Eventide Asset Management — Q2 2025 Portfolio

Q: What did Eventide Asset Management buy in Q2 2025?

Eventide Asset Management initiated 21 new positions and increased 108 existing holdings in Q2 2025.

13F Holdings Snapshot — Filed Aug 14, 2025

Historical snapshot from Q2 2025.View current holdings →

← Q1 2025Q3 2025 →

In Q2 2025, Eventide Asset Management held 180 positions worth $4.4B. They initiated 21 new positions and exited 91. Their largest holding was VRNA ($256.8M). Portfolio value grew +17.2% versus the prior quarter.

Portfolio Value (13F)

$4.4B

Holdings

180

Top 10 Concentration

31.3%

QoQ Change

+17.2%

Turnover

1.2%

21 New 108 Increased 42 Decreased 91 Exited

Sector Breakdown

Biotechnology93%(166)

Other Healthcare7%(14)

New Positions (21)

ORICORIC Pharmaceuticals Inc.

$9.7M

TLNTalen Energy Corp.

$8.5M

SAPGFSap SE

$7.9M

TRVITrevi Therapeutics, Inc.

$7.6M

FITBMFifth Third Bancorp

$4.1M

FLEXFlex Ltd.

$3.2M

MDTMedtronic plc

$2.5M

ZSZscaler, Inc.

$1.5M

Exited (91)

SPTSprout Social, Inc.

Sold

COURCoursera, Inc.

Sold

CWEN-AClearway Energy, Inc.

Sold

BEPCBrookfield Renewable Corp.

Sold

BILLBILL Holdings, Inc.

Sold

RAPPRapport Therapeutics, Inc.

Sold

QTTBQ32 Bio Inc.

Sold

GXOGXO Logistics, Inc.

Sold

Q2 2025 Holdings (180)

