13FBOX
Avidity Partners Management LP · 13F Holdings
Options Calculator Rankings

Avidity Partners Management LP

No.3702
Latest AUM (Q2 2026)
$624.4M
QoQ Change Q1 2026
+$130.6M+26.5%
Holdings
45
New Buys
13
Adds
11
Reduces
8
Exits
13
Unchanged
13
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
DDIANTHUS THERAPEUTICS INCDNTH
32.85%35.76%$205.1M2.1M$176.6M2.1M00.00%Unchanged
CG ONCOLOGY INCCGON
15.92%17.67%$99.4M1.4M$87.2M1.3M+110,000+8.53%Add
OORUKA THERAPEUTICS INC COMORKA
11.59%7.55%$72.4M760,424$37.3M760,42400.00%Unchanged
JADE BIOSCIENCES INCJBIO
6.05%3.99%$37.8M1.7M$19.7M1.4M+300,000+21.42%Add
EENLIVEN THERAPEUTICS INCELVN
4.47%3.18%$27.9M550,000$15.7M400,000+150,000+37.50%Add
PPERSPECTIVE THERAPEUTICS INC COM NEWCATX
3.44%5.11%$21.5M6.3M$25.2M6.0M+250,000+4.13%Add
AAKTIS ONCOLOGY INCAKTS
2.5%1.7%$15.6M484,200$8.4M468,566+15,634+3.34%Add
PALVELLA THERAPEUTICS INC NEPVLA
1.71%1.77%$10.7M70,000$8.7M70,00000.00%Unchanged
MMOBIA MED INCMOBI
1.71%$10.7M798,282$00+798,282New Buy
RREPLIGEN CORPRGEN
1.7%1.86%$10.6M77,800$9.2M77,80000.00%Unchanged
IIMMUNIC INCIMUX
1.65%1.51%$10.3M669,941$7.4M6.7M-6.0M-90.00%Reduce
SSENSEONICS HLDGS INC COMSENS
1.46%$9.1M1.6M$00+1.6MNew Buy
KKARYOPHARM THERAPEUTICS INC COM NEWKPTI
1.45%0.52%$9.0M924,487$2.6M463,741+460,746+99.35%Add
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSTEVA
1.09%2.75%$6.8M200,000$13.6M450,100-250,100-55.57%Reduce
DEXCOM INCDXCM
1.08%1.14%$6.7M100,000$5.7M90,000+10,000+11.11%Add
TTEMPUS AI INCTEM
0.97%0.23%$6.1M105,000$1.1M25,000+80,000+320.00%Add
MEDTRONIC PLCMDT
0.88%1.75%$5.5M70,000$8.7M100,000-30,000-30.00%Reduce
VIR BIOTECHNOLOGY INCVIR
0.85%1.72%$5.3M519,300$8.5M950,000-430,700-45.34%Reduce
STRUCTURE THERAPEUTICS INCGPCR
0.84%0.29%$5.3M98,000$1.4M30,000+68,000+226.67%Add
EENCOMPASS HEALTH CORP COMEHC
0.68%0.82%$4.2M42,000$4.1M42,00000.00%Unchanged
TTENAX THERAPEUTICS INCTENX
0.62%0.7%$3.9M265,934$3.5M215,934+50,000+23.16%Add
NNUVECTIS PHARMA INC COMNVCT
0.59%$3.7M200,000$00+200,000New Buy
INSULET CORPPODD
0.59%$3.7M24,000$00+24,000New Buy
BOSTON SCIENTIFIC CORP COMBSX
0.55%0.76%$3.4M80,000$3.8M60,000+20,000+33.33%Add
SSATELLOS BIOSCIENCE INCMSLE
0.48%0.44%$3.0M387,769$2.2M387,76900.00%Unchanged
AALAMAR BIOSCIENCES INCALMR
0.48%$3.0M110,000$00+110,000New Buy
CCONTEXT THERAPEUTICS INCCNTX
0.44%2.65%$2.8M5.0M$13.1M5.0M00.00%Unchanged
GGILEAD SCIENCES INC COMGILD
0.4%0.56%$2.5M20,000$2.8M20,00000.00%Unchanged
CCHARLES RIV LABS INTL INCCRL
0.36%$2.3M10,000$00+10,000New Buy
PPHATHOM PHARMACEUTICALS INCPHAT
0.35%0.56%$2.2M200,000$2.8M249,390-49,390-19.80%Reduce
AAVALYN PHARMACEUTICALS INCAVLN
0.32%$2.0M60,000$00+60,000New Buy
KKAILERA THERAPEUTICS INCKLRA
0.28%$1.8M80,000$00+80,000New Buy
GGENMAB A/S SPONSORED ADSGMAB
0.22%0.27%$1.4M50,000$1.3M50,00000.00%Unchanged
IINTELLIA THERAPEUTICS INCNTLA
0.2%0.19%$1.3M75,000$961,50075,00000.00%Unchanged
CORVUS PHARMACEUTICALS ICRVS
0.19%0.34%$1.2M80,000$1.7M115,000-35,000-30.43%Reduce
OODDITY TECH LTD SHS CL AODD
0.17%0.19%$1.1M70,000$936,60070,00000.00%Unchanged
SSCYNEXIS INCSCYX
0.17%0.39%$1.1M260,206$1.9M2.1M-1.8M-87.50%Reduce
EEVOMMUNE INCEVMN
0.16%$996,75075,000$00+75,000New Buy
ABBOTT LABORATORIESABT
0.15%$907,40010,000$00+10,000New Buy
BRIDGEBIO PHARMA INCBBIO
0.12%$744,80010,000$00+10,000New Buy
PELOTON INTERACTIVE INCPTON
0.09%0.17%$591,000100,000$858,000200,000-100,000-50.00%Reduce
LLEGEND BIOTECH CORPLEGN
0.07%$433,20015,000$00+15,000New Buy
BBRIDGEBIO ONCOLOGY THERAPEUTBBOT
0.05%0.08%$334,16043,853$392,48443,85300.00%Unchanged
SSAVARA INCSVRA
0.05%$308,00050,000$00+50,000New Buy
TREVI THERAPEUTICS INCTRVI
0.02%0.02%$124,2096,660$79,4546,66000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow