Avidity Partners Management LP
- SEC CIK
- 0001791827
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 87
- +15 vs. Q4 2023
- Portfolio value
- $2.81B
- +$198.8M (+7.6%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FUSNFusion Pharmaceuticals Inc. | COM | 6,500,328 | $138.6M | 4.9% | 00.0% | Unchanged | History |
| BSXBoston Scientific Corp | Stock | 1,956,000 | $134.0M | 4.8% | +66,000+3.5% | Added | History |
| ARVNArvinas, Inc. | COM | 2,985,190 | $123.2M | 4.4% | +730.0% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 226,000 | $90.2M | 3.2% | +141,000+165.9% | Added | History |
| DNTHDianthus Therapeutics, Inc. | COM | 2,717,554 | $81.5M | 2.9% | +1,500,000+123.2% | Added | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 1,005,000 | $79.6M | 2.8% | −151,692−13.1% | Reduced | History |
| NBIXNeurocrine Biosciences Inc | Stock | 536,500 | $74.0M | 2.6% | −121,500−18.5% | Reduced | History |
| NTRANatera, Inc. | COM | 803,300 | $73.5M | 2.6% | −306,700−27.6% | Reduced | History |
| JAZZJazz Pharmaceuticals plc | SHS USD | 584,000 | $70.3M | 2.5% | +94,881+19.4% | Added | History |
| AVTRAvantor, Inc. | COM | 2,695,000 | $68.9M | 2.4% | +573,156+27.0% | Added | History |
| CICigna Group | Stock | 184,500 | $67.0M | 2.4% | +184,500 | New | History |
| MRKMerck & Co., Inc. | Stock | 502,000 | $66.2M | 2.4% | +502,000 | New | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 68,000 | $65.4M | 2.3% | 00.0% | Unchanged | History |
| CGONCG Oncology, Inc. | COM | 1,454,765 | $63.9M | 2.3% | +1,454,765 | New | History |
| ILMNIllumina, Inc. | COM | 464,100 | $63.7M | 2.3% | +464,100 | New | History |
| THCTenet Healthcare Corp | COM NEW | 601,000 | $63.2M | 2.2% | −270,000−31.0% | Reduced | History |
| ALGNAlign Technology Inc | COM | 189,000 | $62.0M | 2.2% | +33,200+21.3% | Added | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 2,412,500 | $57.4M | 2.0% | −1,537,500−38.9% | Reduced | History |
| LLYEli Lilly & Co | Stock | 70,000 | $54.5M | 1.9% | −15,000−17.6% | Reduced | History |
| UTHRUnited Therapeutics Corp | COM | 217,000 | $49.8M | 1.8% | −20,202−8.5% | Reduced | History |
| ALPNAlpine Immune Sciences, Inc. | COM | 1,174,700 | $46.6M | 1.7% | +1,174,700 | New | History |
| RAREUltragenyx Pharmaceutical Inc. | COM | 933,500 | $43.6M | 1.5% | +89,000+10.5% | Added | History |
| CVSCVS Health Corp | Stock | 545,000 | $43.5M | 1.5% | −195,000−26.4% | Reduced | History |
| SGRYSurgery Partners, Inc. | Stock | 1,445,000 | $43.1M | 1.5% | +279,068+23.9% | Added | History |
| ITCIIntra-Cellular Therapies, Inc. | COM | 600,000 | $41.5M | 1.5% | −110,000−15.5% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 227,000 | $41.3M | 1.5% | −57,405−20.2% | Reduced | History |
| BPMCBlueprint Medicines Corp | COM | 426,000 | $40.4M | 1.4% | −189,000−30.7% | Reduced | History |
| LEGNLegend Biotech Corp | SPONSORED ADS | 668,300 | $37.5M | 1.3% | −16,700−2.4% | Reduced | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 864,000 | $37.0M | 1.3% | −216,000−20.0% | Reduced | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 243,000 | $36.3M | 1.3% | +243,000 | New | History |
| DHRDanaher Corp | Stock | 143,800 | $35.9M | 1.3% | −146,200−50.4% | Reduced | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 799,700 | $35.1M | 1.2% | −720,300−47.4% | Reduced | History |
