EdgeMarket › What Avidity Partners Management Lp reported owning
What Avidity Partners Management Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
935.7MPositions
52Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DNTH Dianthus Therapeutics, Inc. /DE/ | 361.3M | 38.6% | 4.2M | 111.10 | +374.4% |
| ORKA Oruka Therapeutics, Inc. | 89.3M | 9.5% | 1.5M | 107.96 | +649.7% |
| CGON CG Oncology, Inc. | 87.2M | 9.3% | 1.3M | 79.81 | +212.6% |
| JBIO Jade Biosciences, Inc. | 53.9M | 5.8% | 2.8M | 21.34 | +211.5% |
| CATX Perspective Therapeutics, Inc. | 48.8M | 5.2% | 12.1M | 3.30 | -2.4% |
| ELVN Enliven Therapeutics, Inc. | 32.2M | 3.4% | 800.0K | 59.82 | +204.3% |
| CNTX Context Therapeutics Inc. | 24.9M | 2.7% | 10.0M | 0.50 | -44.7% |
| TEVA TEVA PHARMACEUTICAL INDUSTRIES LTD | 20.6M | 2.2% | 650.1K | 37.34 | +112.0% |
| RGEN REPLIGEN CORP | 18.4M | 2.0% | 155.6K | 181.13 | +49.0% |
| PVLA PALVELLA THERAPEUTICS, INC. | 17.7M | 1.9% | 140.0K | 142.04 | +181.6% |
| AKTS Aktis Oncology, Inc. | 17.2M | 1.8% | 937.1K | 24.07 | +19858.5% |
| MDT Medtronic plc | 16.8M | 1.8% | 200.0K | 93.35 | +0.1% |
| VIR Vir Biotechnology, Inc. | 14.8M | 1.6% | 1.6M | 9.78 | +124.3% |
| IMUX IMMUNIC, INC. | 13.9M | 1.5% | 7.4M | 16.50 | +79.3% |
| DXCM DEXCOM INC | 11.6M | 1.2% | 190.0K | 92.34 | +13.1% |
| EHC Encompass Health Corp | 8.3M | 0.9% | 84.0K | 120.31 | -2.6% |
| BSX BOSTON SCIENTIFIC CORP | 7.2M | 0.8% | 120.0K | 50.37 | -52.5% |
| TENX TENAX THERAPEUTICS, INC. | 6.9M | 0.7% | 481.9K | 1.75 | -70.7% |
| KPTI Karyopharm Therapeutics Inc. | 6.4M | 0.7% | 927.5K | 1.96 | -69.8% |
| HUM HUMANA INC | 5.9M | 0.6% | 25.0K | 378.88 | +30.6% |
| PHAT Phathom Pharmaceuticals, Inc. | 5.6M | 0.6% | 498.8K | 8.87 | -16.6% |
| GILD GILEAD SCIENCES, INC. | 5.4M | 0.6% | 40.0K | 146.12 | +23.1% |
| MSLE Satellos Bioscience Inc. | 5.3M | 0.6% | 775.5K | 10.01 | — |
| TEM Tempus AI, Inc. | 4.7M | 0.5% | 90.0K | 72.69 | -0.8% |
| SCYX SCYNEXIS INC | 3.8M | 0.4% | 4.2M | 5.10 | -22.3% |
| ICLR ICON PLC | 3.7M | 0.4% | 32.0K | 172.23 | -4.4% |
| NTRA Natera, Inc. | 3.7M | 0.4% | 18.0K | 332.03 | +106.7% |
| GPCR Structure Therapeutics Inc. | 3.4M | 0.4% | 78.0K | 49.09 | +164.4% |
| CRVS Corvus Pharmaceuticals, Inc. | 3.4M | 0.4% | 230.0K | 14.46 | +178.6% |
| HIMS Hims & Hers Health, Inc. | 2.9M | 0.3% | 125.0K | 33.78 | -22.1% |
| GMAB GENMAB A/S | 2.7M | 0.3% | 100.0K | 33.45 | +39.0% |
| CORT CORCEPT THERAPEUTICS INC | 2.6M | 0.3% | 60.0K | 122.25 | +73.7% |
| CNC CENTENE CORP | 2.3M | 0.2% | 70.0K | 65.02 | +121.2% |
| NTLA Intellia Therapeutics, Inc. | 2.0M | 0.2% | 150.0K | 12.84 | +25.8% |
| PTON PELOTON INTERACTIVE, INC. | 1.9M | 0.2% | 400.0K | 5.41 | -30.0% |
| ODD Oddity Tech Ltd | 1.9M | 0.2% | 140.0K | 13.22 | -77.9% |
| AVR Anteris Technologies Global Corp. | 1.8M | 0.2% | 300.0K | 8.98 | +152.2% |
| MLTX MoonLake Immunotherapeutics | 1.8M | 0.2% | 100.0K | 15.76 | -70.9% |
| KVUE Kenvue Inc. | 1.7M | 0.2% | 100.0K | 19.06 | -11.9% |
| PODD INSULET CORP | 1.7M | 0.2% | 10.0K | 148.16 | -55.5% |
| CRL CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | 1.7M | 0.2% | 10.0K | 295.19 | +85.0% |
| RVMD Revolution Medicines, Inc. | 1.5M | 0.2% | 15.0K | 209.46 | +479.3% |
| ABVX Abivax S.A. | 1.1M | 0.1% | 10.0K | 114.95 | +59.9% |
| ABUS Arbutus Biopharma Corp | 1.1M | 0.1% | 250.0K | 5.21 | +49.3% |
| UNH UNITEDHEALTH GROUP INC | 1.0M | 0.1% | 3.8K | 390.11 | +30.1% |
| ABT ABBOTT LABORATORIES | 907.9K | 0.1% | 10.0K | 116.64 | -11.9% |
| BBOT BridgeBio Oncology Therapeutics, Inc. | 761.3K | 0.1% | 87.7K | 9.08 | -5.7% |
| BBIO BridgeBio Pharma, Inc. | 711.1K | 0.1% | 10.0K | 81.50 | +66.7% |
| ACAD ACADIA PHARMACEUTICALS INC | 579.8K | 0.1% | 25.9K | 29.50 | +18.3% |
| LEGN Legend Biotech Corp | 352.8K | 0.0% | 15.0K | 21.82 | -38.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →