EVENTIDE ASSET MANAGEMENT, LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$5.0T

Holdings

217

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (217 positions)

#StockSharesValue% PortfolioType
1
VRNAVERONA PHARMA PLC
2,893,437$183.7B3.66%
2
GHGUARDANT HEALTH INC
3,566,738$152.0B3.03%
3
TTTRANE TECHNOLOGIES PLC
385,279$129.8B2.58%
4
MIRMMIRUM PHARMACEUTICALS INC
2,527,000$113.9B2.27%
5
ROPROPER TECHNOLOGIES INC
179,647$105.9B2.11%
6
ODFLOLD DOMINION FREIGHT LINE IN
576,488$95.4B1.90%
7
TRGPTARGA RES CORP
451,328$90.4B1.80%
8
IM8NINSMED INC
1,181,675$90.2B1.80%
9
AXSMAXSOME THERAPEUTICS INC
744,850$86.9B1.73%
10
SRRKSCHOLAR ROCK HLDG CORP
2,661,608$85.6B1.70%
11
TOSTTOAST INC
2,470,345$81.9B1.63%
12
COLLCOLLEGIUM PHARMACEUTICAL INC
2,639,547$78.8B1.57%
13
XMTRXOMETRY INC
3,153,803$78.6B1.57%
14
IRTCIRHYTHM TECHNOLOGIES INC
740,062$77.5B1.54%
15
2L9BLUEPRINT MEDICINES CORP
862,549$76.3B1.52%
16
AJGGALLAGHER ARTHUR J & CO
209,149$72.2B1.44%
17
TCE2CELLDEX THERAPEUTICS INC NEW
3,754,793$68.2B1.36%
18
LADLITHIA MTRS INC
230,189$67.6B1.35%
19
ARGXARGENX SE
113,743$67.3B1.34%
20
WMBWILLIAMS COS INC
1,015,523$60.6B1.21%
21
GEVGE VERNOVA INC
198,590$60.6B1.21%
22
BBNXBETA BIONICS INC
4,928,019$60.3B1.20%
23
WCNWASTE CONNECTIONS INC
308,836$60.3B1.20%
24
EVHEVOLENT HEALTH INC
6,077,191$57.6B1.15%
25
DHID R HORTON INC
439,855$55.9B1.11%
26
GLBEGLOBAL E ONLINE LTD
1,523,749$54.3B1.08%
27
VSTVISTRA CORP
460,058$54.1B1.08%
28
LRCXLAM RESEARCH CORP
737,195$53.6B1.07%
29
ETRENTERGY CORP NEW
619,091$52.9B1.05%
30
RBARB GLOBAL INC
523,715$52.5B1.05%
31
MTDMETTLER TOLEDO INTERNATIONAL
44,004$52.0B1.04%
32
ORLYOREILLY AUTOMOTIVE INC
35,043$50.2B1.00%
33
INSPINSPIRE MED SYS INC
306,301$48.8B0.97%
34
HUBSHUBSPOT INC
84,797$48.5B0.97%
35
ASMLASML HOLDING N V
70,550$46.8B0.93%
36
IPINTERNATIONAL PAPER CO
870,435$46.4B0.92%
37
TMDXTRANSMEDICS GROUP INC
677,981$45.6B0.91%
38
ALNYALNYLAM PHARMACEUTICALS INC
166,450$44.9B0.90%
39
SOSOUTHERN CO
486,762$44.7B0.89%
40
NTNXNUTANIX INC
630,315$44.0B0.88%
41
LSCCLATTICE SEMICONDUCTOR CORP
827,935$43.4B0.87%
42
EGPEASTGROUP PPTYS INC
234,700$41.3B0.82%
43
VMCVULCAN MATLS CO
167,902$39.2B0.78%
44
URIUNITED RENTALS INC
61,755$38.7B0.77%
45
STESTERIS PLC
165,599$37.5B0.75%
46
SHWSHERWIN WILLIAMS CO
106,368$37.1B0.74%
47
NDAQNASDAQ INC
471,529$35.8B0.71%
48
LNGCHENIERE ENERGY INC