| AXSMAxsome Therapeutics, Inc. | COM | 431,000 | $34.4M | 1.2% | −28,400−6.2% | Reduced | History |
| XENEXenon Pharmaceuticals Inc. | COM | 710,000 | $30.6M | 1.1% | −105,993−13.0% | Reduced | History |
| LNTHLantheus Holdings, Inc. | Stock | 480,000 | $29.9M | 1.1% | +100,000+26.3% | Added | History |
| CRBUCaribou Biosciences, Inc. | COM | 5,785,352 | $29.7M | 1.1% | −574,860−9.0% | Reduced | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 1,142,850 | $28.7M | 1.0% | 00.0% | Unchanged | History |
| RCKTRocket Pharmaceuticals, Inc. | COM | 1,025,000 | $27.6M | 1.0% | −694,103−40.4% | Reduced | History |
| RGNXREGENXBIO Inc. | COM | 1,300,064 | $27.4M | 1.0% | +1,300,064 | New | History |
| APGEApogee Therapeutics, Inc. | COM | 384,893 | $25.6M | 0.9% | +384,893 | New | History |
| NMRANeumora Therapeutics, Inc. | COM | 1,800,000 | $24.8M | 0.9% | −190,632−9.6% | Reduced | History |
| DXCMDexcom Inc | COM | 176,900 | $24.5M | 0.9% | +176,900 | New | History |
| NGNENeurogene Inc. | COM | 465,237 | $23.7M | 0.8% | −1,006−0.2% | Reduced | History |
| JSPRJasper Therapeutics, Inc. | COM NEW | 760,000 | $22.3M | 0.8% | +760,000 | New | History |
| IMNMImmunome Inc. | COM | 873,891 | $21.6M | 0.8% | −459,588−34.5% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 36,600 | $21.3M | 0.8% | −146,000−80.0% | Reduced | History |
| GKOSGLAUKOS Corp | COM | 224,000 | $21.1M | 0.8% | +224,000 | New | History |
| RVMDRevolution Medicines, Inc. | COM | 635,000 | $20.5M | 0.7% | +575,000+958.3% | Added | History |
| PCVXVaxcyte, Inc. | COM | 284,000 | $19.4M | 0.7% | −286,137−50.2% | Reduced | History |
| IMCRImmunocore Holdings plc | ADS | 286,400 | $18.6M | 0.7% | −13,800−4.6% | Reduced | History |
| PHATPhathom Pharmaceuticals, Inc. | COM | 1,735,000 | $18.4M | 0.7% | +13,420+0.8% | Added | History |
| MCKMcKesson Corp | Stock | 33,300 | $17.9M | 0.6% | −52,200−61.1% | Reduced | History |
| VERAVera Therapeutics, Inc. | CL A | 383,500 | $16.5M | 0.6% | +383,500 | New | History |
| IMVTImmunovant, Inc. | COM | 505,000 | $16.3M | 0.6% | +260,000+106.1% | Added | History |
| PRVAPrivia Health Group, Inc. | COM | 764,200 | $15.0M | 0.5% | −522,800−40.6% | Reduced | History |
| JANXJanux Therapeutics, Inc. | COM | 384,245 | $14.5M | 0.5% | +384,245 | New | History |
| Cybin Ord23256X100 | COM | 34,884,000 | $14.4M | 0.5% | +34,884,000 | New | – |
| COLLCollegium Pharmaceutical, Inc | COM | 361,400 | $14.0M | 0.5% | +370.0% | Added | History |
| PRMEPrime Medicine, Inc. | COM | 1,990,000 | $13.9M | 0.5% | +1,990,000 | New | History |
| KROSKeros Therapeutics, Inc. | COM | 209,700 | $13.9M | 0.5% | +209,700 | New | History |
| ATXSAstria Therapeutics, Inc. | COM | 982,000 | $13.8M | 0.5% | +982,000 | New | History |
| ACIUAC Immune SA | SHS | 4,470,000 | $13.2M | 0.5% | +9200.0% | Added | History |
| KPTIKaryopharm Therapeutics Inc. | COM | 8,298,570 | $12.5M | 0.4% | 00.0% | Unchanged | History |
| IMUXImmunic, Inc. | COM | 8,902,972 | $11.8M | 0.4% | +8,902,972 | New | History |
| CYTKCytokinetics Inc | COM NEW | 166,000 | $11.6M | 0.4% | +166,000 | New | History |
| RDNTRadNet, Inc. | COM | 238,000 | $11.6M | 0.4% | +238,000 | New | History |
| ESTAEstablishment Labs Holdings Inc. | COM | 225,000 | $11.5M | 0.4% | +225,000 | New | History |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 475,000 | $11.2M | 0.4% | +475,000 | New | History |
