Avidity Partners Management LP
13F Reported Value
ⓘ$441.9M
Holdings
46
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Avidity Partners Management LP disclosed 46 positions worth $441.9M in its Form 13F-HR for Q1 2026, led by $DNTH (Dianthus Therapeutics, Inc. /DE/) at 41.8% of the equity portfolio, followed by $ORKA and $JBIO. During the quarter the fund opened 25 new positions and exited 18 — including a new stake in $AKTS and a full exit from $CGON. The portfolio is most concentrated in Healthcare (98.7% of disclosed assets). All figures are sourced directly from Avidity Partners Management LP’s Form 13F-HR filing with the SEC under CIK 1791827.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 26.8#2,490
Quality
$184.7M2,104,184 sh - —
Quality
$52.0M760,424 sh - —
Quality
$34.2M1,400,708 sh - —
Quality
$23.6M6,049,999 sh - —
Quality
$16.5M400,000 sh - —
Quality
$11.8M4,998,267 sh - 54.1
Quality
$9.2M77,800 sh - —
Quality
$9.0M70,000 sh - —
Quality
$8.8M468,566 sh - —
Quality
$8.1M100,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Dianthus Therapeutics, Inc. /DE/$DNTH | 26.8#2,490 | $184.7M | 2,104,184 |
 Oruka Therapeutics, Inc.$ORKA | — | $52.0M | 760,424 |
 Jade Biosciences, Inc.$JBIO | — | $34.2M | 1,400,708 |
 Perspective Therapeutics, Inc.$CATX | — | $23.6M | 6,049,999 |
 Enliven Therapeutics, Inc.$ELVN | — | $16.5M | 400,000 |
 Context Therapeutics Inc.$CNTX | — | $11.8M | 4,998,267 |
 REPLIGEN CORP$RGEN | 54.1 | $9.2M | 77,800 |
 PALVELLA THERAPEUTICS, INC.$PVLA | — | $9.0M | 70,000 |
 Aktis Oncology, Inc.$AKTS | — | $8.8M | 468,566 |
 Medtronic plc$MDT | — | $8.1M | 100,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Avidity Partners Management LP's 46 positions.
Showing top 10 of 46 holdings.
Sector Allocation
Healthcare
$436.2M
Technology
$3.6M
Consumer Discretionary
$1.1M
Consumer Staples
$1.0M
Full Holdings — Avidity Partners Management LP (Q1 2026)
All 46 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $DNTH | Dianthus Therapeutics, Inc. /DE/ | $184.7M | 41.8% | +0% | 26.8 |
| 2 | $ORKA | Oruka Therapeutics, Inc. | $52.0M | 11.8% | +15% | — |
| 3 | $JBIO | Jade Biosciences, Inc. | $34.2M | 7.7% | +0% | — |
| 4 | $CATX | Perspective Therapeutics, Inc. | $23.6M | 5.3% | +88% | — |
| 5 | $ELVN | Enliven Therapeutics, Inc. | $16.5M | 3.7% | +185% | — |
| 6 | $CNTX | Context Therapeutics Inc. | $11.8M | 2.7% | -9% | — |
| 7 | $RGEN | REPLIGEN CORP | $9.2M | 2.1% | +55% | 54.1 |
| 8 | $PVLA | PALVELLA THERAPEUTICS, INC. | $9.0M | 2.0% | +263% | — |
| 9 | $AKTS | Aktis Oncology, Inc. | $8.8M | 2.0% | NEW | — |
| 10 | $MDT | Medtronic plc | $8.1M | 1.8% | -7% | — |
| 11 |  $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $7.0M | 1.6% | -52% | — |
| 12 |  $IMUX | IMMUNIC, INC. | $6.4M | 1.5% | -86% | — |
| 13 |  $VIR | Vir Biotechnology, Inc. | $6.3M | 1.4% | NEW | 5.6 |
| 14 |  $DXCM | DEXCOM INC | $6.0M | 1.4% | NEW | 77.9 |
| 15 |  $HUM | HUMANA INC | $5.9M | 1.3% | NEW | 82 |
| 16 |  $EHC | Encompass Health Corp | $4.2M | 0.9% | +33% | 68.9 |
| 17 |  $KPTI | Karyopharm Therapeutics Inc. | $3.9M | 0.9% | +245% | 20.4 |
| 18 |  $TEM | Tempus AI, Inc. | $3.6M | 0.8% | NEW | 38.2 |
| 19 |  $TENX | TENAX THERAPEUTICS, INC. | $3.5M | 0.8% | NEW | — |
| 20 |  $BSX | BOSTON SCIENTIFIC CORP | $3.5M | 0.8% | -48% | 79.9 |
| 21 |  $MSLE | Satellos Bioscience Inc. | $3.1M | 0.7% | NEW | — |
| 22 |  $PHAT | Phathom Pharmaceuticals, Inc. | $2.8M | 0.6% | +21% | 32.5 |
| 23 |  $GILD | GILEAD SCIENCES, INC. | $2.6M | 0.6% | NEW | 77.8 |
| 24 |  $GPCR | Structure Therapeutics Inc. | $2.0M | 0.5% | NEW | — |
| 25 |  $SCYX | SCYNEXIS INC | $1.9M | 0.4% | +0% | — |
| 26 |  $ICLR | ICON PLC | $1.9M | 0.4% | -52% | — |
| 27 |  $NTRA | Natera, Inc. | $1.9M | 0.4% | -24% | 46.4 |
| 28 |  $CRVS | Corvus Pharmaceuticals, Inc. | $1.7M | 0.4% | NEW | — |
| 29 |  $PODD | INSULET CORP | $1.7M | 0.4% | NEW | 70.4 |
| 30 |  $CRL | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | $1.7M | 0.4% | NEW | 47.1 |
| 31 |  $CORT | CORCEPT THERAPEUTICS INC | $1.4M | 0.3% | +36% | 55.4 |
| 32 |  $HIMS | Hims & Hers Health, Inc. | $1.4M | 0.3% | NEW | 50.9 |
| 33 |  $GMAB | GENMAB A/S | $1.3M | 0.3% | -46% | — |
| 34 |  $PTON | PELOTON INTERACTIVE, INC. | $1.1M | 0.3% | NEW | 41.6 |
| 35 |  $NTLA | Intellia Therapeutics, Inc. | $1.0M | 0.2% | NEW | 24.5 |
| 36 |  $ODD | Oddity Tech Ltd | $1.0M | 0.2% | NEW | — |
| 37 |  $AVR | Anteris Technologies Global Corp. | $922,500 | 0.2% | NEW | — |
| 38 |  $ABT | ABBOTT LABORATORIES | $907,900 | 0.2% | NEW | 67 |
| 39 |  $MLTX | MoonLake Immunotherapeutics | $819,000 | 0.2% | NEW | — |
| 40 |  $BBIO | BridgeBio Pharma, Inc. | $711,100 | 0.2% | NEW | 31.7 |
| 41 |  $ABUS | Arbutus Biopharma Corp | $525,000 | 0.1% | NEW | — |
| 42 |  $BBOT | BridgeBio Oncology Therapeutics, Inc. | $368,804 | 0.1% | NEW | — |
| 43 |  $LEGN | Legend Biotech Corp | $352,800 | 0.1% | NEW | 44.2 |
| 44 |  $ACAD | ACADIA PHARMACEUTICALS INC | $291,109 | 0.1% | -88% | 69.8 |
| 45 |  $SVRA | Savara Inc | $262,000 | 0.1% | NEW | — |
| 46 |  $TRVI | Trevi Therapeutics, Inc. | $91,642 | 0.0% | NEW | — |
New Positions (25)
$AKTS Aktis Oncology, Inc.$8.8M$VIR Vir Biotechnology, Inc.$6.3M$DXCM DEXCOM INC$6.0M$HUM HUMANA INC$5.9M$TEM Tempus AI, Inc.$3.6M$TENX TENAX THERAPEUTICS, INC.$3.5M$MSLE Satellos Bioscience Inc.$3.1M$GILD GILEAD SCIENCES, INC.$2.6M$GPCR Structure Therapeutics Inc.$2.0M$CRVS Corvus Pharmaceuticals, Inc.$1.7M$PODD INSULET CORP$1.7M$CRL CHARLES RIVER LABORATORIES INTERNATIONAL, INC.$1.7M$HIMS Hims & Hers Health, Inc.$1.4M$PTON PELOTON INTERACTIVE, INC.$1.1M$NTLA Intellia Therapeutics, Inc.$1.0MExited Positions (18)
$CGON CG Oncology, Inc.
$ALNY ALNYLAM PHARMACEUTICALS, INC.
$MCK MCKESSON CORP
$A AGILENT TECHNOLOGIES, INC.
$PFE PFIZER INC
$CNC CENTENE CORP
$KVUE Kenvue Inc.
$DHR DANAHER CORP /DE/
$TMO THERMO FISHER SCIENTIFIC INC.
$NVO NOVO NORDISK A S
$CI Cigna Group
$COR Cencora, Inc.
$INSM INSMED Inc
$WAT WATERS CORP /DE/
$ACHC Acadia Healthcare Company, Inc.Browse Top Institutional Investors
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