EVENTIDE ASSET MANAGEMENT, LLC

CIK

1442891

City

Boston

State / Country

MA

Stock

ADCT — ADC Therapeutics SA

Top Portfolio Positions

277 positions · $6,057,239,300 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
GH	Guardant Health, Inc. Healthcare	2,362,379	$218,212,948	3.60%
TT	Trane Technologies plc Industrials	406,555	$169,427,730	2.80%
LRCX	Lam Research Corp Technology	688,402	$147,083,971	2.43%
MIRM	Mirum Pharmaceuticals, Inc. Healthcare	1,408,871	$130,151,502	2.15%
TRGP	Targa Resources Corp. Energy	502,287	$125,938,419	2.08%
XMTR	Xometry, Inc. Industrials	2,960,239	$120,896,160	2.00%
GEV	GE Vernova Inc. Industrials	133,200	$116,270,280	1.92%
ODFL	Old Dominion Freight Line, Inc. Industrials	591,691	$115,616,421	1.91%
SRRK	Scholar Rock Holding Corp Healthcare	2,197,385	$108,023,446	1.78%
ARGX	Argenx SE Healthcare	125,657	$91,761,024	1.51%

Portfolio Trend

23 quarters · across all stocks

Holdings in ADCT

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$21,381,206	5,701,655	+240.2%	Shares	Sole	2026-05-15
2023-03-31	$3,268,120	1,675,959	-10.9%	Shares	Sole	2023-05-15
2022-12-31	$7,219,042	1,879,959	0.0%	Shares	Sole	2023-02-13
2022-09-30	$9,061,402	1,879,959	0.0%	Shares	Sole	2022-11-14
2022-06-30	$14,945,674	1,879,959	-4.8%	Shares	Sole	2022-08-15
2022-03-31	$29,012,750	1,975,000	0.0%	Shares	Sole	2022-05-16
2021-12-31	$39,895,000	1,975,000	+50.5%	Shares	Sole	2022-02-14
2021-09-30	$35,633,648	1,311,990	0.0%	Shares	Sole	2021-11-15
2021-06-30	$31,946,956	1,311,990	+43.4%	Shares	Sole	2021-08-16
2021-03-31	$22,328,778	914,739	-14.9%	Shares	Sole	2021-05-14
2020-12-31	$34,410,750	1,075,000	+85.2%	Shares	Sole	2021-02-16
2020-09-30	$19,150,134	580,483	+287.0%	Shares	Sole	2020-11-13
2020-06-30	$7,021,500	150,000	—	Shares	Sole	2020-08-14
No 13F history on record for this holder in this stock.