#	Ticker	Company	Change	Value	% of Portfolio	SI % Float ?
1	VRNA	Verona Pharma plc	Decreased	$256.8M	5.81%	—
2	GH	Guardant Health Inc.	Decreased	$180.0M	4.07%	9.3%
3	TT	Trane Technologies plc	Held	$170.0M	3.85%	1.7%
4	MIRM	Mirum Pharmaceuticals Inc.	Increased	$134.2M	3.04%	13.8%
5	INSM	Insmed Incorporated	Increased	$120.4M	2.72%	7.1%
6	TOST	Toast, Inc.	Held	$109.6M	2.48%	6.8%
7	XMTR	Xometry, Inc.	Held	$106.7M	2.41%	9.6%
8	GEV	GE Vernova Inc.	Held	$106.2M	2.40%	2.8%
9	ROP	Roper Technologies Inc.	Increased	$103.3M	2.34%	5.3%
10	LRCX	Lam Research Corp.	Increased	$97.3M	2.20%	2.3%
11	VST	Vistra Corp.	Increased	$94.4M	2.14%	3.6%
12	BPMC	Blueprint Medicines Corporation	Decreased	$93.4M	2.11%	—
13	COLL	Collegium Pharmaceutical, Inc.	Held	$78.1M	1.77%	20.2%
14	AXSM	Axsome Therapeutics Inc.	Decreased	$75.8M	1.71%	9.8%
15	UTHR	United Therapeutics Corporation	Increased	$73.7M	1.67%	9.8%
16	TMDXOther Healthcare	TransMedics Group, Inc.	Decreased	$73.3M	1.66%	38.4%
17	BBNX	Beta Bionics, Inc.	Held	$71.8M	1.62%	11.3%
18	ARGX	argenx SE	Increased	$69.1M	1.56%	2.2%
19	WCN	Waste Connections, Inc.	Increased	$60.8M	1.38%	1.8%
20	AXON	Axon Enterprise, Inc.	Held	$55.7M	1.26%	5.7%
21	RBA	RB Global Inc.	Held	$55.7M	1.26%	11.8%
22	VRSK	Verisk Analytics, Inc.	Increased	$53.3M	1.21%	3.7%
23	NDAQ	Nasdaq, Inc.	Increased	$48.7M	1.10%	2.0%
24	NTNX	Nutanix, Inc.	Held	$48.4M	1.09%	6.0%
25	HUBS	Hubspot Inc.	Held	$47.4M	1.07%	12.3%
26	DDOG	Datadog, Inc.	Decreased	$46.9M	1.06%	3.3%
27	EVHOther Healthcare	Evolent Health, Inc.	Decreased	$46.0M	1.04%	11.6%
28	CHWY	Chewy, Inc.	Increased	$45.4M	1.03%	13.7%
29	MNDY	monday.com Ltd.	Held	$45.1M	1.02%	14.6%
30	ALNY	Alnylam Pharmaceuticals Inc.	Decreased	$41.1M	0.93%	7.7%
31	STEOther Healthcare	Steris Plc	Increased	$40.5M	0.92%	2.9%
32	PNR	Pentair Plc	Increased	$39.5M	0.89%	5.4%
33	NVDA	Nvidia Corp.	Increased	$39.2M	0.89%	1.3%
34	NVT	nVent Electric plc	Increased	$38.9M	0.88%	3.4%
35	TTD	Trade Desk, Inc.	Increased	$37.5M	0.85%	23.0%
36	LNG	Cheniere Energy, Inc.	Held	$37.5M	0.85%	2.3%
37	SHW	Sherwin Williams CO	Held	$36.9M	0.83%	2.9%
38	SOJF	Southern CO	Decreased	$36.5M	0.83%	—
39	KLAC	Kla Corp.	Decreased	$35.8M	0.81%	2.1%
40	ROL	Rollins Inc.	Increased	$35.2M	0.80%	9.3%
41	HLI	Houlihan Lokey, Inc.	Held	$35.1M	0.79%	4.4%
42	TGTX	TG Therapeutics Inc.	Increased	$34.4M	0.78%	28.9%
43	MSI	Motorola Solutions, Inc.	Increased	$34.3M	0.78%	2.3%
44	FAST	Fastenal CO	Increased	$33.6M	0.76%	3.4%
