Investor
Avidity Partners Management LP
CIK 0001791827 · filed 2026-05-28 · SEC filing
13F book
$505.3M
Positions
52
28 new · 15 sold
Largest name
34.9%
Dianthus Therapeutics Inc
Est. mark
$141.9M
Price effect on 24 names still held. Flow $16.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dianthus Therapeutics Inc | — | 2.1M | $176.6M | 34.9% | $89.9M | Held |
| CG Oncology, Inc. | CGON | 1.29M | $87.2M | 17.3% | $33.7M | Cut$26.1M |
| Oruka Therapeutics, Inc. | ORKA | 760.4K | $37.3M | 7.4% | $12.4M | Added$17.3M |
| Perspective Therapeutics, Inc. | CATX | 6.05M | $25.2M | 5.0% | $4.56M | Added$16.4M |
| Jade Biosciences, Inc. | JBIO | 1.4M | $19.7M | 3.9% | −$1.93M | Held |
| Enliven Therapeutics, Inc. | ELVN | 400K | $15.7M | 3.1% | $3.34M | Added$13.5M |
| Teva Pharmaceutical Inds Ltd | — | 450.1K | $13.6M | 2.7% | −$454.9K | Added$533.1K |
| Context Therapeutics Inc. | CNTX | 5M | $13.1M | 2.6% | $5.75M | Cut$5M |
| Repligen Corp | RGEN | 77.8K | $9.17M | 1.8% | −$2.32M | Added$924.2K |
| Palvella Therapeutics Inc Ne | — | 70K | $8.73M | 1.7% | $385.6K | Added$6.71M |
| Medtronic Plc | MDT | 100K | $8.66M | 1.7% | −$941K | Cut−$1.67M |
| Vir Biotechnology, Inc. | VIR | 950K | $8.51M | 1.7% | — | New |
| Aktis Oncology, Inc. | AKTS | 468.6K | $8.38M | 1.7% | — | New |
| Immunic, Inc. | IMUX | 6.7M | $7.44M | 1.5% | $2.71M | Added$4.93M |
| Humana Inc | HUM | 25K | $5.91M | 1.2% | — | New |
| Dexcom Inc | DXCM | 90K | $5.65M | 1.1% | — | New |
| Encompass Health Corp | EHC | 42K | $4.06M | 0.8% | −$297.4K | Added$708.6K |
| Boston Scientific Corp | BSX | 60K | $3.77M | 0.7% | −$1.96M | Cut−$7.15M |
| Tenax Therapeutics, Inc. | TENX | 215.9K | $3.45M | 0.7% | — | New |
| Gilead Sciences, Inc. | GILD | 20K | $2.79M | 0.6% | — | New |
| Phathom Pharmaceuticals, Inc. | PHAT | 249.4K | $2.77M | 0.5% | −$1.13M | Added−$648.1K |
| Karyopharm Therapeutics Inc. | KPTI | 463.7K | $2.58M | 0.5% | −$240.9K | Added$1.59M |
| Centene Corp Del | — | 70K | $2.29M | 0.5% | −$588.7K | Cut−$2.62M |
| Satellos Bioscience Inc. | MSLE | 387.8K | $2.18M | 0.4% | — | New |
| Scynexis Inc | SCYX | 2.08M | $1.91M | 0.4% | $592.2K | Held |
| Natera, Inc. | NTRA | 9K | $1.8M | 0.4% | −$261.9K | Cut−$903.4K |
| Icon Plc | ICLR | 16K | $1.77M | 0.4% | −$1.14M | Cut−$4.26M |
| Kenvue Inc. | KVUE | 100K | $1.72M | 0.3% | −$1K | Cut−$2.29M |
| Insulet Corp | PODD | 10K | $1.72M | 0.3% | — | New |
| Corvus Pharmaceuticals, Inc. | CRVS | 115K | $1.68M | 0.3% | — | New |
| Charles Riv Labs Intl Inc | — | 10K | $1.67M | 0.3% | — | New |
| Hims & Hers Health, Inc. | HIMS | 75K | $1.56M | 0.3% | — | New |
| Revolution Medicines Inc | — | 15K | $1.46M | 0.3% | — | New |
| Structure Therapeutics Inc. | GPCR | 30K | $1.45M | 0.3% | — | New |
| Genmab A/S | — | 50K | $1.34M | 0.3% | −$198.5K | Cut−$1.49M |
| Corcept Therapeutics Inc | CORT | 30K | $1.21M | 0.2% | $121.2K | Added$443.7K |
| Tempus AI, Inc. | TEM | 25K | $1.13M | 0.2% | — | New |
| Abivax Sa | — | 10K | $1.11M | 0.2% | — | New |
| Unitedhealth Group Inc | UNH | 3.8K | $1.03M | 0.2% | — | New |
| Intellia Therapeutics, Inc. | NTLA | 75K | $961.5K | 0.2% | — | New |
| Oddity Tech Ltd | ODD | 70K | $936.6K | 0.2% | — | New |
| Moonlake Immunotherapeutics | MLTX | 50K | $932K | 0.2% | — | New |
| Abbott Labs | ABT | 10K | $907.9K | 0.2% | — | New |
| Peloton Interactive, Inc. | PTON | 200K | $858K | 0.2% | — | New |
| Anteris Technologies Global Corp. | AVR | 150K | $832.5K | 0.2% | — | New |
| BridgeBio Pharma, Inc. | BBIO | 10K | $711.1K | 0.1% | — | New |
| Arbutus Biopharma Corp | ABUS | 125K | $562.5K | 0.1% | — | New |
| Bridgebio Oncology Therapeut | — | 43.9K | $392.5K | 0.1% | — | New |
| Legend Biotech Corp | LEGN | 15K | $352.8K | 0.1% | — | New |
| Acadia Pharmaceuticals Inc | ACAD | 13K | $288.6K | 0.1% | −$57.7K | Cut−$2.57M |
| Savara Inc | SVRA | 50K | $262K | 0.1% | — | New |
| Trevi Therapeutics, Inc. | TRVI | 6.66K | $79.5K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.