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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 30
增持 59
减持 47
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
—
VERONA PHARMA PLC
-$72.7M
0
-100%
减持
INSM
INSMED INC
-$60.6M
483,589
-52%
增持
BBNX
BETA BIONICS INC
+$53.7M
4,994,728
+1%
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
EVH
EVOLENT HEALTH INC
-$53.2M
0
-100%
减持
GH
GUARDANT HEALTH INC
+$48.9M
2,511,091
-24%
增持
BLTE
BELITE BIO INC
+$46.8M
383,091
+96%
建仓
IONS
IONIS PHARMACEUTICALS INC
+$45.5M
575,000
减持
NTNX
NUTANIX INC
-$45.2M
5,862
-99%
建仓
LBRT
LIBERTY ENERGY INC
+$36.4M
1,970,459
减持
LNG
CHENIERE ENERGY INC
-$35.8M
2,149
-99%
减持
VRSK
VERISK ANALYTICS INC
-$35.0M
48,002
-74%
建仓
APGE
APOGEE THERAPEUTICS INC
+$32.9M
436,015
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$32.9M
34,035
-67%
清仓
—
SOLENO THERAPEUTICS INC
-$31.6M
0
-100%
建仓
DXCM
DEXCOM INC
+$31.5M
474,310
减持
AJG
GALLAGHER ARTHUR J & CO
-$30.8M
139,874
-35%
减持
SO
SOUTHERN CO
-$28.7M
110,842
-73%
增持
PCVX
VAXCYTE INC
+$28.7M
917,115
+142%
建仓
MBX
MBX BIOSCIENCES INC
+$28.1M
890,000
增持
DTM
DT MIDSTREAM INC
+$26.5M
394,724
+115%
建仓
SION
SIONNA THERAPEUTICS INC
+$26.3M
639,045
增持
TRGP
TARGA RES CORP
+$25.7M
480,550
+28%
建仓
NRIX
NURIX THERAPEUTICS INC
+$24.6M
1,297,893
建仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$24.6M
370,000
增持
MPWR
MONOLITHIC PWR SYS INC
+$24.1M
68,373
+66%
增持
NI
NISOURCE INC
+$22.6M
1,133,220
+99%
减持
CELC
CELCUITY INC
-$22.5M
313,679
-71%
增持
INSP
INSPIRE MED SYS INC
+$21.6M
440,205
+72%
增持
—
AVIDITY BIOSCIENCES INC
+$21.5M
524,643
+40%
减持
WMB
WILLIAMS COS INC
-$21.2M
793,160
-27%
增持
CYTK
CYTOKINETICS INC
+$21.1M
479,611
+182%
清仓
—
METSERA INC
-$20.7M
0
-100%
清仓
—
AKERO THERAPEUTICS INC
-$20.7M
0
-100%
增持
TRVI
TREVI THERAPEUTICS INC
+$20.2M
2,622,306
+90%
建仓
PRAX
PRAXIS PRECISION MEDICINES I
+$19.8M
67,100
减持
MIRM
MIRUM PHARMACEUTICALS INC
-$19.6M
2,093,582
-17%
减持
CDW
CDW CORP
-$18.5M
7,463
-94%
增持
WEC
WEC ENERGY GROUP INC
+$18.2M
206,717
+551%
增持
TTAN
SERVICETITAN INC
+$18.1M
178,616
+1889%
增持
—
ROYALTY PHARMA PLC
+$17.9M
1,296,826
+41%
减持
DDOG
DATADOG INC
-$17.5M
238,916
-32%
清仓
PRCT
PROCEPT BIOROBOTICS CORP
-$16.7M
0
-100%
增持
VRT
VERTIV HOLDINGS CO
+$16.6M
105,999
+2884%
建仓
EVMN
EVOMMUNE INC
+$16.5M
961,525
减持
DHI
D R HORTON INC
-$15.7M
427,045
-6%
减持
SHW
SHERWIN WILLIAMS CO
-$15.7M
70,604
-37%
增持
BKR
BAKER HUGHES COMPANY
+$14.4M
349,974
+1043%
建仓
IVVD
INVIVYD INC
+$14.3M
5,809,256
建仓
OLMA
OLEMA PHARMACEUTICALS INC
+$14.2M
569,000
增持
PLD
PROLOGIS INC.
