Funds › Avidity Partners Management LP
Avidity Partners Management LP
13F for Q2 2026, filed Aug 14, 2026. 45 positions worth $624.4M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$624.4M
−$311.3M (33.3%) vs Q1 2026
Positions
45
52 in Q1 2026
Top 10 share
81.9%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | DNTH Dianthus Therapeutics, Inc. | 2.10M | $205.1M | 32.8% | -50.0% | 13F ↗ |
| 2 | CGON CG Oncology, Inc. | 1.40M | $99.4M | 15.9% | +8.5% | 13F ↗ |
| 3 | ORKA Oruka Therapeutics, Inc. | 760,424 | $72.4M | 11.6% | -50.0% | 13F ↗ |
| 4 | JBIO Jade Biosciences, Inc. | 1.70M | $37.8M | 6.1% | -39.3% | 13F ↗ |
| 5 | ELVN Enliven Therapeutics, Inc. | 550,000 | $27.9M | 4.5% | -31.3% | 13F ↗ |
| 6 | CATX Perspective Therapeutics, Inc. | 6.30M | $21.5M | 3.4% | -47.9% | 13F ↗ |
| 7 | AKTS Aktis Oncology, Inc. | 484,200 | $15.6M | 2.5% | -48.3% | 13F ↗ |
| 8 | PVLA Palvella Therapeutics, Inc. | 70,000 | $10.7M | 1.7% | -50.0% | 13F ↗ |
| 9 | MOBI Mobia Medical, Inc. | 798,282 | $10.7M | 1.7% | New | 13F ↗ |
| 10 | RGEN Repligen Corporation | 77,800 | $10.6M | 1.7% | -50.0% | 13F ↗ |
| 11 | IMUX Immunic, Inc. | 669,941 | $10.3M | 1.6% | New | 13F ↗ |
| 12 | SENS Senseonics Holdings, Inc. | 1.60M | $9.1M | 1.5% | New | 13F ↗ |
| 13 | KPTI Karyopharm Therapeutics Inc. | 924,487 | $9.0M | 1.4% | -0.3% | 13F ↗ |
| 14 | Teva Pharmaceutical Industries Ltd ADR | 200,000 | $6.8M | 1.1% | -69.2% | 13F ↗ |
| 15 | DXCM DexCom, Inc. | 100,000 | $6.7M | 1.1% | -47.4% | 13F ↗ |
| 16 | TEM Tempus AI, Inc. | 105,000 | $6.1M | 1.0% | +16.7% | 13F ↗ |
| 17 | MDT Medtronic plc. | 70,000 | $5.5M | 0.9% | -65.0% | 13F ↗ |
| 18 | VIR Vir Biotechnology, Inc. | 519,300 | $5.3M | 0.8% | -66.9% | 13F ↗ |
| 19 | GPCR Structure Therapeutics Inc. | 98,000 | $5.3M | 0.8% | +25.6% | 13F ↗ |
| 20 | EHC Encompass Health Corporation | 42,000 | $4.2M | 0.7% | -50.0% | 13F ↗ |
| 21 | TENX Tenax Therapeutics, Inc. | 265,934 | $3.9M | 0.6% | -44.8% | 13F ↗ |
| 22 | NVCT Nuvectis Pharma, Inc. | 200,000 | $3.7M | 0.6% | New | 13F ↗ |
| 23 | PODD Insulet Corporation | 24,000 | $3.7M | 0.6% | +140% | 13F ↗ |
| 24 | BSX Boston Scientific Corporation | 80,000 | $3.4M | 0.5% | -33.3% | 13F ↗ |
| 25 | MSLE Satellos Bioscience Inc. | 387,769 | $3.0M | 0.5% | -50.0% | 13F ↗ |
| 26 | ALMR Alamar Biosciences, Inc. | 110,000 | $3.0M | 0.5% | New | 13F ↗ |
| 27 | CNTX Context Therapeutics Inc. | 5.00M | $2.8M | 0.4% | -50.0% | 13F ↗ |
| 28 | GILD Gilead Sciences, Inc. | 20,000 | $2.5M | 0.4% | -50.0% | 13F ↗ |
| 29 | CRL Charles River Laboratories International, Inc. | 10,000 | $2.3M | 0.4% | Unchanged | 13F ↗ |
| 30 | PHAT Phathom Pharmaceuticals, Inc. | 200,000 | $2.2M | 0.3% | -59.9% | 13F ↗ |
| 31 | AVLN Avalyn Pharma Inc. | 60,000 | $2.0M | 0.3% | New | 13F ↗ |
| 32 | KLRA Kailera Therapeutics, Inc. | 80,000 | $1.8M | 0.3% | New | 13F ↗ |
| 33 | GMAB Genmab A/S · ADR | 50,000 | $1.4M | 0.2% | -50.0% | 13F ↗ |
| 34 | NTLA Intellia Therapeutics, Inc. | 75,000 | $1.3M | 0.2% | -50.0% | 13F ↗ |
| 35 | CRVS Corvus Pharmaceuticals, Inc. | 80,000 | $1.2M | 0.2% | -65.2% | 13F ↗ |
| 36 | ODD ODDITY Tech Ltd. | 70,000 | $1.1M | 0.2% | -50.0% | 13F ↗ |
