Sponsored

The Analysis of Avidity Partners Management LP's Holdings & P&L

Currently, Avidity Partners Management LP holds 46 types of securities in its portfolio with a total value $441.9M. In the most recent quarter, they have increased their positions in DNTH (+2.1M shares, valued at $184.7M), ORKA (+760.4K shares, valued at $52.0M), JBIO (+1.4M shares, valued at $34.2M); initiated new positions in DNTH (+2.1M shares, valued at $184.7M), ORKA (+760.4K shares, valued at $52.0M), JBIO (+1.4M shares, valued at $34.2M).

1M P&L

+97.8M+26.19%

3M P&L

+55.7M+13.40%

HY P&L

+204.5M+76.71%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology342.0M

77.4%

2Medical Devices43.7M

9.9%

3N/A11.9M

2.7%

Top Industries by Stock Count

1Biotechnology24 stocks

52.2%

2Medical Devices6 stocks

13.0%

3Diagnostics & Research3 stocks

6.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DNTH DIANTHUS THERAPEUTICS INC2.1M sharesnew addition2026-03-312026-05-13

ORKA ORUKA THERAPEUTICS INC760.4K sharesnew addition2026-03-312026-05-13

JBIO JADE BIOSCIENCES INC1.4M sharesnew addition2026-03-312026-05-13

CATX PERSPECTIVE THERAPEUTICS INC6.0M sharesnew addition2026-03-312026-05-13

ELVN ENLIVEN THERAPEUTICS INC400.0K sharesnew addition2026-03-312026-05-13

CNTX CONTEXT THERAPEUTICS INC5.0M sharesnew addition2026-03-312026-05-13

RGEN REPLIGEN CORP77.8K sharesnew addition2026-03-312026-05-13

PVLA PALVELLA THERAPEUTICS INC NE70.0K sharesnew addition2026-03-312026-05-13

Sponsored

AKTS AKTIS ONCOLOGY INC468.6K sharesnew addition2026-03-312026-05-13

MDT MEDTRONIC PLC100.0K sharesnew addition2026-03-312026-05-13

TEVA TEVA PHARMACEUTICAL INDS LTD200.0K sharesnew addition2026-03-312026-05-13

IMUX IMMUNIC INC669.9K sharesnew addition2026-03-312026-05-13

VIR VIR BIOTECHNOLOGY INC619.3K sharesnew addition2026-03-312026-05-13

DXCM DEXCOM INC100.0K sharesnew addition2026-03-312026-05-13

HUM HUMANA INC25.0K sharesnew addition2026-03-312026-05-13

EHC ENCOMPASS HEALTH CORP42.0K sharesnew addition2026-03-312026-05-13

Sponsored

KPTI KARYOPHARM THERAPEUTICS INC463.7K sharesnew addition2026-03-312026-05-13

TEM TEMPUS AI INC65.0K sharesnew addition2026-03-312026-05-13

TENX TENAX THERAPEUTICS INC265.9K sharesnew addition2026-03-312026-05-13

BSX BOSTON SCIENTIFIC CORP60.0K sharesnew addition2026-03-312026-05-13

MSLE SATELLOS BIOSCIENCE INC387.8K sharesnew addition2026-03-312026-05-13

PHAT PHATHOM PHARMACEUTICALS INC249.4K sharesnew addition2026-03-312026-05-13

GILD GILEAD SCIENCES INC20.0K sharesnew addition2026-03-312026-05-13

GPCR STRUCTURE THERAPEUTICS INC48.0K sharesnew addition2026-03-312026-05-13

Sponsored

SCYX SCYNEXIS INC2.1M sharesnew addition2026-03-312026-05-13

ICLR ICON PLC16.0K sharesnew addition2026-03-312026-05-13

NTRA NATERA INC9.0K sharesnew addition2026-03-312026-05-13

CRVS CORVUS PHARMACEUTICALS INC115.0K sharesnew addition2026-03-312026-05-13

PODD INSULET CORP10.0K sharesnew addition2026-03-312026-05-13

CRL CHARLES RIV LABS INTL INC10.0K sharesnew addition2026-03-312026-05-13

CORT CORCEPT THERAPEUTICS INC30.0K sharesnew addition2026-03-312026-05-13

HIMS HIMS & HERS HEALTH INC50.0K sharesnew addition2026-03-312026-05-13

Sponsored

GMAB GENMAB A/S50.0K sharesnew addition2026-03-312026-05-13

PTON PELOTON INTERACTIVE INC200.0K sharesnew addition2026-03-312026-05-13

NTLA INTELLIA THERAPEUTICS INC75.0K sharesnew addition2026-03-312026-05-13

ODD ODDITY TECH LTD70.0K sharesnew addition2026-03-312026-05-13

AVR ANTERIS TECHNOLOGIES GLOBAL150.0K sharesnew addition2026-03-312026-05-13

ABT ABBOTT LABORATORIES10.0K sharesnew addition2026-03-312026-05-13

MLTX MOONLAKE IMMUNOTHERAPEUTICS50.0K sharesnew addition2026-03-312026-05-13

BBIO BRIDGEBIO PHARMA INC10.0K sharesnew addition2026-03-312026-05-13

Sponsored

ABUS ARBUTUS BIOPHARMA CORP125.0K sharesnew addition2026-03-312026-05-13

BBOT BRIDGEBIO ONCOLOGY THERAPEUT43.9K sharesnew addition2026-03-312026-05-13

