EVENTIDE ASSET MANAGEMENT, LLC
Boston MA · SEC CIK 0001442891
$60.47亿2026Q1 申报市值
278持仓数
22.2%前十大占比 · 第一大 3.6%
44 / 31新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GNRC 加仓+$4,157.70万
WGS 新建仓+$2,946.81万
PCVX 加仓+$2,655.99万
CENTESSA PHARMAC 新建仓+$2,653.86万
TER 加仓+$2,619.38万
2026Q1 卖出最多 按季末市值估算
MIRM 减仓-$6,323.50万
GEV 减仓-$4,679.02万
INSP 清仓-$4,060.06万
AVIDITY BIOSCIEN 清仓-$3,784.25万
ROP 减仓-$3,131.16万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| INSP | INSPIRE MED SYS INC | $0 | 0.00% | 0 | -440,205 | -100.0% | -$4,060.06万 | 清仓 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -524,643 | -100.0% | -$3,784.25万 | 清仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,238,196 | -100.0% | -$2,601.43万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -254,921 | -100.0% | -$2,588.99万 | 清仓 |
| VCYT | VERACYTE INC | $0 | 0.00% | 0 | -570,720 | -100.0% | -$2,402.75万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -50,142 | -100.0% | -$2,236.88万 | 清仓 |
| TGTX | TG THERAPEUTICS INC | $0 | 0.00% | 0 | -716,414 | -100.0% | -$2,135.63万 | 清仓 |
| VITL | VITAL FARMS INC | $0 | 0.00% | 0 | -517,988 | -100.0% | -$1,655.09万 | 清仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -569,000 | -100.0% | -$1,422.50万 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -91,472 | -100.0% | -$1,349.55万 | 清仓 |
| MAZE | MAZE THERAPEUTICS INC | $0 | 0.00% | 0 | -324,041 | -100.0% | -$1,342.50万 | 清仓 |
| DYN | DYNE THERAPEUTICS INC | $0 | 0.00% | 0 | -680,305 | -100.0% | -$1,330.64万 | 清仓 |
| QURE | UNIQURE NV | $0 | 0.00% | 0 | -498,212 | -100.0% | -$1,192.22万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDYA | IDEAYA BIOSCIENCES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ENGENE HOLDINGS INC | $0 | 0.00% | 0 | -950,000 | -100.0% | -$857.85万 | 清仓 |
| WVE | WAVE LIFE SCIENCES LTD | $0 | 0.00% | 0 | -500,000 | -100.0% | -$850.00万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -137,471 | -100.0% | -$521.98万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. | $0 | 0.00% | 0 | -18,491 | -100.0% | -$154.79万 | 清仓 |
| IVA | INVENTIVA SA | $0 | 0.00% | 0 | -250,000 | -100.0% | -$115.50万 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RMBS | RAMBUS INC DEL | $0 | 0.00% | 0 | -10,330 | -100.0% | -$94.92万 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -25,468 | -100.0% | -$77.00万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LIF | LIFE360 INC | $0 | 0.00% | 0 | -8,319 | -100.0% | -$53.85万 | 清仓 |
| POOL | POOL CORP | $0 | 0.00% | 0 | -2,190 | -100.0% | -$50.60万 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -15,555 | -100.0% | -$50.57万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -12,782 | -100.0% | -$47.97万 | 清仓 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $0 | 0.00% | 0 | -1,833 | -100.0% | -$43.35万 | 清仓 |
| VFC | V F CORP | $0 | 0.00% | 0 | -21,864 | -100.0% | -$39.92万 | 清仓 |
| PI | IMPINJ INC | $0 | 0.00% | 0 | -2,189 | -100.0% | -$37.99万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -2,744 | -100.0% | -$28.31万 | 清仓 |
| KMX | CARMAX INC | $0 | 0.00% | 0 | -6,776 | -100.0% | -$26.63万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -13,741 | -100.0% | -$23.81万 | 清仓 |
| FHN | FIRST HORIZON CORPORATION | $0 | 0.00% | 0 | -9,023 | -100.0% | -$21.58万 | 清仓 |
| — | ALIGHT INC | $1.04万 | 0.00% | 18,661 | 18,661 | — | $1.04万 | 新建仓 |
| GERN | GERON CORP | $3.62万 | 0.00% | 25,657 | 10,229 | 66.3% | $1.44万 | 加仓 |
| UWMC | UWM HOLDINGS CORPORATION | $4.05万 | 0.00% | 11,663 | 11,663 | — | $4.05万 | 新建仓 |
| FIP | FTAI INFRASTRUCTURE INC | $5.28万 | 0.00% | 11,209 | 11,209 | — | $5.28万 | 新建仓 |
| COMP | COMPASS INC | $7.50万 | 0.00% | 10,956 | 10,956 | — | $7.50万 | 新建仓 |
| CFFN | CAPITOL FED FINL INC | $10.49万 | 0.00% | 14,979 | 14,979 | — | $10.49万 | 新建仓 |
| PATH | UIPATH INC | $11.65万 | 0.00% | 10,716 | 10,716 | — | $11.65万 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $12.03万 | 0.00% | 20,182 | 20,182 | — | $12.03万 | 新建仓 |
| AVPT | AVEPOINT INC | $14.18万 | 0.00% | 15,133 | 15,133 | — | $14.18万 | 新建仓 |
| AUR | AURORA INNOVATION INC | $14.32万 | 0.00% | 36,899 | 18,114 | 96.4% | $7.03万 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $14.55万 | 0.00% | 11,568 | 11,568 | — | $14.55万 | 新建仓 |
| MAX | MEDIAALPHA INC | $16.53万 | 0.00% | 17,509 | 17,509 | — | $16.53万 | 新建仓 |
| FNB | F N B CORP | $16.58万 | 0.00% | 10,250 | 10,250 | — | $16.58万 | 新建仓 |
| UMC | UNITED MICROELECTRONICS CORP | $18.21万 | 0.00% | 21,147 | 21,147 | — | $18.21万 | 新建仓 |
| HDB | HDFC BANK LTD | $20.81万 | 0.00% | 8,633 | 8,633 | — | $20.81万 | 新建仓 |
| ENTG | ENTEGRIS INC | $21.26万 | 0.00% | 1,957 | 1,957 | — | $21.26万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $21.92万 | 0.00% | 1,112 | 1,112 | — | $21.92万 | 新建仓 |
| NTNX | NUTANIX INC | $22.97万 | 0.00% | 6,057 | 195 | 3.3% | $7,396 | 加仓 |
| PPG | PPG INDS INC | $23.64万 | 0.00% | 2,277 | 272 | 13.6% | $2.82万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $23.70万 | 0.00% | 2,698 | -13,521 | -83.4% | -$118.76万 | 减仓 |
| PATK | PATRICK INDS INC | $23.95万 | 0.00% | 2,265 | 66 | 3.0% | $6,977 | 加仓 |
| IOT | SAMSARA INC | $25.76万 | 0.00% | 8,406 | -50,771 | -85.8% | -$155.58万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $26.18万 | 0.00% | 2,007 | 29 | 1.5% | $3,783 | 加仓 |
| LRN | STRIDE INC | $26.75万 | 0.00% | 3,178 | 3,178 | — | $26.75万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $27.52万 | 0.00% | 719 | -1,596 | -68.9% | -$61.08万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $27.92万 | 0.00% | 2,795 | 2,795 | — | $27.92万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $28.54万 | 0.00% | 1,661 | -1,750 | -51.3% | -$30.07万 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $28.94万 | 0.00% | 11,923 | 11,923 | — | $28.94万 | 新建仓 |
| DT | DYNATRACE INC | $29.23万 | 0.00% | 7,872 | 156 | 2.0% | $5,792 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $29.55万 | 0.00% | 3,812 | 624 | 19.6% | $4.84万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $29.62万 | 0.00% | 1,691 | 1,691 | — | $29.62万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $29.92万 | 0.00% | 2,639 | 2,639 | — | $29.92万 | 新建仓 |