45	RPRX	Royalty Pharma plc	Increased	$33.4M	0.76%	2.9%
46	SITM	Sitime Corp.	Decreased	$32.9M	0.74%	7.5%
47	WDAY	Workday, Inc.	Decreased	$32.7M	0.74%	7.4%
48	ISRGOther Healthcare	Intuitive Surgical Inc.	Increased	$32.1M	0.73%	2.1%
49	CDW	CDW Corp.	Increased	$30.4M	0.69%	8.6%
50	EXAS	Exact Sciences Corporation		$30.1M	0.68%	3.9%
51	EQT	EQT Corp.	Increased	$29.5M	0.67%	4.1%
52	LSCC	Lattice Semiconductor Corp.	Decreased	$29.0M	0.66%	10.8%
53	GPI	Group 1 Automotive Inc.	Increased	$29.0M	0.66%	17.6%
54	FTDR	Frontdoor, Inc.	Increased	$28.5M	0.64%	7.2%
55	CLDX	Celldex Therapeutics Inc.	Decreased	$27.6M	0.62%	16.6%
56	PCVX	Vaxcyte Inc.	Increased	$27.6M	0.62%	11.7%
57	PANW	Palo Alto Networks Inc.	Increased	$27.1M	0.61%	2.7%
58	APLD	Applied Digital Corp.	Increased	$27.1M	0.61%	20.5%
59	RELY	Remitly Global, Inc.	Increased	$27.0M	0.61%	10.0%
60	PRCTOther Healthcare	PROCEPT BioRobotics Corp.	Increased	$27.0M	0.61%	13.3%
61	PWR	Quanta Services, Inc.	Held	$26.2M	0.59%	2.4%
62	EQR	Equity Residential	Decreased	$25.6M	0.58%	3.1%
63	KYMR	Kymera Therapeutics Inc.	Increased	$24.6M	0.56%	15.3%
64	ESI	Element Solutions Inc.	Increased	$24.4M	0.55%	4.3%
65	GKOSOther Healthcare	Glaukos Corporation	Decreased	$22.8M	0.52%	7.9%
66	TYL	Tyler Technologies Inc.	Increased	$22.6M	0.51%	8.8%
67	PLDGP	Prologis, Inc.	Increased	$21.7M	0.49%	—
68	NI	Nisource Inc.	Increased	$21.0M	0.48%	4.5%
69	CEG	Constellation Energy Corp.	Decreased	$21.0M	0.48%	3.7%
70	INSPOther Healthcare	Inspire Medical Systems, Inc.	Decreased	$20.3M	0.46%	19.0%
71	MSCI	Msci Inc.	Increased	$19.5M	0.44%	3.2%
72	DTM	DT Midstream, Inc.	Increased	$19.4M	0.44%	8.1%
73	PRVAOther Healthcare	Privia Health Group, Inc.		$18.9M	0.43%	6.7%
74	CELC	Celcuity Inc.	Increased	$18.5M	0.42%	33.7%
75	VCYT	Veracyte, Inc.		$18.5M	0.42%	15.0%
76	VITL	Vital Farms, Inc.	Held	$17.9M	0.40%	29.1%
77	AXP	American Express CO	Increased	$17.4M	0.39%	2.1%
78	EXLS	ExlService Holdings, Inc.	Held	$17.3M	0.39%	8.1%
79	ROK	Rockwell Automation, Inc.	Increased	$16.9M	0.38%	3.8%
80	BBIO	BridgeBio Pharma Inc.	Decreased	$16.6M	0.38%	11.2%
81	IRON	Disc Medicine Inc.	Increased	$16.3M	0.37%	22.1%
82	IDYA	IDEAYA Biosciences Inc.		$16.2M	0.37%	11.1%
83	ACAD	ACADIA Pharmaceuticals Inc.	Decreased	$15.7M	0.36%	7.6%
84	XYL	Xylem Inc.	Increased	$14.5M	0.33%	5.8%
85	FICO	Fair Isaac Corp.	Held	$14.3M	0.32%	12.5%
86	AVGO	Broadcom Inc.	Increased	$14.2M	0.32%	1.2%
87	RVMD	Revolution Medicines Inc.		$13.7M	0.31%	5.9%
