Avidity Partners Management LP
David Witzke Dallas, TX 20 13Fs · since 2021 Q3
- AUM $442M
- positions 46
- period 2026 Q1
- QoQ +27.4%
- top 5 70.3%
- qoq N 6 E 7 A 4 R 4
- DIANTHUS THERAPEUTICS INC - DNTH 41.8%
- ORUKA THERAPEUTICS INC 11.8%
- JADE BIOSCIENCES INC - JBIO 7.7%
- PERSPECTIVE THERAPEUTICS INC 5.3%
- ENLIVEN THERAPEUTICS INC 3.7%
- CONTEXT THERAPEUTICS INC - CNTX 2.7%
- REPLIGEN CORP - RGEN 2.1%
- PALVELLA THERAPEUTICS INC NE 2.0%
- AKTIS ONCOLOGY INC - AKTS 2.0%
- MEDTRONIC PLC - MDT 1.8%
- TEVA PHARMACEUTICAL INDS LTD 1.6%
- IMMUNIC INC 1.5%
- Other 16.0%
AUM over time
Holdings value
2026 Q1
$442M
+27.4% QoQ
Latest book
| DIANTHUS THERAPEUTICS INC - DNTH | 41.81% | 2,104,184 | $87.80 | $185M | — | — | |
| ORUKA THERAPEUTICS INC | 11.77% | 760,424 | $68.41 | $52M | — | — | |
| JADE BIOSCIENCES INC - JBIO | 7.73% | 1,400,708 | $24.40 | $34M | — | — | |
| PERSPECTIVE THERAPEUTICS INC | 5.34% | 6,049,999 | $3.90 | $24M | — | — | |
| ENLIVEN THERAPEUTICS INC | 3.73% | 400,000 | $41.23 | $16M | — | — | |
| CONTEXT THERAPEUTICS INC - CNTX | 2.67% | 4,998,267 | $2.36 | $12M | — | — | |
| REPLIGEN CORP - RGEN | 2.08% | 77,800 | $118.31 | $9M | — | — | |
| PALVELLA THERAPEUTICS INC NE | 2.03% | 70,000 | $128.32 | $9M | — | — | |
| AKTIS ONCOLOGY INC - AKTS | 1.99% | 468,566 | $18.75 | $9M | — | — | |
| MEDTRONIC PLC - MDT | 1.83% | 100,000 | $80.97 | $8M | — | — | |
| TEVA PHARMACEUTICAL INDS LTD | 1.59% | 200,000 | $35.07 | $7M | — | — | |
| IMMUNIC INC | 1.46% | 669,941 | $9.62 | $6M | — | — | |
| VIR BIOTECHNOLOGY INC | 1.43% | 619,300 | $10.22 | $6M | — | — | |
| DEXCOM INC - DXCM | 1.35% | 100,000 | $59.55 | $6M | — | — | |
| HUMANA INC - HUM | 1.34% | 25,000 | $236.44 | $6M | — | — | |
| ENCOMPASS HEALTH CORP | 0.95% | 42,000 | $100.00 | $4M | — | — | |
| KARYOPHARM THERAPEUTICS INC | 0.87% | 463,741 | $8.31 | $4M | — | — | |
| TEMPUS AI INC | 0.82% | 65,000 | $55.48 | $4M | — | — | |
| TENAX THERAPEUTICS INC | 0.79% | 265,934 | $13.11 | $3M | — | — | |
| BOSTON SCIENTIFIC CORP - BSX | 0.78% | 60,000 | $57.61 | $3M | — | — | |
| SATELLOS BIOSCIENCE INC | 0.70% | 387,769 | $7.95 | $3M | — | — | |
| PHATHOM PHARMACEUTICALS INC | 0.63% | 249,390 | $11.20 | $3M | — | — | |
| GILEAD SCIENCES INC - GILD | 0.59% | 20,000 | $130.84 | $3M | — | — | |
| STRUCTURE THERAPEUTICS INC | 0.45% | 48,000 | $41.45 | $2M | — | — | |
| SCYNEXIS INC | 0.44% | 2,081,660 | $0.9300 | $2M | — | — | |
| ICON PLC - ICLR | 0.43% | 16,000 | $118.33 | $2M | — | — | |
| NATERA INC - NTRA | 0.42% | 9,000 | $206.16 | $2M | — | — | |
| CORVUS PHARMACEUTICALS INC - CRVS | 0.40% | 115,000 | $15.19 | $2M | — | — | |
| INSULET CORP - PODD | 0.39% | 10,000 | $172.14 | $2M | — | — | |
| CHARLES RIV LABS INTL INC - CRL | 0.38% | 10,000 | $166.97 | $2M | — | — | |
| CORCEPT THERAPEUTICS INC - CORT | 0.32% | 30,000 | $46.52 | $1M | — | — | |
| HIMS & HERS HEALTH INC | 0.31% | 50,000 | $27.17 | $1M | — | — | |
