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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 15
增持 73
减持 44
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
BBNX
BETA BIONICS INC
-$92.7M
5,945,488
+19%
增持
XMTR
XOMETRY INC
-$53.9M
2,960,239
+1%
减持
ROP
ROPER TECHNOLOGIES INC
-$48.2M
95,661
-48%
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。
增持
GNRC
GENERAC HLDGS INC
+$47.1M
306,838
+227%
减持
LAD
LITHIA MTRS INC
-$41.4M
42,568
-73%
清仓
INSP
INSPIRE MED SYS INC
-$40.6M
0
-100%
减持
COLL
COLLEGIUM PHARMACEUTICAL INC
-$39.8M
1,424,282
-24%
减持
GH
GUARDANT HEALTH INC
-$38.4M
2,362,379
-6%
清仓
—
AVIDITY BIOSCIENCES INC
-$37.8M
0
-100%
增持
PCVX
VAXCYTE INC
+$37.5M
1,374,292
+50%
增持
TRGP
TARGA RES CORP
+$37.1M
502,287
+5%
减持
MIRM
MIRUM PHARMACEUTICALS INC
-$35.3M
1,408,871
-33%
增持
IRTC
IRHYTHM HOLDINGS INC
-$33.1M
760,825
+10%
增持
LBRT
LIBERTY ENERGY INC
+$32.8M
2,403,098
+22%
增持
LRCX
LAM RESEARCH CORP
+$31.9M
688,402
+3%
增持
TER
TERADYNE INC
+$30.1M
127,466
+230%
减持
SITM
SITIME CORP
-$29.7M
73,665
-53%
建仓
WGS
GENEDX HOLDINGS CORP
+$29.5M
459,015
建仓
—
CENTESSA PHARMACEUTICALS PLC
+$26.5M
668,142
清仓
SNDX
SYNDAX PHARMACEUTICALS INC
-$26.0M
0
-100%
清仓
EXAS
EXACT SCIENCES CORP
-$25.9M
0
-100%
清仓
VCYT
VERACYTE INC
-$24.0M
0
-100%
减持
TYL
TYLER TECHNOLOGIES INC
-$23.7M
1,461
-97%
建仓
ULS
UL SOLUTIONS INC
+$22.8M
267,774
清仓
—
CYBERARK SOFTWARE LTD
-$22.4M
0
-100%
增持
TOST
TOAST INC
-$22.3M
2,488,669
+0%
清仓
TGTX
TG THERAPEUTICS INC
-$21.4M
0
-100%
增持
HAL
HALLIBURTON CO
+$20.4M
568,546
+770%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
+$19.7M
591,691
-3%
建仓
DNTH
DIANTHUS THERAPEUTICS INC
+$18.9M
225,261
增持
—
ASML HLDG NV
+$18.4M
68,110
+2%
增持
PVLA
PALVELLA THERAPEUTICS INC NE
+$18.4M
233,248
+129%
建仓
—
WILLIS TOWERS WATSON PLC LTD
+$18.3M
63,113
减持
AJG
GALLAGHER ARTHUR J & CO
-$18.1M
83,670
-40%
建仓
STRO
SUTRO BIOPHARMA INC
+$17.8M
715,307
清仓
VITL
VITAL FARMS INC
-$16.6M
0
-100%
减持
GKOS
GLAUKOS CORP
-$16.5M
150,036
-48%
减持
AXSM
AXSOME THERAPEUTICS INC.