88	MKC-V	Mccormick & CO Inc.	Increased	$13.6M	0.31%	0.0%
89	SNDX	Syndax Pharmaceuticals Inc.	Increased	$13.2M	0.30%	20.8%
90	POOL	Pool Corp.	Increased	$11.8M	0.27%	11.9%
91	INTU	Intuit Inc.	Increased	$11.8M	0.27%	3.1%
92	HD	Home Depot, Inc.	Increased	$11.2M	0.25%	1.3%
93	BRKRPOther Healthcare	Bruker Corp.	Increased	$11.2M	0.25%	—
94	SPGI	S&P Global Inc.	Increased	$11.0M	0.25%	2.2%
95	RNA	Avidity Biosciences Inc.		$10.7M	0.24%	—
96	AKRO	Akero Therapeutics Inc.	Held	$10.7M	0.24%	—
97	LIN	Linde Plc	Increased	$10.6M	0.24%	1.3%
98	RGENOther Healthcare	Repligen Corporation	Decreased	$9.7M	0.22%	13.5%
99	ORIC	ORIC Pharmaceuticals Inc.	New	$9.7M	0.22%	15.9%
100	TLN	Talen Energy Corp.	New	$8.5M	0.19%	5.9%
101	CYTK	Cytokinetics Incorporated	Decreased	$8.2M	0.19%	21.2%
102	SAPGF	Sap SE	New	$7.9M	0.18%	—
103	RLI	Rli Corp.	Decreased	$7.9M	0.18%	10.9%
104	TRVI	Trevi Therapeutics, Inc.	New	$7.6M	0.17%	11.4%
105	EWTX	Edgewise Therapeutics, Inc.		$7.5M	0.17%	14.6%
106	UNP	Union Pacific Corp.	Increased	$7.3M	0.17%	5.2%
107	XOM	Exxon Mobil Corp.	Increased	$7.3M	0.17%	1.1%
108	AMGN	Amgen Inc.	Increased	$6.7M	0.15%	2.6%
109	NOW	ServiceNow, Inc.	Decreased	$6.4M	0.14%	2.9%
110	RF-PF	Regions Financial Corp.	Increased	$6.2M	0.14%	—
111	ENNPF	Enbridge Inc.	Held	$6.2M	0.14%	—
112	BHVN	Biohaven Pharmaceutical Holding	Decreased	$4.2M	0.10%	16.1%
113	FITBM	Fifth Third Bancorp	New	$4.1M	0.09%	—
114	GRMN	Garmin Ltd.	Increased	$3.9M	0.09%	2.0%
115	BSXOther Healthcare	Boston Scientific Corp.	Increased	$3.8M	0.09%	2.9%
116	LLY	Eli Lilly & Co	Decreased	$3.3M	0.08%	0.8%
117	WEC	Wec Energy Group, Inc.	Increased	$3.3M	0.07%	5.0%
118	FLEX	Flex Ltd.	New	$3.2M	0.07%	2.7%
119	FFIV	F5, Inc.	Increased	$3.0M	0.07%	3.0%
120	COP	Conocophillips	Increased	$2.7M	0.06%	1.3%
121	GWRE	Guidewire Software, Inc.		$2.6M	0.06%	4.0%
122	MDTOther Healthcare	Medtronic plc	New	$2.5M	0.06%	3.1%
123	CIEN	Ciena Corp.	Increased	$2.5M	0.06%	4.3%
124	DELL	Dell Technologies Inc.	Decreased	$2.1M	0.05%	4.2%
125	SNOW	Snowflake Inc.	Decreased	$2.1M	0.05%	5.2%
126	AIP	Arteris, Inc.	Decreased	$1.9M	0.04%	7.2%
127	DOCU	Docusign, Inc.	Increased	$1.7M	0.04%	8.1%
128	DT	Dynatrace, Inc.	Decreased	$1.6M	0.04%	5.7%
129	ZS	Zscaler, Inc.	New	$1.5M	0.03%	5.4%
130	AMD	Advanced Micro Devices Inc.	Increased	$1.4M	0.03%	2.4%
131	IOT	Samsara Inc.	Increased	$1.4M	0.03%	9.8%
132	FANG	Diamondback Energy, Inc.	Increased	$1.4M	0.03%	3.8%
133	SHOP	Shopify Inc.	Increased	$1.4M	0.03%	1.7%
134	MANH	Manhattan Associates Inc.	Increased	$1.3M	0.03%	7.1%
135	GENVR	Gen Digital Inc.	Decreased	$1.2M	0.03%	—
136	ANET	Arista Networks, Inc.	Decreased	$1.2M	0.03%	1.1%
137	CFLT	Confluent, Inc.	Decreased	$1.1M	0.03%	9.1%
138	SNPS	Synopsys Inc.	Increased	$1.1M	0.03%	2.6%
139	MU	Micron Technology Inc.	Decreased	$1.1M	0.02%	2.3%
140	NEE-PV	Nextera Energy Inc.	Increased	$998K	0.02%	—
141	ENTG	Entegris Inc.	Decreased	$998K	0.02%	7.3%
142	AFL	Aflac Inc.	Decreased	$967K	0.02%	3.0%
143	PAYC	Paycom Software, Inc.	New	$958K	0.02%	6.7%
144	OTIS	Otis Worldwide Corp.	Increased	$958K	0.02%	5.2%
145	PAYX	Paychex Inc.	Increased	$933K	0.02%	5.9%
146	FTNT	Fortinet, Inc.	Increased	$913K	0.02%	2.1%
147	CRDO	Credo Technology Group Holding Ltd.	Increased	$910K	0.02%	6.7%
148	ECL	Ecolab Inc.	Increased	$881K	0.02%	2.2%
149	SYKOther Healthcare	Stryker Corp.	New	$878K	0.02%	1.6%
150	AVPT	AvePoint, Inc.	Increased	$859K	0.02%	7.0%
151	ZTS	Zoetis Inc.	Increased	$794K	0.02%	5.0%
152	RBRK	Rubrik, Inc.		$788K	0.02%	7.9%
153	LITE	Lumentum Holdings Inc.	Increased	$728K	0.02%	9.0%
154	KVUE	Kenvue Inc.	Increased	$716K	0.02%	3.5%
155	PCOR	Procore Technologies, Inc.	Decreased	$707K	0.02%	15.2%
156	AZO	Autozone Inc.	Increased	$705K	0.02%	3.7%
157	W	Wayfair Inc.	New	$665K	0.02%	13.8%
158	FHN-PH	First Horizon Corp.	Increased	$649K	0.01%	—
159	ALAB	Astera Labs, Inc.	Increased	$626K	0.01%	6.9%
160	KVYO	Klaviyo, Inc.	Increased	$605K	0.01%	16.8%
161	CARG	CarGurus, Inc.	New	$575K	0.01%	18.2%
162	CPRT	Copart Inc.	Increased	$570K	0.01%	3.9%
163	CBRE	Cbre Group, Inc.	New	$545K	0.01%	1.6%
164	SRE	Sempra	Increased	$538K	0.01%	2.3%
165	VFC	V F Corp.	New	$436K	0.01%	9.3%
166	IT	Gartner Inc.	Increased	$432K	0.01%	15.6%
167	NRG	Nrg Energy, Inc.	New	$413K	0.01%	3.9%
168	BLDR	Builders FirstSource, Inc.	New	$413K	0.01%	10.2%
169	VEEV	Veeva Systems Inc.	Increased	$407K	0.01%	3.3%
170	MTG	Mgic Investment Corp.	Increased	$354K	0.01%	7.3%
171	NTAP	NetApp, Inc.	Increased	$335K	0.01%	5.5%
172	KMX	Carmax Inc.	New	$328K	0.01%	8.6%
173	PI	Impinj Inc.	New	$318K	0.01%	13.0%
174	SWKS	Skyworks Solutions, Inc.	New	$292K	0.01%	29.3%
175	MDB	MongoDB, Inc.	Increased	$291K	0.01%	3.6%
176	AER	AerCap Holdings N.V.	New	$281K	0.01%	2.6%
177	OKTA	Okta, Inc.	Increased	$280K	0.01%	5.3%
178	SOFI	SoFi Technologies, Inc.	New	$270K	0.01%	16.9%
179	EW	Edwards Lifesciences Corp.	Increased	$250K	0.01%	1.9%
180	DOCSOther Healthcare	Doximity Inc.	Decreased	$212K	0.00%	9.1%

