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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 13
增持 80
减持 44
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
—
VERONA PHARMA PLC
+$73.1M
2,715,324
-6%
增持
GEV
GE VERNOVA INC
+$45.5M
200,407
+1%
增持
LRCX
LAM RESEARCH CORP
+$43.7M
996,897
+35%
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
CLDX
CELLDEX THERAPEUTICS INC NEW
-$40.6M
1,356,186
-64%
增持
VST
VISTRA CORP
+$40.4M
486,042
+6%
增持
—
TRANE TECHNOLOGIES PLC
+$40.2M
388,475
+1%
增持
CHWY
CHEWY INC
+$32.0M
1,065,572
+157%
减持
MU
MICRON TECHNOLOGY INC
-$30.9M
8,559
-98%
增持
INSM
INSMED INC
+$30.3M
1,196,494
+1%
减持
TRGP
TARGA RES CORP
-$29.2M
351,400
-22%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
+$29.0M
691,573
-7%
增持
EQT
EQT CORP
+$29.0M
502,482
+4982%
建仓
FTDR
FRONTDOOR INC
+$28.5M
483,677
减持
INSP
INSPIRE MED SYS INC
-$28.5M
156,658
-49%
增持
XMTR
XOMETRY INC
+$28.1M
3,157,846
+0%
减持
GH
GUARDANT HEALTH INC
+$28.0M
3,458,963
-3%
减持
TMDX
TRANSMEDICS GROUP INC
+$27.7M
547,355
-19%
增持
TOST
TOAST INC
+$27.6M
2,474,398
+0%
增持
VRSK
VERISK ANALYTICS INC
+$27.2M
171,132
+95%
减持
SNOW
SNOWFLAKE INC
-$23.2M
9,362
-95%
增持
URI
UNITED RENTALS INC
+$21.5M
79,871
+29%
增持
MIRM
MIRUM PHARMACEUTICALS INC
+$20.4M
2,637,485
+4%
增持
AXON
AXON ENTERPRISE INC
+$20.3M
67,321
+0%
增持
CDW
CDW CORP
+$18.1M
170,385
+122%
增持
SRRK
SCHOLAR ROCK HLDG CORP
+$17.6M
2,913,246
+9%
清仓
KRYS
KRYSTAL BIOTECH INC
-$17.3M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$17.2M
247,611
+22%
减持
—
BLUEPRINT MEDICINES CORP
+$17.1M
728,821
-16%
减持
ENTG
ENTEGRIS INC
-$16.8M
12,376
-94%
增持
TTD
THE TRADE DESK INC
+$16.4M
521,903
+35%
增持
PLD
PROLOGIS INC.
+$15.8M
202,448
+279%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$14.4M
591,733
-29%
减持
IP
INTERNATIONAL PAPER CO
-$14.4M
677,353
-22%
增持
GPI
GROUP 1 AUTOMOTIVE INC
+$14.2M
66,346
+71%
建仓
AVB
AVALONBAY CMNTYS INC
+$14.0M
68,675
清仓
SRPT
SAREPTA THERAPEUTICS INC
-$13.7M
0
-100%
减持
—
GLOBAL E ONLINE LTD
-$13.3M
1,224,532
-20%
增持
NDAQ
NASDAQ INC
+$13.0M
544,901
+16%
增持
—
PENTAIR PLC
+$12.9M
384,462
+27%
增持
—
NVENT ELECTRIC PLC
+$11.6M
531,223
+2%
减持
DDOG
DATADOG INC
+$11.5M
349,150
-2%
减持
EVH
EVOLENT HEALTH INC
-$11.5M
4,086,852
-33%
增持
BBNX
BETA BIONICS INC
+$11.5M
4,932,351
+0%
减持
EQR
EQUITY RESIDENTIAL
-$11.4M
206,835
-47%
清仓
GERN
GERON CORP
-$11.2M
0
-100%
减持
AXSM
AXSOME THERAPEUTICS INC
-$11.1M