-$16.4M
519,558
-9%
建仓
EYPT
EYEPOINT INC
+$16.1M
1,245,583
减持
HUBS
HUBSPOT INC
-$15.9M
82,951
-8%
增持
OVID
OVID THERAPEUTICS INC
+$15.0M
9,916,911
+131%
清仓
OLMA
OLEMA PHARMACEUTICALS INC
-$14.2M
0
-100%
增持
ETR
ENTERGY CORP NEW
+$14.2M
682,847
+1%
增持
APGE
APOGEE THERAPEUTICS INC
+$14.0M
557,423
+28%
清仓
—
MONDAY COM LTD
-$13.5M
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$13.5M
252,151
+73%
清仓
MAZE
MAZE THERAPEUTICS INC
-$13.4M
0
-100%
清仓
DYN
DYNE THERAPEUTICS INC
-$13.3M
0
-100%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$13.2M
1,111
-97%
建仓
DFTX
DEFINIUM THERAPEUTICS INC
+$13.0M
686,162
增持
WMB
WILLIAMS COS INC
+$12.8M
832,248
+5%
增持
—
ROYALTY PHARMA PLC
+$12.4M
1,312,534
+1%
增持
TMDX
TRANSMEDICS GROUP INC
-$12.2M
548,824
+0%
增持
CGON
CG ONCOLOGY INC
+$12.1M
369,985
+18%
增持
—
TRANE TECHNOLOGIES PLC
+$12.0M
406,555
+1%
清仓
—
UNIQURE NV
-$11.9M
0
-100%
增持
FANG
DIAMONDBACK ENERGY INC
+$11.9M
67,909
+547%
减持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$11.7M
1,037,000
-37%
减持
—
PENTAIR PLC
-$11.5M
259,595
-20%
建仓
—
OCULIS HOLDING AG
+$11.4M
430,000
增持
PWR
QUANTA SVCS INC
+$11.4M
89,386
+1%
增持
EVMN
EVOMMUNE INC
+$11.3M
1,209,129
+26%
增持
ESI
ELEMENT SOLUTIONS INC
+$11.0M
1,171,467
+2%
减持
GPI
GROUP 1 AUTOMOTIVE INC
-$11.0M
42,837
-33%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
+$10.9M
611,138
-2%
增持
BKR
BAKER HUGHES COMPANY
+$10.7M
438,017
+25%
清仓
VRSK
VERISK ANALYTICS INC
-$10.7M
0
-100%
减持
AXON
AXON ENTERPRISE INC
-$10.5M
69,843
-1%
增持
—
GLOBAL E ONLINE LTD
-$10.3M
1,218,345
+0%
增持
ARGX
ARGENX SE
-$10.2M
125,657
+4%
增持
DELL
DELL TECHNOLOGIES INC
+$9.9M
97,193
+104%
减持
PEG
PUBLIC SVC ENTERPRISE GROUP
-$9.8M
4,762
-96%
清仓
IDYA
IDEAYA BIOSCIENCES INC
-$9.8M
0
-100%
增持
—
ADC THERAPEUTICS SA
+$9.5M
5,701,655
+69%
减持
EWTX
EDGEWISE THERAPEUTICS INC
-$9.4M
149,863
-74%
减持
TLN
TALEN ENERGY CORP
-$9.4M
117,183
-6%
增持
—
NVENT ELEC PLC
+$9.1M
523,557
+2%
建仓
AKTS
AKTIS ONCOLOGY INC
+$9.1M
507,000
减持
TTAN
SERVICETITAN INC
-$8.7M
162,821
-9%
减持
BBOT
BRIDGEBIO ONCOLOGY THERAPEUT
-$8.7M
541,181
-50%
减持
CHWY
CHEWY INC
-$8.6M
1,412,290
-0%
增持
LITE
LUMENTUM HLDGS INC
+$8.6M
14,871
+200%
清仓
—
ENGENE HOLDINGS INC
-$8.6M
0
-100%
增持
NDAQ
NASDAQ INC
-$8.6M
711,839
+1%
减持
ABVX
ABIVAX SA
-$8.5M
320,576
-2%
增持
MDB
MONGODB INC
-$8.5M
62,374
+10%
清仓
—
WAVE LIFE SCIENCES LTD
-$8.5M
0
-100%
减持
SPGI
S&P GLOBAL INC
-$8.3M
13,762
-49%
增持
—
FABRINET
+$8.3M
30,926
+82%
建仓
CRVS
CORVUS PHARMACEUTICALS INC
+$8.0M
550,000
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$8.0M
21,647
+1414%
减持
AXP
AMERICAN EXPRESS CO
-$7.5M
36,964
-26%
减持
PRAX
