Avidity Partners Management LP

Est. AUM

$441.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIANTHUS THERAPEUTICS INC	COM	$184.7M	2104184	41.81%	SOLE
2	ORUKA THERAPEUTICS INC	COM	$52.0M	760424	11.77%	SOLE
3	JADE BIOSCIENCES INC	COM NEW	$34.2M	1400708	7.73%	SOLE
4	PERSPECTIVE THERAPEUTICS INC	COM NEW	$23.6M	6049999	5.34%	SOLE
5	ENLIVEN THERAPEUTICS INC	COM	$16.5M	400000	3.73%	SOLE
6	CONTEXT THERAPEUTICS INC	COM	$11.8M	4998267	2.67%	SOLE
7	REPLIGEN CORP	COM	$9.2M	77800	2.08%	SOLE
8	PALVELLA THERAPEUTICS INC NE	COM	$9.0M	70000	2.03%	SOLE
9	AKTIS ONCOLOGY INC	COM	$8.8M	468566	1.99%	SOLE
10	MEDTRONIC PLC	SHS	$8.1M	100000	1.83%	SOLE
11	TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$7.0M	200000	1.59%	SOLE
12	IMMUNIC INC	COM	$6.4M	669941	1.46%	SOLE
13	VIR BIOTECHNOLOGY INC	COM	$6.3M	619300	1.43%	SOLE
14	DEXCOM INC	COM	$6.0M	100000	1.35%	SOLE
15	HUMANA INC	COM	$5.9M	25000	1.34%	SOLE
16	ENCOMPASS HEALTH CORP	COM	$4.2M	42000	0.95%	SOLE
17	KARYOPHARM THERAPEUTICS INC	COM NEW	$3.9M	463741	0.87%	SOLE
18	TEMPUS AI INC	CL A	$3.6M	65000	0.82%	SOLE
19	TENAX THERAPEUTICS INC	COM NEW	$3.5M	265934	0.79%	SOLE
20	BOSTON SCIENTIFIC CORP	COM	$3.5M	60000	0.78%	SOLE
21	SATELLOS BIOSCIENCE INC	COM	$3.1M	387769	0.70%	SOLE
22	PHATHOM PHARMACEUTICALS INC	COM	$2.8M	249390	0.63%	SOLE
23	GILEAD SCIENCES INC	COM	$2.6M	20000	0.59%	SOLE
24	STRUCTURE THERAPEUTICS INC	SPONSORED ADS	$2.0M	48000	0.45%	SOLE
25	SCYNEXIS INC	COM NEW	$1.9M	2081660	0.44%	SOLE
26	ICON PLC	SHS	$1.9M	16000	0.43%	SOLE
27	NATERA INC	COM	$1.9M	9000	0.42%	SOLE
28	CORVUS PHARMACEUTICALS INC	COM	$1.7M	115000	0.40%	SOLE
29	INSULET CORP	COM	$1.7M	10000	0.39%	SOLE
30	CHARLES RIV LABS INTL INC	COM	$1.7M	10000	0.38%	SOLE
31	CORCEPT THERAPEUTICS INC	COM	$1.4M	30000	0.32%	SOLE
32	HIMS & HERS HEALTH INC	COM CL A	$1.4M	50000	0.31%	SOLE
33	GENMAB A/S	SPONSORED ADS	$1.3M	50000	0.30%	SOLE
34	PELOTON INTERACTIVE INC	CL A COM	$1.1M	200000	0.25%	SOLE
35	INTELLIA THERAPEUTICS INC	COM	$1.0M	75000	0.23%	SOLE
36	ODDITY TECH LTD	SHS CL A	$1.0M	70000	0.23%	SOLE
37	ANTERIS TECHNOLOGIES GLOBAL	COM	$923K	150000	0.21%	SOLE
38	ABBOTT LABORATORIES	COM	$908K	10000	0.21%	SOLE
39	MOONLAKE IMMUNOTHERAPEUTICS	CLASS A ORD	$819K	50000	0.19%	SOLE
40	BRIDGEBIO PHARMA INC	COM	$711K	10000	0.16%	SOLE
41	ARBUTUS BIOPHARMA CORP	COM	$525K	125000	0.12%	SOLE
42	BRIDGEBIO ONCOLOGY THERAPEUT	COM NEW	$369K	43853	0.08%	SOLE
43	LEGEND BIOTECH CORP	SPONSORED ADS	$353K	15000	0.08%	SOLE
44	ACADIA PHARMACEUTICALS INC	COM	$291K	12967	0.07%	SOLE
45	SAVARA INC	COM	$262K	50000	0.06%	SOLE
46	TREVI THERAPEUTICS INC	COM	$92K	6660	0.02%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.