725,672
-3%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$10.8M
228,394
-38%
增持
—
KESTRA MED TECHNOLOGIES LTD
+$10.7M
1,060,557
+286%
增持
—
MONDAY COM LTD
+$10.5M
143,331
+1%
清仓
WEAV
WEAVE COMMUNICATIONS INC
-$10.3M
0
-100%
增持
KYMR
KYMERA THERAPEUTICS INC
+$10.2M
562,990
+7%
增持
PCVX
VAXCYTE INC
+$9.8M
848,141
+80%
建仓
ORIC
ORIC PHARMACEUTICALS INC
+$9.7M
951,433
减持
—
BIOHAVEN LTD
-$9.2M
300,000
-46%
增持
AVGO
BROADCOM INC
+$8.9M
50,971
+61%
增持
PWR
QUANTA SVCS INC
+$8.7M
69,189
+1%
建仓
TLN
TALEN ENERGY CORP
+$8.5M
29,235
减持
SO
SOUTHERN CO
-$8.2M
392,112
-19%
建仓
SAP
SAP SE
+$7.9M
25,513
增持
CRWD
CROWDSTRIKE HLDGS INC
+$7.8M
47,815
+2%
建仓
TRVI
TREVI THERAPEUTICS INC
+$7.6M
1,381,324
减持
SITM
SITIME CORP
+$7.5M
154,296
-7%
减持
—
ASML HOLDING N V
+$7.3M
67,461
-4%
增持
IRON
DISC MEDICINE INC
+$7.3M
308,030
+69%
减持
—
SYNOVUS FINL CORP
-$7.1M
37,543
-81%
减持
CYTK
CYTOKINETICS INC
-$7.1M
249,500
-35%
清仓
RLAY
RELAY THERAPEUTICS INC
-$7.0M
0
-100%
减持
KLAC
KLA CORP
+$6.9M
39,619
-7%
增持
PRCT
PROCEPT BIOROBOTICS CORP
+$6.5M
468,476
+33%
增持
MPWR
MONOLITHIC PWR SYS INC
+$6.4M
42,299
+0%
清仓
VKTX
VIKING THERAPEUTICS INC
-$6.2M
0
-100%
增持
—
ROYALTY PHARMA PLC
+$6.0M
921,639
+5%
增持
TGTX
TG THERAPEUTICS INC
+$6.0M
954,531
+33%
增持
RELY
REMITLY GLOBAL INC
+$5.9M
1,440,194
+42%
减持
GKOS
GLAUKOS CORP
-$5.8M
220,740
-24%
增持
CELC
CELCUITY INC
+$5.8M
1,389,427
+10%
增持
WMB
WILLIAMS COS INC
+$5.6M
1,044,438
+3%
增持
BRKR
BRUKER CORP
+$5.5M
272,324
+100%
减持
RGEN
REPLIGEN CORP
-$5.5M
77,711
-35%
清仓
RCKT
ROCKET PHARMACEUTICALS INC
-$5.1M
0
-100%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$5.1M
48,553
+10%
减持
FERG
FERGUSON ENTERPRISES INC
+$5.1M
150,308
-13%
减持
LAD
LITHIA MTRS INC
-$5.0M
185,186
-20%
增持
PANW
PALO ALTO NETWORKS INC
+$5.0M
132,791
+2%
增持
AJG
GALLAGHER ARTHUR J & CO
-$4.8M
210,571
+1%
增持
VMC
VULCAN MATLS CO
+$4.6M
167,982
+0%
增持
RF
REGIONS FINANCIAL CORP NEW
+$4.5M
252,152
+221%
清仓
—
NEKTAR THERAPEUTICS
-$4.5M
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$4.5M
36,199
增持
—
METSERA INC
+$4.5M
396,160
+58%
增持
AXP
AMERICAN EXPRESS CO
+$4.4M
40,710
+61%
增持
NTNX
NUTANIX INC
+$4.3M
632,735
+0%
增持
INTU
INTUIT
+$4.2M
14,796
+19%
建仓
FITB
FIFTH THIRD BANCORP
+$4.1M
92,998
减持
ELS
EQUITY LIFESTYLE PPTYS INC
-$4.1M
145,449
-26%
增持
—
CYBERARK SOFTWARE LTD
+$4.0M
55,582
+1%
增持
ROK
ROCKWELL AUTOMATION INC
+$4.0M
50,982
+2%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$3.9M
