Avidity Partners Management Lp Top Holdings and 13F Report (2025) About Avidity Partners Management LpInvestment ActivityAvidity Partners Management Lp has $524.68 million in total holdings as of March 31, 2025.Avidity Partners Management Lp owns shares of 64 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 24.36% of the portfolio was purchased this quarter.About 95.25% of the portfolio was sold this quarter.This quarter, Avidity Partners Management Lp has purchased 62 new stocks and bought additional shares in 4 stocks.Avidity Partners Management Lp sold shares of 35 stocks and completely divested from 19 stocks this quarter.Largest Holdings Humana $42,600,600Boston Scientific $33,895,680DIANTHUS THERAPEUTICS INC $31,217,162UnitedHealth Group $26,449,375CG ONCOLOGY INC $24,023,270 Largest New Holdings this Quarter 07373V105 - Beam Therapeutics $13,856,867 Holding03073E105 - Cencora $10,928,937 Holding372303206 - Genmab A/S $8,480,098 Holding68622V106 - Organon & Co. $7,966,150 Holding78464A870 - SPDR S&P Biotech ETF $7,623,400 Holding Largest Purchases this Quarter Humana 71,800 shares (about $19.00M)Beam Therapeutics 709,517 shares (about $13.86M)Cencora 39,300 shares (about $10.93M)Regeneron Pharmaceuticals 17,000 shares (about $10.78M)Genmab A/S 433,100 shares (about $8.48M) Largest Sales this Quarter Mirum Pharmaceuticals 626,200 shares (about $28.21M)DIANTHUS THERAPEUTICS INC 1,152,098 shares (about $20.90M)Jazz Pharmaceuticals 154,500 shares (about $19.18M)Boston Scientific 179,000 shares (about $18.06M)Neurocrine Biosciences 134,700 shares (about $14.90M) 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 PortfolioSectorHUMHumana$42,600,600$18,998,280 ▲80.5%161,0008.1%MedicalBSXBoston Scientific$33,895,680$18,057,520 ▼-34.8%336,0006.5%MedicalDIANTHUS THERAPEUTICS INC$31,217,162$20,899,058 ▼-40.1%1,720,9025.9%COMUNHUnitedHealth Group$26,449,375$4,975,625 ▼-15.8%50,5005.0%MedicalCG ONCOLOGY INC$24,023,270$2,861,852 ▼-10.6%980,9424.6%COMNTRANatera$16,856,072$14,791,486 ▼-46.7%119,2003.2%MedicalSNDXSyndax Pharmaceuticals$16,275,625$2,149,611 ▼-11.7%1,325,0003.1%MedicalREGNRegeneron Pharmaceuticals$16,109,442$10,781,910 ▲202.4%25,4003.1%MedicalEXASExact Sciences$15,281,370$10,822,976 ▼-41.5%353,0002.9%MedicalBEAMBeam Therapeutics$13,856,867$13,856,867 ▲New Holding709,5172.6%MedicalGKOSGlaukos$13,188,280$3,543,120 ▼-21.2%134,0002.5%MedicalDXCMDexCom$12,292,200$9,424,020 ▼-43.4%180,0002.3%MedicalRAREUltragenyx Pharmaceutical$11,663,241$1,082,679 ▼-8.5%322,1002.2%MedicalCORCencora$10,928,937$10,928,937 ▲New Holding39,3002.1%MedicalJAZZJazz Pharmaceuticals$9,932,000$19,181,175 ▼-65.9%80,0001.9%MedicalTHCTenet Healthcare$9,684,000$8,742,500 ▼-47.4%72,0001.8%MedicalNBIXNeurocrine Biosciences$9,478,420$14,897,820 ▼-61.1%85,7001.8%MedicalDHRDanaher$9,122,500$4,612,500 ▼-33.6%44,5001.7%MedicalAXSMAxsome Therapeutics$8,980,510$12,945,930 ▼-59.0%77,0001.7%MedicalGMABGenmab A/S$8,480,098$8,480,098 ▲New Holding433,1001.6%MedicalARVNArvinas$8,165,397$6,281,763 ▼-43.5%1,163,1621.6%MedicalINSMInsmed$8,163,030$9,597,282 ▼-54.0%107,0001.6%MedicalOGNOrganon & Co.