Top Movers This Quarter

Share changes reflect active decisions. Value changes include price moves.

VRNAVerona Pharma plc

Decreased+$73.1M

-178K shares

GEVGE Vernova Inc.

Increased+$45.5M

+2K shares

LRCXLAM RESEARCH CORP

Increased+$43.7M

+260K shares

CLDXCelldex Therapeutics Inc.

Decreased-$40.6M

-2.4M shares

VSTVistra Corp.

Increased+$40.4M

+26K shares

Frequently asked questions

What stocks did Eventide Asset Management own in Q2 2025?

Eventide Asset Management held 180 biotech stocks in their 13F portfolio in Q2 2025. Their top positions include VRNA, GH, TT, MIRM, INSM. The full holdings table is available on BiotechEdge with position sizes, quarter-over-quarter changes, and AI analysis.

How much was Eventide Asset Management's portfolio worth in Q2 2025?

Eventide Asset Management's tracked biotech portfolio was worth $4.4B across 180 positions, with total assets under management of approximately $6B. Portfolio values are based on 13F filings with the SEC.

What did Eventide Asset Management buy in Q2 2025?

Eventide Asset Management initiated 21 new positions in Q2 2025, including ORIC, TLN, SAPGF, TRVI, FITBM and 16 more. They also increased 108 existing positions.

What did Eventide Asset Management sell in Q2 2025?

Eventide Asset Management fully exited 91 positions in Q2 2025, including SPT, COUR, CWEN-A, BEPC, BILL and 86 more. They also trimmed 42 existing positions.

Is Eventide Asset Management a biotech fund?

Values-based investment firm with significant biotech allocation. Kuruvilla—a physician, engineer, and PhD—leads a team that evaluates companies on both financial merit and alignment with ethical principles. Known for holding high-conviction biotech positions alongside broader healthcare and technology investments.

Want AI analysis, insider signals, and catalyst overlays for Eventide Asset Management?

View latest Eventide Asset Management portfolio →

Ticker

Change

Value

VRNA

Decreased

$256.8M

Decreased

$180.0M

Held

$170.0M

MIRM

Increased

$134.2M

INSM

Increased

$120.4M

TOST

Held

$109.6M

XMTR

Held

$106.7M

GEV

Held

$106.2M

ROP

Increased

$103.3M

LRCX

Increased

$97.3M

VST

Increased

$94.4M

BPMC

Decreased

$93.4M

COLL

Held

$78.1M

AXSM

Decreased

$75.8M

UTHR

Increased

$73.7M

TMDXOther Healthcare

Decreased

$73.3M

BBNX

Held

$71.8M

ARGX

Increased

$69.1M

WCN

Increased

$60.8M

AXON

Held

$55.7M

RBA

Held

$55.7M

VRSK

Increased

$53.3M

NDAQ

Increased

$48.7M

NTNX

Held

$48.4M

HUBS

Held

$47.4M

DDOG

Decreased

$46.9M

EVHOther Healthcare

Decreased

$46.0M

CHWY

Increased

$45.4M

MNDY

Held

$45.1M

ALNY

Decreased

$41.1M

STEOther Healthcare

Increased

$40.5M

PNR

Increased

$39.5M

NVDA

Increased

$39.2M

NVT

Increased

$38.9M

TTD

Increased

$37.5M

LNG

Held

$37.5M

SHW

Held

$36.9M

SOJF

Decreased

$36.5M

KLAC

Decreased

$35.8M

ROL

Increased

$35.2M

HLI

Held

$35.1M

TGTX

Increased

$34.4M

MSI

Increased

$34.3M

FAST

Increased

$33.6M

RPRX

Increased

$33.4M

SITM

Decreased

$32.9M

WDAY

Decreased

$32.7M

ISRGOther Healthcare

Increased

$32.1M

CDW

Increased

$30.4M

EXAS

$30.1M

EQT

Increased

$29.5M

LSCC

Decreased

$29.0M

GPI

Increased

$29.0M

FTDR

Increased

$28.5M

CLDX

Decreased

$27.6M

PCVX

Increased

$27.6M

PANW

Increased

$27.1M

APLD

Increased

$27.1M

RELY

Increased

$27.0M

PRCTOther Healthcare

Increased

$27.0M

PWR

Held

$26.2M

EQR

Decreased

$25.6M

KYMR

Increased

$24.6M

ESI

Increased

$24.4M

GKOSOther Healthcare

Decreased

$22.8M

TYL

Increased

$22.6M

PLDGP

Increased

$21.7M

Increased

$21.0M

CEG

Decreased

$21.0M

INSPOther Healthcare

Decreased

$20.3M

MSCI

Increased

$19.5M

DTM

Increased

$19.4M

PRVAOther Healthcare

$18.9M

CELC

Increased

$18.5M

VCYT

$18.5M

VITL

Held

$17.9M

AXP

Increased

$17.4M

EXLS

Held

$17.3M

ROK

Increased

$16.9M

BBIO

Decreased

$16.6M

IRON

Increased

$16.3M

IDYA

$16.2M

ACAD

Decreased

$15.7M

XYL

Increased

$14.5M

FICO

Held

$14.3M

AVGO

Increased

$14.2M

RVMD

$13.7M

MKC-V

Increased

$13.6M

SNDX

Increased

$13.2M

POOL

Increased

$11.8M

INTU

Increased

$11.8M

Increased

$11.2M

BRKRPOther Healthcare

Increased

$11.2M

SPGI

Increased

$11.0M

RNA

$10.7M

AKRO

Held

$10.7M

LIN

Increased

$10.6M

RGENOther Healthcare

Decreased

$9.7M

ORIC

New

$9.7M

100

TLN

New

$8.5M

101

CYTK

Decreased

$8.2M

102

SAPGF

New

$7.9M

103

RLI

Decreased

$7.9M

104

TRVI

New

$7.6M

105

EWTX

$7.5M

106

UNP

Increased

$7.3M

107

XOM

Increased

$7.3M

108

AMGN

Increased

$6.7M

109

NOW

Decreased

$6.4M

110

RF-PF

Increased

$6.2M

111

ENNPF

Held

$6.2M

112

BHVN

Decreased

$4.2M

113

FITBM

New

$4.1M

114

GRMN

Increased

$3.9M

115

BSXOther Healthcare

Increased

$3.8M

116

LLY

Decreased

$3.3M

117

WEC

Increased

$3.3M

118

FLEX

New

$3.2M

119

FFIV

Increased

$3.0M

120

COP

Increased

$2.7M

121

GWRE

$2.6M

122

MDTOther Healthcare

New

$2.5M

123

CIEN

Increased

$2.5M

124

DELL

Decreased

$2.1M

125

SNOW

Decreased

$2.1M

126

AIP

Decreased

$1.9M

127

DOCU

Increased

$1.7M

128

Decreased

$1.6M

129

New

$1.5M

130

AMD

Increased

$1.4M

131

IOT

Increased

$1.4M

132

FANG

Increased

$1.4M

133

SHOP

Increased

$1.4M

134

MANH

Increased

$1.3M

135

GENVR

Decreased

$1.2M

136

ANET

Decreased

$1.2M

137

CFLT

Decreased

$1.1M

138

SNPS

Increased

$1.1M

139

Decreased

$1.1M

140

NEE-PV

Increased

$998K

141

ENTG

Decreased

$998K

142

AFL

Decreased

$967K

143

PAYC

New

$958K

144

OTIS

Increased

$958K

145

PAYX

Increased

$933K

146

FTNT

Increased

$913K

147

CRDO

Increased

$910K

148

ECL

Increased

$881K

149

SYKOther Healthcare

New

$878K

150

AVPT

Increased

$859K

151

ZTS

Increased

$794K

152

RBRK

$788K

153

LITE

Increased

$728K

154

KVUE

Increased

$716K

155

PCOR

Decreased

$707K

156

AZO

Increased

$705K

157

New

$665K

158

FHN-PH

Increased

$649K

159

ALAB

Increased

$626K

160

KVYO

Increased

$605K

161

CARG

New

$575K

162

CPRT

Increased

$570K

163

CBRE

New

$545K

164

SRE

Increased

$538K

165

VFC

New

$436K

166

Increased

$432K

167

NRG

New

$413K

168

BLDR

New

$413K

169

VEEV

Increased

$407K

170

MTG

Increased

$354K

171

NTAP

Increased

$335K

172

KMX

New

$328K

173

New

$318K

174

SWKS

New

$292K

175

MDB

Increased

$291K

176

AER

New

$281K

177

OKTA

Increased

$280K

178

SOFI

New

$270K

179

Increased

$250K

180

DOCSOther Healthcare

Decreased

$212K

Frequently asked questions

What stocks did Eventide Asset Management own in Q2 2025?

How much was Eventide Asset Management's portfolio worth in Q2 2025?

What did Eventide Asset Management buy in Q2 2025?

Eventide Asset Management initiated 21 new positions in Q2 2025, including ORIC, TLN, SAPGF, TRVI, FITBM and 16 more. They also increased 108 existing positions.

What did Eventide Asset Management sell in Q2 2025?

Eventide Asset Management fully exited 91 positions in Q2 2025, including SPT, COUR, CWEN-A, BEPC, BILL and 86 more. They also trimmed 42 existing positions.

Is Eventide Asset Management a biotech fund?