125,902
-24%
增持
TYL
TYLER TECHNOLOGIES INC
+$3.8M
38,222
+18%
增持
VITL
VITAL FARMS INC
+$3.7M
464,106
+0%
清仓
OKE
ONEOK INC NEW
-$3.5M
0
-100%
减持
CEG
CONSTELLATION ENERGY CORP
+$3.4M
64,677
-24%
减持
HLI
HOULIHAN LOKEY INC
+$3.4M
195,094
-1%
建仓
—
FLEX LTD
+$3.2M
64,639
增持
ISRG
INTUITIVE SURGICAL INC
+$3.2M
59,073
+1%
减持
ETR
ENTERGY CORP NEW
-$3.2M
593,097
-4%
增持
ROL
ROLLINS INC
+$3.1M
624,734
+5%
增持
RBA
RB GLOBAL INC
+$3.1M
524,132
+0%
增持
—
STERIS PLC
+$3.0M
168,608
+2%
增持
HD
HOME DEPOT INC
+$2.9M
29,203
+28%
增持
FAST
FASTENAL CO
+$2.9M
796,598
+101%
增持
DTM
DT MIDSTREAM INC
+$2.7M
176,545
+2%
增持
ROP
ROPER TECHNOLOGIES INC
-$2.6M
181,924
+1%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$2.6M
528,336
+1408%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$2.6M
1,851,991
-18%
减持
—
AKERO THERAPEUTICS INC
+$2.6M
200,000
-0%
增持
WCN
WASTE CONNECTIONS INC
-$2.6M
309,168
+0%
建仓
—
MEDTRONIC PLC
+$2.5M
28,099
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.5M
10,452
减持
RLI
RLI CORP
-$2.4M
110,072
-15%
清仓
VYNE
VYNE THERAPEUTICS INC
-$2.4M
0
-100%
清仓
JKHY
HENRY JACK & ASSOC INC
-$2.3M
0
-100%
增持
MSI
MOTOROLA SOLUTIONS INC
+$2.3M
81,684
+11%
增持
LNG
CHENIERE ENERGY INC
+$2.1M
154,061
+1%
增持
—
GARMIN LTD
+$2.0M
18,686
+119%
增持
EGP
EASTGROUP PPTYS INC
-$1.9M
235,867
+0%
增持
—
EXXON MOBIL CORP
+$1.9M
63,235
+38%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$1.8M
598,831
+4%
减持
BBIO
BRIDGEBIO PHARMA INC
-$1.8M
384,231
-28%
增持
ARGX
ARGENX SE
+$1.8M
125,383
+10%
增持
SPGI
S&P GLOBAL INC
+$1.6M
20,700
+12%
增持
UNP
UNION PAC CORP
+$1.6M
30,906
+25%
减持
ACAD
ACADIA PHARMACEUTICALS INC
+$1.5M
728,437
-15%
增持
RRC
RANGE RES CORP
+$1.5M
253,709
+14%
减持
DELL
DELL TECHNOLOGIES INC
-$1.5M
17,355
-51%
增持
AMGN
AMGEN INC
+$1.5M
23,004
+36%
建仓
ZS
ZSCALER INC
+$1.5M
4,663
减持
EXLS
EXLSERVICE HOLDINGS INC
-$1.4M
394,930
-1%
减持
NOW
SERVICENOW INC
+$1.4M
6,194
-1%
增持
XYL
XYLEM INC
+$1.3M
112,302
+1%
建仓
PSTG
PURE STORAGE INC
+$1.2M
21,508
增持
SNDX
SYNDAX PHARMACEUTICALS INC
-$1.2M
1,414,081
+20%
增持
AIT
APPLIED INDL TECHNOLOGIES IN
+$1.2M
116,629
+2%
清仓
PBA
PEMBINA PIPELINE CORP
-$1.2M
0
-100%
减持
ANET
ARISTA NETWORKS INC
-$1.2M
12,221
-60%
增持
WM
WASTE MGMT INC DEL
+$1.2M
12,796
+54%
清仓
—
ELASTIC N V
-$1.1M
0
-100%
增持
DHI
D R HORTON INC
+$1.1M
441,990
+0%
增持
MSCI
MSCI INC
+$1.1M
33,849
+4%
增持
HUBS
HUBSPOT INC
-$1.0M
85,186
+0%
