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Livermore
ZHEN

Avidity Partners Management LP

SEC CIK
0001791827
Latest filing
Aug 14, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
97
−6 vs. Q3 2021
Portfolio value
$4.71B
+$792.5M (+20.2%) vs. Q3 2021
Filed
Feb 14, 2022
SEC
Holdings of Avidity Partners Management LP in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
ABBVAbbVie Inc.Stock1,985,000$268.8M5.7%+371,800+23.0%AddedHistory
ZNTLZentalis Pharmaceuticals, Inc.COM2,715,000$228.2M4.8%+221,200+8.9%AddedHistory
ARVNArvinas, Inc.COM2,527,973$207.6M4.4%+293,273+13.1%AddedHistory
AVTRAvantor, Inc.COM4,792,000$201.9M4.3%+1,544,300+47.6%AddedHistory
AZNAstraZeneca PLCSPONSORED ADR2,867,200$167.0M3.5%+1,455,200+103.1%AddedHistory
BHVNBiohaven Ltd.COM1,140,000$157.1M3.3%+205,800+22.0%AddedHistory
BAXBaxter International IncStock1,765,000$151.5M3.2%+903,000+104.8%AddedHistory
ELVElevance Health, Inc.Stock321,000$148.8M3.2%+321,000NewHistory
PFEPfizer IncStock2,090,000$123.4M2.6%+1,063,200+103.5%AddedHistory
MRTXMirati Therapeutics, Inc.COM806,400$118.3M2.5%−256,000−24.1%ReducedHistory
ISEEIVERIC bio, Inc.COM6,955,000$116.3M2.5%+2,855,000+69.6%AddedHistory
UTHRUnited Therapeutics CorpCOM535,000$115.6M2.5%+184,000+52.4%AddedHistory
ARNAArena Pharmaceuticals IncCOM NEW1,215,500$113.0M2.4%+76,500+6.7%AddedHistory
HZNPHorizon Therapeutics Public Ltd CoSHS1,012,000$109.1M2.3%+186,000+22.5%AddedHistory
NBIXNeurocrine Biosciences IncStock1,260,000$107.3M2.3%+411,100+48.4%AddedHistory
BPMCBlueprint Medicines CorpCOM995,000$106.6M2.3%+163,000+19.6%AddedHistory
SGENSeagen Inc.COM685,000$105.9M2.2%+148,000+27.6%AddedHistory
SNDXSyndax Pharmaceuticals IncCOM4,823,400$105.6M2.2%00.0%UnchangedHistory
LLYEli Lilly & CoStock344,800$95.2M2.0%+14,800+4.5%AddedHistory
CTLTCatalent, Inc.COM695,000$89.0M1.9%+297,000+74.6%AddedHistory
NTRANatera, Inc.COM940,000$87.8M1.9%+301,300+47.2%AddedHistory
HOLXHologic IncCOM1,064,000$81.5M1.7%+118,600+12.5%AddedHistory
IOVAIovance Biotherapeutics, Inc.COM3,780,000$72.2M1.5%+2,317,800+158.5%AddedHistory
SHCSotera Health CoCOM2,960,000$69.7M1.5%+582,000+24.5%AddedHistory
NUVBNuvation Bio Inc.COM CL A7,382,488$62.8M1.3%+119,000+1.6%AddedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM370,000$62.7M1.3%−57,000−13.3%ReducedHistory
UNHUnitedHealth Group IncStock123,100$61.8M1.3%+123,100NewHistory
VRTXVertex Pharmaceuticals IncStock280,000$61.5M1.3%−646,400−69.8%ReducedHistory
IDYAIDEAYA Biosciences, Inc.COM2,553,000$60.4M1.3%+116,000+4.8%AddedHistory
RAREUltragenyx Pharmaceutical Inc.COM700,000$58.9M1.2%+245,000+53.8%AddedHistory
ARWRArrowhead Pharmaceuticals, Inc.COM875,000$58.0M1.2%+201,300+29.9%AddedHistory
STVNStevanato Group S.p.A.ORD SHS2,541,893$57.1M1.2%00.0%UnchangedHistory
GRTSGritstone bio, Inc.COM4,370,000$56.2M1.2%−87,831−2.0%ReducedHistory
KZRKezar Life Sciences, Inc.COM3,228,200$54.0M1.1%+2,968,200+1,141.6%AddedHistory
ACETAdicet Bio, Inc.COM3,034,004$53.1M1.1%+614,404+25.4%AddedHistory