+$13.8M
420,834
+20%
减持
AXSM
AXSOME THERAPEUTICS INC
+$13.6M
571,226
-23%
建仓
MAZE
MAZE THERAPEUTICS INC
+$13.4M
324,041
建仓
IMMX
IMMIX BIOPHARMA INC
+$13.3M
2,549,019
建仓
DYN
DYNE THERAPEUTICS INC
+$13.3M
680,305
减持
TGTX
TG THERAPEUTICS INC
-$13.1M
716,414
-25%
建仓
CGON
CG ONCOLOGY INC
+$13.0M
312,445
建仓
GNRC
GENERAC HLDGS INC
+$12.8M
93,860
清仓
ACAD
ACADIA PHARMACEUTICALS INC
-$12.3M
0
-100%
减持
KYMR
KYMERA THERAPEUTICS INC
+$12.3M
626,430
-3%
增持
VST
VISTRA CORP
-$12.0M
487,636
+5%
建仓
BE
BLOOM ENERGY CORP
+$11.9M
137,263
增持
HTFL
HEARTFLOW INC
+$11.9M
505,989
+502%
建仓
—
UNIQURE NV
+$11.9M
498,212
建仓
—
ADC THERAPEUTICS SA
+$11.9M
3,364,067
建仓
CSTL
CASTLE BIOSCIENCES INC
+$11.9M
305,000
增持
IRON
DISC MEDICINE INC
+$11.0M
395,392
+28%
增持
—
TRANE TECHNOLOGIES PLC
-$11.0M
403,274
+1%
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$10.8M
1,238,196
+25%
建仓
PVLA
PALVELLA THERAPEUTICS INC NE
+$10.6M
101,748
减持
MSI
MOTOROLA SOLUTIONS INC
-$10.5M
74,029
-13%
减持
ABVX
ABIVAX SA
+$10.5M
327,911
-17%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$10.4M
610,644
+1%
清仓
RGEN
REPLIGEN CORP
-$10.4M
0
-100%
增持
CHWY
CHEWY INC
-$10.3M
1,412,717
+0%
建仓
HELP
CYBIN INC
+$10.3M
1,257,000
清仓
RRC
RANGE RES CORP
-$9.9M
0
-100%
减持
—
PENTAIR PLC
-$9.9M
326,280
-18%
减持
EQT
EQT CORP
-$9.7M
409,607
-30%
增持
—
GARMIN LTD
+$9.6M
69,476
+280%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$9.5M
50,258
+2%
减持
ARGX
ARGENX SE
+$9.5M
121,221
-3%
增持
AXON
AXON ENTERPRISE INC
-$9.4M
70,702
+2%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$9.4M
1,430
-97%
清仓
EQR
EQUITY RESIDENTIAL
-$9.2M
0
-100%
增持
NDAQ
NASDAQ INC
+$9.1M
707,048
+5%
增持
PWR
QUANTA SVCS INC
+$8.8M
88,932
+28%
增持
ROP
ROPER TECHNOLOGIES INC
-$8.7M
184,166
+1%
建仓
—
ENGENE HOLDINGS INC
+$8.6M
950,000
减持
RF
REGIONS FINANCIAL CORP NEW
-$8.6M
205,156
-62%
建仓
—
WAVE LIFE SCIENCES LTD
+$8.5M
500,000
增持
SITM
SITIME CORP
+$8.2M
155,983
+0%
建仓
DRUG
BRIGHT MINDS BIOSCIENCES INC
+$8.0M
103,013
增持
ORLY
OREILLY AUTOMOTIVE INC
-$8.0M
541,867
+2%
建仓
FIX
COMFORT SYS USA INC
+$7.8M
8,343
增持
—
ASML HOLDING N V
+$7.5M
66,820
+1%
建仓
TER
TERADYNE INC
+$7.5M
38,632
清仓
LFUS
LITTELFUSE INC
-$7.5M
0
-100%
建仓
EHC
ENCOMPASS HEALTH CORP
+$7.3M
68,968
减持
IDYA
IDEAYA BIOSCIENCES INC
-$7.2M
284,069
-55%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$7.1M
38,422
+137%
