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Avidity Partners Management LP David Witzke

Dallas, TX 21 processed 13Fs on this site, 2021 Q3 to 2026 Q2

  • $624M
  • 45 holdings
  • 2026 Q2
  • +41.2% QoQ
  • Top 5 70.9%

Portfolio

2026 Q2, filed 8/14/2026, top 12 of 45 holdings

Top 5 70.9%, top 10 81.9%

AUM over time

2026 Q2 $624M +41.2% QoQ
2021 Q3: $4.5B 2021 Q3: $4.5B
Q3 2021
2021 Q4: $4.7B, +4.5% QoQ 2021 Q4: $4.7B, +4.5% QoQ
Q4
2022 Q1: $4.8B, +1.9% QoQ 2022 Q1: $4.8B, +1.9% QoQ
Q1 2022
2022 Q2: $4.4B, −9.3% QoQ 2022 Q2: $4.4B, −9.3% QoQ
Q2
2022 Q3: $4.9B, +12.9% QoQ 2022 Q3: $4.9B, +12.9% QoQ
Q3
2022 Q4: $4.6B, −6.2% QoQ 2022 Q4: $4.6B, −6.2% QoQ
Q4
2023 Q1: $3B, −34.7% QoQ 2023 Q1: $3B, −34.7% QoQ
Q1 2023
2023 Q2: $2.9B, −5.0% QoQ 2023 Q2: $2.9B, −5.0% QoQ
Q2
2023 Q3: $2.5B, −13.3% QoQ 2023 Q3: $2.5B, −13.3% QoQ
Q3
2023 Q4: $2.7B, +10.5% QoQ 2023 Q4: $2.7B, +10.5% QoQ
Q4
2024 Q1: $3.1B, +13.0% QoQ 2024 Q1: $3.1B, +13.0% QoQ
Q1 2024
2024 Q2: $2.4B, −24.1% QoQ 2024 Q2: $2.4B, −24.1% QoQ
Q2
2024 Q3: $2B, −16.7% QoQ 2024 Q3: $2B, −16.7% QoQ
Q3
2024 Q4: $1B, −48.1% QoQ 2024 Q4: $1B, −48.1% QoQ
Q4
2025 Q1: $525M, −48.4% QoQ 2025 Q1: $525M, −48.4% QoQ
Q1 2025
2025 Q2: $502M, −4.4% QoQ 2025 Q2: $502M, −4.4% QoQ
Q2
2025 Q3: $439M, −12.5% QoQ 2025 Q3: $439M, −12.5% QoQ
Q3
2025 Q4: $347M, −21.0% QoQ 2025 Q4: $347M, −21.0% QoQ
Q4
2026 Q1: $442M, +27.4% QoQ 2026 Q1: $442M, +27.4% QoQ
Q1 2026
2026 Q2: $624M, +41.2% QoQ 2026 Q2: $624M, +41.2% QoQ
Q2