153,019$35.4B0.71%
49
AXONAXON ENTERPRISE INC
67,289$35.4B0.71%
50
DDOGDATADOG INC
356,200$35.3B0.70%
51
MNDYMONDAY COM LTD
142,250$34.6B0.69%
52
HBANHUNTINGTON BANCSHARES INC
2,262,102$33.9B0.68%
53
WDAYWORKDAY INC
139,546$32.6B0.65%
54
ROLROLLINS INC
594,299$32.1B0.64%
55
MSIMOTOROLA SOLUTIONS INC
73,263$32.1B0.64%
56
MUMICRON TECHNOLOGY INC
367,977$32.0B0.64%
57
HLIHOULIHAN LOKEY INC
196,636$31.7B0.63%
58
LOWLOWES COS INC
135,296$31.5B0.63%
59
FASTFASTENAL CO
396,604$30.7B0.61%
60
PEGPUBLIC SVC ENTERPRISE GRP IN
367,983$30.3B0.60%
61
ISRGINTUITIVE SURGICAL INC
58,313$28.9B0.58%
62
KLACKLA CORP
42,514$28.9B0.58%
63
GKOSGLAUKOS CORP
290,921$28.6B0.57%
64
TGTXTG THERAPEUTICS INC
718,814$28.3B0.56%
65
EQREQUITY RESIDENTIAL
390,480$27.9B0.56%
66
FERGFERGUSON ENTERPRISES INC
172,720$27.7B0.55%
67
RPRXROYALTY PHARMA PLC
879,809$27.4B0.55%
68
NVTNVENT ELECTRIC PLC
521,580$27.3B0.54%
69
PNRPENTAIR PLC
303,495$26.5B0.53%
70
VRSKVERISK ANALYTICS INC
87,713$26.1B0.52%
71
AITAPPLIED INDL TECHNOLOGIES IN
114,852$25.9B0.52%
72
SITMSITIME CORP
166,214$25.4B0.51%
73
SNOWSNOWFLAKE INC
172,688$25.2B0.50%
74
MPWRMONOLITHIC PWR SYS INC
42,231$24.5B0.49%
75
EXASEXACT SCIENCES CORP
565,546$24.5B0.49%
76
PAHUSDELEMENT SOLUTIONS INC
1,057,020$23.9B0.48%
77
PANWPALO ALTO NETWORKS INC
129,914$22.2B0.44%
78
NVDANVIDIA CORPORATION
203,319$22.1B0.44%
79
TTDTHE TRADE DESK INC
385,650$21.1B0.42%
80
RELYREMITLY GLOBAL INC
1,014,167$21.1B0.42%
81
NINISOURCE INC
515,040$20.6B0.41%
82
PRCTPROCEPT BIOROBOTICS CORP
351,962$20.5B0.41%
83
VCYTVERACYTE INC
684,782$20.3B0.40%
84
TYLTYLER TECHNOLOGIES INC
32,422$18.8B0.38%
85
EXLSEXLSERVICE HOLDINGS INC
397,060$18.7B0.37%
86
CYBRCYBERARK SOFTWARE LTD
55,158$18.6B0.37%
87
MSCIMSCI INC
32,676$18.5B0.37%
88
PRVAPRIVIA HEALTH GROUP INC
822,448$18.5B0.37%
89
BBIOBRIDGEBIO PHARMA INC
532,192$18.4B0.37%
90
IEXIDEX CORP
99,182$17.9B0.36%
91
ENQENTEGRIS INC
199,911$17.8B0.35%
92
PCVXVAXCYTE INC
470,230$17.8B0.35%
93
CEGCONSTELLATION ENERGY CORP
85,614$17.6B0.35%
94
PWRQUANTA SVCS INC
68,620$17.4B0.35%
95
KRYSKRYSTAL BIOTECH INC
95,781$17.3B0.34%
96
DTMDT MIDSTREAM INC
173,346$16.7B0.33%
97
CRWDCROWDSTRIKE HLDGS INC
47,013$16.6B0.33%
98
CYTKCYTOKINETICS INC
382,696$15.4B0.31%
99
RGENREPLIGEN CORP
119,000$15.1B0.30%
100
GPIGROUP 1 AUTOMOTIVE INC
38,834$14.8B0.30%
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