EVENTIDE ASSET MANAGEMENT, LLC

Q1 2024 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2024
Date filed
5/15/2024
Form type
13F-HR
Num holdings
157
Total value ($000)
$6,376,970
Net value change ($000)
+250,445 (4.1%)
New positions
24
Sold out positions
19
Turnover %
9.8%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2023
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
Shockwave Medical, Inc. 68,766 71.3%
TTD 58,176 78.4%
TT 45,768 23.5%
CPRT 41,309 NEW
ROL 40,793 190.5%
GTLB 40,573 NEW
CELC 30,024 NEW
MDB 29,528 136.3%
DDOG 28,853 29.8%
MSCI 27,976 170.4%
Top Reduces (Value $000, Stocks/ETFs)
XMTR -118,580 -58.0%
PANW -62,240 -50.4%
Karuna Therapeutics, Inc. -60,137 -100.0%
LNG -51,422 -100.0%
APTV -50,507 -71.7%
CRWD -47,428 -37.2%
DLO -46,489 -48.5%
BILL -42,681 -100.0%
CYTK -28,602 -61.6%
MARINUS PHARMACEUTICALS, INC. -28,028 -56.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,240 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type