Avidity Partners Management LP
13F Reported Value
ⓘ$624.4M
Holdings
45
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Avidity Partners Management LP disclosed 45 positions worth $624.4M in its Form 13F-HR for Q2 2026, led by $DNTH (Dianthus Therapeutics, Inc. /DE/) at 32.9% of the equity portfolio, followed by $CGON and $ORKA. During the quarter the fund opened 8 new positions and exited 9 — including a new stake in $CGON and a full exit from $HUM. The portfolio is most concentrated in Healthcare (96.8% 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
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 22.6#2,747
Quality
$205.1M2,104,184 sh - 27.0#2,595
Quality
$99.4M1,398,948 sh - —
Quality
$72.4M760,424 sh - —
Quality
$37.8M1,700,708 sh - —
Quality
$27.9M550,000 sh - —
Quality
$21.5M6,299,999 sh - —
Quality
$15.6M484,200 sh - —
Quality
$10.7M70,000 sh - —
Quality
$10.7M798,282 sh - 58.4
Quality
$10.6M77,800 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Dianthus Therapeutics, Inc. /DE/$DNTH | 22.6#2,747 | $205.1M | 2,104,184 |
 CG Oncology, Inc.$CGON | 27.0#2,595 | $99.4M | 1,398,948 |
 Oruka Therapeutics, Inc.$ORKA | — | $72.4M | 760,424 |
 Jade Biosciences, Inc.$JBIO | — | $37.8M | 1,700,708 |
 Enliven Therapeutics, Inc.$ELVN | — | $27.9M | 550,000 |
 Perspective Therapeutics, Inc.$CATX | — | $21.5M | 6,299,999 |
 Aktis Oncology, Inc.$AKTS | — | $15.6M | 484,200 |
 PALVELLA THERAPEUTICS, INC.$PVLA | — | $10.7M | 70,000 |
 Mobia Medical, Inc.$MOBI | — | $10.7M | 798,282 |
 REPLIGEN CORP$RGEN | 58.4 | $10.6M | 77,800 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Avidity Partners Management LP's 45 positions.
Showing top 10 of 45 holdings.
Sector Allocation
Healthcare
$604.6M
Technology
$18.2M
Consumer Staples
$1.1M
Consumer Discretionary
$591,000
Full Holdings — Avidity Partners Management LP (Q2 2026)
All 45 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/ | $205.1M | 32.9% | +0% | 22.6 |
| 2 | $CGON | CG Oncology, Inc. | $99.4M | 15.9% | NEW | 27 |
| 3 | $ORKA | Oruka Therapeutics, Inc. | $72.4M | 11.6% | +0% | — |
| 4 | $JBIO | Jade Biosciences, Inc. | $37.8M | 6.0% | +21% | — |
| 5 | $ELVN | Enliven Therapeutics, Inc. | $27.9M | 4.5% | +38% | — |
| 6 | $CATX | Perspective Therapeutics, Inc. | $21.5M | 3.4% | +4% | — |
| 7 | $AKTS | Aktis Oncology, Inc. | $15.6M | 2.5% | +3% | — |
| 8 | $PVLA | PALVELLA THERAPEUTICS, INC. | $10.7M | 1.7% | +0% | — |
| 9 | $MOBI | Mobia Medical, Inc. | $10.7M | 1.7% | NEW | — |
| 10 | $RGEN | REPLIGEN CORP | $10.6M | 1.7% | +0% | 58.4 |
| 11 |  $IMUX | IMMUNIC, INC. | $10.3M | 1.6% | +0% | — |
| 12 |  $SENS | Senseonics Holdings, Inc. | $9.1M | 1.5% | NEW | 27.7 |
| 13 |  $KPTI | Karyopharm Therapeutics Inc. | $9.0M | 1.4% | +99% | 15.1 |
| 14 |  $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $6.8M | 1.1% | +0% | — |
| 15 |  $DXCM | DEXCOM INC | $6.7M | 1.1% | +0% | 76 |
| 16 |  $TEM | Tempus AI, Inc. | $6.1M | 1.0% | +62% | 41.2 |
| 17 |  $MDT | Medtronic plc | $5.5M | 0.9% | -30% | 68.7 |
| 18 |  $VIR | Vir Biotechnology, Inc. | $5.3M | 0.8% | -16% | 38.2 |
| 19 |  $GPCR | Structure Therapeutics Inc. | $5.3M | 0.8% | +104% | — |
| 20 |  $EHC | Encompass Health Corp | $4.2M | 0.7% | +0% | 66.9 |
| 21 |  $TENX | TENAX THERAPEUTICS, INC. | $3.9M | 0.6% | +0% | — |
| 22 |  $NVCT | Nuvectis Pharma, Inc. | $3.7M | 0.6% | NEW | — |
| 23 |  $PODD | INSULET CORP | $3.7M | 0.6% | +140% | 71.3 |
| 24 |  $BSX | BOSTON SCIENTIFIC CORP | $3.4M | 0.6% | +33% | 77.5 |
| 25 |  $MSLE | Satellos Bioscience Inc. | $3.0M | 0.5% | +0% | — |
| 26 |  $ALMR | Alamar Biosciences, Inc. | $3.0M | 0.5% | NEW | — |
| 27 |  $CNTX | Context Therapeutics Inc. | $2.8M | 0.4% | +0% | — |
| 28 |  $GILD | GILEAD SCIENCES, INC. | $2.5M | 0.4% | +0% | 57.4 |
| 29 |  $CRL | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | $2.3M | 0.4% | +0% | 43.8 |
| 30 |  $PHAT | Phathom Pharmaceuticals, Inc. | $2.2M | 0.3% | -20% | 40.9 |
| 31 |  $AVLN | Avalyn Pharma Inc. | $2.0M | 0.3% | NEW | — |
| 32 |  $KLRA | Kailera Therapeutics, Inc. | $1.8M | 0.3% | NEW | — |
| 33 |  $GMAB | GENMAB A/S | $1.4M | 0.2% | +0% | 77.9 |
| 34 |  $NTLA | Intellia Therapeutics, Inc. | $1.3M | 0.2% | +0% | 19.9 |
| 35 |  $CRVS | Corvus Pharmaceuticals, Inc. | $1.2M | 0.2% | -30% | — |
| 36 |  $ODD | Oddity Tech Ltd | $1.1M | 0.2% | +0% | — |
| 37 |  $SCYX | SCYNEXIS INC | $1.1M | 0.2% | -88% | — |
| 38 |  $EVMN | Evommune, Inc. | $996,750 | 0.2% | NEW | 14.9 |
| 39 |  $ABT | ABBOTT LABORATORIES | $907,400 | 0.1% | +0% | 65.5 |
| 40 |  $BBIO | BridgeBio Pharma, Inc. | $744,800 | 0.1% | +0% | 36.9 |
| 41 |  $PTON | PELOTON INTERACTIVE, INC. | $591,000 | 0.1% | -50% | 54.3 |
| 42 |  $LEGN | Legend Biotech Corp | $433,200 | 0.1% | +0% | 47.8 |
| 43 |  $BBOT | BridgeBio Oncology Therapeutics, Inc. | $334,160 | 0.1% | +0% | — |
| 44 |  $SVRA | Savara Inc | $308,000 | 0.1% | +0% | — |
| 45 |  $TRVI | Trevi Therapeutics, Inc. | $124,209 | 0.0% | +0% | — |
New Positions (8)
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