AP
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Avidity Partners Management LP13F | |
| Avidity Partners Management LP | |
| Last update 2025-05-16 | 67 Stocks (19 new) |
| Value $525.00 Mil | Turnover 19 % |
Avidity Partners Management LP... Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSX | Boston Scientific Corp | 336,000 | 33,895.7 | -34.76% | 6.460 | -1.57% | 0.020 | +8.60% | +20.28% | 158,936.9 | Medical Devices & Instruments | |
DNTH | Dianthus Therapeutics Inc | 1,720,902 | 31,217.2 | -40.10% | 5.950 | -2.47% | 5.350 | +2.41% | +1.28% | 710.1 | Biotechnology | |
UNH | UnitedHealth Group Inc | 50,500 | 26,449.4 | -15.83% | 5.040 | -0.47% | 0.010 | -32.11% | -42.32% | 261,699.1 | Healthcare Plans | |
CGON | CG Oncology Inc | 980,942 | 24,023.3 | -10.64% | 4.580 | -0.33% | 1.290 | +29.09% | -6.69% | 2,039.8 | Biotechnology | |
HUM | Humana Inc | 81,000 | 21,432.6 | -9.19% | 4.080 | -0.20% | 0.070 | -11.51% | -7.75% | 28,051.6 | Healthcare Plans | |
HUM
CALL
| Humana Inc | 80,000 | 21,168.0 | 0% | 4.030 | 0% | 0.070 | -11.51% | -7.75% | 28,051.6 | Healthcare Plans | |
NTRA | Natera Inc | 119,200 | 16,856.1 | -46.74% | 3.210 | -1.63% | 0.090 | -6.87% | -12.60% | 18,891.9 | Medical Diagnostics & Research | |
REGN | Regeneron Pharmaceuticals Inc | 25,400 | 16,109.4 | +202.38% | 3.070 | +2.05% | 0.020 | -1.91% | -18.95% | 62,164.9 | Biotechnology | |
EXAS | Exact Sciences Corp | 353,000 | 15,281.4 | -41.46% | 2.910 | -1.38% | 0.190 | +11.18% | -12.76% | 9,247.0 | Medical Diagnostics & Research | |
BEAM | Beam Therapeutics Inc | 709,517 | 13,856.9 | New Holding | 2.640 | +2.64% | 0.710 | +13.03% | -9.44% | 2,258.5 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
ISRG | Intuitive Surgical Inc | 2025-03-31 | Sold Out Sold Out | -3.32% | 476.78 ($553.02) 610.45 | $498.01 | -9.95% | Sold Out | 0 | -64,800 | |
BEAM | Beam Therapeutics Inc | 2025-03-31 | New Buy New Buy | +2.64% | 19.53 ($26.2) 34.09 | $22.46 | -14.27% | New holding | 709,517 | 709,517 | |
ACHC | Acadia Healthcare Co Inc | 2025-03-31 | Sold Out Sold Out | -2.56% | 28.17 ($38.1) 45.41 | $22.61 | -40.66% | Sold Out | 0 | -658,000 | |
MIRM | Mirum Pharmaceuticals Inc | 2025-03-31 | Reduce Reduce | -2.55% | 41.32 ($47.13) 53.16 | $53.25 | 12.99% | Reduce -94% | 40,000 | -626,200 | |
JANX | Janux Therapeutics Inc | 2025-03-31 | Reduce Reduce | -2.54% | 27 ($37.69) 57.81 | $27.03 | -28.28% | Reduce -65.22% | 258,000 | -483,900 | |
DNTH | Dianthus Therapeutics Inc | 2025-03-31 | Reduce Reduce | -2.47% | 18.14 ($22.04) 27.04 | $22.00 | -0.18% | Reduce -40.1% | 1,720,902 | -1,152,098 | |
COR | Cencora Inc | 2025-03-31 | New Buy New Buy | +2.08% | 224.74 ($251.19) 278.09 | $291.91 | 16.21% | New holding | 39,300 | 39,300 | |
REGN | Regeneron Pharmaceuticals Inc | 2025-03-31 | Add Add | +2.05% | 634.14 ($687.82) 744.83 | $575.78 | -16.29% | Add 202.38% | 25,400 | 17,000 | |
KYMR | Kymera Therapeutics Inc | 2025-03-31 | Sold Out Sold Out | -1.98% | 27.37 ($36.45) 44.36 | $46.55 | 27.71% | Sold Out | 0 | -500,000 | |
JAZZ | Jazz Pharmaceuticals PLC | 2025-03-31 | Reduce Reduce | -1.87% | 120.07 ($130.46) 144.17 | $117.77 | -9.73% | Reduce -65.88% | 80,000 | -154,500 |
Avidity Partners Management LP Total Holding History ($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 2025-03-31
Avidity Partners Management LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Avidity Partners Management LP's Holdings Heat Map
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Avidity Partners Management LP's Holdings Bubble Chart
Avidity Partners Management LP News
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