| 37 | SCYX SCYNEXIS, Inc. | 260,206 | $1.1M | 0.2% | New | 13F ↗ |
| 38 | EVMN Evommune, Inc. | 75,000 | $996.8K | 0.2% | New | 13F ↗ |
| 39 | ABT Abbott Laboratories | 10,000 | $907.4K | 0.1% | Unchanged | 13F ↗ |
| 40 | BBIO BridgeBio Pharma, Inc. | 10,000 | $744.8K | 0.1% | Unchanged | 13F ↗ |
| 41 | PTON Peloton Interactive, Inc. | 100,000 | $591.0K | 0.1% | -75.0% | 13F ↗ |
| 42 | LEGN Legend Biotech Corporation · ADR | 15,000 | $433.2K | 0.1% | Unchanged | 13F ↗ |
| 43 | BBOT BridgeBio Oncology Therapeutics, Inc. | 43,853 | $334.2K | 0.1% | -50.0% | 13F ↗ |
| 44 | SVRA Savara, Inc. | 50,000 | $308.0K | <0.1% | Unchanged | 13F ↗ |
| 45 | TRVI Trevi Therapeutics, Inc. | 6,660 | $124.2K | <0.1% | -50.0% | 13F ↗ |
Changes since Q1 2026
9 new, 4 added to, 27 trimmed, 16 exited, 5 unchanged. By estimated dollars.
New positions (9)
| MOBI Mobia Medical, Inc. | 798,282 | New | $10.7M |
| IMUX Immunic, Inc. | 669,941 | New | $10.3M |
| SENS Senseonics Holdings, Inc. | 1.60M | New | $9.1M |
| NVCT Nuvectis Pharma, Inc. | 200,000 | New | $3.7M |
| ALMR Alamar Biosciences, Inc. | 110,000 | New | $3.0M |
| AVLN Avalyn Pharma Inc. | 60,000 | New | $2.0M |
| KLRA Kailera Therapeutics, Inc. | 80,000 | New | $1.8M |
| SCYX SCYNEXIS, Inc. | 260,206 | New | $1.1M |
| EVMN Evommune, Inc. | 75,000 | New | $996.8K |
Added to (4)
Trimmed (27)
| DNTH Dianthus Therapeutics, Inc. | 2.10M | -50.0% | -$205.1M |
| ORKA Oruka Therapeutics, Inc. | 760,424 | -50.0% | -$72.4M |
| JBIO Jade Biosciences, Inc. | 1.70M | -39.3% | -$24.5M |
| CATX Perspective Therapeutics, Inc. | 6.30M | -47.9% | -$19.8M |
| Teva Pharmaceutical Industries Ltd ADR | 200,000 | -69.2% | -$15.2M |
| AKTS Aktis Oncology, Inc. | 484,200 | -48.3% | -$14.6M |
| ELVN Enliven Therapeutics, Inc. | 550,000 | -31.3% | -$12.7M |
| VIR Vir Biotechnology, Inc. | 519,300 | -66.9% | -$10.7M |
| PVLA Palvella Therapeutics, Inc. | 70,000 | -50.0% | -$10.7M |
| RGEN Repligen Corporation | 77,800 | -50.0% | -$10.6M |
Exited (16)
| Immunic Inc | 7.37M | Exited | -$13.9M |
| HUM Humana Inc. | 25,000 | Exited | -$5.9M |
| Scynexis Inc | 4.16M | Exited | -$3.8M |
| ICLR ICON plc | 32,000 | Exited | -$3.7M |
| NTRA Natera, Inc. | 18,000 | Exited | -$3.7M |
| HIMS Hims & Hers Health, Inc. | 125,000 | Exited | -$2.9M |
| CORT Corcept Therapeutics Incorporated | 60,000 | Exited | -$2.6M |
| CNC Centene Corporation | 70,000 | Exited | -$2.3M |
| AVR Anteris Technologies Global Corp. | 300,000 | Exited | -$1.8M |
| MLTX MoonLake Immunotherapeutics | 100,000 | Exited | -$1.8M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 13F-HR | 45 | $624.4M | Current | SEC ↗ |
| Q1 2026 | May 28, 2026 | 13F-HR/A (new holdings) | 45 | $493.8M | Current | SEC ↗ |
| Q1 2026 | May 13, 2026 | 13F-HR | 46 | $441.9M | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 39 | $346.7M | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 43 | $439.4M | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 56 | $502.0M | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 67 | $524.7M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer