Avidity Partners Management LP 13F Holdings

CIK 0001791827 · Dallas, TX

As of Sep 30, 2025, Avidity Partners Management LP reported 43 positions worth $439.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
DIANTHUS THERAPEUTICS INCDNTHHealthcare3,204,184 26.1M28.70%
CG ONCOLOGY INCCGONHealthcare1,600,899$64.5M14.68%
MEDTRONIC PLCMDTHealthcare190,600 8.2M4.13%
BOSTON SCIENTIFIC CORPBSXHealthcare164,300 6.0M3.65%
ORUKA THERAPEUTICS INCORKAHealthcare660,424 2.7M2.89%
BRISTOL MYERS SQUIBB COBMYHealthcare257,600 1.6M2.64%
NATERA INCNTRAHealthcare70,400 1.3M2.58%
DANAHER CORPDHRHealthcare54,700 0.8M2.47%
TEVA PHARMACEUTICAL INDUSTRIES LTDTEVAHealthcare510,000 0.3M2.34%
PERSPECTIVE THERAPEUTICS INCCATXHealthcare2,994,033 0.3M2.34%
JADE BIOSCIENCES INCJBIO—1,127,186$9.7M2.21%
PFIZER INCPFEHealthcare366,400$9.3M2.12%
THERMO FISHER SCIENTIFIC INCTMOHealthcare18,900$9.2M2.09%
CONTEXT THERAPEUTICS INCCNTX—8,981,855$8.7M1.98%
GENMAB AGMABHealthcare248,100$7.6M1.73%
METSERA INCMTSRHealthcare140,500$7.4M1.67%
UNITEDHEALTH GROUP INCUNHHealthcare17,800$6.1M1.40%
ARVINAS INCARVNHealthcare698,363$6.0M1.35%
CENCORA INCCORHealthcare19,000$5.9M1.35%
ENCOMPASS HEALTH CORPEHCHealthcare41,900$5.3M1.21%
JOHNSON & JOHNSONJNJHealthcare26,800$5.0M1.13%
CIGNA GROUPCIHealthcare16,600$4.8M1.09%
ABBVIE INCABBVEquity19,800$4.6M1.04%
MCKESSON CORPMCKHealthcare5,800$4.5M1.02%
CARLSMED INCCARLHealthcare321,912$4.3M0.98%