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 |
|---|---|---|---|---|---|---|---|---|
| AXSM | AXSOME THERAPEUTICS INC. | $8,777.70万 | 1.45% | 519,558 | -51,668 | -9.0% | -$872.91万 | 减仓 |
| INSM | INSMED INC | $8,929.32万 | 1.48% | 546,310 | 62,721 | 13.0% | $1,025.16万 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $8,977.06万 | 1.48% | 760,825 | 68,339 | 9.9% | $806.34万 | 加仓 |
| ASML | ASML HLDG NV | $8,989.97万 | 1.49% | 68,110 | 1,290 | 1.9% | $170.27万 | 加仓 |
| ARGX | ARGENX SE | $9,173.60万 | 1.52% | 125,657 | 4,436 | 3.7% | $323.85万 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $1.08亿 | 1.78% | 2,197,385 | -233,948 | -9.6% | -$1,148.99万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1.15亿 | 1.91% | 591,691 | -18,953 | -3.1% | -$369.90万 | 减仓 |
| GEV | GE VERNOVA INC | $1.16亿 | 1.91% | 133,200 | -53,922 | -28.8% | -$4,679.02万 | 减仓 |
| XMTR | XOMETRY INC | $1.21亿 | 2.00% | 2,960,239 | 24,113 | 0.8% | $98.39万 | 加仓 |
| TRGP | TARGA RES CORP | $1.26亿 | 2.08% | 502,287 | 21,737 | 4.5% | $544.47万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $1.30亿 | 2.15% | 1,408,871 | -684,711 | -32.7% | -$6,323.50万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1.47亿 | 2.42% | 688,402 | 19,313 | 2.9% | $411.17万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1.69亿 | 2.80% | 406,555 | 3,281 | 0.8% | $136.42万 | 加仓 |
| GH | GUARDANT HEALTH INC | $2.18亿 | 3.61% | 2,362,379 | -148,712 | -5.9% | -$1,372.86万 | 减仓 |