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Livermore
Livermore
ZHEN

Avidity Partners Management LP

SEC CIK
0001791827
Latest filing
Aug 14, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
112
+19 vs. Q1 2021
Portfolio value
$3.70B
+$115.8M (+3.2%) vs. Q1 2021
Filed
Aug 16, 2021
SEC
Holdings of Avidity Partners Management LP in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
VRTXVertex Pharmaceuticals IncStock950,000$191.5M5.2%+639,100+205.6%AddedHistory
ABBVAbbVie Inc.Stock1,484,400$167.2M4.5%−592,800−28.5%ReducedHistory
ARVNArvinas, Inc.COM1,854,000$142.8M3.9%+93,700+5.3%AddedHistory
LLYEli Lilly & CoStock565,500$129.8M3.5%+565,500NewHistory
MRVIMaravai Lifesciences Holdings, Inc.COM CL A2,963,545$123.7M3.3%+202,000+7.3%AddedHistory
MRTXMirati Therapeutics, Inc.COM753,000$121.6M3.3%+277,300+58.3%AddedHistory
ZNTLZentalis Pharmaceuticals, Inc.COM2,160,000$114.9M3.1%+896,700+71.0%AddedHistory
AVTRAvantor, Inc.COM3,180,000$112.9M3.1%−1,805,100−36.2%ReducedHistory
SGENSeagen Inc.COM640,000$101.0M2.7%+62,100+10.7%AddedHistory
BHVNBiohaven Ltd.COM882,500$85.7M2.3%−167,300−15.9%ReducedHistory
HOLXHologic IncCOM1,208,800$80.7M2.2%+1,208,800NewHistory
SNDXSyndax Pharmaceuticals IncCOM4,615,000$79.2M2.1%+769,000+20.0%AddedHistory
EPIXESSA Pharma Inc.COM NEW2,750,000$78.6M2.1%−90,000−3.2%ReducedHistory
EXASExact Sciences CorpCOM590,000$73.3M2.0%−8,000−1.3%ReducedHistory
MDTMedtronic plcStock535,000$66.4M1.8%−489,200−47.8%ReducedHistory
NBIXNeurocrine Biosciences IncStock681,000$66.3M1.8%+159,600+30.6%AddedHistory
NUVBNuvation Bio Inc.COM CL A6,966,376$64.9M1.8%−555,565−7.4%ReducedHistory
ARNAArena Pharmaceuticals IncCOM NEW943,000$64.3M1.7%+44,450+4.9%AddedHistory
BIIBBiogen Inc.COM183,900$63.7M1.7%+183,900NewHistory
NEONeogenomics IncCOM NEW1,367,000$61.7M1.7%+1,367,000NewHistory
NTLAIntellia Therapeutics, Inc.COM380,000$61.5M1.7%+380,000NewHistory
NBPNovaBridge BiosciencesSPONSORED ADS729,000$61.2M1.7%−600,000−45.1%ReducedHistory
CTLTCatalent, Inc.COM540,000$58.4M1.6%−20,000−3.6%ReducedHistory
STTKShattuck Labs, Inc.COM1,940,200$56.2M1.5%+609,815+45.8%AddedHistory
CNCCentene CorpStock751,200$54.8M1.5%+751,200NewHistory
HZNPHorizon Therapeutics Public Ltd CoSHS568,000$53.2M1.4%−13,000−2.2%ReducedHistory
BPMCBlueprint Medicines CorpCOM563,200$49.5M1.3%+17,200+3.2%AddedHistory
NTRANatera, Inc.COM436,000$49.5M1.3%+40,400+10.2%AddedHistory
SHCSotera Health CoCOM1,910,000$46.3M1.3%+749,000+64.5%AddedHistory
XLRNAcceleron Pharma IncCOM358,500$45.0M1.2%+35,700+11.1%AddedHistory
IDYAIDEAYA Biosciences, Inc.COM2,070,000$43.4M1.2%+598,000+40.6%AddedHistory
UTHRUnited Therapeutics CorpCOM236,400$42.4M1.1%+236,400NewHistory
BBIOBridgeBio Pharma, Inc.COM673,400$41.0M1.1%−141,700−17.4%ReducedHistory
ATECAlphatec Holdings, Inc.COM NEW2,621,000$40.2M1.1%+287,000+12.3%AddedHistory
Trillium Therapeutics Inc.89620X506COM NEW4,105,000$39.8M1.1%+90,000+2.2%Added–
CYTCyteir Therapeutics, Inc.COM1,808,394$38.7M1.0%+1,808,394NewHistory
CMPSCOMPASS Pathways plcSPONSORED ADS1,000,000$38.1M1.0%+1,000,000NewHistory
CAHCardinal Health IncStock654,200$37.3M1.0%−808,800−55.3%ReducedHistory
KDMNKadmon Holdings, Inc.COM9,294,600$36.0M1.0%−249,600−2.6%ReducedHistory
