Avidity Partners Management Lp Top Holdings and 13F Report (2025) About Avidity Partners Management LpInvestment ActivityAvidity Partners Management Lp has $501.98 million in total holdings as of June 30, 2025.Avidity Partners Management Lp owns shares of 55 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 36.04% of the portfolio was purchased this quarter.About 41.75% of the portfolio was sold this quarter.This quarter, Avidity Partners Management Lp has purchased 64 new stocks and bought additional shares in 19 stocks.Avidity Partners Management Lp sold shares of 13 stocks and completely divested from 25 stocks this quarter.Largest Holdings CG ONCOLOGY INC $38,998,492Boston Scientific $34,564,538Natera $33,669,742DIANTHUS THERAPEUTICS INC $32,470,264Exact Sciences $18,864,700 Largest New Holdings this Quarter 433313103 - HINGE HEALTH INC $16,681,302 Holding46120E602 - Intuitive Surgical $14,726,411 Holding759916109 - Repligen $13,246,470 Holding008064206 - JADE BIOSCIENCES INC $11,260,588 Holding58155Q103 - McKesson $9,892,530 Holding Largest Purchases this Quarter HINGE HEALTH INC 322,344 shares (about $16.68M)Intuitive Surgical 27,100 shares (about $14.73M)Natera 80,100 shares (about $13.53M)CG ONCOLOGY INC 519,000 shares (about $13.49M)Repligen 106,500 shares (about $13.25M) Largest Sales this Quarter Humana 133,400 shares (about $32.61M)Syndax Pharmaceuticals 835,000 shares (about $7.82M)Arvinas 920,000 shares (about $6.77M)Ultragenyx Pharmaceutical 168,100 shares (about $6.11M)UnitedHealth Group 18,500 shares (about $5.77M) 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 PortfolioSectorCG ONCOLOGY INC$38,998,492$13,494,000 ▲52.9%1,499,9427.8%COMBSXBoston Scientific$34,564,538$1,525,222 ▼-4.2%321,8006.9%MedicalNTRANatera$33,669,742$13,532,094 ▲67.2%199,3006.7%MedicalDIANTHUS THERAPEUTICS INC$32,470,264$409,860 ▲1.3%1,742,9026.5%COMEXASExact Sciences$18,864,700$106,280 ▲0.6%355,0003.8%MedicalTHCTenet Healthcare$18,656,000$5,984,000 ▲47.2%106,0003.7%MedicalDXCMDexCom$18,374,545$2,662,345 ▲16.9%210,5003.7%MedicalDHRDanaher$17,719,338$8,928,808 ▲101.6%89,7003.5%MedicalHINGE HEALTH INC$16,681,302$16,681,302 ▲New Holding322,3443.3%CL AISRGIntuitive Surgical$14,726,411$14,726,411 ▲New Holding27,1002.9%MedicalGMABGenmab A/S$13,429,000$4,481,154 ▲50.1%650,0002.7%MedicalRGENRepligen$13,246,470$13,246,470 ▲New Holding106,5002.6%MedicalTMOThermo Fisher Scientific$12,001,616$5,716,986 ▲91.0%29,6002.4%MedicalTEVATeva Pharmaceutical Industries$11,556,020$3,494,460 ▲43.3%689,5002.3%MedicalJADE BIOSCIENCES INC$11,260,588$11,260,588 ▲New Holding1,127,1862.2%COM NEWPHATPhathom Pharmaceuticals$10,208,555$2,536,555 ▲33.1%1,064,5002.0%MedicalUNHUnitedHealth Group$9,983,040$5,771,445 ▼-36.6%32,0002.0%MedicalMCKMcKesson$9,892,530$9,892,530 ▲New Holding13,5002.0%MedicalAXSMAxsome Therapeutics$9,864,855$1,826,825 ▲22.7%94,5002.0%MedicalCORCencora$9,835,080$1,949,025 ▼-16.5%32,8002.0%MedicalHQYHealthEquity$9,637,920$1,466,640 ▲17.9%92,0001.9%MedicalEHCEncompass Health$9,074,620$9,074,620 ▲New Holding74,0001.8%MedicalRVMDRevolution Medicines$8,410,194$573,924 ▲7.3%228,6001.7%MedicalAKROAkero Therapeutics$7,150,240$4,108,720 ▲135.1%134,0001.4%MedicalOMADA HEALTH INC$7,147,980$7,147,980 ▲New Holding390,6001.4%COMBEAMBeam Therapeutics$6,963,894$5,104,990 ▼-42.3%409,4001.4%MedicalHUMHumana$6,747,648$32,613,632 ▼-82.9%27,6001.3%MedicalPERSPECTIVE THERAPEUTICS INC$6,393,570$1,165,039 ▼-15.4%1,858,5961.3%COM NEWOGNOrganon & Co.