The Analysis of Avidity Partners Management LP's Holdings
Currently, Avidity Partners Management LP holds 43 types of securities in its portfolio with a total value $439.4M. In the most recent quarter, they have increased their positions in DNTH (+1.5M shares, valued at $57.5M), MDT (+190.6K shares, valued at $18.2M), BMY (+257.6K shares, valued at $11.6M); decreased their positions in NTRA (-128.9K shares, valued at $20.7M), EXAS (-281.4K shares, valued at $15.4M), BSX (-157.5K shares, valued at $15.4M); initiated new positions in MDT (+190.6K shares, valued at $18.2M), BMY (+257.6K shares, valued at $11.6M), PFE (+366.4K shares, valued at $9.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DNTH DIANTHUS THERAPEUTICS INC3.2M shares83.84%2025-09-302025-11-14
CGON CG ONCOLOGY INC1.6M shares6.73%2025-09-302025-11-14 MDT MEDTRONIC PLC190.6K sharesnew addition2025-09-302025-11-14 BSX BOSTON SCIENTIFIC CORP164.3K shares-48.94%2025-09-302025-11-14 ORKA ORUKA THERAPEUTICS INC660.4K shares87.55%2025-09-302025-11-14 BMY BRISTOL-MYERS SQUIBB CO257.6K sharesnew addition2025-09-302025-11-14 NTRA NATERA INC70.4K shares-64.68%2025-09-302025-11-14 DHR DANAHER CORPORATION54.7K shares-39.02%2025-09-302025-11-14 TEVA TEVA PHARMACEUTICAL INDS LTD510.0K shares-26.03%2025-09-302025-11-14 CATX PERSPECTIVE THERAPEUTICS INC3.0M shares61.09%2025-09-302025-11-14 JBIO JADE BIOSCIENCES INC1.1M shares0.00%2025-09-302025-11-14 PFE PFIZER INC366.4K sharesnew addition2025-09-302025-11-14 TMO THERMO FISHER SCIENTIFIC INC18.9K shares-36.15%2025-09-302025-11-14 CNTX CONTEXT THERAPEUTICS INC9.0M shares20.12%2025-09-302025-11-14 GMAB GENMAB A/S248.1K shares-61.83%2025-09-302025-11-14 MTSR METSERA INC140.5K sharesnew addition2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC17.8K shares-44.38%2025-09-302025-11-14 ARVN ARVINAS INC698.4K shares187.20%2025-09-302025-11-14 COR CENCORA INC19.0K shares-42.07%2025-09-302025-11-14 EHC ENCOMPASS HEALTH CORP41.9K shares-43.38%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON26.8K sharesnew addition2025-09-302025-11-14 CI THE CIGNA GROUP16.6K sharesnew addition2025-09-302025-11-14 ABBV ABBVIE INC19.8K sharesnew addition2025-09-302025-11-14 MCK MCKESSON CORP5.8K shares-57.04%2025-09-302025-11-14 CARL CARLSMED INC321.9K sharesnew addition2025-09-302025-11-14 KVUE KENVUE INC265.2K sharesnew addition2025-09-302025-11-14 IMUX IMMUNIC INC4.7M shares-16.32%2025-09-302025-11-14 ARQT ARCUTIS BIOTHERAPEUTICS INC214.4K shares-20.00%2025-09-302025-11-14 EXAS EXACT SCIENCES CORP73.6K shares-79.27%2025-09-302025-11-14 PHAT PHATHOM PHARMACEUTICALS INC306.0K shares-71.25%2025-09-302025-11-14 RGEN REPLIGEN CORP23.3K shares-78.12%2025-09-302025-11-14 ACAD ACADIA PHARMACEUTICALS INC144.0K sharesnew addition2025-09-302025-11-14 ASND ASCENDIS PHARMA A/S14.5K sharesnew addition2025-09-302025-11-14 ELVN ENLIVEN THERAPEUTICS INC140.3K shares1141.59%2025-09-302025-11-14 BEAM BEAM THERAPEUTICS INC112.0K shares-72.64%2025-09-302025-11-14 SCYX SCYNEXIS INC3.4M shares172.64%2025-09-302025-11-14 HQY HEALTHEQUITY INC25.3K shares-72.50%2025-09-302025-11-14 WVE WAVE LIFE SCIENCES LTD297.5K sharesnew addition2025-09-302025-11-14 XENE XENON PHARMACEUTICALS INC53.4K shares-50.51%2025-09-302025-11-14 AKRO AKERO THERAPEUTICS INC40.5K shares-69.78%2025-09-302025-11-14 INSM INSMED INC11.6K shares-80.34%2025-09-302025-11-14 KPTI KARYOPHARM THERAPEUTICS INC134.6K shares0.00%2025-09-302025-11-14 IMRX IMMUNEERING CORP90.9K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available