EVENTIDE ASSET MANAGEMENT, LLC
Top Portfolio Positions
277 positions ·
$6,057,239,300 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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
Holdings in ORIC
Shares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,080,224 | 953,451 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,790,394 | 952,371 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,418,084 | 951,507 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,657,044 | 951,433 | Shares | Sole | 2025-08-14 | |
| 2021-09-30 | $15,159,164 | 724,972 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $15,513,210 | 876,948 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,535,000 | 430,000 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $14,555,500 | 430,000 | Shares | Sole | 2021-02-16 | |
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