DVAXDynavax Technologies CorpCOM NEW3,400,000$33.5M0.9%−100,000−2.9%ReducedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM195,000$33.1M0.9%−232,969−54.4%ReducedHistory
INSMINSMED IncCOM PAR $.011,150,050$32.7M0.9%+1,150,050NewHistory
SPNESeaSpine Holdings CorpCOM1,524,998$31.3M0.8%+1,524,998NewHistory
LFSTLifeStance Health Group, Inc.COM1,100,000$30.6M0.8%+1,100,000NewHistory
IPSCCentury Therapeutics, Inc.COM1,003,522$29.4M0.8%+1,003,522NewHistory
LEGNLegend Biotech CorpSPONSORED ADS625,000$25.7M0.7%+625,000NewHistory
IMCRImmunocore Holdings plcADS601,000$23.5M0.6%+51,000+9.3%AddedHistory
ACETAdicet Bio, Inc.COM2,250,500$23.2M0.6%+20,500+0.9%AddedHistory
ACADAcadia Pharmaceuticals IncCOM940,000$22.9M0.6%+940,000NewHistory
LENZLENZ Therapeutics, Inc.COM735,500$22.6M0.6%+735,500NewHistory
HARPHarpoon Therapeutics, Inc.COM1,500,000$20.8M0.6%+92,000+6.5%AddedHistory
PATHUiPath, Inc.Stock300,000$20.4M0.6%+300,000NewHistory
GRTSGritstone bio, Inc.COM2,122,064$19.4M0.5%00.0%UnchangedHistory
SIBNSI-BONE, Inc.COM575,000$18.1M0.5%−2,570−0.4%ReducedHistory
ZLABZai Lab LtdADR100,000$17.7M0.5%+100,000NewHistory
ORTXOrchard Therapeutics plcADS3,781,798$16.6M0.4%−536,002−12.4%ReducedHistory
ALDXAldeyra Therapeutics, Inc.COM1,450,000$16.4M0.4%−1,102,000−43.2%ReducedHistory
PHASPhaseBio Pharmaceuticals IncCOM4,315,000$16.1M0.4%+30,000+0.7%AddedHistory
SYNHSyneos Health, Inc.CL A175,000$15.7M0.4%+175,000NewHistory
SANASana Biotechnology, Inc.COM778,597$15.3M0.4%+46,276+6.3%AddedHistory
SCYXScynexis IncCOM NEW2,060,000$15.2M0.4%+796,231+63.0%AddedHistory
ALPNAlpine Immune Sciences, Inc.COM1,495,000$13.5M0.4%−16,000−1.1%ReducedHistory
Bellus Health Inc New07987C204COM NEW4,250,000$13.2M0.4%−2,547,400−37.5%Reduced–
ACIUAC Immune SASHS1,584,000$12.6M0.3%+1,584,000NewHistory
GHRSGH Research PLCORDINARY SHARES560,000$12.2M0.3%+560,000NewHistory
NAUTNautilus Biotechnology, Inc.COM1,125,000$11.4M0.3%+1,125,000NewHistory
HOWLWerewolf Therapeutics, Inc.COM650,265$11.3M0.3%+650,265NewHistory
ZETAZeta Global Holdings Corp.CL A1,300,000$10.9M0.3%+1,300,000NewHistory
CMAXCareMax, Inc.COM CL A817,402$10.5M0.3%+817,402NewHistory
PRTAProthena Corp Public Ltd CoSHS182,000$9.36M0.3%+182,000NewHistory
CRDFCardiff Oncology, Inc.COM1,395,000$9.28M0.3%−1,052,700−43.0%ReducedHistory
MNDYmonday.com Ltd.SHS40,000$8.94M0.2%+40,000NewHistory
ISEEIVERIC bio, Inc.COM1,400,010$8.83M0.2%+1,400,010NewHistory
DOCSDoximity, Inc.CL A150,000$8.73M0.2%+150,000NewHistory
ARWRArrowhead Pharmaceuticals, Inc.COM104,000$8.61M0.2%+104,000NewHistory
SSentinelOne, Inc.CL A200,000$8.50M0.2%+200,000NewHistory
ESPREsperion Therapeutics, Inc.COM400,000$8.46M0.2%+400,000NewHistory
ONCSOncosec Medical IncCOM2,800,000$7.87M0.2%−670,000−19.3%ReducedHistory
TILInstil Bio, Inc.COM400,000$7.73M0.2%00.0%UnchangedHistory
VIRVir Biotechnology, Inc.COM162,000$7.66M0.2%+162,000NewHistory
PHVSPharvaris N.V.COM400,000$7.45M0.2%00.0%UnchangedHistory
CM Life Sciences Inc18978W109COM CL A525,000$7.36M0.2%−25,000−4.5%Reduced–
GLUEMonte Rosa Therapeutics, Inc.COM300,000$6.81M0.2%+300,000NewHistory
DNLIDenali Therapeutics Inc.COM86,100$6.75M0.2%+86,100NewHistory
ATAIAtai Beckley N.V.SHS350,987$6.49M0.2%+350,987NewHistory
