Avidity Partners Management Lp Top Holdings and 13F Report (2026) About Avidity Partners Management LpInvestment ActivityAvidity Partners Management Lp has $441.89 million in total holdings as of March 31, 2026.Avidity Partners Management Lp owns shares of 46 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 22.48% of the portfolio was purchased this quarter.About 41.89% of the portfolio was sold this quarter.This quarter, Avidity Partners Management Lp has purchased 39 new stocks and bought additional shares in 9 stocks.Avidity Partners Management Lp sold shares of 9 stocks and completely divested from 18 stocks this quarter.Largest Holdings DIANTHUS THERAPEUTICS INC $184,747,355ORUKA THERAPEUTICS INC $52,020,606JADE BIOSCIENCES INC $34,177,275PERSPECTIVE THERAPEUTICS INC $23,594,996Enliven Therapeutics $16,492,000 Largest New Holdings this Quarter 01021M104 - AKTIS ONCOLOGY INC $8,785,613 Holding92764N102 - Vir Biotechnology $6,326,150 Holding252131107 - DexCom $5,955,000 Holding444859102 - Humana $5,911,000 Holding88023B103 - TEMPUS AI INC $3,606,200 Holding Largest Purchases this Quarter PERSPECTIVE THERAPEUTICS INC 2,839,266 shares (about $11.07M)Enliven Therapeutics 259,700 shares (about $10.71M)AKTIS ONCOLOGY INC 468,566 shares (about $8.79M)ORUKA THERAPEUTICS INC 100,000 shares (about $6.84M)PALVELLA THERAPEUTICS INC NE 50,700 shares (about $6.51M) Largest Sales this Quarter Immunic 4,029,470 shares (about $38.76M)Teva Pharmaceutical Industries 217,300 shares (about $7.62M)Boston Scientific 54,500 shares (about $3.14M)ACADIA Pharmaceuticals 93,933 shares (about $2.11M)Icon 17,100 shares (about $2.02M) 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 PortfolioSectorDIANTHUS THERAPEUTICS INC$184,747,3550.0%2,104,18441.8%COMORUKA THERAPEUTICS INC$52,020,606$6,841,000 â–²15.1%760,42411.8%COMJADE BIOSCIENCES INC$34,177,2750.0%1,400,7087.7%COM NEWPERSPECTIVE THERAPEUTICS INC$23,594,996$11,073,137 â–²88.4%6,049,9995.3%COM NEWELVNEnliven Therapeutics$16,492,000$10,707,431 â–²185.1%400,0003.7%MedicalCNTXContext Therapeutics$11,795,910$1,195,548 â–¼-9.2%4,998,2672.7%MedicalRGENRepligen$9,204,518$3,253,525 â–²54.7%77,8002.1%MedicalPALVELLA THERAPEUTICS INC NE$8,982,400$6,505,824 â–²262.7%70,0002.0%COMAKTIS ONCOLOGY INC$8,785,613$8,785,613 â–²New Holding468,5662.0%COMMDTMedtronic$8,097,000$615,372 â–¼-7.1%100,0001.8%MedicalTEVATeva Pharmaceutical Industries$7,014,000$7,620,711 â–¼-52.1%200,0001.6%MedicalIMUXImmunic$6,444,832$38,763,499 â–¼-85.7%669,9411.5%MedicalVIRVir Biotechnology$6,326,150$6,326,150 â–²New Holding619,3001.4%MedicalDXCMDexCom$5,955,000$5,955,000 â–²New Holding100,0001.3%MedicalHUMHumana$5,911,000$5,911,000 â–²New Holding25,0001.3%MedicalEHCEncompass Health$4,200,000$1,040,000 â–²32.9%42,0001.0%MedicalKARYOPHARM THERAPEUTICS INC$3,853,688$2,735,444 â–²244.6%463,7410.9%COM NEWTEMPUS AI INC$3,606,200$3,606,200 â–²New Holding65,0000.8%CL ATENAX THERAPEUTICS