Avidity Partners Management LP activity
Every position David Witzke opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
10
Add
9
Reduce
5
Exit
11
35 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| CGON | New | 0% to 15.9% | $99M | Q1→Q2 |
| MOBI | New | 0% to 1.7% | $11M | Q1→Q2 |
| Immunic | New | 0% to 1.7% | $10M | Q1→Q2 |
| Senseonics | New | 0% to 1.5% | $9.1M | Q1→Q2 |
| Nuvectis Pharma | New | 0% to 0.59% | $3.7M | Q1→Q2 |
| ALMR | New | 0% to 0.48% | $3M | Q1→Q2 |
| Avalyn Pharmaceuticals | New | 0% to 0.32% | $2M | Q1→Q2 |
| KLRA | New | 0% to 0.28% | $1.8M | Q1→Q2 |
| Scynexis | New | 0% to 0.17% | $1.1M | Q1→Q2 |
| Evommune | New | 0% to 0.16% | $997K | Q1→Q2 |
| IMUX | Exit | 1.5% to 0% | $6.4M | Q1→Q2 |
| HUM | Exit | 1.3% to 0% | $5.9M | Q1→Q2 |
| SCYX | Exit | 0.44% to 0% | $1.9M | Q1→Q2 |
| ICLR | Exit | 0.43% to 0% | $1.9M | Q1→Q2 |
| NTRA | Exit | 0.42% to 0% | $1.9M | Q1→Q2 |
| CORT | Exit | 0.32% to 0% | $1.4M | Q1→Q2 |
| HIMS | Exit | 0.31% to 0% | $1.4M | Q1→Q2 |
| AVR | Exit | 0.21% to 0% | $923K | Q1→Q2 |
| MLTX | Exit | 0.19% to 0% | $819K | Q1→Q2 |
| ABUS | Exit | 0.12% to 0% | $525K | Q1→Q2 |
| ACAD | Exit | 0.07% to 0% | $291K | Q1→Q2 |
| CATX | Add | 5.3% to 3.4% | +4.1% sh | Q1→Q2 |
| JBIO | Add | 7.7% to 6.1% | +21.4% sh | Q1→Q2 |
| ELVN | Add | 3.7% to 4.5% | +37.5% sh | Q1→Q2 |
| KPTI | Add | 0.87% to 1.5% | +99.4% sh | Q1→Q2 |
| AKTS | Add | 2.0% to 2.5% | +3.3% sh | Q1→Q2 |
| GPCR | Add | 0.45% to 0.84% | +104.2% sh | Q1→Q2 |
| BSX | Add | 0.78% to 0.55% | +33.3% sh | Q1→Q2 |
| PODD | Add | 0.39% to 0.59% | +140.0% sh | Q1→Q2 |
| TEM | Add | 0.82% to 0.97% | +61.5% sh | Q1→Q2 |
| MDT | Reduce | 1.8% to 0.88% | −30.0% sh | Q1→Q2 |
| VIR | Reduce | 1.4% to 0.85% | −16.1% sh | Q1→Q2 |
| PHAT | Reduce | 0.63% to 0.35% | −19.8% sh | Q1→Q2 |
| CRVS | Reduce | 0.40% to 0.19% | −30.4% sh | Q1→Q2 |
| PTON | Reduce | 0.25% to 0.09% | −50.0% sh | Q1→Q2 |