Avidity Partners Management LP
- SEC CIK
- 0001791827
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 93
- No 13F data for Q4 2020
- Portfolio value
- $3.58B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABBVAbbVie Inc. | Stock | 2,077,200 | $224.8M | 6.3% | – | – | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 3,650,500 | $181.5M | 5.1% | – | – | History |
| AVTRAvantor, Inc. | COM | 4,985,100 | $144.2M | 4.0% | – | – | History |
| MDTMedtronic plc | Stock | 1,024,200 | $121.0M | 3.4% | – | – | History |
| ARVNArvinas, Inc. | COM | 1,760,300 | $116.4M | 3.2% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 139,400 | $103.0M | 2.9% | – | – | History |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 2,761,545 | $98.4M | 2.7% | – | – | History |
| CAHCardinal Health Inc | Stock | 1,463,000 | $88.9M | 2.5% | – | – | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 3,846,000 | $86.0M | 2.4% | – | – | History |
| EPIXESSA Pharma Inc. | COM NEW | 2,840,000 | $82.5M | 2.3% | – | – | History |
| MRTXMirati Therapeutics, Inc. | COM | 475,700 | $81.5M | 2.3% | – | – | History |
| SGENSeagen Inc. | COM | 577,900 | $80.2M | 2.2% | – | – | History |
| EXASExact Sciences Corp | COM | 598,000 | $78.8M | 2.2% | – | – | History |
| NUVBNuvation Bio Inc. | COM CL A | 7,521,941 | $78.6M | 2.2% | – | – | History |
| BHVNBiohaven Ltd. | COM | 1,049,800 | $71.8M | 2.0% | – | – | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 310,900 | $66.8M | 1.9% | – | – | History |
| NBPNovaBridge Biosciences | SPONSORED ADS | 1,329,000 | $64.4M | 1.8% | – | – | History |
| ARNAArena Pharmaceuticals Inc | COM NEW | 898,550 | $62.4M | 1.7% | – | – | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 427,969 | $60.4M | 1.7% | – | – | History |
| BHCBausch Health Companies Inc. | Stock | 1,891,300 | $60.0M | 1.7% | – | – | History |
| CTLTCatalent, Inc. | COM | 560,000 | $59.0M | 1.6% | – | – | History |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 1,263,300 | $54.8M | 1.5% | – | – | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 581,000 | $53.5M | 1.5% | – | – | History |
| BPMCBlueprint Medicines Corp | COM | 546,000 | $53.1M | 1.5% | – | – | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 326,000 | $52.2M | 1.5% | – | – | History |
| NBIXNeurocrine Biosciences Inc | Stock | 521,400 | $50.7M | 1.4% | – | – | History |
| BBIOBridgeBio Pharma, Inc. | COM | 815,100 | $50.2M | 1.4% | – | – | History |
| ChemoCentryx, Inc.16383L106 | COM | 940,800 | $48.2M | 1.3% | – | – | – |
| XLRNAcceleron Pharma Inc | COM | 322,800 | $43.8M | 1.2% | – | – | History |
| Trillium Therapeutics Inc.89620X506 | COM NEW | 4,015,000 | $43.1M | 1.2% | – | – | – |
| ABMDAbiomed Inc | COM | 132,500 | $42.2M | 1.2% | – | – | History |
| NTRANatera, Inc. | COM | 395,600 | $40.2M | 1.1% | – | – | History |
| STTKShattuck Labs, Inc. | COM | 1,330,385 | $38.9M | 1.1% | – | – | History |
| INOInovio Pharmaceuticals, Inc. | COM NEW | 4,004,391 | $37.2M | 1.0% | – | – | History |
| KDMNKadmon Holdings, Inc. | COM | 9,544,200 | $37.1M | 1.0% | – | – | History |
| ATECAlphatec Holdings, Inc. | COM NEW | 2,334,000 | $36.9M | 1.0% | – | – | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 1,472,000 | $34.6M | 1.0% | – | – | History |
| DVAXDynavax Technologies Corp | COM NEW | 3,500,000 | $34.4M | 1.0% | – | – | History |
| CICigna Group | Stock | 135,000 | $32.6M | 0.9% | – | – | History |
| ORTXOrchard Therapeutics plc | ADS | 4,317,800 | $31.3M | 0.9% | – | – | History |
| LONALeonaBio, Inc. | COM | 1,677,845 | $30.9M | 0.9% | – | – | History |
| ALDXAldeyra Therapeutics, Inc. | COM | 2,552,000 | $30.3M | 0.8% | – | – | History |
| CGEMCullinan Therapeutics, Inc. | COM | 707,359 | $29.5M | 0.8% | – | – | History |
| HARPHarpoon Therapeutics, Inc. | COM | 1,408,000 | $29.5M | 0.8% | – | – | History |
| ACETAdicet Bio, Inc. | COM | 2,230,000 | $29.2M | 0.8% | – | – | History |
| SHCSotera Health Co | COM | 1,161,000 | $29.0M | 0.8% | – | – | History |
