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
| ABBV - Abbvie | 5.70% | Add +23.0% | 1,985,000 | $135.40 | $269M | +371,800 | +$95M |
| ZNTL - Zentalis Pharmaceuticals | 4.84% | Add +8.9% | 2,715,000 | $84.06 | $228M | +221,200 | +$62M |
| ARVN - Arvinas | 4.40% | Add +13.1% | 2,527,973 | $82.14 | $208M | +293,273 | +$24M |
| AVTR - Avantor | 4.28% | Add +47.6% | 4,792,000 | $42.14 | $202M | +1,544,300 | +$69M |
| AZNN — | 3.54% | Add +103.1% | 2,867,200 | $58.25 | $167M | +1,455,200 | +$82M |
| BHVN - Biohaven | 3.33% | Add +22.0% | 1,140,000 | $137.81 | $157M | +205,800 | +$27M |
| BAX - Baxter Intl | 3.21% | Add +104.8% | 1,765,000 | $85.84 | $152M | +903,000 | +$82M |
| ELV - Anthem | 3.16% | New | 321,000 | $463.54 | $149M | +321,000 | +$149M |
| PFE - Pfizer | 2.62% | Add +103.5% | 2,090,000 | $59.05 | $123M | +1,063,200 | +$79M |
| Mirati Therapeutics | 2.51% | Reduce −24.1% | 806,400 | $146.69 | $118M | −256,000 | −$70M |
| Iveric Bio | 2.47% | Add +69.6% | 6,955,000 | $16.72 | $116M | +2,855,000 | +$50M |
| UTHR - United Therapeutics | 2.45% | Add +52.4% | 535,000 | $216.08 | $116M | +184,000 | +$51M |
| Arena Pharmaceuticals | 2.40% | Add +6.7% | 1,215,500 | $92.94 | $113M | +76,500 | +$45M |
| Horizon Therapeutics Pub L | 2.31% | Add +22.5% | 1,012,000 | $107.76 | $109M | +186,000 | +$19M |
| NBIX - Neurocrine Biosciences | 2.28% | Add +48.4% | 1,260,000 | $85.17 | $107M | +411,100 | +$26M |
| Blueprint Medicines | 2.26% | Add +19.6% | 995,000 | $107.11 | $107M | +163,000 | +$21M |
| Seagen | 2.25% | Add +27.6% | 685,000 | $154.60 | $106M | +148,000 | +$15M |
| SNDX - Syndax Pharmaceuticals | 2.24% | Hold | 4,823,400 | $21.89 | $106M | — | — |
| LLY - Lilly Eli & | 2.02% | Add +4.5% | 344,800 | $276.22 | $95M | +14,800 | +$19M |
| Catalent | 1.89% | Add +74.6% | 695,000 | $128.03 | $89M | +297,000 | +$36M |
| NTRA - Natera | 1.86% | Add +47.2% | 940,000 | $93.39 | $88M | +301,300 | +$17M |
| HOLX - Hologic | 1.73% | Add +12.5% | 1,064,000 | $76.56 | $81M | +118,600 | +$12M |
| IOVA - Iovance Biotherapeutics | 1.53% | Add +158.5% | 3,780,000 | $19.09 | $72M | +2,317,800 | +$36M |
| SHC - Sotera Health | 1.48% | Add +24.5% | 2,960,000 | $23.55 | $70M | +582,000 | +$8M |
| NUVB - Nuvation Bio · CL A | 1.33% | Add +1.6% | 7,382,488 | $8.50 | $63M | +119,000 | −$9M |
| ALNY - Alnylam Pharmaceuticals | 1.33% | Reduce −13.3% | 370,000 | $169.58 | $63M | −57,000 | −$18M |
| UNH - Unitedhealth Group | 1.31% | New | 123,100 | $502.14 | $62M | +123,100 | +$62M |
| VRTX - Vertex Pharmaceuticals | 1.30% | Reduce −69.8% | 280,000 | $219.60 | $61M | −646,400 | −$107M |
| IDYA - Ideaya Biosciences | 1.28% | Add +4.8% | 2,553,000 | $23.64 | $60M | +116,000 | −$2M |
| RARE — | 1.25% | Add +53.8% | 700,000 | $84.09 | $59M | +245,000 | +$18M |
| ARWR - Arrowhead Pharmaceuticals | 1.23% | Add +29.9% | 875,000 | $66.30 | $58M | +201,300 | +$16M |
| Stevanato Group S P A | 1.21% | Hold | 2,541,893 | $22.45 | $57M | — | — |
| Gritstone Bio | 1.19% | Reduce −2.0% | 4,370,000 | $12.86 | $56M | −87,831 | +$8M |
| Kezar Life Sciences | 1.14% | Add +1141.6% | 3,228,200 | $16.72 | $54M | +2,968,200 | +$52M |
| Adicet Bio | 1.13% | Add +25.4% | 3,034,004 | $17.49 | $53M | +614,404 | +$34M |
| RNAGBP - Avidity Biosciences | 0.92% | Add +10.3% | 1,815,000 | $23.77 | $43M | +170,000 | +$3M |
| KYMR - Kymera Therapeutics | 0.90% | Add +30.2% | 670,000 | $63.49 | $43M | +155,500 | +$12M |
