Institutions / Avidity Partners Management LP
Avidity Partners Management LP
CIK 1791827 · Institution · as of Dec 31, 2025
Portfolio value
$346.69M
Positions
39
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 39 →
| Company | Value | % of portfolio |
|---|---|---|
| Dianthus Therapeutics, Inc. | $86.71M | 25.0% |
| CG Oncology, Inc. | $61.15M | 17.6% |
| Jade Biosciences, Inc. | $21.61M | 6.2% |
| Oruka Therapeutics, Inc. | $20.02M | 5.8% |
| Teva Pharmaceutical Industries LtdTEVA | $13.02M | 3.8% |
| Boston Scientific Corp | $10.92M | 3.1% |
| Medtronic plc | $10.34M | 3.0% |
| Perspective Therapeutics, Inc. | $8.83M | 2.5% |
| Alnylam Pharmaceuticals Inc | $8.35M | 2.4% |
| Repligen Corp | $8.24M | 2.4% |
| Context Therapeutics Inc. | $8.09M | 2.3% |
| McKesson Corp | $7.81M | 2.3% |
| ICON plc | $6.03M | 1.7% |
| Agilent Technologies Inc | $5.65M | 1.6% |
| Pfizer Inc | $5.07M | 1.5% |
| Centene Corp | $4.91M | 1.4% |
| Kenvue Inc. | $4.02M | 1.2% |
| Danaher Corp /De | $3.89M | 1.1% |
| Thermo Fisher Scientific Inc. | $3.88M | 1.1% |
| Novo-Nordisk a S | $3.42M | 1.0% |
| Phathom Pharmaceuticals, Inc.PHAT | $3.42M | 1.0% |
| Encompass Health Corp | $3.35M | 1.0% |
| Cigna Group | $3.19M | 0.9% |
| Cencora Inc | $3.17M | 0.9% |
| Insmed Inc | $3.08M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.