增持
ISRG
INTUITIVE SURGICAL INC
+$7.1M
59,391
+0%
减持
—
FLEX LTD
-$7.1M
220,510
-37%
清仓
OCUL
OCULAR THERAPEUTIX INC
-$7.0M
0
-100%
建仓
OVID
OVID THERAPEUTICS INC
+$7.0M
4,285,000
增持
NEE
NEXTERA ENERGY INC
+$7.0M
100,245
+608%
增持
FAST
FASTENAL CO
-$6.5M
777,666
+1%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$6.4M
127,174
-36%
减持
LRCX
LAM RESEARCH CORP
-$6.3M
669,089
-26%
增持
MDB
MONGODB INC
+$6.2M
56,601
+0%
增持
—
FABRINET
+$6.2M
17,009
+294%
减持
TTD
THE TRADE DESK INC
-$6.2M
137,471
-41%
清仓
—
CIDARA THERAPEUTICS INC
-$5.8M
0
-100%
增持
ANET
ARISTA NETWORKS INC
+$5.8M
58,658
+350%
增持
—
MEDTRONIC PLC
+$5.7M
112,264
+107%
减持
LAD
LITHIA MTRS INC
-$5.3M
156,374
-14%
增持
TMDX
TRANSMEDICS GROUP INC
+$5.3M
548,267
+0%
减持
GPI
GROUP 1 AUTOMOTIVE INC
-$5.1M
63,823
-8%
减持
KLAC
KLA CORP
+$5.1M
45,282
-3%
增持
—
KESTRA MED TECHNOLOGIES LTD
+$5.1M
1,269,651
+5%
减持
EXAS
EXACT SCIENCES CORP
-$5.1M
254,921
-55%
增持
—
STERIS PLC
+$5.0M
190,483
+9%
减持
XMTR
XOMETRY INC
+$4.9M
2,936,126
-6%
增持
VITL
VITAL FARMS INC
-$4.7M
517,988
+0%
增持
FTDR
FRONTDOOR INC
-$4.5M
485,161
+0%
减持
—
MONDAY COM LTD
-$4.5M
91,472
-1%
增持
—
GLOBAL E ONLINE LTD
+$4.4M
1,217,689
+0%
增持
HUBS
HUBSPOT INC
-$4.3M
89,921
+4%
增持
HLI
HOULIHAN LOKEY INC
-$4.3M
234,404
+7%
增持
IP
INTERNATIONAL PAPER CO
-$4.1M
726,220
+3%
减持
GEV
GE VERNOVA INC
+$4.0M
187,122
-3%
增持
IRTC
IRHYTHM TECHNOLOGIES INC
+$4.0M
692,486
+0%
增持
ORIC
ORIC PHARMACEUTICALS INC
-$3.6M
952,371
+0%
减持
SAP
SAP SE
-$3.5M
12,121
-50%
减持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$3.5M
1,642,559
-12%
增持
VMC
VULCAN MATLS CO
-$3.3M
169,367
+1%
增持
CEG
CONSTELLATION ENERGY CORP
+$3.3M
74,036
+6%
减持
COLL
COLLEGIUM PHARMACEUTICAL INC
+$3.2M
1,876,239
-22%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$3.2M
47,004
-24%
增持
TYL
TYLER TECHNOLOGIES INC
-$3.0M
53,185
+2%
减持
SRRK
SCHOLAR ROCK HLDG CORP
+$2.8M
2,431,333
-13%
清仓
FFIV
F5 INC
-$2.8M
0
-100%
增持
RBA
RB GLOBAL INC
-$2.7M
527,595
+0%
减持
BBIO
BRIDGEBIO PHARMA INC
-$2.6M
362,130
-38%
增持
AMGN
AMGEN INC
+$2.6M
28,372
+17%
减持
WDAY
WORKDAY INC
-$2.6M
4,857
-68%
减持
FERG
FERGUSON ENTERPRISES INC
-$2.6M
168,275
-6%
减持
—
CYBERARK SOFTWARE LTD
-$2.4M
50,142
-2%
增持
SPGI
S&P GLOBAL INC
+$2.4M
26,995
+12%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$2.3M
2,540,661
+5%
减持
RVMD
REVOLUTION MEDICINES INC
+$2.3M
378,261
-36%