| ORGOOrganogenesis Holdings Inc. | COM | 1,463,403 | $26.7M | 0.7% | – | – | History |
| Bellus Health Inc New07987C204 | COM NEW | 6,797,400 | $26.1M | 0.7% | – | – | – |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 1,330,700 | $24.6M | 0.7% | – | – | History |
| SANASana Biotechnology, Inc. | COM | 732,321 | $24.5M | 0.7% | – | – | History |
| IMCRImmunocore Holdings plc | ADS | 550,000 | $23.4M | 0.7% | – | – | History |
| CRISCuris Inc | COM NEW | 2,053,789 | $23.2M | 0.6% | – | – | History |
| AUPHAurinia Pharmaceuticals Inc. | COM | 1,784,000 | $23.2M | 0.6% | – | – | History |
| CRDFCardiff Oncology, Inc. | COM | 2,447,700 | $22.7M | 0.6% | – | – | History |
| IGMSIGM Biosciences, Inc. | COM | 293,000 | $22.5M | 0.6% | – | – | History |
| BOLTBolt Biotherapeutics, Inc. | COM | 654,294 | $21.5M | 0.6% | – | – | History |
| CMRXChimerix Inc | COM | 2,230,000 | $21.5M | 0.6% | – | – | History |
| GRTSGritstone bio, Inc. | COM | 2,122,064 | $20.0M | 0.6% | – | – | History |
| BVSBioventus Inc. | COM CL A | 1,254,333 | $19.2M | 0.5% | – | – | History |
| SGTXSigilon Therapeutics, Inc. | COM | 850,968 | $19.0M | 0.5% | – | – | History |
| SIBNSI-BONE, Inc. | COM | 577,570 | $18.4M | 0.5% | – | – | History |
| COLLCollegium Pharmaceutical, Inc | COM | 740,000 | $17.5M | 0.5% | – | – | History |
| ONCSOncosec Medical Inc | COM | 3,470,000 | $16.6M | 0.5% | – | – | History |
| ALPNAlpine Immune Sciences, Inc. | COM | 1,511,000 | $16.0M | 0.4% | – | – | History |
| PHASPhaseBio Pharmaceuticals Inc | COM | 4,285,000 | $14.8M | 0.4% | – | – | History |
| KZRKezar Life Sciences, Inc. | COM | 1,907,081 | $11.4M | 0.3% | – | – | History |
| PHVSPharvaris N.V. | COM | 400,000 | $11.2M | 0.3% | – | – | History |
| ADMSAdamas Pharmaceuticals Inc | COM | 2,200,200 | $10.6M | 0.3% | – | – | History |
| Affimed N VN01045108 | COM | 1,296,000 | $10.3M | 0.3% | – | – | – |
| MRUSMerus N.V. | COM | 487,000 | $10.2M | 0.3% | – | – | History |
| SCYXScynexis Inc | COM NEW | 1,263,769 | $10.0M | 0.3% | – | – | History |
| TILInstil Bio, Inc. | COM | 400,000 | $10.0M | 0.3% | – | – | History |
| IMTXImmatics N.V. | SHS | 884,600 | $9.92M | 0.3% | – | – | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 400,000 | $8.80M | 0.2% | – | – | History |
| EVLOEvelo Biosciences, Inc. | COM | 800,000 | $8.56M | 0.2% | – | – | History |
| CM Life Sciences Inc18978W109 | COM CL A | 550,000 | $8.19M | 0.2% | – | – | – |
| Vesper Healthcare Acqstn Cor92538T203 | UNIT 99/99/9999 | 600,000 | $6.93M | 0.2% | – | – | – |
| Arya Sciences Acquisition CoG3166W106 | COM CL A | 500,000 | $6.89M | 0.2% | – | – | – |
| ARGXArgenx SE | SPONSORED ADR | 20,000 | $5.51M | 0.2% | – | – | History |
| BCLS Acquisition CorpG0904B105 | COM CL A | 500,000 | $5.29M | 0.1% | – | – | – |
| ARYDARYA Sciences Acquisition Corp IV | CL A | 500,000 | $5.24M | 0.1% | – | – | History |
| Medicus Sciences AcquisitionG5960S116 | UNIT 99/99/9999 | 520,000 | $5.12M | 0.1% | – | – | – |
| HYPRHyperfine, Inc. | CL A SHS | 500,000 | $5.00M | 0.1% | – | – | History |
| OBIOOrchestra BioMed Holdings, Inc. | ORD SHS | 400,000 | $4.48M | 0.1% | – | – | History |
| CM Life Sciences II Inc125842203 | UNIT 02/25/2028 | 336,700 | $4.31M | 0.1% | – | – | – |
| MLTXMoonLake Immunotherapeutics | COM CL A | 400,000 | $4.08M | 0.1% | – | – | History |
| SNCEScience 37 Holdings, Inc. | COM | 400,000 | $4.06M | 0.1% | – | – | History |
| COGTCogent Biosciences, Inc. | COM | 417,710 | $3.67M | 0.1% | – | – | History |
| BCTG Acquisition Corp05492W103 | COM | 300,000 | $3.34M | 0.1% | – | – | – |
| EYPTEyePoint, Inc. | COM NEW | 232,504 | $2.36M | 0.1% | – | – | History |
| ANNXAnnexon, Inc. | COM | 70,000 | $1.95M | 0.1% | – | – | History |
| AMWLAmerican Well Corp | CL A | 70,250 | $1.22M | <0.1% | – | – | History |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 99,999 | $267.0K | <0.1% | – | – | – |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| Biohaven Pharmactl Hldg Co LG11196905 | CALL | – | $35.8M |