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

About Avidity Partners Management Lp

Investment Activity

Avidity Partners Management Lp has $624.44 million in total holdings as of June 30, 2026.
Avidity Partners Management Lp owns shares of 45 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
Approximately 14.31% of the portfolio was purchased this quarter.
About 6.85% of the portfolio was sold this quarter.
This quarter, Avidity Partners Management Lp has purchased 45 new stocks and bought additional shares in 11 stocks.
Avidity Partners Management Lp sold shares of 6 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

DIANTHUS THERAPEUTICS INC: $205,115,856
CG ONCOLOGY INC: $99,395,255
ORUKA THERAPEUTICS INC: $72,369,552
JADE BIOSCIENCES INC: $37,789,732
Enliven Therapeutics: $27,912,500

Largest New Holdings this Quarter

60705V103 - MOBIA MED INC: $10,696,979 Holding
4525EP200 - IMMUNIC INC: $10,296,993 Holding
81727U303 - SENSEONICS HLDGS INC: $9,088,000 Holding
67080T108 - Nuvectis Pharma: $3,678,000 Holding
45784P101 - Insulet: $3,654,000 Holding

Largest Purchases this Quarter

MOBIA MED INC: 798,282 shares (about $10.70M)
IMMUNIC INC: 669,941 shares (about $10.30M)
SENSEONICS HLDGS INC: 1,600,000 shares (about $9.09M)
CG ONCOLOGY INC: 110,000 shares (about $7.82M)
Enliven Therapeutics: 150,000 shares (about $7.61M)

Largest Sales this Quarter

Teva Pharmaceutical Industries: 250,100 shares (about $8.47M)
Vir Biotechnology: 430,700 shares (about $4.39M)
Medtronic: 30,000 shares (about $2.35M)
Peloton Interactive: 100,000 shares (about $591K)
Phathom Pharmaceuticals: 49,390 shares (about $535.88K)

