EVENTIDE ASSET MANAGEMENT, LLC
Top Portfolio Positions
232 positions ·
$5,966,666,884 total
· as of Sep 30, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GH |
Guardant Health, Inc.
Healthcare
|
3,321,338 | $207,517,198 | 3.48% | |
| MIRM |
Mirum Pharmaceuticals, Inc.
Healthcare
|
2,522,563 | $184,929,093 | 3.10% | |
| XMTR |
Xometry, Inc.
Industrials
|
3,117,906 | $169,832,339 | 2.85% | |
| TT |
Trane Technologies plc
Industrials
|
398,521 | $168,159,921 | 2.82% | |
| INSM |
INSMED Inc
Healthcare
|
1,005,107 | $144,745,459 | 2.43% | |
| LRCX |
Lam Research Corp
Technology
|
904,695 | $121,138,660 | 2.03% | |
| IRTC |
iRhythm Holdings, Inc.
Healthcare
|
691,512 | $118,933,148 | 1.99% | |
| GEV |
GE Vernova Inc.
Industrials
|
192,698 | $118,490,000 | 1.99% | |
| EVH |
Evolent Health, Inc.
Healthcare
|
12,585,022 | $106,469,286 | 1.78% | |
| SRRK |
Scholar Rock Holding Corp
Healthcare
|
2,799,456 | $104,251,741 | 1.75% |
Portfolio Trend
23 quarters · across all stocks
Holdings in VMC
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2020-03-31 | $43,411,719 | 401,700 | Shares | Sole | 2020-05-15 | |
| 2020-06-30 | $46,154,640 | 398,400 | Shares | Sole | 2020-08-14 | |
| 2020-09-30 | $25,345,980 | 187,000 | Shares | Sole | 2020-11-13 | |
| 2025-03-31 | $39,171,536 | 167,902 | Shares | Sole | 2025-05-15 | |
| 2025-06-30 | $43,813,065 | 167,982 | Shares | Sole | 2025-08-14 | |
| 2025-09-30 | $51,666,009 | 167,954 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||