EVENTIDE ASSET MANAGEMENT, LLC Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$5.5B

Holdings

148

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (148 positions)

#StockSharesValue% PortfolioType
1
MTDMETTLER TOLEDO INTERNATIONAL
131,840$201.7T3701396.67%
2
PANWPALO ALTO NETWORKS INC
859,332$171.6T3149150.61%
3
DOCSDOXIMITY INC
5,244,543$169.8T3115673.17%
4
ODFLOLD DOMINION FREIGHT LINE IN
444,463$151.5T2779416.11%
5
TTTRANE TECHNOLOGIES PLC
788,669$145.1T2662151.62%
6
ROPROPER TECHNOLOGIES INC
306,681$135.2T2479633.34%
7
IDXXIDEXX LABS INC
257,997$129.0T2367126.92%
8
EXASEXACT SCIENCES CORP
1,867,536$126.6T2323432.86%
9
ARGXARGENX SE
328,916$122.5T2248391.52%
10
FLYWFLYWIRE CORPORATION
4,025,288$118.2T2168305.20%
11
WCNWASTE CONNECTIONS INC
809,276$112.5T2064892.83%
12
POOLPOOL CORP
268,137$91.8T1684645.92%
13
GLBEGLOBAL E ONLINE LTD
2,792,804$90.0T1651460.40%
14
LOWLOWES COS INC
448,079$89.6T1643943.32%
15
XIFRNEXTERA ENERGY PARTNERS LP
1,450,843$88.1T1617089.66%
16
HZNPHORIZON THERAPEUTICS PUB L
800,451$87.4T1602824.98%
17
ASNDASCENDIS PHARMA A/S
782,840$83.9T1539984.02%
18
APTVAPTIV PLC
719,856$80.8T1481723.54%
19
FIVNFIVE9 INC
1,065,450$77.0T1413118.89%
20
HUBSHUBSPOT INC
178,381$76.5T1403201.79%
21
DLODLOCAL LTD
4,461,144$72.3T1326432.28%Call
22
PROMETHEUS BIOSCIENCES INC
670,020$71.9T1319276.51%
23
CRWDCROWDSTRIKE HLDGS INC
496,087$68.1T1249307.20%
24
DHID R HORTON INC
688,135$67.2T1233363.69%
25
COLLCOLLEGIUM PHARMACEUTICAL INC
2,630,137$63.1T1157646.66%
26
LRCXEURLAM RESEARCH CORP
116,971$62.0T1137679.14%
27
EVHEVOLENT HEALTH INC
1,902,755$61.7T1132830.61%
28
KRTXKARUNA THERAPEUTICS INC
339,898$61.7T1132732.88%
29
TTDTHE TRADE DESK INC
1,004,358$61.2T1122391.96%
30
SGENUSDSEAGEN INC
279,834$56.7T1039509.74%
31
DVDOUBLEVERIFY HLDGS INC
1,868,241$56.3T1033445.59%
32
ZNTLZENTALIS PHARMACEUTICALS INC
3,227,000$55.5T1018344.71%
33
SPTSPROUT SOCIAL INC
875,266$53.3T977647.07%
34
SWAVUSDSHOCKWAVE MED INC
241,875$52.4T962227.47%
35
TCE2CELLDEX THERAPEUTICS INC NEW
1,377,740$49.6T909485.60%
36
SHLSSHOALS TECHNOLOGIES GROUP IN
2,175,089$49.6T909470.79%
37
MIRMMIRUM PHARMACEUTICALS INC
2,059,201$49.5T907484.35%
38
ENQENTEGRIS INC
602,683$49.4T906824.31%
39
LSCCLATTICE SEMICONDUCTOR CORP
512,849$49.0T898587.33%
40
MPWRMONOLITHIC PWR SYS INC
97,331$48.7T893835.04%
41
LNGCHENIERE ENERGY INC
301,076$47.4T870562.10%
42
ASMLASML HOLDING N V
69,222$47.1T864517.28%
43
GHGUARDANT HEALTH INC
1,875,020$44.0T806363.60%
44
XMTRXOMETRY INC
2,902,929$43.5T797307.07%
45
TREXTREX CO INC
882,234$42.9T787793.77%
46
CWENCLEARWAY ENERGY INC
1,296,724$40.6T745375.90%
47
HASIHANNON ARMSTRONG SUST INFR C
1,419,963$40.6T745092.97%
48
COURCOURSERA INC
