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 | 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
25 quarters · across all stocks
Holdings in VMC
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,174,455 | 169,572 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $48,306,855 | 169,367 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $51,666,009 | 167,954 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $43,813,065 | 167,982 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $39,171,536 | 167,902 | Shares | Sole | 2025-05-15 | |
| 2020-09-30 | $25,345,980 | 187,000 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $46,154,640 | 398,400 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $43,411,719 | 401,700 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||