Book

2021 Q3, filed 15 Nov, long equity only

Mirati Therapeutics 4.16% Hold 1,062,400 $176.91 $188M
ARVN, Arvinas 4.07% Hold 2,234,700 $82.18 $184M
ABBV, AbbVie 3.86% Hold 1,613,200 $107.87 $174M
VRTX, Vertex Pharmaceuticals 3.72% Hold 926,400 $181.39 $168M
ZNTL, Zentalis Pharmaceuticals 3.68% Hold 2,493,800 $66.64 $166M
AVTR, Avantor 2.94% Hold 3,247,700 $40.90 $133M
BHVN, Biohaven 2.88% Hold 934,200 $138.91 $130M
SNDX, Syndax Pharmaceuticals 2.04% Hold 4,823,400 $19.11 $92M
REGN, Regeneron 2.04% Hold 152,300 $605.18 $92M
Seagen 2.02% Hold 537,000 $169.80 $91M
Horizon Therapeutics Pub 2.00% Hold 826,000 $109.54 $90M
Blueprint Medicines 1.90% Hold 832,000 $102.81 $86M
AZNN 1.88% Hold 1,412,000 $60.06 $85M
NBIX, Neurocrine Biosciences 1.80% Hold 848,900 $95.91 $81M
ALNY, Alnylam Pharmaceuticals 1.79% Hold 427,000 $188.81 $81M
LLY, Eli Lilly 1.69% Hold 330,000 $231.05 $76M
NUVB, Nuvation Bio 1.60% Hold 7,263,488 $9.94 $72M
NTRA, Natera 1.58% Hold 638,700 $111.44 $71M
HOLX, Hologic 1.55% Hold 945,400 $73.81 $70M
BAX, Baxter International 1.54% Hold 862,000 $80.43 $69M
Arena Pharmaceuticals 1.50% Hold 1,139,000 $59.55 $68M
Iveric Bio 1.48% Hold 4,100,000 $16.24 $67M
UTHR, United Therapeutics 1.44% Hold 351,000 $184.58 $65M
Stevanato Group 1.43% Hold 2,541,893 $25.31 $64M
SHC, Sotera Health 1.38% Hold 2,378,000 $26.15 $62M
IDYA, Ideaya Biosciences 1.38% Hold 2,437,000 $25.49 $62M
CRBU, Caribou Biosciences 1.31% Hold 2,474,067 $23.87 $59M
Catalent 1.17% Hold 398,000 $133.07 $53M
Gritstone Bio 1.07% Hold 4,457,831 $10.80 $48M
Legend Biotech 1.00% Hold 894,000 $50.56 $45M
Holding 0.98% Hold 2,398,000 $18.48 $44M
PFE, Pfizer 0.98% Hold 1,026,800 $43.01 $44M
ARWR, Arrowhead Pharmaceuticals 0.93% Hold 673,700 $62.43 $42M
Shattuck Labs 0.91% Hold 2,025,000 $20.38 $41M
RARE 0.91% Hold 455,000 $90.19 $41M
Immunocore 0.90% Hold 1,095,600 $37.07 $41M
RNA, Avidity Biosciences 0.90% Hold 1,645,000 $24.63 $41M
IOVA, Iovance Biotherapeutics 0.80% Hold 1,462,200 $24.66 $36M
INSM, Insmed 0.79% Hold 1,292,000 $27.54 $36M
Exact Sciences 0.78% Hold 369,000 $95.45 $35M
CMPS, Compass Pathways 0.77% Hold 1,162,000 $29.87 $35M
ATEC, Alphatec 0.75% Hold 2,786,000 $12.19 $34M
INTC, Intellia Therapeutics 0.75% Hold 251,000 $134.15 $34M
I Mab 0.73% Hold 454,000 $72.49 $33M
Seaspine 0.68% Hold 1,943,000 $15.73 $31M
Bellus Health 0.67% Hold 4,942,000 $6.14 $30M
KYMR, Kymera Therapeutics 0.67% Hold 514,500 $58.74 $30M
Cyteir Therapeutics 0.65% Hold 1,683,441 $17.55 $30M
ALT, Altimmune 0.54% Hold 2,167,900 $11.31 $25M
VIR, Vir Biotechnology 0.50% Hold 515,000 $43.52 $22M

Showing top 50 of 100 by value

* 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). Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top.

Filings history

20 periods, with AUM normalized

Period Holds AUM QoQ Form Filed Filing ID
2026 Q2 45 $624M +41.2% 13F-HR 8/14/2026 000179182726000005
2026 Q1 45 $494M — new holds 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

21 processed 13Fs on this site, 2021 Q3 to 2026 Q2

Entity
Avidity Partners Management LP
Notable person
David Witzke
Location
Dallas, TX
All SEC filings
View on sec.gov

Further reading

As an Amazon Associate, FollowTheFilings earns from qualifying purchases.

  • The Essays of Warren Buffett, 8th Ed., Warren Buffett, Lawrence A. Cunningham View on Amazon
  • One Up On Wall Street (Lynch), Peter Lynch View on Amazon

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