Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
EVENTIDE ASSET MANAGEMENT, LLC (CIK 1442891) reported $6.05B across 273 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GH ($218.1M, 3.61%), TT ($169.0M, 2.80%), LRCX ($146.6M, 2.42%), MIRM ($130.1M, 2.15%), TRGP ($125.8M, 2.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GH | GUARDANT HEALTH INC | $218.1M | 3.61% | 2.4M | Trimmed |
| 2 | TT | TRANE TECHNOLOGIES PLC | $169.0M | 2.80% | 406,555 | Added |
| 3 | LRCX | LAM RESEARCH CORP | $146.6M | 2.42% | 688,402 | Added |
| 4 | MIRM | MIRUM PHARMACEUTICALS INC | $130.1M | 2.15% | 1.4M | Trimmed |
| 5 | TRGP | TARGA RES CORP | $125.8M | 2.08% | 502,287 | Added |
| 6 | XMTR | XOMETRY INC | $120.8M | 2.00% | 3.0M | Added |
| 7 | ODFL | OLD DOMINION FREIGHT LINE IN | $115.5M | 1.91% | 591,691 | Trimmed |
| 8 | GEV | GE VERNOVA INC | $115.6M | 1.91% | 133,200 | Trimmed |
| 9 | SRRK | SCHOLAR ROCK HLDG CORP | $107.9M | 1.78% | 2.2M | Trimmed |
| 10 | ARGX | ARGENX SE | $91.7M | 1.52% | 125,657 | Added |
| 11 | ASML | ASML HLDG NV | $89.9M | 1.49% | 68,110 | Added |
| 12 | INSM | INSMED INC | $89.3M | 1.48% | 546,310 | Added |
| 13 | IRTC | IRHYTHM HOLDINGS INC | $89.8M | 1.48% | 760,825 | Added |
| 14 | AXSM | AXSOME THERAPEUTICS INC. | $87.8M | 1.45% | 519,558 | Trimmed |
| 15 | PCVX | VAXCYTE INC | $79.8M | 1.32% | 1.4M | Added |
| 16 | ETR | ENTERGY CORP NEW | $76.5M | 1.27% | 682,847 | Added |
| 17 | VST | VISTRA CORP | $74.0M | 1.22% | 492,711 | Added |
| 18 | URI | UNITED RENTALS INC | $71.2M | 1.18% | 97,795 | Added |
| 19 | LBRT | LIBERTY ENERGY INC | $69.2M | 1.14% | 2.4M | Added |
| 20 | TOST | TOAST INC | $66.0M | 1.09% | 2.5M | Added |
| 21 | MTD | METTLER TOLEDO INTERNATIONAL | $64.0M | 1.06% | 50,751 | Added |
| 22 | MPWR | MONOLITHIC PWR SYS INC | $63.4M | 1.05% | 58,154 | Trimmed |
| 23 | RPRX | ROYALTY PHARMA PLC | $62.6M | 1.04% | 1.3M | Added |
| 24 | NVT | NVENT ELEC PLC | $61.6M | 1.02% | 523,557 | Added |
| 25 | WMB | WILLIAMS COS INC | $60.5M | 1.00% | 832,248 | Added |
Source: SEC Form 13F filings · as of 2026-03-31