EVENTIDE ASSET MANAGEMENT, LLC: 13F holdings
CIK 14428912026Q2
| Positions | 301 |
|---|
| Reported value | $7.5bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 301 (+23 vs prior quarter) |
|---|
| Reported value | $7.5bn (+23.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GH GUARDANT HEALTH INC | 1,957,828 | $293.8m | 3.9% |
| LRCX LAM RESEARCH CORP | 673,431 | $291.7m | 3.9% |
| XMTR XOMETRY INC | 2,151,845 | $208.4m | 2.8% |
| TRANE TECHNOLOGIES PLC | 415,039 | $203.5m | 2.7% |
| MIRM MIRUM PHARMACEUTICALS INC | 1,248,389 | $146.2m | 2.0% |
| ASML HLDG NV | 68,410 | $136.0m | 1.8% |
| TRGP TARGA RES CORP | 490,719 | $131.7m | 1.8% |
| ODFL OLD DOMINION FREIGHT LINE IN | 599,458 | $129.9m | 1.7% |
| GEV GE VERNOVA INC | 106,999 | $124.7m | 1.7% |
| URI UNITED RENTALS INC | 103,445 | $117.2m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1442891")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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