Avidity Partners Management Lp Top Holdings and 13F Report (2026)

About Avidity Partners Management Lp

Investment Activity

Avidity Partners Management Lp has $493.81 million in total holdings as of March 31, 2026.
Avidity Partners Management Lp owns shares of 45 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
Approximately 18.08% of the portfolio was purchased this quarter.
About 17.27% of the portfolio was sold this quarter.
This quarter, Avidity Partners Management Lp has purchased 39 new stocks and bought additional shares in 11 stocks.
Avidity Partners Management Lp sold shares of 10 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

DIANTHUS THERAPEUTICS INC: $176,583,121
CG ONCOLOGY INC: $87,236,001
ORUKA THERAPEUTICS INC: $37,298,797
PERSPECTIVE THERAPEUTICS INC: $25,228,496
JADE BIOSCIENCES INC: $19,679,947

Largest New Holdings this Quarter

92764N102 - Vir Biotechnology: $8,512,000 Holding
01021M104 - AKTIS ONCOLOGY INC: $8,382,646 Holding
252131107 - DexCom: $5,652,000 Holding
88032L605 - TENAX THERAPEUTICS INC: $3,452,785 Holding
375558103 - Gilead Sciences: $2,787,400 Holding

Largest Purchases this Quarter

PERSPECTIVE THERAPEUTICS INC: 2,839,266 shares (about $11.84M)
Enliven Therapeutics: 259,700 shares (about $10.18M)
Vir Biotechnology: 950,000 shares (about $8.51M)
AKTIS ONCOLOGY INC: 468,566 shares (about $8.38M)
PALVELLA THERAPEUTICS INC: 50,700 shares (about $6.32M)

Largest Sales this Quarter

CG ONCOLOGY INC: 183,751 shares (about $12.44M)
Boston Scientific: 54,500 shares (about $3.42M)
Kenvue: 132,800 shares (about $2.29M)
ACADIA Pharmaceuticals: 93,933 shares (about $2.09M)
Icon: 17,100 shares (about $1.89M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DIANTHUS THERAPEUTICS INC	$176,583,121		0.0%	2,104,184	35.8%	COM
CG ONCOLOGY INC	$87,236,001	$12,436,268 â–¼	-12.5%	1,288,948	17.7%	COM
ORUKA THERAPEUTICS INC	$37,298,797	$4,905,000 â–²	15.1%	760,424	7.6%	COM
PERSPECTIVE THERAPEUTICS INC	$25,228,496	$11,839,739 â–²	88.4%	6,049,999	5.1%	COM NEW
JADE BIOSCIENCES INC	$19,679,947		0.0%	1,400,708	4.0%	COM NEW
ELVN Enliven Therapeutics	$15,680,000	$10,180,240 â–²	185.1%	400,000	3.2%	Medical
TEVA Teva Pharmaceutical Industries	$13,557,012	$987,936 â–²	7.9%	450,100	2.7%	Medical
CNTX Context Therapeutics	$13,095,460	$1,327,261 â–¼	-9.2%	4,998,267	2.7%	Medical
RGEN Repligen	$9,166,396	$3,240,050 â–²	54.7%	77,800	1.9%	Medical
PALVELLA THERAPEUTICS INC	$8,725,500	$6,319,755 â–²	262.7%	70,000	1.8%	COM
MDT Medtronic	$8,665,000	$658,540 â–¼	-7.1%	100,000	1.8%	Medical
VIR Vir Biotechnology	$8,512,000	$8,512,000 â–²	New Holding	950,000	1.7%	Medical
AKTIS ONCOLOGY INC	$8,382,646	$8,382,646 â–²	New Holding	468,566	1.7%	COM
IMUX Immunic	$7,436,346	$2,220,000 â–²	42.6%	6,699,411	1.5%	Medical
DXCM DexCom	$5,652,000	$5,652,000 â–²	New Holding	90,000	1.1%	Medical
EHC Encompass Health	$4,062,660	$1,005,992 â–²	32.9%	42,000	0.8%	Medical
BSX Boston Scientific	$3,765,000	$3,419,875 â–¼	-47.6%	60,000	0.8%	Medical
TENAX THERAPEUTICS INC	$3,452,785	$3,452,785 â–²	New Holding	215,934	0.7%	COM NEW
GILD Gilead Sciences	$2,787,400	$2,787,400 â–²	New Holding	20,000	0.6%	Medical
PHAT Phathom Pharmaceuticals	$2,770,723	$481,219 â–²	21.0%	249,390	0.6%	Medical
KARYOPHARM THERAPEUTICS INC	$2,583,037	$1,833,504 â–²	244.6%	463,741	0.5%	COM NEW
CNC Centene	$2,291,800	$1,617,356 â–¼	-41.4%	70,000	0.5%	Medical
SATELLOS BIOSCIENCE INC	$2,183,139	$2,183,139 â–²	New Holding	387,769	0.4%	COM
SCYX SCYNEXIS	$1,908,674		0.0%	2,081,660	0.4%	Medical
NTRA Natera	$1,799,910	$559,972 â–¼	-23.7%	9,000	0.4%	Medical
ICLR Icon	$1,770,560	$1,892,286 â–¼	-51.7%	16,000	0.4%	Medical
KVUE Kenvue	$1,724,000	$2,289,472 â–¼	-57.0%	100,000	0.3%	Consumer Staples
CRVS Corvus Pharmaceuticals	$1,682,450	$1,682,450 â–²	New Holding	115,000	0.3%	Medical
HIMS Hims & Hers Health	$1,557,000	$1,557,000 â–²	New Holding	75,000	0.3%	Medical
RVMD Revolution Medicines	$1,458,750	$1,458,750 â–²	New Holding	15,000	0.3%	Medical
GPCR Structure Therapeutics	$1,446,000	$1,446,000 â–²	New Holding	30,000	0.3%	Medical
GMAB Genmab A/S	$1,341,500	$1,126,860 â–¼	-45.7%	50,000	0.3%	Medical
CORT Corcept Therapeutics	$1,209,300	$322,480 â–²	36.4%	30,000	0.2%	Medical
TEMPUS AI INC	$1,130,500	$1,130,500 â–²	New Holding	25,000	0.2%	CL A
ABIVAX SA-ADR	$1,113,500	$1,113,500 â–²	New Holding	10,000	0.2%	SPONSORED ADS
UNH UnitedHealth Group	$1,028,242	$1,028,242 â–²	New Holding	3,800	0.2%	Medical
NTLA Intellia Therapeutics	$961,500	$961,500 â–²	New Holding	75,000	0.2%	Medical
ODDITY TECH LTD-CL A	$936,600	$936,600 â–²	New Holding	70,000	0.2%	SHS CL A
MLTX MoonLake Immunotherapeutics	$932,000	$932,000 â–²	New Holding	50,000	0.2%	Medical
PTON Peloton Interactive	$858,000	$858,000 â–²	New Holding	200,000	0.2%	Consumer Discretionary
ANTERIS TECHNOLOGIES GLOBAL	$832,500	$832,500 â–²	New Holding	150,000	0.2%	COM
ABUS Arbutus Biopharma	$562,500	$562,500 â–²	New Holding	125,000	0.1%	Medical
BRIDGEBIO ONCOLOGY THERAPEUTIC	$392,484	$392,484 â–²	New Holding	43,853	0.1%	COM
ACAD ACADIA Pharmaceuticals	$288,645	$2,090,946 â–¼	-87.9%	12,967	0.1%	Medical
TRVI Trevi Therapeutics	$79,454	$79,454 â–²	New Holding	6,660	0.0%	Medical
ALNY Alnylam Pharmaceuticals	$0	$8,350,650 â–¼	-100.0%	0	0.0%	Medical
MCK McKesson	$0	$7,809,161 â–¼	-100.0%	0	0.0%	Medical
A Agilent Technologies	$0	$5,646,905 â–¼	-100.0%	0	0.0%	Medical
PFE Pfizer	$0	$5,069,640 â–¼	-100.0%	0	0.0%	Medical
DHR Danaher	$0	$3,891,640 â–¼	-100.0%	0	0.0%	Medical
TMO Thermo Fisher Scientific	$0	$3,882,315 â–¼	-100.0%	0	0.0%	Medical
NVO Novo Nordisk A/S	$0	$3,424,224 â–¼	-100.0%	0	0.0%	Medical
CI Cigna Group	$0	$3,192,668 â–¼	-100.0%	0	0.0%	Medical
COR Cencora	$0	$3,174,850 â–¼	-100.0%	0	0.0%	Medical
INSM Insmed	$0	$3,080,508 â–¼	-100.0%	0	0.0%	Medical
WAT Waters	$0	$3,076,623 â–¼	-100.0%	0	0.0%	Medical
ACHC Acadia Healthcare	$0	$2,398,110 â–¼	-100.0%	0	0.0%	Medical
ITGR Integer	$0	$2,337,214 â–¼	-100.0%	0	0.0%	Medical
HQY HealthEquity	$0	$1,548,209 â–¼	-100.0%	0	0.0%	Medical
IQV IQVIA	$0	$991,804 â–¼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Avidity Partners Management Lp Top Holdings and 13F Report (2026)

About Avidity Partners Management Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Avidity Partners Management Lp Top Holdings and 13F Report (2026)

About Avidity Partners Management Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAvidity Partners Management Lp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools