Avidity Partners Management Lp Top Holdings and 13F Report (2024) → Warren Buffett, Jeff Bezos, Michael Bloomberg, & 48 Members of Congress Are Buying ONE Sector… (From InvestorPlace) (Ad) About Avidity Partners Management LpInvestment ActivityAvidity Partners Management Lp has $3.10 billion in total holdings as of March 31, 2024.Avidity Partners Management Lp owns shares of 87 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 30.28% of the portfolio was purchased this quarter.About 32.01% of the portfolio was sold this quarter.This quarter, Avidity Partners Management Lp has purchased 73 new stocks and bought additional shares in 18 stocks.Avidity Partners Management Lp sold shares of 29 stocks and completely divested from 18 stocks this quarter.Largest Holdings Intra-Cellular Therapies $280,974,000Fusion Pharmaceuticals $138,586,993Boston Scientific $133,966,440Arvinas $123,228,643Intuitive Surgical $90,194,340 Largest New Holdings this Quarter Merck & Co., Inc. $66,238,900 HoldingCG ONCOLOGY INC $63,864,184 HoldingIllumina $63,730,212 HoldingCytokinetics $53,704,260 HoldingAlpine Immune Sciences $46,565,108 Holding Largest Purchases this Quarter Intra-Cellular Therapies 490,000 shares (about $114.73M)Merck & Co., Inc. 502,000 shares (about $66.24M)CG ONCOLOGY INC 1,454,765 shares (about $63.86M)Illumina 464,100 shares (about $63.73M)Intuitive Surgical 141,000 shares (about $56.27M) Largest Sales this Quarter Thermo Fisher Scientific 146,000 shares (about $84.86M)The Cigna Group 165,500 shares (about $60.11M)Biohaven 1,073,308 shares (about $58.70M)Syndax Pharmaceuticals 1,537,500 shares (about $36.59M)Danaher 146,200 shares (about $36.51M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAvidity Partners Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITCIIntra-Cellular Therapies$280,974,000$114,731,050 ▲69.0%1,200,0009.1%MedicalFUSNFusion Pharmaceuticals$138,586,9930.0%6,500,3284.5%MedicalBSXBoston Scientific$133,966,440$4,520,340 ▲3.5%1,956,0004.3%MedicalARVNArvinas$123,228,643$3,013 ▲0.0%2,985,1904.0%MedicalISRGIntuitive Surgical$90,194,340$56,271,690 ▲165.9%226,0002.9%MedicalDIANTHUS THERAPEUTICS INC$81,526,620$45,000,000 ▲123.2%2,717,5542.6%COMACHCAcadia Healthcare$79,616,100$12,017,040 ▼-13.1%1,005,0002.6%MedicalNBIXNeurocrine Biosciences$73,994,080$16,757,280 ▼-18.5%536,5002.4%MedicalNTRANatera$73,469,818$28,050,782 ▼-27.6%803,3002.4%MedicalJAZZJazz Pharmaceuticals$70,325,280$11,425,570 ▲19.4%584,0002.3%MedicalAVTRAvantor$68,911,150$14,655,599 ▲27.0%2,695,0002.2%MedicalCIThe Cigna Group$67,008,555$60,107,945 ▼-47.3%184,5002.2%MedicalMRKMerck & Co., Inc.$66,238,900$66,238,900 ▲New Holding502,0002.1%MedicalREGNRegeneron Pharmaceuticals$65,449,3200.0%68,0002.1%MedicalCG ONCOLOGY INC$63,864,184$63,864,184 ▲New Holding1,454,7652.1%COMILMNIllumina$63,730,212$63,730,212 ▲New Holding464,1002.1%MedicalTHCTenet Healthcare$63,171,110$28,379,700 ▼-31.0%601,0002.0%MedicalALGNAlign Technology$61,976,880$10,886,944 ▲21.3%189,0002.0%MedicalSNDXSyndax Pharmaceuticals$57,417,500$36,592,500 ▼-38.9%2,412,5001.9%MedicalLLYEli Lilly and Company$54,457,200$11,669,400 ▼-17.6%70,0001.8%MedicalCYTKCytokinetics$53,704,260$53,704,260 ▲New Holding766,0001.7%MedicalUTHRUnited Therapeutics$49,849,240$4,640,803 ▼-8.5%217,0001.6%MedicalALPNAlpine Immune Sciences$46,565,108$46,565,108 ▲New Holding1,174,7001.5%MedicalRAREUltragenyx Pharmaceutical$43,585,115$4,155,410 ▲10.5%933,5001.4%MedicalCVSCVS Health$43,469,200$15,553,200 ▼-26.4%545,0001.4%Retail/WholesaleGPCRStructure Therapeutics$43,460,040$28,544,760 ▼-39.6%1,014,0001.4%MedicalSGRYSurgery Partners$43,104,350$8,324,598 ▲23.9%1,445,0001.4%MedicalABBVAbbVie$41,336,700$10,453,451 ▼-20.2%227,0001.3%MedicalBPMCBlueprint Medicines$40,410,360$17,928,540 ▼-30.7%426,0001.3%MedicalLEGNLegend Biotech$37,484,947$936,703 ▼-2.4%668,3001.2%MedicalALNYAlnylam Pharmaceuticals$36,316,350$36,316,350 ▲New Holding243,0001.2%MedicalDHRDanaher$35,909,736$36,509,064 ▼-50.4%143,8001.2%Multi-Sector ConglomeratesIDYAIDEAYA Biosciences$35,090,836$31,606,764 ▼-47.4%799,7001.1%MedicalAXSMAxsome Therapeutics$34,393,800$2,266,320 ▼-6.2%431,0001.1%MedicalXENEXenon Pharmaceuticals$30,565,500$4,562,999 ▼-13.0%710,0001.0%MedicalLNTHLantheus$29,875,200$6,224,000 ▲26.3%480,0001.0%MedicalCRBUCaribou Biosciences$29,736,709$2,954,780 ▼-9.0%5,785,3521.0%MedicalMIRMMirum Pharmaceuticals$28,708,3920.0%1,142,8500.9%MedicalRCKTRocket Pharmaceuticals$27,613,500$18,699,135 ▼-40.4%1,025,0000.9%MedicalRGNXREGENXBIO$27,392,348$27,392,348 ▲New Holding1,300,0640.9%MedicalAPOGEE THERAPEUTICS INC$25,576,140$25,576,140 ▲New Holding384,8930.8%COMNEUMORA THERAPEUTICS INC.$24,750,000$2,621,190 ▼-9.6%1,800,0000.8%COMDXCMDexCom$24,536,030$24,536,030 ▲New Holding176,9000.8%MedicalNEUROGENE INC$23,680,563$51,205 ▼-0.2%465,2370.8%COMJASPER THERAPEUTICS INC$22,313,600$22,313,600 ▲New Holding760,0000.7%COM NEWIMNMImmunome$21,567,630$11,342,632 ▼-34.5%873,8910.7%MedicalTMOThermo Fisher Scientific$21,272,286$84,856,660 ▼-80.0%36,6000.7%MedicalGKOSGlaukos$21,120,960$21,120,960 ▲New Holding224,0000.7%MedicalRVMDRevolution Medicines$20,466,050$18,532,250 ▲958.3%635,0000.7%MedicalPCVXVaxcyte$19,400,040$19,546,018 ▼-50.2%284,0000.6%MedicalIMCRImmunocore$18,616,000$897,000 ▼-4.6%286,4000.6%MedicalPHATPhathom Pharmaceuticals$18,425,700$142,520 ▲0.8%1,735,0000.6%MedicalMCKMcKesson$17,877,105$28,023,570 ▼-61.1%33,3000.6%MedicalVERAVera Therapeutics$16,536,520$16,536,520 ▲New Holding383,5000.5%MedicalIMVTImmunovant$16,316,550$8,400,600 ▲106.1%505,0000.5%MedicalPRVAPrivia Health Group$14,970,678$10,241,652 ▼-40.6%764,2000.5%MedicalJANXJanux Therapeutics$14,466,824$14,466,824 ▲New