Avidity Biosciences, Inc.05370A108COM1,815,000$43.1M0.9%+170,000+10.3%Added–
KYMRKymera Therapeutics, Inc.COM670,000$42.5M0.9%+155,500+30.2%AddedHistory
IMCRImmunocore Holdings plcADS1,230,000$42.1M0.9%+134,400+12.3%AddedHistory
CRBUCaribou Biosciences, Inc.COM2,674,067$40.4M0.9%+200,000+8.1%AddedHistory
INSMINSMED IncCOM PAR $.011,450,000$39.5M0.8%+158,000+12.2%AddedHistory
OCDXOrtho Clinical Diagnostics Holdings plcORD SHS1,790,000$38.3M0.8%−608,000−25.4%ReducedHistory
PHATPhathom Pharmaceuticals, Inc.COM1,896,000$37.3M0.8%+1,896,000NewHistory
EPIXESSA Pharma Inc.COM NEW2,460,000$34.9M0.7%+10,000+0.4%AddedHistory
AMNAmn Healthcare Services IncCOM280,100$34.3M0.7%+280,100NewHistory
LEGNLegend Biotech CorpSPONSORED ADS711,900$33.2M0.7%−182,100−20.4%ReducedHistory
ATECAlphatec Holdings, Inc.COM NEW2,773,000$31.7M0.7%−13,000−0.5%ReducedHistory
Bellus Health Inc New07987C204COM NEW3,775,000$30.4M0.6%−1,167,000−23.6%Reduced–
VIRVir Biotechnology, Inc.COM700,000$29.3M0.6%+185,000+35.9%AddedHistory
AXSMAxsome Therapeutics, Inc.COM775,000$29.3M0.6%+775,000NewHistory
SPNESeaSpine Holdings CorpCOM2,010,000$27.4M0.6%+67,000+3.4%AddedHistory
ALTAltimmune, Inc.COM NEW2,765,000$25.3M0.5%+597,100+27.5%AddedHistory
VRDNViridian Therapeutics, Inc.COM1,278,261$25.3M0.5%+1,278,261NewHistory
GBTGlobal Blood Therapeutics, Inc.COM862,000$25.2M0.5%+862,000NewHistory
ChemoCentryx, Inc.16383L106COM644,400$23.5M0.5%+644,400New–
SIBNSI-BONE, Inc.COM987,400$21.9M0.5%+156,200+18.8%AddedHistory
CYTCyteir Therapeutics, Inc.COM1,849,538$21.0M0.4%+166,097+9.9%AddedHistory
ALPNAlpine Immune Sciences, Inc.COM1,345,000$18.6M0.4%−587,000−30.4%ReducedHistory
RLMDRelmada Therapeutics, Inc.COM731,536$16.5M0.3%+731,536NewHistory
SCYXScynexis IncCOM NEW2,239,278$13.7M0.3%+179,278+8.7%AddedHistory
IPSCCentury Therapeutics, Inc.COM851,522$13.5M0.3%+112,253+15.2%AddedHistory
PHASPhaseBio Pharmaceuticals IncCOM4,405,000$11.5M0.2%00.0%UnchangedHistory
HYPRHyperfine, Inc.COM CL A1,514,410$11.0M0.2%+1,014,410+202.9%AddedHistory
SSentinelOne, Inc.CL A208,000$10.5M0.2%+8,000+4.0%AddedHistory
LENZLENZ Therapeutics, Inc.COM710,000$8.82M0.2%−38,995−5.2%ReducedHistory
Field Trip Health Ord31656R102COM3,205,000$7.88M0.2%−376,000−10.5%Reduced–
TNGXTango Therapeutics, Inc.COM705,000$7.71M0.2%+405,000+135.0%AddedHistory
ACADAcadia Pharmaceuticals IncCOM300,000$7.00M0.1%−250,000−45.5%ReducedHistory
TILInstil Bio, Inc.COM408,140$6.98M0.1%00.0%UnchangedHistory
TRMLTourmaline Bio, Inc.COM455,037$6.96M0.1%+370.0%AddedHistory
DHDefinitive Healthcare Corp.CLASS A COM250,000$6.83M0.1%+250,000NewHistory
EQRXEQRx, Inc.COM1,000,000$6.82M0.1%+1,000,000NewHistory
CMAXCareMax, Inc.COM CL A827,402$6.35M0.1%00.0%UnchangedHistory
CMPXCompass Therapeutics, Inc.COM2,000,000$6.34M0.1%+2,000,000NewHistory
GLUEMonte Rosa Therapeutics, Inc.COM300,000$6.13M0.1%00.0%UnchangedHistory
HOWLWerewolf Therapeutics, Inc.COM485,000$5.78M0.1%−140,120−22.4%ReducedHistory
Medicus Sciences AcquisitionG5960S108CL A SHS520,000$5.04M0.1%00.0%Unchanged–
