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Eventide Asset Management, LLC

All holdings · as of Dec 31, 2025

268 positions

CompanyClassValueShares% of portfolio
Guardant Health, Inc.—$256.45M2,511,0914.0%
XOMETRY INC—$174.72M2,936,1262.7%
Mirum Pharmaceuticals, Inc.—$165.37M2,093,5822.6%
Trane Technologies plc—$157.02M403,2742.5%
Beta Bionics, Inc.—$152.23M4,994,7282.4%
iRhythm Holdings, Inc.—$122.88M692,4861.9%
GE Vernova Inc.—$122.37M187,1221.9%
LAM RESEARCH CORP—$114.64M669,0891.8%
Scholar Rock Holding Corp—$107.09M2,431,3331.7%
Axsome Therapeutics, Inc.—$104.20M571,2261.6%
ARGENX SE—$101.94M121,2211.6%
OLD DOMINION FREIGHT LINE, INC.—$95.81M610,6441.5%
Targa Resources Corp—$88.71M480,5501.4%
Toast, Inc.—$88.31M2,486,0401.4%
COLLEGIUM PHARMACEUTICAL, INC.—$86.88M1,876,2391.4%
INSMED INC—$84.16M483,5891.3%
ROPER TECHNOLOGIES INC—$82.03M184,1661.3%
Vistra Corp.—$78.71M487,6361.2%
United Rentals Inc—$77.67M95,9401.2%
ASML HOLDING N V—$71.49M66,8201.1%
Mettler-Toledo International Inc—$70.12M50,2581.1%
NASDAQ, Inc.—$68.81M707,0481.1%
TransMedics Group, Inc.—$66.70M548,2671.0%
ENTERGY CORP /DE—$62.33M673,0821.0%
Monolithic Power Systems Inc—$62.02M68,3731.0%
HORTON D R INC /DE—$61.54M427,0451.0%
BELITE BIO, INCBLTEADR$61.28M383,0911.0%
KLA CORP—$55.22M45,2820.9%
SITIME Corp—$55.11M155,9830.9%
Waste Connections Inc—$54.39M310,1110.8%
RB Global Inc—$54.29M527,5950.8%
Prologis Inc—$53.87M420,8340.8%
nVent Electric plc—$52.55M514,8900.8%
LITHIA MOTORS INC—$52.00M156,3740.8%
ROYALTY PHARMA PLC—$50.18M1,296,8260.8%
O REILLY AUTOMOTIVE INC—$49.43M541,8670.8%
Kymera Therapeutics, Inc.—$48.74M626,4300.8%
STERIS plc—$48.33M190,4830.8%
Vulcan Materials Co—$48.32M169,3670.8%
GLOBAL E ONLINE LTD—$47.87M1,217,6890.7%
Williams Cos Inc/The—$47.68M793,1600.7%
NiSource Inc—$47.34M1,133,2200.7%
DT Midstream, Inc.—$47.27M394,7240.7%
Talen Energy Corp—$46.73M124,5960.7%
Chewy, Inc.—$46.69M1,412,7170.7%
LATTICE SEMICONDUCTOR CORP—$45.71M621,1560.7%
IONIS PHARMACEUTICALS INC—$45.49M575,0000.7%
NVIDIA Corp—$44.69M239,2840.7%
Celldex Therapeutics, Inc.—$44.61M1,642,5590.7%
ROLLINS INC—$44.43M739,7460.7%
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