Manager activity

Avidity Partners Management LP

David Witzke

2026 Q2 vs 2026 Q1 · filed 14 Aug · all filings · sitewide activity

New 15

Add 11

Reduce 6

Exit 15

47 shown

ticker	action	Δ weight	detail	period
MOBI	New	+1.71%	opened 1.7%	Q1→Q2
Immunic	New	+1.65%	opened 1.7%	Q1→Q2
Senseonics	New	+1.46%	opened 1.5%	Q1→Q2
PODD	New	+0.59%	opened 0.59%	Q1→Q2
Nuvectis Pharma	New	+0.59%	opened 0.59%	Q1→Q2
ALMR	New	+0.48%	opened 0.48%	Q1→Q2
CRL	New	+0.36%	opened 0.36%	Q1→Q2
Avalyn Pharmaceuticals	New	+0.32%	opened 0.32%	Q1→Q2
KLRA	New	+0.28%	opened 0.28%	Q1→Q2
Scynexis	New	+0.17%	opened 0.17%	Q1→Q2
Evommune	New	+0.16%	opened 0.16%	Q1→Q2
ABT	New	+0.15%	opened 0.15%	Q1→Q2
BBIO	New	+0.12%	opened 0.12%	Q1→Q2
Legend Biotech	New	+0.07%	opened 0.07%	Q1→Q2
Savara	New	+0.05%	opened 0.05%	Q1→Q2
VTLUSD	Exit	−1.51%	was 1.5%	Q1→Q2
CNC	Exit	−0.46%	was 0.46%	Q1→Q2
SCYXEUR	Exit	−0.39%	was 0.39%	Q1→Q2
NTRA	Exit	−0.36%	was 0.36%	Q1→Q2
ICLR	Exit	−0.36%	was 0.36%	Q1→Q2
KVUE	Exit	−0.35%	was 0.35%	Q1→Q2
HIMS	Exit	−0.32%	was 0.32%	Q1→Q2
RVMD	Exit	−0.30%	was 0.30%	Q1→Q2
CORT	Exit	−0.24%	was 0.24%	Q1→Q2
ABVX	Exit	−0.23%	was 0.23%	Q1→Q2
UNH	Exit	−0.21%	was 0.21%	Q1→Q2
MLTX	Exit	−0.19%	was 0.19%	Q1→Q2
AVR	Exit	−0.17%	was 0.17%	Q1→Q2
ABUS	Exit	−0.11%	was 0.11%	Q1→Q2
ACAD	Exit	−0.06%	was 0.06%	Q1→Q2
JBIO	Add	+2.07%	+21.4% sh	Q1→Q2
CGON	Add	−1.75%	+8.5% sh	Q1→Q2
CATX	Add	−1.67%	+4.1% sh	Q1→Q2
ELVN	Add	+1.29%	+37.5% sh	Q1→Q2
KPTI	Add	+0.92%	+99.4% sh	Q1→Q2
AKTS	Add	+0.80%	+3.3% sh	Q1→Q2
TEM	Add	+0.75%	+320.0% sh	Q1→Q2
GPCR	Add	+0.55%	+226.7% sh	Q1→Q2
BSX	Add	−0.22%	+33.3% sh	Q1→Q2
TENX	Add	−0.08%	+23.2% sh	Q1→Q2
DXCM	Add	−0.07%	+11.1% sh	Q1→Q2
TEVA	Reduce	−1.66%	−55.6% sh	Q1→Q2
VIR	Reduce	−0.88%	−45.3% sh	Q1→Q2
MDT	Reduce	−0.88%	−30.0% sh	Q1→Q2
PHAT	Reduce	−0.21%	−19.8% sh	Q1→Q2
CRVS	Reduce	−0.15%	−30.4% sh	Q1→Q2
PTON	Reduce	−0.08%	−50.0% sh	Q1→Q2