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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

EVENTIDE ASSET MANAGEMENT, LLC

Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001580642-25-007287

Total Value
$6.08B
Positions
240
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (240)

#IssuerTicker / CUSIPSharesValue% of Filing
1GUARDANT HEALTH INCGH3,321,338$207.5M3.41%
2MIRUM PHARMACEUTICALS INCMIRM2,522,563$184.9M3.04%
3XOMETRY INCXMTR3,117,906$169.9M2.79%
4TRANE TECHNOLOGIES PLCTT398,521$168.0M2.76%
5INSMED INCINSM1,005,107$144.7M2.38%
6LAM RESEARCH CORPLRCX904,695$120.9M1.99%
7IRHYTHM TECHNOLOGIES INCIRTC691,512$118.9M1.96%
8GE VERNOVA INCGEV192,698$118.4M1.95%
9SCHOLAR ROCK HLDG CORPSRRK2,799,456$104.3M1.71%
10BETA BIONICS INCBBNX4,957,252$98.5M1.62%
11ARGENX SEARGX125,371$92.5M1.52%
12ROPER TECHNOLOGIES INCROP181,906$90.7M1.49%
13VISTRA CORPVST462,841$90.7M1.49%
14AXSOME THERAPEUTICS INCAXSM746,398$90.6M1.49%
15TOAST INCTOST2,481,575$90.6M1.49%
16OLD DOMINION FREIGHT LINE INODFL606,679$85.4M1.40%
17COLLEGIUM PHARMACEUTICAL INCCOLL2,390,912$83.7M1.38%
18D R HORTON INC23331A109455,674$77.2M1.27%
19UNITED RENTALS INCURI80,244$76.6M1.26%
20VERONA PHARMA PLC925050106680,929$72.7M1.19%
21WILLIAMS COS INC9694571001,085,237$68.9M1.13%
22GALLAGHER ARTHUR J & CO363576109216,693$67.1M1.10%
23ASML HOLDING N VASMLF66,084$64.0M1.05%
24TARGA RES CORPTRGP375,619$63.0M1.04%
25TRANSMEDICS GROUP INCTMDX547,296$61.4M1.01%
26ENTERGY CORP NEWENO651,043$60.7M1.00%
27METTLER TOLEDO INTERNATIONALMTD49,443$60.6M1.00%
28NASDAQ INCNDAQ674,642$59.7M0.98%
29OREILLY AUTOMOTIVE INC67103H107533,086$57.5M0.94%
30LITHIA MTRS INC536797103181,175$57.3M0.94%
31RB GLOBAL INCRBA526,319$57.0M0.94%
32CHEWY INCCHWY1,409,144$57.0M0.94%
33WASTE CONNECTIONS INCWCN309,521$54.4M0.89%
34CELCUITY INCCELC1,088,799$53.8M0.88%
35NVENT ELECTRIC PLCNVT541,333$53.3M0.88%
36EVOLENT HEALTH INCEVH6,292,511$53.2M0.88%
37VULCAN MATLS CO929160109167,954$51.7M0.85%
38KLA CORPKLAC46,549$50.1M0.82%
39DATADOG INCDDOG350,794$50.0M0.82%
40AXON ENTERPRISE INCAXON69,104$49.6M0.82%
41CELLDEX THERAPEUTICS INC NEWCLDX1,859,095$48.1M0.79%
42TALEN ENERGY CORPTLN111,759$47.5M0.78%
43SITIME CORPSITM155,608$46.9M0.77%
44ALNYLAM PHARMACEUTICALS INCALNY101,739$46.4M0.76%
45VERISK ANALYTICS INCVRSK182,010$45.8M0.75%
46NUTANIX INCNTNX610,963$45.5M0.75%
47HOULIHAN LOKEY INCHLI220,048$45.2M0.74%
48LATTICE SEMICONDUCTOR CORPLSCC610,088$44.7M0.74%
49NVIDIA CORPORATIONNVDA238,539$44.2M0.73%
50PENTAIR PLCPNR396,769$43.9M0.72%
51GLOBAL E ONLINE LTDGLBE1,215,529$43.5M0.71%
52STERIS PLCSTE175,067$43.3M0.71%
53ROLLINS INCROL719,047$42.2M0.69%
