EVENTIDE ASSET MANAGEMENT, LLC
Q2 2026 13F filing
Updated 27 days ago301 disclosed positions worth $7.5B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GH GUARDANT HEALTH INC | $293.8M | 1.96M | 3.93% | — |
| 2 | L LRCX LAM RESEARCH CORP | $291.7M | 673.4K | 3.90% | — |
| 3 | X XMTR XOMETRY INC | $208.4M | 2.15M | 2.78% | — |
| 4 | T TT TRANE TECHNOLOGIES PLC | $203.5M | 415.0K | 2.72% | — |
| 5 | M MIRM MIRUM PHARMACEUTICALS INC | $146.2M | 1.25M | 1.95% | — |
| 6 | A ASMLF ASML HLDG NV | $136M | 68.4K | 1.82% | — |
| 7 | T TRGP TARGA RES CORP | $131.7M | 490.7K | 1.76% | — |
| 8 | O ODFL OLD DOMINION FREIGHT LINE IN | $129.9M | 599.5K | 1.74% | — |
| 9 | G GEV GE VERNOVA INC | $124.7M | 107.0K | 1.67% | — |
| 10 | U URI UNITED RENTALS INC | $117.2M | 103.4K | 1.57% | — |
| 11 | A ARGX ARGENX SE | $116.6M | 125.7K | 1.56% | — |
| 12 | S SRRK SCHOLAR ROCK HLDG CORP | $116.1M | 2.11M | 1.55% | — |
| 13 | I IRTC IRHYTHM HOLDINGS INC | $104.7M | 880.3K | 1.40% | — |
| 14 | K KLAC KLA CORP | $100.9M | 339.3K | 1.35% | — |
| 15 | B BHPLF BETA BIONICS INC | $98.1M | 6.25M | 1.31% | — |
| 16 | L LSCC LATTICE SEMICONDUCTOR CORP | $93.5M | 611.3K | 1.25% | — |
| 17 | N NVT NVENT ELEC PLC | $90.6M | 536.1K | 1.21% | — |
| 18 | G GNRC GENERAC HLDGS INC | $89.8M | 306.9K | 1.20% | — |
| 19 | D DDOG DATADOG INC | $89M | 342.3K | 1.19% | — |
| 20 | P PANW PALO ALTO NETWORKS INC | $85.7M | 251.5K | 1.14% | — |
| 21 | E ETR ENTERGY CORP NEW | $83.9M | 728.0K | 1.12% | — |
| 22 | P PCVX VAXCYTE INC | $80.2M | 1.38M | 1.07% | — |
| 23 | M MPWR MONOLITHIC PWR SYS INC | $79.7M | 57.8K | 1.07% | — |
| 24 | V VST VISTRA CORP | $79.4M | 499.5K | 1.06% | — |
| 25 | D DELL DELL TECHNOLOGIES INC | $79.3M | 185.5K | 1.06% | — |
| 26 | R RPRX ROYALTY PHARMA PLC | $77.7M | 1.38M | 1.04% | — |
| 27 | A AXSM AXSOME THERAPEUTICS INC. | $77.5M | 316.8K | 1.04% | — |
| 28 | T TER TERADYNE INC | $71.4M | 148.0K | 0.95% | — |
| 29 | D DNP D R HORTON INC | $71.1M | 436.6K | 0.95% | — |
| 30 | T TOST TOAST INC | $69.4M | 2.49M | 0.93% | — |
| 31 | P PWR QUANTA SVCS INC | $67.1M | 93.2K | 0.90% | — |
| 32 | F FBTC WILLIAMS COS INC | $66.9M | 898.2K | 0.89% | — |
| 33 | M MTD METTLER TOLEDO INTERNATIONAL | $66.5M | 52.1K | 0.89% | — |
| 34 | I INSM INSMED INC | $62.2M | 583.7K | 0.83% | — |
| 35 | R RBA RB GLOBAL INC | $61.5M | 528.6K | 0.82% | — |
| 36 | L LBRT LIBERTY ENERGY INC | $60.6M | 2.31M | 0.81% | — |
| 37 | B BLTE BELITE BIO INC | $60.2M | 390.8K | 0.80% | — |
| 38 | D DTM DT MIDSTREAM INC | $59.8M | 407.6K | 0.80% | — |
| 39 | K KYMR KYMERA THERAPEUTICS INC | $57.8M | 504.2K | 0.77% | — |
| 40 | N NDAQ NASDAQ INC | $55.9M | 711.2K | 0.75% | — |
| 41 | S SITM SITIME CORP | $55.1M | 74.0K | 0.74% | — |
| 42 | N NI NISOURCE INC | $55.1M | 1.16M | 0.74% | — |
| 43 | E ESI ELEMENT SOLUTIONS INC | $54.7M | 1.15M | 0.73% | — |
| 44 | N NVDA NVIDIA CORPORATION | $54.4M | 273.7K | 0.73% | — |
| 45 | A AAVXF ABIVAX SA | $52.6M | 395.0K | 0.70% | — |
| 46 | V VMC VULCAN MATLS CO | $50.1M | 169.8K | 0.67% | — |
| 47 | O ORLY OREILLY AUTOMOTIVE INC | $50M | 544.1K | 0.67% | — |
| 48 | T TRVI TREVI THERAPEUTICS INC | $49.6M | 2.66M | 0.66% | — |
| 49 | C COLL COLLEGIUM PHARMACEUTICAL INC | $49.3M | 1.36M | 0.66% | — |
| 50 | E EGP EASTGROUP PPTYS INC | $48.9M | 241.0K | 0.65% | — |