TRMLTourmaline Bio, Inc.COM436,363$6.41M0.2%+436,363NewHistory
ARYDARYA Sciences Acquisition Corp IVCL A500,000$5.36M0.1%00.0%UnchangedHistory
BCLS Acquisition CorpG0904B105COM CL A500,000$5.26M0.1%00.0%Unchanged–
Medicus Sciences AcquisitionG5960S108CL A SHS520,000$5.02M0.1%+520,000New–
FIGSFIGS, Inc.CL A100,000$5.01M0.1%+100,000NewHistory
Panacea Acquisition Corp. IIG6882C106CL A SHS500,000$5.01M0.1%+500,000New–
Dynamics Special Purpose Cor268010105CLASS A COM500,000$4.97M0.1%+500,000New–
HYPRHyperfine, Inc.CL A SHS500,000$4.92M0.1%00.0%UnchangedHistory
CELCCelcuity Inc.COM200,000$4.80M0.1%+200,000NewHistory
CFLTConfluent, Inc.CLASS A COM100,000$4.75M0.1%+100,000NewHistory
CM Life Sciences II Inc125842203UNIT 02/25/2028330,000$4.44M0.1%−6,700−2.0%Reduced–
Walkme LtdM97628107ORD SHS150,000$4.39M0.1%+150,000New–
MLTXMoonLake ImmunotherapeuticsCOM CL A400,000$4.14M0.1%00.0%UnchangedHistory
OBIOOrchestra BioMed Holdings, Inc.ORD SHS400,000$4.08M0.1%00.0%UnchangedHistory
SNCEScience 37 Holdings, Inc.COM400,000$4.00M0.1%00.0%UnchangedHistory

Sold out since Q1 2021 (35)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Avidity Partners Management LP sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
AZNAstraZeneca PLCSPONSORED ADR3,650,500$181.5M5.1%History
ISRGIntuitive Surgical IncCOM NEW139,400$103.0M2.9%History
BHCBausch Health Companies Inc.Stock1,891,300$60.0M1.7%History
ZBHZimmer Biomet Holdings, Inc.Stock326,000$52.2M1.5%History
ChemoCentryx, Inc.16383L106COM940,800$48.2M1.3%–
ABMDAbiomed IncCOM132,500$42.2M1.2%History
INOInovio Pharmaceuticals, Inc.COM NEW4,004,391$37.2M1.0%History
CICigna GroupStock135,000$32.6M0.9%History
LONALeonaBio, Inc.COM1,677,845$30.9M0.9%History
CGEMCullinan Therapeutics, Inc.COM707,359$29.5M0.8%History
ORGOOrganogenesis Holdings Inc.COM1,463,403$26.7M0.7%History
KNSAKiniksa Pharmaceuticals International, plcCOM CL A1,330,700$24.6M0.7%History
CRISCuris IncCOM NEW2,053,789$23.2M0.6%History
AUPHAurinia Pharmaceuticals Inc.COM1,784,000$23.2M0.6%History
IGMSIGM Biosciences, Inc.COM293,000$22.5M0.6%History
BOLTBolt Biotherapeutics, Inc.COM654,294$21.5M0.6%History
CMRXChimerix IncCOM2,230,000$21.5M0.6%History
BVSBioventus Inc.COM CL A1,254,333$19.2M0.5%History
SGTXSigilon Therapeutics, Inc.COM850,968$19.0M0.5%History
COLLCollegium Pharmaceutical, IncCOM740,000$17.5M0.5%History
KZRKezar Life Sciences, Inc.COM1,907,081$11.4M0.3%History
ADMSAdamas Pharmaceuticals IncCOM2,200,200$10.6M0.3%History
Affimed N VN01045108COM1,296,000$10.3M0.3%–
MRUSMerus N.V.COM487,000$10.2M0.3%History
IMTXImmatics N.V.SHS884,600$9.92M0.3%History
TERNTerns Pharmaceuticals, Inc.COM400,000$8.80M0.2%History
EVLOEvelo Biosciences, Inc.COM800,000$8.56M0.2%History
Vesper Healthcare Acqstn Cor92538T203UNIT 99/99/9999600,000$6.93M0.2%–
Arya Sciences Acquisition CoG3166W106COM CL A500,000$6.89M0.2%–
ARGXArgenx SESPONSORED ADR20,000$5.51M0.2%History
Medicus Sciences AcquisitionG5960S116UNIT 99/99/9999520,000$5.12M0.1%–
COGTCogent Biosciences, Inc.COM417,710$3.67M0.1%History
EYPTEyePoint, Inc.COM NEW232,504$2.36M0.1%History
ANNXAnnexon, Inc.COM70,000$1.95M0.1%History
AMWLAmerican Well CorpCL A70,250$1.22M<0.1%History