54HUNTINGTON BANCSHARES INCHBANP2,418,727$41.8M0.69%
55EASTGROUP PPTYS INC277276101244,320$41.4M0.68%
56LOWES COS INC548661107162,454$40.9M0.67%
57HUBSPOT INCHUBS86,273$40.4M0.66%
58FERGUSON ENTERPRISES INCFERG178,772$40.2M0.66%
59PROLOGIS INC.PLDGP350,070$40.1M0.66%
60MOTOROLA SOLUTIONS INCMSI85,161$38.9M0.64%
61SHERWIN WILLIAMS COSHW111,408$38.5M0.63%
62SOUTHERN COSOMN406,399$38.4M0.63%
63MONOLITHIC PWR SYS INC60983910541,242$38.0M0.62%
64FASTENAL COFAST769,756$37.7M0.62%
65KYMERA THERAPEUTICS INCKYMR644,590$36.5M0.60%
66CHENIERE ENERGY INCLNG154,323$36.3M0.60%
67TG THERAPEUTICS INCTGTX954,531$34.5M0.57%
68ABIVAX SAAAVXF396,904$33.7M0.55%
69INTERNATIONAL PAPER CO460146103705,797$32.7M0.54%
70FRONTDOOR INCFTDR483,656$32.5M0.54%
71ROYALTY PHARMA PLCRPRX916,489$32.3M0.53%
72EQT CORPEQT582,713$31.7M0.52%
73SOLENO THERAPEUTICS INCSLNO467,435$31.6M0.52%
74APPLIED INDL TECHNOLOGIES IN03820C105120,814$31.5M0.52%
75EXACT SCIENCES CORP30063P105565,574$30.9M0.51%
76BRIDGEBIO PHARMA INCBBIO584,296$30.3M0.50%
77GROUP 1 AUTOMOTIVE INCGPI69,166$30.3M0.50%
78QUANTA SVCS INC74762E10269,330$28.7M0.47%
79PALO ALTO NETWORKS INCPANW140,897$28.7M0.47%
80KESTRA MED TECHNOLOGIES LTDBEKE1,204,363$28.6M0.47%
81ELEMENT SOLUTIONS INCESI1,117,834$28.1M0.46%
82REVOLUTION MEDICINES INCRVMDW595,038$27.8M0.46%
83TYLER TECHNOLOGIES INCTYL51,938$27.2M0.45%
84INTUITIVE SURGICAL INCISRG59,362$26.5M0.44%
85UNITED THERAPEUTICS CORP DELUTHR62,241$26.1M0.43%
86CYBERARK SOFTWARE LTDM2682V10851,313$24.8M0.41%
87NISOURCE INCNI570,769$24.7M0.41%
88GLAUKOS CORPGKOS289,275$23.6M0.39%
89VERACYTE INCVCYT684,856$23.5M0.39%
90CONSTELLATION ENERGY CORPCEG69,546$22.9M0.38%
91VITAL FARMS INCVITL516,728$21.3M0.35%
92METSERA INC59267L107396,160$20.7M0.34%
93DT MIDSTREAM INCDTM183,253$20.7M0.34%
94AKERO THERAPEUTICS INC00973Y108435,293$20.7M0.34%
95AMYLYX PHARMACEUTICALS INCAMLX1,512,500$20.6M0.34%
96FLEX LTDFLEX352,624$20.4M0.34%
97DISC MEDICINE INCIRON308,043$20.4M0.33%
98MSCI INCMSCI35,300$20.0M0.33%
99CDW CORPCDW122,685$19.6M0.32%
100INSPIRE MED SYS INC457730109256,658$19.0M0.31%
101PRIVIA HEALTH GROUP INCPRVA737,694$18.4M0.30%
102ROCKWELL AUTOMATION INCROK51,819$18.1M0.30%
103MONDAY COM LTDMNDY92,611$18.0M0.30%
104MONGODB INCMDB56,473$17.5M0.29%
105IDEAYA BIOSCIENCES INCIDYA625,704$17.0M0.28%
106AMERICAN EXPRESS COAXP49,745$16.7M0.28%
107PROCEPT BIOROBOTICS CORPPRCT468,476$16.7M0.27%
108XYLEM INCXYL112,848$16.6M0.27%
109PUBLIC SVC ENTERPRISE GRP IN744573106199,197$16.6M0.27%
110AVIDITY BIOSCIENCES INC05370A108375,989$16.4M0.27%
111BROADCOM INCAVGO48,853$16.1M0.26%
112IDEX CORP45167R10496,382$15.7M0.26%
113SYNDAX PHARMACEUTICALS INCSNDX988,486$15.2M0.25%