$7,966,150$7,966,150 ▲New Holding535,0001.5%MedicalTMOThermo Fisher Scientific$7,712,800$14,480,160 ▼-65.2%15,5001.5%MedicalXENEXenon Pharmaceuticals$7,682,950$8,219,750 ▼-51.7%229,0001.5%MedicalXBISPDR S&P Biotech ETF$7,623,400$7,623,400 ▲New Holding94,0001.5%ETFCNTACentessa Pharmaceuticals$7,607,020$9,157,184 ▼-54.6%529,0001.4%MedicalRVMDRevolution Medicines$7,531,680$8,245,952 ▼-52.3%213,0001.4%MedicalTEVATeva Pharmaceutical Industries$7,392,970$7,392,970 ▲New Holding481,0001.4%MedicalAVTRAvantor$7,343,130$8,007,740 ▼-52.2%453,0001.4%MedicalIDYAIDEAYA Biosciences$7,289,100$11,166,246 ▼-60.5%445,0001.4%MedicalDOCSDoximity$7,108,675$7,108,675 ▲New Holding122,5001.4%MedicalJANXJanux Therapeutics$6,966,000$13,065,300 ▼-65.2%258,0001.3%MedicalHQYHealthEquity$6,892,860$6,892,860 ▲New Holding78,0001.3%MedicalBPMCBlueprint Medicines$6,062,935$9,567,931 ▼-61.2%68,5001.2%MedicalUTHRUnited Therapeutics$5,178,936$5,178,936 ▲New Holding16,8001.0%MedicalPHATPhathom Pharmaceuticals$5,016,000$3,699,927 ▼-42.5%800,0001.0%MedicalIMUXImmunic$4,855,305$3,828,072 ▼-44.1%4,454,4080.9%MedicalBRKRBruker$4,800,100$1,615,338 ▲50.7%115,0000.9%Computer and TechnologyPERSPECTIVE THERAPEUTICS INC$4,680,185$1,059,313 ▼-18.5%2,197,2700.9%COM NEWCNTXContext Therapeutics$4,576,0460.0%7,477,2000.9%MedicalORUKA THERAPEUTICS INC$3,612,7920.0%352,1240.7%COMQUREuniQure$3,563,720$1,210,520 ▲51.4%336,2000.7%MedicalBHVNBiohaven$3,485,800$1,872,716 ▼-34.9%145,0000.7%MedicalACADACADIA Pharmaceuticals$2,807,090$2,807,090 ▲New Holding169,0000.5%MedicalRPRXRoyalty Pharma$2,708,310$2,708,310 ▲New Holding87,0000.5%FinanceBBIOBridgeBio Pharma$2,592,750$2,592,750 ▲New Holding75,0000.5%MedicalKEZAR LIFE SCIENCES INC$2,452,6880.0%502,6000.5%COM NEWAKROAkero Therapeutics$2,307,360$1,012,000 ▼-30.5%57,0000.4%MedicalSLNOSoleno Therapeutics$2,286,400$2,286,400 ▲New Holding32,0000.4%MedicalCAPRCapricor Therapeutics$2,268,110$2,268,110 ▲New Holding239,0000.4%MedicalLEXEO THERAPEUTICS INC$2,238,150$2,238,150 ▲New Holding645,0000.4%COMVERAVera Therapeutics$2,185,820$216,180 ▼-9.0%91,0000.4%MedicalRGNXREGENXBIO$1,859,000$1,944,800 ▼-51.1%260,0000.4%MedicalIONSIonis Pharmaceuticals$1,810,200$1,810,200 ▲New Holding60,0000.3%MedicalMIRMMirum Pharmaceuticals$1,802,000$28,210,310 ▼-94.0%40,0000.3%MedicalNAMSNewAmsterdam Pharma$1,391,960$5,854,420 ▼-80.8%68,0000.3%MedicalAGLagilon health$1,321,083$1,321,083 ▲New Holding305,1000.3%MedicalSCYXSCYNEXIS$1,170,0450.0%1,228,9100.2%MedicalPCVXVaxcyte$868,480$868,480 ▲New Holding23,0000.2%MedicalKARYOPHARM THERAPEUTICS INC$503,277$503,277 ▲New Holding134,5660.1%COM NEWELVNEnliven Therapeutics$222,384$222,384 ▲New Holding11,3000.0%MedicalHYPRHyperfine$159,143$691,948 ▼-81.3%222,1740.0%MedicalRVPHReviva Pharmaceuticals$131,624$131,624 ▲New Holding138,0000.0%MedicalISRGIntuitive Surgical$0$33,823,008 ▼-100.0%00.0%MedicalACHCAcadia Healthcare$0$26,089,700 ▼-100.0%00.0%MedicalKYMRKymera Therapeutics$0$20,115,000 ▼-100.0%00.0%MedicalILMNIllumina$0$14,659,211 ▼-100.0%00.0%MedicalABBVAbbVie$0$14,340,390 ▼-100.0%00.0%MedicalRCKTRocket Pharmaceuticals$0$13,239,981 ▼-100.0%00.0%MedicalBMYBristol-Myers Squibb$0$12,160,400 ▼-100.0%00.0%MedicalTMDXTransMedics Group$0$11,996,140 ▼-100.0%00.0%MedicalSGRYSurgery Partners$0$10,885,614 ▼-100.0%00.0%MedicalORICORIC Pharmaceuticals$0$10,210,164 ▼-100.0%00.0%MedicalINCYIncyte$0$8,951,472 ▼-100.0%00.0%MedicalASNDAscendis Pharma A/S$0$8,535,540 ▼-100.0%00.0%MedicalITCIIntra-Cellular Therapies$0$8,101,440 ▼-100.0%00.0%MedicalKROSKeros Therapeutics$0$3,324,300 ▼-100.0%00.0%MedicalDYNE THERAPEUTICS INC$0$2,261,760 ▼-100.0%00.0%COMCOGTCogent Biosciences$0$2,239,411 ▼-100.0%00.0%MedicalNEUMORA THERAPEUTICS INC.$0$1,590,000 ▼-100.0%00.0%COMKPTIKaryopharm Therapeutics$0$1,365,112 ▼-100.0%00.0%MedicalBLUEBIRD BIO INC$0$680,169 ▼-100.0%00.0%COM NEWShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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