Holding384,2450.5%MedicalCYBNCybin$14,424,534$14,424,534 ▲New Holding34,884,0000.5%MedicalCOLLCollegium Pharmaceutical$14,029,548$1,436 ▲0.0%361,4000.5%MedicalPRMEPrime Medicine$13,930,000$13,930,000 ▲New Holding1,990,0000.4%MedicalKROSKeros Therapeutics$13,882,140$13,882,140 ▲New Holding209,7000.4%MedicalATXSAstria Therapeutics$13,821,650$13,821,650 ▲New Holding982,0000.4%MedicalACIUAC Immune$13,231,200$2,723 ▲0.0%4,470,0000.4%MedicalKPTIKaryopharm Therapeutics$12,530,8410.0%8,298,5700.4%MedicalIMUXImmunic$11,751,923$11,751,923 ▲New Holding8,902,9720.4%MedicalRDNTRadNet$11,581,080$11,581,080 ▲New Holding238,0000.4%MedicalESTAEstablishment Labs$11,452,500$11,452,500 ▲New Holding225,0000.4%MedicalNAMSNewAmsterdam Pharma$11,233,750$11,233,750 ▲New Holding475,0000.4%MedicalACADACADIA Pharmaceuticals$10,881,365$10,881,365 ▲New Holding588,5000.4%MedicalAZNAstraZeneca$10,840,000$10,840,000 ▲New Holding160,0000.3%MedicalSYRSSyros Pharmaceuticals$8,953,4280.0%1,673,5380.3%MedicalIONSIonis Pharmaceuticals$5,635,500$5,635,500 ▲New Holding130,0000.2%MedicalIPSCCentury Therapeutics$5,106,100$557,800 ▼-9.8%1,221,5550.2%MedicalKYVERNA THERAPEUTICS INC$5,025,952$5,025,952 ▲New Holding202,3330.2%COMEBSEmergent BioSolutions$4,827,240$4,827,240 ▲New Holding1,908,0000.2%MedicalKZRKezar Life Sciences$4,531,442$492 ▲0.0%5,026,0000.1%MedicalBHVNBiohaven$4,101,750$58,699,215 ▼-93.5%75,0000.1%MedicalANTX(ANTX)$3,737,500$32,500 ▲0.9%1,150,0000.1%MedicalDNAGinkgo Bioworks$3,480,000$3,480,000 ▲New Holding3,000,0000.1%MedicalXFORX4 Pharmaceuticals$3,354,070$3,354,070 ▲New Holding2,413,0000.1%MedicalCOGTCogent Biosciences$2,995,144$2,995,144 ▲New Holding445,7060.1%MedicalPACBPacific Biosciences of California$2,531,250$2,531,250 ▲New Holding675,0000.1%MedicalSCYXSCYNEXIS$2,129,6300.0%1,448,7280.1%MedicalKODKodiak Sciences$1,578,000$1,578,000 ▲New Holding300,0000.1%MedicalHYPRHyperfine$1,188,1780.0%1,188,1780.0%MedicalCAREMAX INC$102,184$102,184 ▲New Holding21,2000.0%CL A NEWNUVATION BIO INC$27,0870.0%89,5430.0%*W EXP 07/07/202KRTXKaruna Therapeutics$0$65,201,060 ▼-100.0%00.0%MedicalIMGNImmunoGen$0$54,236,225 ▼-100.0%00.0%MedicalZTSZoetis$0$47,368,800 ▼-100.0%00.0%MedicalHUMHumana$0$45,781,000 ▼-100.0%00.0%MedicalBDXBecton, Dickinson and Company$0$40,404,094 ▼-100.0%00.0%MedicalUNHUnitedHealth Group$0$30,798,495 ▼-100.0%00.0%MedicalARWRArrowhead Pharmaceuticals$0$21,848,400 ▼-100.0%00.0%MedicalCRNXCrinetics Pharmaceuticals$0$18,821,820 ▼-100.0%00.0%MedicalVRNAVerona Pharma$0$15,524,292 ▼-100.0%00.0%MedicalAAgilent Technologies$0$13,763,970 ▼-100.0%00.0%Computer and TechnologyNTLAIntellia Therapeutics$0$13,642,263 ▼-100.0%00.0%MedicalARGXargenx$0$11,793,330 ▼-100.0%00.0%MedicalCERECerevel Therapeutics$0$11,740,051 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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