114BELITE BIOBLTE195,312$14.5M0.24%
115REGIONS FINANCIAL CORP NEWRF-PF535,538$14.2M0.23%
116VAXCYTE INCPCVX379,330$13.7M0.22%
117HOME DEPOT INCHD33,286$13.5M0.22%
118TREVI THERAPEUTICS INCTRVI1,381,324$12.6M0.21%
119BRIDGEBIO ONCOLOGY THERAPEUTBBOT1,082,362$12.4M0.20%
120INTUITINTU18,102$12.4M0.20%
121ACADIA PHARMACEUTICALS INCACAD575,541$12.3M0.20%
122S&P GLOBAL INCSPGI24,043$11.7M0.19%
123ORIC PHARMACEUTICALS INCORIC951,507$11.4M0.19%
124THE TRADE DESK INC88339J105232,477$11.4M0.19%
125LINDE PLCLIN23,370$11.1M0.18%
126CROWDSTRIKE HLDGS INCCRWD21,988$10.8M0.18%
127REPLIGEN CORPRGEN77,711$10.4M0.17%
128RANGE RES CORPRRC263,038$9.9M0.16%
129SEAGATE TECHNOLOGY HLDNGS PLSE41,768$9.8M0.16%
130SERVICENOW INCNOW10,137$9.4M0.15%
131CYTOKINETICS INCCYTK170,108$9.3M0.15%
132EDGEWISE THERAPEUTICS INCEWTX568,310$9.2M0.15%
133EQUITY RESIDENTIALEQR142,293$9.2M0.15%
134EXXON MOBIL CORPXOM68,297$7.8M0.13%
135LITTELFUSE INCLFUS28,882$7.5M0.12%
136OCULAR THERAPEUTIX INCOCUL598,000$7.0M0.11%
137AMGEN INCAMGN24,226$6.7M0.11%
138SAP SESAPGF24,325$6.5M0.11%
139ENBRIDGE INCENNPF129,010$6.4M0.11%
140CIDARA THERAPEUTICS INC17175720661,081$5.8M0.10%
141CADENCE DESIGN SYSTEM INCCDNS15,921$5.6M0.09%
142DUKE ENERGY CORP NEWDUKB43,413$5.3M0.09%
143CATERPILLAR INCCAT11,147$5.3M0.09%
144MEDTRONIC PLCMDT54,241$5.1M0.08%
145GARMIN LTDGRMN18,285$4.5M0.07%
146TAIWAN SEMICONDUCTOR MFG LTD87403910016,203$4.5M0.07%
147DELL TECHNOLOGIES INCDELL28,093$3.9M0.06%
148WORKDAY INCWDAY15,228$3.7M0.06%
149ELI LILLY & COLLY4,940$3.7M0.06%
150BOSTON SCIENTIFIC CORPBSX37,416$3.6M0.06%
151WEC ENERGY GROUP INCWEC31,765$3.6M0.06%
152CONOCOPHILLIPSCOP37,247$3.6M0.06%
153CIENA CORPCIEN22,338$3.2M0.05%
154WASTE MGMT INC DEL94106L10914,473$3.2M0.05%
155GUIDEWIRE SOFTWARE INCGWRE12,954$3.0M0.05%
156CREDO TECHNOLOGY GROUP HOLDICRDO20,441$3.0M0.05%
157SNOWFLAKE INCSNOW13,035$2.9M0.05%
158PROGRESSIVE CORP74331510311,668$2.9M0.05%
159HEARTFLOW INCHTFL83,990$2.8M0.05%
160F5 INCFFIV8,588$2.8M0.05%
161DOXIMITY INCDOCS34,482$2.5M0.04%
162PROCORE TECHNOLOGIES INCPCOR33,526$2.5M0.04%
163ADVANCED MICRO DEVICES INCAMD15,176$2.5M0.04%
164REPUBLIC SVCS INC76075910010,333$2.4M0.04%
165AMERICAN TOWER CORP NEW03027X10011,881$2.3M0.04%
166NEBIUS GROUP N.V.NBIS18,449$2.1M0.03%
167COMMVAULT SYS INCCVLT10,765$2.0M0.03%
168AIR PRODS & CHEMS INCAIIR7,286$2.0M0.03%
169SAMSARA INCIOT52,598$2.0M0.03%
170PURE STORAGE INC74624M10222,576$1.9M0.03%
171ARISTA NETWORKS INCANET13,040$1.9M0.03%
172EXLSERVICE HOLDINGS INCEXLS41,160$1.8M0.03%
173DOCUSIGN INCDOCU23,296$1.8M0.03%
174INTERDIGITAL INCIDCC4,985$1.7M0.03%
175SHOPIFY INCSHOP11,431$1.7M0.03%
176UNION PAC CORPUNP7,121$1.7M0.03%
177FABRINETFN4,321$1.6M0.03%
