$1.9M
8,301
建仓
—
GARMIN LTD
+$1.9M
8,544
建仓
GEN
GEN DIGITAL INC
+$1.8M
69,761
建仓
COP
CONOCOPHILLIPS
+$1.8M
17,004
增持
MU
MICRON TECHNOLOGY INC
+$1.7M
367,977
+2%