LEGN LEGEND BIOTECH CORP15.0K sharesnew addition2026-03-312026-05-13

ACAD ACADIA PHARMACEUTICALS INC13.0K sharesnew addition2026-03-312026-05-13

SVRA SAVARA INC50.0K sharesnew addition2026-03-312026-05-13

TRVI TREVI THERAPEUTICS INC6.7K sharesnew addition2026-03-312026-05-13

DNTH

DIANTHUS THERAPEUTICS INC

New

Shares2.1M

Event2026-03-31

Filed2026-05-13

ORKA

ORUKA THERAPEUTICS INC

New

Shares760.4K

Event2026-03-31

Filed2026-05-13

JBIO

JADE BIOSCIENCES INC

New

Shares1.4M

Event2026-03-31

Filed2026-05-13

CATX

PERSPECTIVE THERAPEUTICS INC

New

Shares6.0M

Event2026-03-31

Filed2026-05-13

ELVN

ENLIVEN THERAPEUTICS INC

New

Shares400.0K

Event2026-03-31

Filed2026-05-13

CNTX

CONTEXT THERAPEUTICS INC

New

Shares5.0M

Event2026-03-31

Filed2026-05-13

RGEN

REPLIGEN CORP

New

Shares77.8K

Event2026-03-31

Filed2026-05-13

PVLA

PALVELLA THERAPEUTICS INC NE

New

Shares70.0K

Event2026-03-31

Filed2026-05-13

AKTS

AKTIS ONCOLOGY INC

New

Shares468.6K

Event2026-03-31

Filed2026-05-13

MDT

MEDTRONIC PLC

New

Shares100.0K

Event2026-03-31

Filed2026-05-13

TEVA

TEVA PHARMACEUTICAL INDS LTD

New

Shares200.0K

Event2026-03-31

Filed2026-05-13

IMUX

IMMUNIC INC

New

Shares669.9K

Event2026-03-31

Filed2026-05-13

VIR

VIR BIOTECHNOLOGY INC

New

Shares619.3K

Event2026-03-31

Filed2026-05-13

DXCM

DEXCOM INC

New

Shares100.0K

Event2026-03-31

Filed2026-05-13

HUM

HUMANA INC

New

Shares25.0K

Event2026-03-31

Filed2026-05-13

EHC

ENCOMPASS HEALTH CORP

New

Shares42.0K

Event2026-03-31

Filed2026-05-13

KPTI

KARYOPHARM THERAPEUTICS INC

New

Shares463.7K

Event2026-03-31

Filed2026-05-13

TEM

TEMPUS AI INC

New

Shares65.0K

Event2026-03-31

Filed2026-05-13

TENX

TENAX THERAPEUTICS INC

New

Shares265.9K

Event2026-03-31

Filed2026-05-13

BSX

BOSTON SCIENTIFIC CORP

New

Shares60.0K

Event2026-03-31

Filed2026-05-13

MSLE

SATELLOS BIOSCIENCE INC

New

Shares387.8K

Event2026-03-31

Filed2026-05-13

PHAT

PHATHOM PHARMACEUTICALS INC

New

Shares249.4K

Event2026-03-31

Filed2026-05-13

GILD

GILEAD SCIENCES INC

New

Shares20.0K

Event2026-03-31

Filed2026-05-13

GPCR

STRUCTURE THERAPEUTICS INC

New

Shares48.0K

Event2026-03-31

Filed2026-05-13

SCYX

SCYNEXIS INC

New

Shares2.1M

Event2026-03-31

Filed2026-05-13

ICLR

ICON PLC

New

Shares16.0K

Event2026-03-31

Filed2026-05-13

NTRA

NATERA INC

New

Shares9.0K

Event2026-03-31

Filed2026-05-13

CRVS

CORVUS PHARMACEUTICALS INC

New

Shares115.0K

Event2026-03-31

Filed2026-05-13

PODD

INSULET CORP

New

Shares10.0K

Event2026-03-31

Filed2026-05-13

CRL

CHARLES RIV LABS INTL INC

New

Shares10.0K

Event2026-03-31

Filed2026-05-13

CORT

CORCEPT THERAPEUTICS INC

New

Shares30.0K

Event2026-03-31

Filed2026-05-13

HIMS

HIMS & HERS HEALTH INC

New

Shares50.0K

Event2026-03-31

Filed2026-05-13

GMAB

GENMAB A/S

New

Shares50.0K

Event2026-03-31

Filed2026-05-13

PTON

PELOTON INTERACTIVE INC

New

Shares200.0K

Event2026-03-31

Filed2026-05-13

NTLA

INTELLIA THERAPEUTICS INC

New

Shares75.0K

Event2026-03-31

Filed2026-05-13

ODD

ODDITY TECH LTD

New

Shares70.0K

Event2026-03-31

Filed2026-05-13

AVR

ANTERIS TECHNOLOGIES GLOBAL

New

Shares150.0K

Event2026-03-31

Filed2026-05-13

ABT

ABBOTT LABORATORIES

New

Shares10.0K

Event2026-03-31

Filed2026-05-13

MLTX

MOONLAKE IMMUNOTHERAPEUTICS

New

Shares50.0K

Event2026-03-31

Filed2026-05-13

BBIO

BRIDGEBIO PHARMA INC

New

Shares10.0K

Event2026-03-31

Filed2026-05-13

ABUS

ARBUTUS BIOPHARMA CORP

New

Shares125.0K

Event2026-03-31

Filed2026-05-13

BBOT

BRIDGEBIO ONCOLOGY THERAPEUT

New

Shares43.9K

Event2026-03-31

Filed2026-05-13

LEGN

LEGEND BIOTECH CORP

New

Shares15.0K

Event2026-03-31

Filed2026-05-13

ACAD

ACADIA PHARMACEUTICALS INC

New

Shares13.0K

Event2026-03-31

Filed2026-05-13

SVRA

SAVARA INC

New

Shares50.0K

Event2026-03-31

Filed2026-05-13

TRVI

TREVI THERAPEUTICS INC

New

Shares6.7K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available