3,403,022$39.2T719257.89%
49
BEPBROOKFIELD RENEWABLE PARTNER
1,236,000$38.9T714552.72%
50
VRSKVERISK ANALYTICS INC
201,089$38.6T707848.25%
51
RPRXROYALTY PHARMA PLC
1,049,113$37.8T693511.92%
52
DDOGDATADOG INC
495,232$36.0T660193.88%
53
ENPHENPHASE ENERGY INC
171,081$36.0T660035.29%
54
NVTNVENT ELECTRIC PLC
802,503$34.5T632231.47%
55
290ACHINOOK THERAPEUTICS INC
1,439,564$33.3T611433.71%
56
CDWCDW CORP
169,795$33.1T607130.23%
57
APLSAPELLIS PHARMACEUTICALS INC
495,000$32.7T599036.45%
58
NARIUSDINARI MED INC
512,914$31.7T581003.27%
59
VECTIVBIO HLDG AG
3,675,644$31.6T579961.67%
60
8CWCROWN CASTLE INC
235,052$31.5T577187.99%
61
SNPSSYNOPSYS INC
79,712$30.8T564884.42%
62
IRTCIRHYTHM TECHNOLOGIES INC
239,135$29.7T544173.37%
63
LADLITHIA MTRS INC
125,499$28.7T527121.07%
64
COGTCOGENT BIOSCIENCES INC
2,589,778$27.9T512685.92%
65
PRVAPRIVIA HEALTH GROUP INC
1,000,000$27.6T506563.40%
66
PLDPROLOGIS INC.
218,216$27.2T499532.97%
67
BEPCBROOKFIELD RENEWABLE CORP
775,403$27.1T497212.53%
68
STESTERIS PLC
136,516$26.1T479093.76%
69
ORLYOREILLY AUTOMOTIVE INC
30,424$25.8T473893.97%
70
SRPTSAREPTA THERAPEUTICS INC
187,268$25.8T473559.68%
71
INSPINSPIRE MED SYS INC
108,220$25.3T464751.37%
72
AURAAURA BIOSCIENCES INC
2,525,830$23.4T430050.53%
73
XENEXENON PHARMACEUTICALS INC
641,200$22.9T421039.28%
74
AJGGALLAGHER ARTHUR J & CO
119,758$22.9T420348.60%
75
TRGPTARGA RES CORP
312,949$22.8T418857.48%
76
MRNS*MARINUS PHARMACEUTICALS INC
3,173,197$21.9T401710.81%
77
IMVTIMMUNOVANT INC
1,390,000$21.6T395543.27%
78
BILLBILL HOLDINGS INC
264,398$21.5T393604.97%
79
PRTAPROTHENA CORP PLC
438,732$21.3T390157.30%
80
NDAQNASDAQ INC
388,601$21.2T389780.76%
81
WMBWILLIAMS COS INC
704,707$21.0T386069.76%
82
KLACKLA CORP
51,159$20.4T374668.64%
83
1GSNNOVANTA INC
125,954$20.0T367639.57%
84
RGENREPLIGEN CORP
119,000$20.0T367581.19%
85
2L9BLUEPRINT MEDICINES CORP
438,500$19.7T361953.68%
86
CYTKCYTOKINETICS INC
556,000$19.6T358972.73%
87
MASS908 DEVICES INC
2,230,665$19.2T351965.59%
88
ISRGINTUITIVE SURGICAL INC
75,029$19.2T351670.93%
89
NTLAINTELLIA THERAPEUTICS INC
493,222$18.4T337263.42%
90
FGENEURFIBROGEN INC
960,000$17.9T328662.59%
91
BRKRBRUKER CORP
220,803$17.4T319388.30%
92
ELSEQUITY LIFESTYLE PPTYS INC
246,737$16.6T303891.35%
93
VCYTVERACYTE INC
732,000$16.3T299490.70%
94
BMRNBIOMARIN PHARMACEUTICAL INC
164,299$16.0T293121.23%
95
BLUBELLUS HEALTH INC NEW
2,210,000$15.9T291939.04%
96
BBIOBRIDGEBIO PHARMA INC
941,176$15.6T286300.94%
97
IM8NINSMED INC
912,103$15.6T285322.27%
98
RCKTROCKET PHARMACEUTICALS INC
898,000$15.4T282228.65%
99
PNRPENTAIR PLC
271,505$15.0T275318.05%
100
SYYSYSCO CORP
191,333$14.8T271108.62%
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