EVENTIDE ASSET MANAGEMENT, LLC

Est. AUM

$6.05B

13F long equity, this entity only

Positions

278

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	GUARDANT HEALTH INC	COM	$218.1M	2362379	3.61%	SOLE
2	TRANE TECHNOLOGIES PLC	SHS	$169.0M	406555	2.80%	SOLE
3	LAM RESEARCH CORP	COM NEW	$146.6M	688402	2.42%	SOLE
4	MIRUM PHARMACEUTICALS INC	COM	$130.1M	1408871	2.15%	SOLE
5	TARGA RES CORP	COM	$125.8M	502287	2.08%	SOLE
6	XOMETRY INC	CLASS A COM	$120.8M	2960239	2.00%	SOLE
7	GE VERNOVA INC	COM	$115.6M	133200	1.91%	SOLE
8	OLD DOMINION FREIGHT LINE IN	COM	$115.5M	591691	1.91%	SOLE
9	SCHOLAR ROCK HLDG CORP	COM	$107.9M	2197385	1.78%	SOLE
10	ARGENX SE	SPONSORED ADR	$91.7M	125657	1.52%	SOLE
11	ASML HLDG NV	N Y REGISTRY SHS	$89.9M	68110	1.49%	SOLE
12	IRHYTHM HOLDINGS INC	COM	$89.8M	760825	1.48%	SOLE
13	INSMED INC	COM PAR $.01	$89.3M	546310	1.48%	SOLE
14	AXSOME THERAPEUTICS INC.	COM	$87.8M	519558	1.45%	SOLE
15	VAXCYTE INC	COM	$79.8M	1374292	1.32%	SOLE
16	ENTERGY CORP NEW	COM	$76.5M	682847	1.27%	SOLE
17	VISTRA CORP	COM	$74.0M	492711	1.22%	SOLE
18	UNITED RENTALS INC	COM	$71.2M	97795	1.18%	SOLE
19	LIBERTY ENERGY INC	COM CL A	$69.2M	2403098	1.14%	SOLE
20	TOAST INC	CL A	$66.0M	2488669	1.09%	SOLE
21	METTLER TOLEDO INTERNATIONAL	COM	$64.0M	50751	1.06%	SOLE
22	MONOLITHIC PWR SYS INC	COM	$63.4M	58154	1.05%	SOLE
23	ROYALTY PHARMA PLC	SHS CLASS A	$62.6M	1312534	1.04%	SOLE
24	NVENT ELEC PLC	SHS	$61.6M	523557	1.02%	SOLE
25	WILLIAMS COS INC	COM	$60.5M	832248	1.00%	SOLE
26	NASDAQ INC	COM	$60.2M	711839	1.00%	SOLE
27	GENERAC HLDGS INC	COM	$59.9M	306838	0.99%	SOLE
28	BETA BIONICS INC	COM	$59.6M	5945488	0.99%	SOLE
29	D R HORTON INC	COM	$59.0M	430871	0.98%	SOLE
30	KLA CORP	COM NEW	$57.8M	39639	0.96%	SOLE
31	BELITE BIO INC	SPONSORED ADS	$57.0M	357650	0.94%	SOLE
32	LATTICE SEMICONDUCTOR CORP	COM	$56.6M	611138	0.94%	SOLE
33	PROLOGIS INC.	COM	$56.1M	427133	0.93%	SOLE
34	TRANSMEDICS GROUP INC	COM	$54.5M	548824	0.90%	SOLE
35	DT MIDSTREAM INC	COMMON STOCK	$54.1M	401951	0.90%	SOLE
36	NISOURCE INC	COM	$53.3M	1143590	0.88%	SOLE
37	KYMERA THERAPEUTICS INC	COM	$52.2M	626925	0.86%	SOLE
38	RB GLOBAL INC	COM	$50.6M	528143	0.84%	SOLE
39	WASTE CONNECTIONS INC	COM	$50.3M	309927	0.83%	SOLE
40	OREILLY AUTOMOTIVE INC	COM	$49.8M	539880	0.82%	SOLE
41	QUANTA SVCS INC	COM	$49.0M	89386	0.81%	SOLE
42	COLLEGIUM PHARMACEUTICAL INC	COM	$47.1M	1424282	0.78%	SOLE
43	APOGEE THERAPEUTICS INC	COM	$46.9M	557423	0.78%	SOLE
44	VULCAN MATLS CO	COM	$46.2M	169572	0.76%	SOLE
45	NVIDIA CORPORATION	COM	$44.7M	259419	0.74%	SOLE
46	EASTGROUP PPTYS INC	COM	$43.6M	235730	0.72%	SOLE
47	IONIS PHARMACEUTICALS INC	COM	$43.2M	575000	0.71%	SOLE
48	STERIS PLC	SHS USD	$43.0M	194635	0.71%	SOLE
49	PALO ALTO NETWORKS INC	COM	$40.4M	252151	0.67%	SOLE
50	LOWES COS INC	COM	$40.2M	170635	0.67%	SOLE

1–50 of 278

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.