Avidity Partners Management Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$493.8M
Q ending 2026-03-31
Prior quarter
$346.7M
Q ending 2025-12-31
Change
+42.4% QoQ · -5.9% YoY
Positions
45
reported holdings
Largest positions
All 45 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dianthus Therapeutics Inc | DNTH | Shares | $176.6M | 2.1M |
| Cg Oncology Inc | CGON | Shares | $87.2M | 1.3M |
| Oruka Therapeutics Inc | ORKA | Shares | $37.3M | 760K |
| Perspective Therapeutics Inc | CATX | Shares | $25.2M | 6.0M |
| Jade Biosciences Inc | JBIO | Shares | $19.7M | 1.4M |
| Enliven Therapeutics Inc | ELVN | Shares | $15.7M | 400K |
| Teva Pharm Adr | TEVA | Shares | $13.6M | 450K |
| Context Therapeutics Inc | CNTX | Shares | $13.1M | 5.0M |
| Repligen Corp | RGEN | Shares | $9.2M | 78K |
| Palvella Therapeutics Inc | PVLA | Shares | $8.7M | 70K |
| Medtronic Inc | Shares | $8.7M | 100K | |
| Vir Biotechnology Inc | VIR | Shares | $8.5M | 950K |
| Aktis Oncology Inc | AKTS | Shares | $8.4M | 469K |
| Immunic Inc | VTLUSD | Shares | $7.4M | 6.7M |
| Dexcom | DXCM | Shares | $5.7M | 90K |
| Encompass Health Corp | EHC | Shares | $4.1M | 42K |
| Boston Scientific Corporation | BSX | Shares | $3.8M | 60K |
| Tenax Therapeutics Inc | TENX | Shares | $3.5M | 216K |
| Gilead Sciences Inc | GILD | Shares | $2.8M | 20K |
| Phathom Pharmaceuticals Inc | PHAT | Shares | $2.8M | 249K |
| Karyopharm Therapeutics Inc | KPTI | Shares | $2.6M | 464K |
| Centene Corp | CNC | Shares | $2.3M | 70K |
| Satellos Bioscience Inc | MSLE | Shares | $2.2M | 388K |
| Scynexis Inc | SCYXEUR | Shares | $1.9M | 2.1M |
| Natera Inc | NTRA | Shares | $1.8M | 9K |
| Icon Plc | Shares | $1.8M | 16K | |
| Kenvue Inc Ord | KVUE | Shares | $1.7M | 100K |
| Corvus Pharmaceuticals Inc | CRVS | Shares | $1.7M | 115K |
| Hims & Hers Health Inc | HIMS | Shares | $1.6M | 75K |
| Revolution Medicines Inc | RVMD | Shares | $1.5M | 15K |
| Structure Therapeutics Inc | GPCR | Shares | $1.4M | 30K |
| Genmab A/S -Sp Adr | GMAB | Shares | $1.3M | 50K |
| Corcept Thera | CORT | Shares | $1.2M | 30K |
| Tempus Ai Inc | TEM | Shares | $1.1M | 25K |
| Abivax Sa-Adr | ABVX | Shares | $1.1M | 10K |
| Unitedhealth Grp | UNH | Shares | $1.0M | 4K |
| Intellia Therapeutics Inc | NTLA | Shares | $962K | 75K |
| Oddity Tech Ltd-Cl A | Shares | $937K | 70K | |
| Moonlake Immunotherapeutics | MLTX | Shares | $932K | 50K |
| Peloton Interactive Inc-A | PTON | Shares | $858K | 200K |
| Anteris Technologies Global | AVR | Shares | $833K | 150K |
| Arbutus Biopharma Corp | ABUS | Shares | $563K | 125K |
| Bridgebio Oncology Therapeutic | BBOT | Shares | $392K | 44K |
| Acadia Pharm | ACAD | Shares | $289K | 13K |
| Trevi Therapeutics Inc | TRVI | Shares | $79K | 7K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.