Avidity Partners Management LP
Q2 2026 13F filing
Updated 27 days ago45 disclosed positions worth $624.4M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | D DNTH DIANTHUS THERAPEUTICS INC | $205.1M | 2.10M | 32.85% | — |
| 2 | C CGON CG ONCOLOGY INC | $99.4M | 1.40M | 15.92% | — |
| 3 | O ORKA ORUKA THERAPEUTICS INC | $72.4M | 760.4K | 11.59% | — |
| 4 | J JBIO JADE BIOSCIENCES INC | $37.8M | 1.70M | 6.05% | — |
| 5 | E ELVN ENLIVEN THERAPEUTICS INC | $27.9M | 550.0K | 4.47% | — |
| 6 | ? N/A PERSPECTIVE THERAPEUTICS INC | $21.5M | 6.30M | 3.44% | — |
| 7 | A AKTS AKTIS ONCOLOGY INC | $15.6M | 484.2K | 2.50% | — |
| 8 | P PVLA PALVELLA THERAPEUTICS INC NE | $10.7M | 70.0K | 1.71% | — |
| 9 | M MOBI MOBIA MED INC | $10.7M | 798.3K | 1.71% | — |
| 10 | R RGEN REPLIGEN CORP | $10.6M | 77.8K | 1.70% | — |
| 11 | ? N/A IMMUNIC INC | $10.3M | 669.9K | 1.65% | — |
| 12 | S SENS SENSEONICS HLDGS INC | $9.1M | 1.60M | 1.46% | — |
| 13 | K KPTI KARYOPHARM THERAPEUTICS INC | $9M | 924.5K | 1.45% | — |
| 14 | T TEVJF TEVA PHARMACEUTICAL INDS LTD | $6.8M | 200.0K | 1.09% | — |
| 15 | D DXCM DEXCOM INC | $6.7M | 100.0K | 1.08% | — |
| 16 | T TEM TEMPUS AI INC | $6.1M | 105.0K | 0.97% | — |
| 17 | M MDT MEDTRONIC PLC | $5.5M | 70.0K | 0.88% | — |
| 18 | V VIR VIR BIOTECHNOLOGY INC | $5.3M | 519.3K | 0.85% | — |
| 19 | G GPCR STRUCTURE THERAPEUTICS INC | $5.3M | 98.0K | 0.84% | — |
| 20 | E EHC ENCOMPASS HEALTH CORP | $4.2M | 42.0K | 0.68% | — |
| 21 | ? N/A TENAX THERAPEUTICS INC | $3.9M | 265.9K | 0.62% | — |
| 22 | ? N/A NUVECTIS PHARMA INC | $3.7M | 200.0K | 0.59% | — |
| 23 | P PODD INSULET CORP | $3.7M | 24.0K | 0.59% | — |
| 24 | B BSX BOSTON SCIENTIFIC CORP | $3.4M | 80.0K | 0.55% | — |
| 25 | M MSLE SATELLOS BIOSCIENCE INC | $3M | 387.8K | 0.48% | — |
| 26 | ? N/A ALAMAR BIOSCIENCES INC | $3M | 110.0K | 0.48% | — |
| 27 | C CNTX CONTEXT THERAPEUTICS INC | $2.8M | 5.00M | 0.44% | — |
| 28 | G GILD GILEAD SCIENCES INC | $2.5M | 20.0K | 0.40% | — |
| 29 | C CRL CHARLES RIV LABS INTL INC | $2.3M | 10.0K | 0.36% | — |
| 30 | P PHAT PHATHOM PHARMACEUTICALS INC | $2.2M | 200.0K | 0.35% | — |
| 31 | A AVLN AVALYN PHARMACEUTICALS INC | $2M | 60.0K | 0.32% | — |
| 32 | K KLRA KAILERA THERAPEUTICS INC | $1.8M | 80.0K | 0.28% | — |
| 33 | G GNMSF GENMAB A/S | $1.4M | 50.0K | 0.22% | — |
| 34 | N NTLA INTELLIA THERAPEUTICS INC | $1.3M | 75.0K | 0.20% | — |
| 35 | C CRVS CORVUS PHARMACEUTICALS INC | $1.2M | 80.0K | 0.19% | — |
| 36 | O ODD ODDITY TECH LTD | $1.1M | 70.0K | 0.17% | — |
| 37 | S SCYX SCYNEXIS INC | $1.1M | 260.2K | 0.17% | — |
| 38 | E EVMN EVOMMUNE INC | $997K | 75.0K | 0.16% | — |
| 39 | A ABT ABBOTT LABORATORIES | $907K | 10.0K | 0.15% | — |
| 40 | B BBIO BRIDGEBIO PHARMA INC | $745K | 10.0K | 0.12% | — |
| 41 | P PEGA PELOTON INTERACTIVE INC | $591K | 100.0K | 0.09% | — |
| 42 | L LEGN LEGEND BIOTECH CORP | $433K | 15.0K | 0.07% | — |
| 43 | ? N/A BRIDGEBIO ONCOLOGY THERAPEUT | $334K | 43.9K | 0.05% | — |
| 44 | S SVRA SAVARA INC | $308K | 50.0K | 0.05% | — |
| 45 | T TRVI TREVI THERAPEUTICS INC | $124K | 6.7K | 0.02% | — |