178BAKER HUGHES COMPANYBKR30,629$1.5M0.03%
179ILLINOIS TOOL WKS INC4523081095,398$1.4M0.02%
180DIAMONDBACK ENERGY INCFANG9,725$1.4M0.02%
181MOODYS CORPMCO2,785$1.3M0.02%
182STRYKER CORPORATIONSYK3,603$1.3M0.02%
183LUMENTUM HLDGS INCLITE7,657$1.2M0.02%
184AFLAC INCAFL11,143$1.2M0.02%
185SS&C TECHNOLOGIES HLDGS INCSSNC13,757$1.2M0.02%
186MICRON TECHNOLOGY INCMU7,183$1.2M0.02%
187AUTOZONE INCAZO261$1.1M0.02%
188NEXTERA ENERGY INCNEE-PW14,152$1.1M0.02%
189RAMBUS INC DELRMBS10,330$1.1M0.02%
190ECOLAB INCECL3,899$1.1M0.02%
191AMERICAN ELEC PWR CO INC0255371019,316$1.0M0.02%
192FORTINET INCFTNT11,696$990,0660.02%
193OTIS WORLDWIDE CORPOTIS10,692$976,0730.02%
194MAGNA INTL INC55922240120,126$944,7140.02%
195RUBRIK INC.RBRK11,122$917,3240.02%
196SERVICETITAN INCTTAN8,982$905,6720.01%
197FIFTH THIRD BANCORPFITBM19,898$903,3670.01%
198ZOETIS INCZTS6,129$876,8150.01%
199LIFE360 INCLIFX7,841$833,4820.01%
200FIRST HORIZON CORPORATIONFHN-PH36,216$820,6550.01%
201STERLING INFRASTRUCTURE INCSTRL2,315$786,3620.01%
202MCCORMICK & CO INCMKC-V11,729$783,4970.01%
203CARGURUS INCCARG20,711$775,6270.01%
204GEN DIGITAL INCGENVR26,546$764,2590.01%
205PAYCHEX INCPAYX5,805$746,1170.01%
206SEMPRASREA8,279$742,6260.01%
207CBRE GROUP INCCBRE4,656$740,1180.01%
208CELCUITY INCCELC500,000$666,3790.01%
209SKYWORKS SOLUTIONS INCSWKS8,648$665,7230.01%
210VEEVA SYS INCVEEV2,192$642,2560.01%
211ZSCALER INCZS2,155$639,8200.01%
212POOL CORPPOOL1,914$595,0630.01%
213SNAP ON INCSNA1,686$580,8940.01%
214GITLAB INCGTLB12,782$576,2320.01%
215SYNOVUS FINL CORP87161C50111,256$554,5830.01%
216BUILDERS FIRSTSOURCE INCBLDR4,583$548,1730.01%
217VERTIV HOLDINGS COVRT3,552$535,8320.01%
218IMPINJ INCPI2,877$520,0110.01%
219V F CORPVFC35,977$519,8680.01%
220SOFI TECHNOLOGIES INCSOFI18,668$514,3030.01%
221JFROG LTDFROG10,045$475,4470.01%
222NRG ENERGY INCNRG2,821$466,4240.01%
223CARMAX INCKMX10,140$458,8350.01%
224KLAVIYO INCKVYO15,561$445,1400.01%
225STEEL DYNAMICS INCSTLD3,181$441,7770.01%
226NETAPP INCNTAP3,710$439,8950.01%
227MGIC INVT CORP WIS55284810315,254$433,8240.01%
228KENVUE INCKVUE26,535$433,5820.01%
229AERCAP HOLDINGS NVAER3,337$405,3450.01%
230EXPEDITORS INTL WASH INC3021301093,264$400,6890.01%
231PAYCOM SOFTWARE INCPAYC1,796$391,8330.01%
232LAMB WESTON HLDGS INCLW6,643$369,8160.01%
233APTIV PLCAPTV4,189$359,2910.01%
234MANHATTAN ASSOCIATES INCMANH1,715$356,1540.01%
235DECKERS OUTDOOR CORPDECK3,228$333,3880.01%
236DYNATRACE INCDT6,287$310,0750.01%
237OKTA INCOKTA3,299$309,6440.01%
238TRADEWEB MKTS INC8926721062,676$298,0260.00%
239EDWARDS LIFESCIENCES CORPEW3,201$247,0850.00%
240CANADIAN PACIFIC KANSAS CITYCP2,949$216,5450.00%