$6,195,200$1,016,400 ▲19.6%640,0001.2%MedicalBBIOBridgeBio Pharma$6,045,200$2,806,700 ▲86.7%140,0001.2%MedicalINSMInsmed$5,937,760$4,830,720 ▼-44.9%59,0001.2%MedicalMDGLMadrigal Pharmaceuticals$5,750,160$5,750,160 ▲New Holding19,0001.1%MedicalRAREUltragenyx Pharmaceutical$5,599,440$6,112,116 ▼-52.2%154,0001.1%MedicalCNTXContext Therapeutics$4,899,097$36 ▲0.0%7,477,2551.0%MedicalSNDXSyndax Pharmaceuticals$4,588,850$7,819,775 ▼-63.0%490,0000.9%MedicalORUKA THERAPEUTICS INC$3,947,3100.0%352,1240.8%COMIMUXImmunic$3,917,028$810,079 ▲26.1%5,615,8110.8%MedicalARQTArcutis Biotherapeutics$3,757,360$3,757,360 ▲New Holding268,0000.7%MedicalDOCSDoximity$3,680,400$3,833,750 ▼-51.0%60,0000.7%MedicalXENEXenon Pharmaceuticals$3,376,988$3,790,711 ▼-52.9%107,8910.7%MedicalVRNAVerona Pharma PLC American Depositary Share$3,196,804$3,196,804 ▲New Holding33,8000.6%MedicalQUREuniQure$2,885,580$1,801,048 ▼-38.4%207,0000.6%MedicalAPOGEE THERAPEUTICS INC$2,822,950$2,822,950 ▲New Holding65,0000.6%COMSLNOSoleno Therapeutics$2,680,9600.0%32,0000.5%MedicalCAHCardinal Health$2,520,000$2,520,000 ▲New Holding15,0000.5%MedicalSPRYARS Pharmaceuticals$2,443,000$2,443,000 ▲New Holding140,0000.5%MedicalKEZAR LIFE SCIENCES INC$2,301,9080.0%502,6000.5%COM NEWNTLAIntellia Therapeutics$2,176,160$2,176,160 ▲New Holding232,0000.4%MedicalMLTXMoonLake Immunotherapeutics$1,840,800$1,840,800 ▲New Holding39,0000.4%MedicalARVNArvinas$1,789,672$6,771,199 ▼-79.1%243,1620.4%MedicalSCYXSCYNEXIS$829,2680.0%1,228,9100.2%MedicalKARYOPHARM THERAPEUTICS INC$579,9790.0%134,5660.1%COM NEWALTAltimmune$406,350$406,350 ▲New Holding105,0000.1%MedicalELVNEnliven Therapeutics$226,6780.0%11,3000.0%MedicalRVPHReviva Pharmaceuticals$52,5920.0%138,0000.0%MedicalREGNRegeneron Pharmaceuticals$0$16,109,442 ▼-100.0%00.0%MedicalGKOSGlaukos$0$13,188,280 ▼-100.0%00.0%MedicalJAZZJazz Pharmaceuticals$0$9,932,000 ▼-100.0%00.0%MedicalNBIXNeurocrine Biosciences$0$9,478,420 ▼-100.0%00.0%MedicalXBISPDR S&P Biotech ETF$0$7,623,400 ▼-100.0%00.0%ETFCNTACentessa Pharmaceuticals$0$7,607,020 ▼-100.0%00.0%MedicalAVTRAvantor$0$7,343,130 ▼-100.0%00.0%MedicalIDYAIDEAYA Biosciences$0$7,289,100 ▼-100.0%00.0%MedicalJANXJanux Therapeutics$0$6,966,000 ▼-100.0%00.0%MedicalBPMCBlueprint Medicines$0$6,062,935 ▼-100.0%00.0%MedicalUTHRUnited Therapeutics$0$5,178,936 ▼-100.0%00.0%MedicalBRKRBruker$0$4,800,100 ▼-100.0%00.0%Computer and TechnologyBHVNBiohaven$0$3,485,800 ▼-100.0%00.0%MedicalACADACADIA Pharmaceuticals$0$2,807,090 ▼-100.0%00.0%MedicalRPRXRoyalty Pharma$0$2,708,310 ▼-100.0%00.0%MedicalCAPRCapricor Therapeutics$0$2,268,110 ▼-100.0%00.0%MedicalLEXEO THERAPEUTICS INC$0$2,238,150 ▼-100.0%00.0%COMVERAVera Therapeutics$0$2,185,820 ▼-100.0%00.0%MedicalRGNXREGENXBIO$0$1,859,000 ▼-100.0%00.0%MedicalIONSIonis Pharmaceuticals$0$1,810,200 ▼-100.0%00.0%MedicalMIRMMirum Pharmaceuticals$0$1,802,000 ▼-100.0%00.0%MedicalNAMSNewAmsterdam Pharma$0$1,391,960 ▼-100.0%00.0%MedicalAGLAgilon Health$0$1,321,083 ▼-100.0%00.0%MedicalPCVXVaxcyte$0$868,480 ▼-100.0%00.0%MedicalHYPRHyperfine$0$159,143 ▼-100.0%00.0%MedicalShowing 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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