| ACADAcadia Pharmaceuticals Inc | COM | 588,500 | $10.9M | 0.4% | +588,500 | New | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 160,000 | $10.8M | 0.4% | +160,000 | New | History |
| SYRSSyros Pharmaceuticals, Inc. | COM NEW | 1,673,538 | $8.95M | 0.3% | 00.0% | Unchanged | History |
| IONSIonis Pharmaceuticals Inc | COM | 130,000 | $5.64M | 0.2% | +130,000 | New | History |
| IPSCCentury Therapeutics, Inc. | COM | 1,221,555 | $5.11M | 0.2% | −133,445−9.8% | Reduced | History |
| KYTXKyverna Therapeutics, Inc. | COM | 202,333 | $5.03M | 0.2% | +202,333 | New | History |
| EBSEmergent BioSolutions Inc. | COM | 1,908,000 | $4.83M | 0.2% | +1,908,000 | New | History |
| KZRKezar Life Sciences, Inc. | COM | 5,026,000 | $4.53M | 0.2% | +5460.0% | Added | History |
| BHVNBiohaven Ltd. | COM | 75,000 | $4.10M | 0.1% | −1,073,308−93.5% | Reduced | History |
| ANTXAN2 Therapeutics, Inc. | COM | 1,150,000 | $3.74M | 0.1% | +10,000+0.9% | Added | History |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 3,000,000 | $3.48M | 0.1% | +3,000,000 | New | History |
| XFORX4 Pharmaceuticals, Inc | COM | 2,413,000 | $3.35M | 0.1% | +2,413,000 | New | History |
| COGTCogent Biosciences, Inc. | COM | 445,706 | $3.00M | 0.1% | +445,706 | New | History |
| PACBPacific Biosciences of California, Inc. | COM | 675,000 | $2.53M | 0.1% | +675,000 | New | History |
| SCYXScynexis Inc | COM NEW | 1,448,728 | $2.13M | 0.1% | 00.0% | Unchanged | History |
| KODKodiak Sciences Inc. | COM | 300,000 | $1.58M | 0.1% | +300,000 | New | History |
| HYPRHyperfine, Inc. | COM CL A | 1,188,178 | $1.19M | <0.1% | 00.0% | Unchanged | History |
| CMAXCareMax, Inc. | COMM STK | 21,200 | $102.2K | <0.1% | 00.0% | UnchangedConverted for a 1-for-30 split | History |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 89,543 | $27.1K | <0.1% | 00.0% | Unchanged | – |
Options (3)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q4 2023 (17)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| KRTXKaruna Therapeutics, Inc. | COM | 206,000 | $65.2M | 2.5% | History |
| IMGNImmunoGen, Inc. | COM | 1,829,215 | $54.2M | 2.1% | History |
| ZTSZoetis Inc. | Stock | 240,000 | $47.4M | 1.8% | History |
| HUMHumana Inc | Stock | 100,000 | $45.8M | 1.8% | History |
| BDXBecton Dickinson & Co | Stock | 165,706 | $40.4M | 1.5% | History |
| UNHUnitedHealth Group Inc | Stock | 58,500 | $30.8M | 1.2% | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 714,000 | $21.8M | 0.8% | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 529,000 | $18.8M | 0.7% | History |
| VRNAVerona Pharma plc | SPONSORED ADS | 780,900 | $15.5M | 0.6% | History |
| AAgilent Technologies, Inc. | COM | 99,000 | $13.8M | 0.5% | History |
| NTLAIntellia Therapeutics, Inc. | COM | 447,434 | $13.6M | 0.5% | History |
| ARGXArgenx SE | SPONSORED ADR | 31,000 | $11.8M | 0.5% | History |
| CERECerevel Therapeutics Holdings, Inc. | COM | 276,888 | $11.7M | 0.4% | History |
| TVTXTravere Therapeutics, Inc. | COM | 827,010 | $7.43M | 0.3% | History |
| AKROAkero Therapeutics, Inc. | COM | 235,000 | $5.49M | 0.2% | History |
| CMPXCompass Therapeutics, Inc. | COM | 1,599,600 | $2.50M | 0.1% | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 64,501 | $949.5K | <0.1% | History |