PRAXIS PRECISION MEDICINES I
-$7.3M
38,640
-42%
增持
COHR
COHERENT CORP
+$7.2M
37,021
+313%
增持
HLI
HOULIHAN LOKEY INC
-$7.0M
236,136
+1%
增持
DTM
DT MIDSTREAM INC
+$6.9M
401,951
+2%
减持
GEV
GE VERNOVA INC
-$6.8M
133,200
-29%
减持
NOW
SERVICENOW INC
-$6.8M
35,055
-48%
增持
BE
BLOOM ENERGY CORP
+$6.7M
137,760
+0%
增持
MSCI
MSCI INC
+$6.6M
51,068
+41%
减持
VRT
VERTIV HOLDINGS CO
+$6.6M
95,010
-10%
增持
URI
UNITED RENTALS INC
-$6.5M
97,795
+2%
增持
MTD
METTLER TOLEDO INTERNATIONAL
-$6.2M
50,751
+1%
增持
IRON
DISC MEDICINE INC
-$6.1M
395,572
+0%
增持
ISRG
INTUITIVE SURGICAL INC
-$6.0M
59,942
+1%
增持
NI
NISOURCE INC
+$6.0M
1,143,590
+1%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$6.0M
28,552
-39%
建仓
RLMD
RELMADA THERAPEUTICS INC
+$5.9M
842,106
建仓
EVH
EVOLENT HEALTH INC
+$5.8M
2,547,558
减持
IP
INTERNATIONAL PAPER CO
-$5.7M
645,438
-11%
减持
MSI
MOTOROLA SOLUTIONS INC
-$5.6M
52,581
-29%
增持
FAST
FASTENAL CO
+$5.6M
797,585
+3%
增持
—
STERIS PLC
-$5.3M
194,635
+2%
清仓
TTD
THE TRADE DESK INC
-$5.2M
0
-100%
增持
INSM
INSMED INC
+$5.1M
546,310
+13%
减持
—
FLEXTRONICS INTL LTD
-$5.1M
127,902
-42%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$4.9M
2,533,502
-0%
增持
—
KESTRA MED TECHNOLOGIES LTD
-$4.9M
1,445,864
+14%
增持
BBIO
BRIDGEBIO PHARMA INC
+$4.8M
437,130
+21%
增持
VST
VISTRA CORP
-$4.7M
492,711
+1%
减持
RVMD
REVOLUTION MEDICINES INC
-$4.7M
261,425
-31%
建仓
TRP
TC ENERGY CORP
+$4.3M
67,377
增持
ORIC
ORIC PHARMACEUTICALS INC
+$4.3M
953,451
+0%
减持
BLTE
BELITE BIO INC
-$4.3M
357,650
-7%
建仓
CTMX
CYTOMX THERAPEUTICS INC.
+$4.2M
900,000
增持
FIX
COMFORT SYS USA INC
+$4.2M
8,807
+6%
增持
DDOG
DATADOG INC
-$4.2M
239,835
+0%
增持
ROL
ROLLINS INC
-$4.2M
753,499
+2%
增持
CEG
CONSTELLATION ENERGY CORP
-$4.1M
78,108
+6%
减持
WCN
WASTE CONNECTIONS INC
-$4.0M
309,927
-0%
增持
RBA
RB GLOBAL INC
-$3.7M
528,143
+0%
增持
HTFL
HEARTFLOW INC
+$3.7M
756,956
+50%
增持
HELP
CYBIN INC
-$3.5M
1,410,815
+12%
减持
EQT
EQT CORP
+$3.5M
399,975
-2%
增持
KYMR
KYMERA THERAPEUTICS INC
+$3.5M
626,925
+0%
减持
CELC
CELCUITY INC
-$3.5M
243,899
-22%
增持
—
EXXON MOBIL CORP
+$3.3M
63,494
+2%
增持
MU
MICRON TECHNOLOGY INC
+$3.2M
17,852
+99%
减持
SO
SOUTHERN CO
-$2.9M
70,433
-36%
增持
AMLX
AMYLYX PHARMACEUTICALS INC
+$2.8M
1,513,958
+0%
减持
ANET
ARISTA NETWORKS INC
-$2.7M
41,617
-29%
增持
NEE
NEXTERA ENERGY INC
+$2.6M
115,514
+15%
增持
IVVD
INVIVYD INC
-$2.6M
9,071,995
+56%
增持
DHI
D R HORTON INC
-$2.5M
430,871
+1%
减持
KLAC
KLA CORP
+$2.5M
39,639
-12%
增持
AEP
AMERICAN ELEC PWR CO INC
+$2.4M
36,957
+76%
增持
CSTL
CASTLE BIOSCIENCES INC
-$2.4M
386,425
+27%
增持
WEC
WEC ENERGY GROUP INC
+$2.4M
209,072
+1%
增持
FTDR
FRONTDOOR INC
-$2.3M
486,232
+0%
增持
—
GARMIN LTD
+$2.3M
70,905
+2%
