Featured 13F manager
Avidity Partners Management LP David Witzke
Dallas, TX 21 processed 13Fs on this site · 2021 Q3–2026 Q2
- $624M
- 45 Positions
- 2026 Q2
- +41.2% QoQ
- Top 5 70.9%
David Witzke files Avidity Partners Management LP as a Form 13F. The latest book is 2026 Q2 at $624M, up 41.2% QoQ, led by Dianthus Therapeutics, Cg Oncology, and Oruka Therapeutics.
Portfolio
top 5 70.9% · top 10 81.9%
- DNTH - Dianthus Therapeutics 32.8%
- CGON - Cg Oncology 15.9%
- ORKA - Oruka Therapeutics 11.6%
- JBIO - Jade Biosciences 6.1%
- ELVN - Enliven Therapeutics 4.5%
- CATX - Perspective Therapeutics 3.4%
- AKTS - Aktis Oncology 2.5%
- PVLA — 1.7%
- MOBI - Mobia Med 1.7%
- RGEN - Repligen 1.7%
- Immunic 1.6%
- Senseonics 1.5%
- Other 15.0%
AUM over time
Book
| 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 Pharmaceuticals | 2.04% | Hold | 152,300 | $605.18 | $92M |
| Seagen | 2.02% | Hold | 537,000 | $169.80 | $91M |
| Horizon Therapeutics Pub L | 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 - Lilly Eli & | 1.69% | Hold | 330,000 | $231.05 | $76M |
| NUVB - Nuvation Bio · CL A | 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 Intl | 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 S P A | 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 |
| RNAGBP - 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 |
| Alpine Immune Sciences | 0.46% | Hold | 1,932,000 | $10.67 | $21M |
| Essa Pharma | 0.43% | Hold | 2,450,000 | $8.00 | $20M |
| Adicet Bio | 0.42% | Hold | 2,419,600 | $7.84 | $19M |
| IPSC - Century Therapeutics | 0.41% | Hold | 739,269 | $25.16 | $19M |
| SIBN - Si-Bone | 0.39% | Hold | 831,200 | $21.42 | $18M |
| Sana Biotechnology | 0.39% | Hold | 774,644 | $22.52 | $17M |
| PATH - Uipath · CL A | 0.37% | Hold | 319,000 | $52.61 | $17M |
| TCOM - Field Trip Health | 0.36% | Hold | 3,581,000 | $4.59 | $16M |
| LFST - Lifestance Health Group | 0.32% | Hold | 1,000,000 | $14.50 | $14M |
| Phasebio Pharmaceuticals | 0.30% | Hold | 4,405,000 | $3.11 | $14M |
| SEMA4 · CL A | 0.28% | Hold | 1,660,000 | $7.59 | $13M |
| Gh Research | 0.27% | Hold | 560,000 | $22.06 | $12M |
| Graphite Bio | 0.27% | Hold | 748,995 | $16.39 | $12M |
| Ac Immune SA | 0.26% | Hold | 1,739,600 | $6.71 | $12M |
| SCYXEUR - Scynexis | 0.24% | Hold | 2,060,000 | $5.30 | $11M |
| Werewolf Therapeutics | 0.24% | Hold | 625,120 | $17.16 | $11M |
| S - Sentinelone · CL A | 0.24% | Hold | 200,000 | $53.57 | $11M |
| Harpoon Therapeutics | 0.21% | Hold | 1,190,600 | $7.90 | $9M |
| Engagesmart | 0.21% | Hold | 275,000 | $34.06 | $9M |
| ACAD - Acadia Pharmaceuticals | 0.20% | Hold | 550,000 | $16.61 | $9M |
| Orchard Therapeutics | 0.20% | Hold | 3,836,798 | $2.30 | $9M |
| Caremax · CL A | 0.18% | Hold | 827,402 | $9.66 | $8M |
| Zeta Global · CL A | 0.17% | Hold | 1,300,000 | $5.86 | $8M |
| Instil Bio | 0.16% | Hold | 408,140 | $17.88 | $7M |
| GLUE - Monte Rosa Therapeutics | 0.15% | Hold | 300,000 | $22.28 | $7M |
| Oncosec Med | 0.14% | Hold | 2,945,000 | $2.13 | $6M |
| Talaris Therapeutics | 0.14% | Hold | 455,000 | $13.56 | $6M |
| Acceleron Pharma | 0.13% | Hold | 35,000 | $172.11 | $6M |
| Keros Therapeutics | 0.13% | Hold | 145,100 | $39.56 | $6M |
| Ziopharm Oncology | 0.12% | Hold | 3,000,000 | $1.82 | $5M |
| Holding · CL A | 0.11% | Hold | 520,000 | $9.75 | $5M |
| Arya Sciences Acqu Iv · CL A | 0.11% | Hold | 500,000 | $10.05 | $5M |
| Bcls Acquisition · CL A | 0.11% | Hold | 500,000 | $9.96 | $5M |
| Holding · CLASS A | 0.11% | Hold | 500,000 | $9.94 | $5M |
| Healthcor Catalio Acqu · CL A | 0.11% | Hold | 500,000 | $9.90 | $5M |
| Panacea Acquisition Ii · CL A | 0.11% | Hold | 500,000 | $9.77 | $5M |
| Somalogic · CLASS A | 0.09% | Hold | 330,000 | $12.39 | $4M |
| Health Sciences Acq 2 | 0.09% | Hold | 400,000 | $9.89 | $4M |
| Helix Acquisition · CL A | 0.09% | Hold | 400,000 | $9.85 | $4M |
| Lifesci Acquisition Ii | 0.09% | Hold | 400,000 | $9.80 | $4M |
| TNGX - Tango Therapeutics | 0.09% | Hold | 300,000 | $12.93 | $4M |
| ZLAB - Zai Lab | 0.08% | Hold | 35,600 | $105.39 | $4M |
| Nautilus Biotechnology | 0.08% | Hold | 600,000 | $6.14 | $4M |
| Sight Sciences | 0.07% | Hold | 145,189 | $22.70 | $3M |
| Atai Life Sciences | 0.07% | Hold | 218,730 | $14.79 | $3M |
| Kezar Life Sciences | 0.05% | Hold | 260,000 | $8.64 | $2M |
| Holding · CLASS A | 0.04% | Hold | 200,000 | $9.95 | $2M |
| Holding · CLASS A | 0.04% | Hold | 200,000 | $9.88 | $2M |
| Social Cap Suvretta Hlds Cp · CLASS A | 0.04% | Hold | 200,000 | $9.81 | $2M |
| Holding · CLASS A | 0.04% | Hold | 200,000 | $9.80 | $2M |
Showing top 50 of 100 by value
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | 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 Q3–2026 Q2