| MGA | MAGNA INTL INC | $29.95万 | 0.00% | 5,605 | -15,774 | -73.8% | -$84.28万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $30.61万 | 0.01% | 5,490 | -9,965 | -64.5% | -$55.56万 | 减仓 |
| TOL | TOLL BROTHERS INC | $30.78万 | 0.01% | 2,359 | 90 | 4.0% | $1.17万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $33.05万 | 0.01% | 2,504 | 1,093 | 77.5% | $14.43万 | 加仓 |
| OKTA | OKTA INC | $34.00万 | 0.01% | 4,505 | 592 | 15.1% | $4.47万 | 加仓 |
| CPRT | COPART INC | $34.56万 | 0.01% | 10,597 | 1,101 | 11.6% | $3.59万 | 加仓 |
| SNDK | SANDISK CORP | $34.70万 | 0.01% | 606 | 606 | — | $34.70万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $34.70万 | 0.01% | 22,902 | 1,504 | 7.0% | $2.28万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $35.12万 | 0.01% | 1,111 | -32,924 | -96.7% | -$1,040.78万 | 减仓 |
| D | DOMINION ENERGY INC | $35.79万 | 0.01% | 5,788 | 5,788 | — | $35.79万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $36.04万 | 0.01% | 2,487 | -6,706 | -72.9% | -$97.17万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $36.17万 | 0.01% | 3,808 | -1,512 | -28.4% | -$14.36万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $37.90万 | 0.01% | 2,346 | 2,346 | — | $37.90万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $38.74万 | 0.01% | 4,762 | -122,412 | -96.3% | -$995.90万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $38.76万 | 0.01% | 4,876 | 1,420 | 41.1% | $11.29万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $39.89万 | 0.01% | 5,226 | 690 | 15.2% | $5.27万 | 加仓 |
| PAYX | PAYCHEX INC | $40.20万 | 0.01% | 4,317 | 531 | 14.0% | $4.94万 | 加仓 |
| DOCU | DOCUSIGN INC | $40.59万 | 0.01% | 8,589 | 109 | 1.3% | $5,151 | 加仓 |
| AGX | ARGAN INC | $42.26万 | 0.01% | 822 | 822 | — | $42.26万 | 新建仓 |
| ZS | ZSCALER INC | $42.35万 | 0.01% | 3,085 | 434 | 16.4% | $5.96万 | 加仓 |
| IDXX | IDEXX LABS INC | $43.56万 | 0.01% | 782 | 424 | 118.4% | $23.62万 | 加仓 |
| NRG | NRG ENERGY INC | $46.42万 | 0.01% | 3,287 | 202 | 6.5% | $2.85万 | 加仓 |
| NTAP | NETAPP INC | $47.47万 | 0.01% | 4,692 | 755 | 19.2% | $7.64万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $48.67万 | 0.01% | 18,653 | 2,050 | 12.3% | $5.35万 | 加仓 |
| EMR | EMERSON ELEC CO | $49.69万 | 0.01% | 4,029 | 353 | 9.6% | $4.35万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $49.84万 | 0.01% | 1,461 | -51,724 | -97.3% | -$1,764.58万 | 减仓 |
| SNA | SNAP ON INC | $50.92万 | 0.01% | 1,428 | 53 | 3.9% | $1.89万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $51.53万 | 0.01% | 3,642 | 157 | 4.5% | $2.22万 | 加仓 |
| PHM | PULTE GROUP INC | $53.08万 | 0.01% | 4,667 | 210 | 4.7% | $2.39万 | 加仓 |
| VEEV | VEEVA SYS INC | $53.95万 | 0.01% | 3,066 | 552 | 22.0% | $9.71万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $55.28万 | 0.01% | 9,436 | -132,857 | -93.4% | -$778.31万 | 重新持有 |
| RBRK | RUBRIK INC. | $55.88万 | 0.01% | 11,605 | 179 | 1.6% | $8,618 | 加仓 |