ARYDARYA Sciences Acquisition Corp IVCL A500,000$4.96M0.1%00.0%UnchangedHistory
Dynamics Special Purpose Cor268010105CLASS A COM500,000$4.93M0.1%00.0%Unchanged–
SNCEScience 37 Holdings, Inc.COM394,000$4.91M0.1%+394,000NewHistory
BCLS Acquisition CorpG0904B105COM CL A500,000$4.90M0.1%00.0%Unchanged–
Panacea Acquisition Corp. IIG6882C106CL A SHS500,000$4.85M0.1%00.0%Unchanged–
TRDAEntrada Therapeutics, Inc.COM255,000$4.37M0.1%+255,000NewHistory
WGSGeneDx Holdings Corp.COMMON STOCK950,000$4.24M0.1%−710,000−42.8%ReducedHistory
OBIOOrchestra BioMed Holdings, Inc.ORD SHS400,000$4.03M0.1%00.0%UnchangedHistory
MLTXMoonLake ImmunotherapeuticsCOM CL A400,000$3.96M0.1%00.0%UnchangedHistory
SLGCSomaLogic, Inc.CLASS A COM330,000$3.84M0.1%00.0%UnchangedHistory
MRUSMerus N.V.COM103,000$3.27M0.1%+103,000NewHistory
ONCSOncosec Medical IncCOM2,945,000$2.83M0.1%00.0%UnchangedHistory
AKLIAkili, Inc.CLASS A ORD SHS200,000$1.99M<0.1%00.0%UnchangedHistory
PROKProkidney Corp.CLASS A ORD SHS200,000$1.98M<0.1%00.0%UnchangedHistory
DNABSocial Capital Suvretta Holdings Corp. IICLASS A ORD SHS200,000$1.98M<0.1%00.0%UnchangedHistory
DNADSocial Capital Suvretta Holdings Corp. IVCLASS A ORD SHS200,000$1.96M<0.1%00.0%UnchangedHistory
STTKShattuck Labs, Inc.COM165,000$1.40M<0.1%−1,860,000−91.9%ReducedHistory
TCRTAlaunos Therapeutics, Inc.COM590,000$643.0K<0.1%−2,410,000−80.3%ReducedHistory
SLGCWSomaLogic, Inc.*W EXP 03/01/20265,999$220.0K<0.1%00.0%UnchangedHistory
Nuvation Bio Inc.67080N119*W EXP 07/07/20299,999$189.0K<0.1%00.0%Unchanged–
Medicus Sciences AcquisitionG5960S124*W EXP 02/12/20257,770$42.0K<0.1%00.0%Unchanged–

Sold out since Q3 2021 (21)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Avidity Partners Management LP sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
REGNRegeneron Pharmaceuticals, Inc.COM152,300$92.2M2.3%History
EXASExact Sciences CorpCOM369,000$35.2M0.9%History
CMPSCOMPASS Pathways plcSPONSORED ADS1,162,000$34.7M0.9%History
NTLAIntellia Therapeutics, Inc.COM251,000$33.7M0.9%History
NBPNovaBridge BiosciencesSPONSORED ADS454,000$32.9M0.8%History
SANASana Biotechnology, Inc.COM774,644$17.4M0.4%History
PATHUiPath, Inc.Stock319,000$16.8M0.4%History
LFSTLifeStance Health Group, Inc.COM1,000,000$14.5M0.4%History
GHRSGH Research PLCORDINARY SHARES560,000$12.4M0.3%History
ACIUAC Immune SASHS1,739,600$11.7M0.3%History
HARPHarpoon Therapeutics, Inc.COM1,190,600$9.41M0.2%History
ESMTEngageSmart, Inc.COMMON STOCK275,000$9.37M0.2%History
ORTXOrchard Therapeutics plcADS3,836,798$8.82M0.2%History
ZETAZeta Global Holdings Corp.CL A1,300,000$7.62M0.2%History
XLRNAcceleron Pharma IncCOM35,000$6.02M0.2%History
KROSKeros Therapeutics, Inc.COM145,100$5.74M0.1%History
SNCEScience 37 Holdings, Inc.COM400,000$3.92M0.1%History
ZLABZai Lab LtdADR35,600$3.75M0.1%History
NAUTNautilus Biotechnology, Inc.COM600,000$3.68M0.1%History
SGHTSight Sciences, Inc.COM145,189$3.30M0.1%History
ATAIAtai Beckley N.V.SHS218,730$3.23M0.1%History