CDW Corp

CDW

Held by 1 specialist biotech fund

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Fund Holdings

Eventide Asset Management

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Catalysts

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Position Details

Eventide Asset ManagementNEWFeb 13, 2026

Shares: 7,463Value: $1.0M

**Signal Note: Eventide CDW Position Initiation** Eventide's $1.0M CDW entry is notable given their biotech-focused mandate, though CDW is a healthcare IT/distribution play rather than a drug developer. This suggests conviction in IT infrastructure tailwinds across healthcare systems—potentially including biotech/pharma supply chain digitalization—or reflects portfolio diversification into defensive healthcare exposure amid biotech volatility.

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Also Held by These Funds

CPRT1 fund DECK1 fund LITE1 fund NTAP1 fund GPI1 fund IMMX1 fund PI1 fund UNP1 fund

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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