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Avidity Partners Management LP13F | |
| Avidity Partners Management LP | |
| Last update 2026-05-28 | 52 Stocks (28 new) |
| Value $936.00 Mil | Turnover 54 % |
Avidity Partners Management LP... Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DNTH | Dianthus Therapeutics Inc | 4,208,368 | 361,330.5 | +100.00% | 38.620 | +19.31% | 7.700 | +15.56% | +131.21% | 5,208.6 | Biotechnology | |
ORKA | Oruka Therapeutics Inc | 1,520,848 | 89,319.4 | +130.28% | 9.550 | +5.40% | 2.540 | +99.19% | +198.75% | 5,461.3 | Biotechnology | |
CGON | CG Oncology Inc | 1,288,948 | 87,236.0 | -12.48% | 9.320 | -2.20% | 1.460 | +7.77% | +73.05% | 6,337.3 | Biotechnology | |
JBIO | Jade Biosciences Inc | 2,801,416 | 53,857.2 | +100.00% | 5.760 | +2.88% | 5.680 | +57.71% | +42.58% | 1,338.9 | Biotechnology | |
CATX | Perspective Therapeutics Inc | 12,099,998 | 48,823.5 | +276.86% | 5.220 | +3.83% | 10.610 | -27.96% | +10.55% | 346.7 | Medical Devices & Instruments | |
ELVN | Enliven Therapeutics Inc | 800,000 | 32,172.0 | +470.21% | 3.440 | +2.84% | 1.310 | +27.44% | +225.13% | 3,576.9 | Biotechnology | |
CNTX | Context Therapeutics Inc | 9,996,534 | 24,891.4 | +81.59% | 2.660 | +1.20% | 10.880 | -77.17% | -60.54% | 53.3 | Biotechnology | |
TEVA | Teva Pharmaceutical Industries Ltd | 650,100 | 20,571.0 | +55.79% | 2.200 | +0.79% | 0.060 | +11.52% | +6.41% | 40,073.4 | Drug Manufacturers | |
RGEN | Repligen Corp | 155,600 | 18,370.9 | +209.34% | 1.960 | +1.33% | 0.280 | +28.45% | -10.31% | 8,290.2 | Medical Devices & Instruments | |
PVLA | Palvella Therapeutics Inc | 140,000 | 17,707.9 | +625.39% | 1.890 | +1.63% | 0.980 | +26.15% | +41.74% | 2,127.9 | Biotechnology |
Avidity Partners Management LP's Historical Top Holdings Breakdowns
Avidity Partners Management LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DNTH | Dianthus Therapeutics Inc | 2026-03-31 | Add Add | +19.31% | 36.2 ($57.91) 86.92 | $95.28 | 64.53% | Add 100% | 4,208,368 | 2,104,184 | |
ORKA | Oruka Therapeutics Inc | 2026-03-31 | Add Add | +5.40% | 26.4 ($34.75) 49.05 | $90.55 | 160.58% | Add 130.28% | 1,520,848 | 860,424 | |
CATX | Perspective Therapeutics Inc | 2026-03-31 | Add Add | +3.83% | 2.33 ($4.22) 5.65 | $3.04 | -27.96% | Add 276.86% | 12,099,998 | 8,889,265 | |
JBIO | Jade Biosciences Inc | 2026-03-31 | Add Add | +2.88% | 13.12 ($14.48) 17.03 | $22.00 | 51.93% | Add 100% | 2,801,416 | 1,400,708 | |
ELVN | Enliven Therapeutics Inc | 2026-03-31 | Add Add | +2.84% | 15.14 ($27.7) 39.29 | $50.07 | 80.76% | Add 470.21% | 800,000 | 659,700 | |
ALNY | Alnylam Pharmaceuticals Inc | 2026-03-31 | Sold Out Sold Out | -2.41% | 306.66 ($340.29) 422.5 | $291.37 | -14.38% | Sold Out | 0 | -21,000 | |
MCK | McKesson Corp | 2026-03-31 | Sold Out Sold Out | -2.25% | 814.63 ($892.51) 995.69 | $763.51 | -14.45% | Sold Out | 0 | -9,520 | |
CGON | CG Oncology Inc | 2026-03-31 | Reduce Reduce | -2.20% | 40.04 ($56.66) 68.64 | $71.85 | 26.81% | Reduce -12.48% | 1,288,948 | -183,751 | |
AKTS | Aktis Oncology Inc | 2026-03-31 | New Buy New Buy | +1.83% | 15.19 ($19.42) 22.4 | $29.37 | 51.24% | New holding | 937,132 | 937,132 | |
PVLA | Palvella Therapeutics Inc | 2026-03-31 | Add Add | +1.63% | 76.43 ($104.31) 148.34 | $148.36 | 42.23% | Add 625.39% | 140,000 | 120,700 |
Avidity Partners Management LP Total Holding History ($B)
Avidity Partners Management LP's Asset Allocation
Avidity Partners Management LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Avidity Partners Management LP's Hypothetical Growth since 2026-03-31
Avidity Partners Management LP's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Avidity Partners Management LP's Holdings Heat Map
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Avidity Partners Management LP's Holdings Bubble Chart
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