INC$3,486,395$3,486,395 â–²New Holding265,9340.8%COM NEWBSXBoston Scientific$3,456,600$3,139,745 â–¼-47.6%60,0000.8%MedicalSATELLOS BIOSCIENCE INC$3,082,764$3,082,764 â–²New Holding387,7690.7%COMPHATPhathom Pharmaceuticals$2,793,168$485,117 â–²21.0%249,3900.6%MedicalGILDGilead Sciences$2,616,800$2,616,800 â–²New Holding20,0000.6%MedicalGPCRStructure Therapeutics$1,989,600$1,989,600 â–²New Holding48,0000.5%MedicalSCYXSCYNEXIS$1,935,9440.0%2,081,6600.4%MedicalICLRIcon$1,893,280$2,023,443 â–¼-51.7%16,0000.4%MedicalNTRANatera$1,855,440$577,248 â–¼-23.7%9,0000.4%MedicalCRVSCorvus Pharmaceuticals$1,746,850$1,746,850 â–²New Holding115,0000.4%MedicalPODDInsulet$1,721,400$1,721,400 â–²New Holding10,0000.4%MedicalCRLCharles River Laboratories International$1,669,700$1,669,700 â–²New Holding10,0000.4%MedicalCORTCorcept Therapeutics$1,395,600$372,160 â–²36.4%30,0000.3%MedicalHIMSHims & Hers Health$1,358,500$1,358,500 â–²New Holding50,0000.3%MedicalGMABGenmab A/S$1,326,000$1,113,840 â–¼-45.7%50,0000.3%MedicalPTONPeloton Interactive$1,090,000$1,090,000 â–²New Holding200,0000.2%Consumer DiscretionaryNTLAIntellia Therapeutics$1,011,000$1,011,000 â–²New Holding75,0000.2%MedicalODDITY TECH LTD$1,002,400$1,002,400 â–²New Holding70,0000.2%SHS CL AANTERIS TECHNOLOGIES GLOBAL$922,500$922,500 â–²New Holding150,0000.2%COMABTAbbott Laboratories$907,900$907,900 â–²New Holding10,0000.2%MedicalMLTXMoonLake Immunotherapeutics$819,000$819,000 â–²New Holding50,0000.2%MedicalBBIOBridgeBio Pharma$711,100$711,100 â–²New Holding10,0000.2%MedicalABUSArbutus Biopharma$525,000$525,000 â–²New Holding125,0000.1%MedicalBRIDGEBIO ONCOLOGY THERAPEUT$368,804$368,804 â–²New Holding43,8530.1%COM NEWLEGNLegend Biotech$352,800$352,800 â–²New Holding15,0000.1%MedicalACADACADIA Pharmaceuticals$291,109$2,108,795 â–¼-87.9%12,9670.1%MedicalSVRASavara$262,000$262,000 â–²New Holding50,0000.1%MedicalTRVITrevi Therapeutics$91,642$91,642 â–²New Holding6,6600.0%MedicalCG ONCOLOGY INC$0$61,146,462 â–¼-100.0%00.0%COMALNYAlnylam Pharmaceuticals$0$8,350,650 â–¼-100.0%00.0%MedicalMCKMcKesson$0$7,809,161 â–¼-100.0%00.0%MedicalAAgilent Technologies$0$5,646,905 â–¼-100.0%00.0%MedicalPFEPfizer$0$5,069,640 â–¼-100.0%00.0%MedicalCNCCentene$0$4,913,310 â–¼-100.0%00.0%MedicalKVUEKenvue$0$4,015,800 â–¼-100.0%00.0%Consumer StaplesDHRDanaher$0$3,891,640 â–¼-100.0%00.0%MedicalTMOThermo Fisher Scientific$0$3,882,315 â–¼-100.0%00.0%MedicalNVONovo Nordisk A/S$0$3,424,224 â–¼-100.0%00.0%MedicalCICigna Group$0$3,192,668 â–¼-100.0%00.0%MedicalCORCencora$0$3,174,850 â–¼-100.0%00.0%MedicalINSMInsmed$0$3,080,508 â–¼-100.0%00.0%MedicalWATWaters$0$3,076,623 â–¼-100.0%00.0%MedicalACHCAcadia Healthcare$0$2,398,110 â–¼-100.0%00.0%MedicalITGRInteger$0$2,337,214 â–¼-100.0%00.0%MedicalHQYHealthEquity$0$1,548,209 â–¼-100.0%00.0%MedicalIQVIQVIA$0$991,804 â–¼-100.0%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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