| GENMAB A/S | 0.30% | 50,000 | $26.52 | $1M | — | — | |
| PELOTON INTERACTIVE INC | 0.25% | 200,000 | $5.45 | $1M | — | — | |
| INTELLIA THERAPEUTICS INC - INTC | 0.23% | 75,000 | $13.48 | $1M | — | — | |
| ODDITY TECH LTD | 0.23% | 70,000 | $14.32 | $1M | — | — | |
| ANTERIS TECHNOLOGIES GLOBAL - AVR | 0.21% | 150,000 | $6.15 | $923 | — | — | |
| ABBOTT LABORATORIES - ABT | 0.21% | 10,000 | $90.79 | $908 | — | — | |
| MOONLAKE IMMUNOTHERAPEUTICS | 0.19% | 50,000 | $16.38 | $819 | — | — | |
| BRIDGEBIO PHARMA INC - BBIO | 0.16% | 10,000 | $71.11 | $711 | — | — | |
| ARBUTUS BIOPHARMA CORP - ABUS | 0.12% | 125,000 | $4.20 | $525 | — | — | |
| BRIDGEBIO ONCOLOGY THERAPEUT - BBOT | 0.08% | 43,853 | $8.41 | $369 | — | — | |
| LEGEND BIOTECH CORP | 0.08% | 15,000 | $23.52 | $353 | — | — | |
| ACADIA PHARMACEUTICALS INC - ACAD | 0.07% | 12,967 | $22.45 | $291 | — | — | |
| SAVARA INC | 0.06% | 50,000 | $5.24 | $262 | — | — | |
| TREVI THERAPEUTICS INC | 0.02% | 6,660 | $13.76 | $92 | — | — |
* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2026 Q1. Click column headers to sort · click New / Exit / Add / Reduce to promote that move type to the top. Among managers we track.
filings history
20 periods · normalized AUM · click period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q1 | 45 | $494M | — | NEW HOLDINGS | 5/28/2026 | 000179182726000004 |
| 2026 Q1 | 46 | $442M | +27.4% | 13F-HR | 5/13/2026 | 000179182726000003 |
| 2025 Q4 | 39 | $347M | −21.0% | 13F-HR | 2/13/2026 | 000179182726000002 |
| 2025 Q3 | 43 | $439M | −12.5% | 13F-HR | 11/14/2025 | 000179182725000008 |
| 2025 Q2 | 56 | $502M | −4.4% | 13F-HR | 8/14/2025 | 000179182725000007 |
| 2025 Q1 | 67 | $525M | −48.4% | 13F-HR | 5/15/2025 | 000179182725000005 |
| 2024 Q4 | 63 | $1B | −48.1% | 13F-HR | 2/14/2025 | 000179182725000002 |
| 2024 Q3 | 81 | $2B | −16.7% | 13F-HR | 11/14/2024 | 000179182724000011 |
| 2024 Q2 | 85 | $2.4B | −24.1% | 13F-HR | 8/14/2024 | 000179182724000007 |
| 2024 Q1 | 90 | $3.1B | +13.0% | 13F-HR | 5/15/2024 | 000179182724000004 |
| 2023 Q4 | 74 | $2.7B | +10.5% | 13F-HR | 2/14/2024 | 000179182724000002 |
| 2023 Q3 | 83 | $2.5B | −13.3% | 13F-HR | 11/14/2023 | 000179182723000006 |
| 2023 Q2 | 93 | $2.9B | −5.0% | 13F-HR | 8/14/2023 | 000179182723000004 |
| 2023 Q1 | 83 | $3B | −34.7% | 13F-HR | 5/15/2023 | 000179182723000003 |
| 2022 Q4 | 85 | $4.6B | −6.2% | 13F-HR | 2/14/2023 | 000179182723000002 |
| 2022 Q3 | 97 | $4.9B | +12.9% | 13F-HR | 11/14/2022 | 000179182722000008 |
| 2022 Q2 | 82 | $4.4B | −9.3% | 13F-HR | 8/15/2022 | 000179182722000006 |
| 2022 Q1 | 92 | $4.8B | +1.9% | 13F-HR | 5/16/2022 | 000179182722000004 |
| 2021 Q4 | 97 | $4.7B | +4.5% | 13F-HR | 2/14/2022 | 000179182722000002 |
| 2021 Q3 | 105 | $4.5B | — | 13F-HR | 11/15/2021 | 000179182721000006 |
About
Avidity Partners Management LP
20 processed 13Fs · since 2021 Q3