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	$205,115,856		0.0%	2,104,184	32.8%	COM
CG ONCOLOGY INC	$99,395,255	$7,815,500 â–²	8.5%	1,398,948	15.9%	COM
ORUKA THERAPEUTICS INC	$72,369,552		0.0%	760,424	11.6%	COM
JADE BIOSCIENCES INC	$37,789,732	$6,666,000 â–²	21.4%	1,700,708	6.1%	COM NEW
ELVN Enliven Therapeutics	$27,912,500	$7,612,500 â–²	37.5%	550,000	4.5%	Healthcare
PERSPECTIVE THERAPEUTICS INC	$21,482,997	$852,500 â–²	4.1%	6,299,999	3.4%	COM NEW
AKTIS ONCOLOGY INC	$15,605,766	$503,884 â–²	3.3%	484,200	2.5%	COM
PALVELLA THERAPEUTICS INC NE	$10,697,400		0.0%	70,000	1.7%	COM
MOBIA MED INC	$10,696,979	$10,696,979 â–²	New Holding	798,282	1.7%	COMMON STOCK
RGEN Repligen	$10,615,032		0.0%	77,800	1.7%	Healthcare
IMMUNIC INC	$10,296,993	$10,296,993 â–²	New Holding	669,941	1.6%	COM NEW
SENSEONICS HLDGS INC	$9,088,000	$9,088,000 â–²	New Holding	1,600,000	1.5%	COM
KARYOPHARM THERAPEUTICS INC	$9,032,238	$4,501,488 â–²	99.4%	924,487	1.4%	COM NEW
TEVA Teva Pharmaceutical Industries	$6,776,000	$8,473,388 â–¼	-55.6%	200,000	1.1%	Healthcare
DXCM DexCom	$6,735,000	$673,500 â–²	11.1%	100,000	1.1%	Healthcare
TEMPUS AI INC	$6,082,650	$4,634,400 â–²	320.0%	105,000	1.0%	CL A
MDT Medtronic	$5,476,100	$2,346,900 â–¼	-30.0%	70,000	0.9%	Healthcare
VIR Vir Biotechnology	$5,291,667	$4,388,833 â–¼	-45.3%	519,300	0.8%	Healthcare
GPCR Structure Therapeutics	$5,259,660	$3,649,560 â–²	226.7%	98,000	0.8%	Healthcare
EHC Encompass Health	$4,245,360		0.0%	42,000	0.7%	Healthcare
TENAX THERAPEUTICS INC	$3,869,340	$727,500 â–²	23.2%	265,934	0.6%	COM NEW
NVCT Nuvectis Pharma	$3,678,000	$3,678,000 â–²	New Holding	200,000	0.6%	Healthcare
PODD Insulet	$3,654,000	$3,654,000 â–²	New Holding	24,000	0.6%	Healthcare
BSX Boston Scientific	$3,414,400	$853,600 â–²	33.3%	80,000	0.5%	Healthcare
SATELLOS BIOSCIENCE INC	$3,014,904		0.0%	387,769	0.5%	COM
ALAMAR BIOSCIENCES INC	$2,979,900	$2,979,900 â–²	New Holding	110,000	0.5%	COMMON STOCK
CNTX Context Therapeutics	$2,768,540		0.0%	4,998,267	0.4%	Healthcare
GILD Gilead Sciences	$2,526,800		0.0%	20,000	0.4%	Healthcare
CRL Charles River Laboratories International	$2,267,900	$2,267,900 â–²	New Holding	10,000	0.4%	Healthcare
PHAT Phathom Pharmaceuticals	$2,170,000	$535,882 â–¼	-19.8%	200,000	0.3%	Healthcare
AVALYN PHARMACEUTICALS INC	$1,975,200	$1,975,200 â–²	New Holding	60,000	0.3%	COM SHS
KAILERA THERAPEUTICS INC	$1,762,400	$1,762,400 â–²	New Holding	80,000	0.3%	COMMON STOCK
GMAB Genmab A/S	$1,373,500		0.0%	50,000	0.2%	Healthcare
NTLA Intellia Therapeutics	$1,269,000		0.0%	75,000	0.2%	Healthcare
CRVS Corvus Pharmaceuticals	$1,195,200	$522,900 â–¼	-30.4%	80,000	0.2%	Healthcare
ODDITY TECH LTD	$1,059,100		0.0%	70,000	0.2%	SHS CL A
SCYNEXIS INC	$1,059,038	$1,059,038 â–²	New Holding	260,206	0.2%	COM
EVOMMUNE INC	$996,750	$996,750 â–²	New Holding	75,000	0.2%	COM SHS
ABT Abbott Laboratories	$907,400	$907,400 â–²	New Holding	10,000	0.1%	Healthcare
BBIO BridgeBio Pharma	$744,800	$744,800 â–²	New Holding	10,000	0.1%	Healthcare
PTON Peloton Interactive	$591,000	$591,000 â–¼	-50.0%	100,000	0.1%	Consumer Discretionary
LEGN Legend Biotech	$433,200	$433,200 â–²	New Holding	15,000	0.1%	Healthcare
BRIDGEBIO ONCOLOGY THERAPEUT	$334,160		0.0%	43,853	0.1%	COM NEW
SVRA Savara	$308,000	$308,000 â–²	New Holding	50,000	0.0%	Healthcare
TRVI Trevi Therapeutics	$124,209		0.0%	6,660	0.0%	Healthcare
IMUX Immunic	$0	$7,436,346 â–¼	-100.0%	0	0.0%	Healthcare
CNC Centene	$0	$2,291,800 â–¼	-100.0%	0	0.0%	Healthcare
SCYX SCYNEXIS	$0	$1,908,674 â–¼	-100.0%	0	0.0%	Healthcare
NTRA Natera	$0	$1,799,910 â–¼	-100.0%	0	0.0%	Healthcare
ICLR Icon	$0	$1,770,560 â–¼	-100.0%	0	0.0%	Healthcare
KVUE Kenvue	$0	$1,724,000 â–¼	-100.0%	0	0.0%	Consumer Staples
HIMS Hims & Hers Health	$0	$1,557,000 â–¼	-100.0%	0	0.0%	Healthcare
RVMD Revolution Medicines	$0	$1,458,750 â–¼	-100.0%	0	0.0%	Healthcare
CORT Corcept Therapeutics	$0	$1,209,300 â–¼	-100.0%	0	0.0%	Healthcare
ABIVAX SA-ADR	$0	$1,113,500 â–¼	-100.0%	0	0.0%	SPONSORED ADS
UNH UnitedHealth Group	$0	$1,028,242 â–¼	-100.0%	0	0.0%	Healthcare
MLTX MoonLake Immunotherapeutics	$0	$932,000 â–¼	-100.0%	0	0.0%	Healthcare
ANTERIS TECHNOLOGIES GLOBAL	$0	$832,500 â–¼	-100.0%	0	0.0%	COM
ABUS Arbutus Biopharma	$0	$562,500 â–¼	-100.0%	0	0.0%	Healthcare
ACAD ACADIA Pharmaceuticals	$0	$288,645 â–¼	-100.0%	0	0.0%	Healthcare

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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