Eventide Asset Management Portfolio
13F Holdings & Position Changes — Last filed May 15, 2026
13F Holdings & Position Changes — Last filed May 15, 2026
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.
Eventide Asset Management is a $6B biotech-focused hedge fund managed by Finny Kuruvilla, MD, PhD. As of their latest 13F filing (Q1 2026), the fund holds 226 positions worth $5.1B. This quarter they initiated 38 new positions and exited 133. Their largest holding is GH ($218.1M).
Eventide initiated 38 new positions and increased 126 this quarter. Portfolio shrank -1.8% to $5.1B. 708 upcoming catalysts across holdings.
Portfolio Value (13F)
$5.1B
Holdings
226
Top 10 Concentration
24.9%
QoQ Change
-1.8%
Turnover
9.0%
Portfolio Value Trend
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| # | Ticker | Company | Change | Value | % of Portfolio | SI % Float ? | Trend |
|---|---|---|---|---|---|---|---|
| 1 | GH | Guardant Health Inc. | Decreased↓3Q | $218.1M | 4.24% | 10.4% | |
| 2 | TT | Trane Technologies plc | Held↑3Q | $169.0M | 3.29% | 2.1% | |
| 3 | LRCX | Lam Research Corp. | Increased | $146.6M | 2.85% | 2.7% | |
| 4 | MIRM | Mirum Pharmaceuticals Inc. | Decreased↓3Q | $130.1M | 2.53% | 14.1% | |
| 5 | XMTR | Xometry, Inc. | Held | $120.8M | 2.35% | 7.5% | |
| 6 | GEV | GE Vernova Inc. | Decreased↓3Q | $115.6M | 2.25% | 3.9% | |
| 7 | SRRK | Scholar Rock Holding Corp. | Decreased | $107.9M | 2.10% | 17.5% | |
| 8 | ARGX | argenx SE | Increased | $91.7M | 1.78% | — | |
| 9 | IRTCOther Healthcare | iRhythm Holdings, Inc. | New | $89.8M | 1.74% | 9.5% | — |
| 10 | RYTM | Rhythm Pharmaceuticals Inc. | New | $89.8M | 1.74% | 11.8% | — |
Share changes reflect active decisions. Value changes include price moves.
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Eventide Asset Management held 226 biotech stocks in their 13F portfolio this quarter. Their top positions include GH, TT, LRCX, MIRM, XMTR. The full holdings table is available on BiotechEdge with position sizes, quarter-over-quarter changes, and AI analysis.
Eventide Asset Management's tracked biotech portfolio is worth $5.1B across 226 positions, with total assets under management of approximately $6B. Portfolio values are based on 13F filings with the SEC.
Eventide Asset Management initiated 38 new positions this quarter, including IRTC, RYTM, MPWR, WGSWW, CNTA and 33 more. They also increased 126 existing positions.
Eventide Asset Management fully exited 133 positions this quarter, including RXO, TGTX, CRNX, DOCS, WEAV and 128 more. They also trimmed 55 existing positions.
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.
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