| Immunocore | 0.89% | Add +12.3% | 1,230,000 | $34.24 | $42M | +134,400 | +$2M |
| CRBU - Caribou Biosciences | 0.86% | Add +8.1% | 2,674,067 | $15.09 | $40M | +200,000 | −$19M |
| INSM - Insmed | 0.84% | Add +12.2% | 1,450,000 | $27.24 | $39M | +158,000 | +$4M |
| Holding | 0.81% | Reduce −25.4% | 1,790,000 | $21.39 | $38M | −608,000 | −$6M |
| PHAT - Phathom Pharmaceuticals | 0.79% | New | 1,896,000 | $19.67 | $37M | +1,896,000 | +$37M |
| Essa Pharma | 0.74% | Add +0.4% | 2,460,000 | $14.20 | $35M | +10,000 | +$15M |
| AMN - Amn Healthcare Svcs | 0.73% | New | 280,100 | $122.33 | $34M | +280,100 | +$34M |
| Legend Biotech | 0.70% | Reduce −20.4% | 711,900 | $46.61 | $33M | −182,100 | −$12M |
| ATEC - Alphatec | 0.67% | Reduce −0.5% | 2,773,000 | $11.43 | $32M | −13,000 | −$2M |
| Bellus Health | 0.64% | Reduce −23.6% | 3,775,000 | $8.05 | $30M | −1,167,000 | +$45K |
| VIR - Vir Biotechnology | 0.62% | Add +35.9% | 700,000 | $41.87 | $29M | +185,000 | +$7M |
| AXSM - Axsome Therapeutics | 0.62% | New | 775,000 | $37.78 | $29M | +775,000 | +$29M |
| Seaspine | 0.58% | Add +3.4% | 2,010,000 | $13.62 | $27M | +67,000 | −$3M |
| ALT - Altimmune | 0.54% | Add +27.5% | 2,765,000 | $9.16 | $25M | +597,100 | +$808K |
| Viridian Therapeutics | 0.54% | New | 1,278,261 | $19.77 | $25M | +1,278,261 | +$25M |
| Holding | 0.54% | New | 862,000 | $29.27 | $25M | +862,000 | +$25M |
| Chemocentryx | 0.50% | New | 644,400 | $36.41 | $23M | +644,400 | +$23M |
| SIBN - Si-Bone | 0.47% | Add +18.8% | 987,400 | $22.21 | $22M | +156,200 | +$4M |
| Cyteir Therapeutics | 0.45% | Add +9.9% | 1,849,538 | $11.37 | $21M | +166,097 | −$9M |
| Alpine Immune Sciences | 0.40% | Reduce −30.4% | 1,345,000 | $13.85 | $19M | −587,000 | −$2M |
| RLMD - Relmada Therapeutics | 0.35% | New | 731,536 | $22.53 | $16M | +731,536 | +$16M |
| SCYXEUR - Scynexis | 0.29% | Add +8.7% | 2,239,278 | $6.10 | $14M | +179,278 | +$3M |
| IPSC - Century Therapeutics | 0.29% | Add +15.2% | 851,522 | $15.86 | $14M | +112,253 | −$5M |
| Phasebio Pharmaceuticals | 0.24% | Hold | 4,405,000 | $2.61 | $11M | — | — |
| Hyperfine · CL A | 0.23% | New | 1,514,410 | $7.25 | $11M | +1,514,410 | +$11M |
| S - Sentinelone · CL A | 0.22% | Add +4.0% | 208,000 | $50.49 | $11M | +8,000 | −$212K |
| Graphite Bio | 0.19% | Reduce −5.2% | 710,000 | $12.43 | $9M | −38,995 | −$3M |
| TCOM - Field Trip Health | 0.17% | Reduce −10.5% | 3,205,000 | $2.46 | $8M | −376,000 | −$9M |
| TNGX - Tango Therapeutics | 0.16% | Add +135.0% | 705,000 | $10.94 | $8M | +405,000 | +$4M |
| ACAD - Acadia Pharmaceuticals | 0.15% | Reduce −45.5% | 300,000 | $23.34 | $7M | −250,000 | −$2M |
| Instil Bio | 0.15% | Hold | 408,140 | $17.11 | $7M | — | — |
| Talaris Therapeutics | 0.15% | Add 0.0% | 455,037 | $15.29 | $7M | +37 | +$788K |
| DH - Definitive Healthcare · CLASS A | 0.14% | New | 250,000 | $27.33 | $7M | +250,000 | +$7M |
| EQRX | 0.14% | New | 1,000,000 | $6.82 | $7M | +1,000,000 | +$7M |
| Caremax · CL A | 0.13% | Hold | 827,402 | $7.68 | $6M | — | — |
| CMPX - Compass Therapeutics | 0.13% | New | 2,000,000 | $3.17 | $6M | +2,000,000 | +$6M |
| GLUE - Monte Rosa Therapeutics | 0.13% | Hold | 300,000 | $20.42 | $6M | — | — |
| Werewolf Therapeutics | 0.12% | Reduce −22.4% | 485,000 | $11.91 | $6M | −140,120 | −$5M |
| Holding · CL A | 0.11% | Hold | 520,000 | $9.69 | $5M | — | — |
| Arya Sciences Acqu Iv · CL A | 0.11% | Hold | 500,000 | $9.92 | $5M | — | — |
| Holding · CLASS A | 0.10% | Hold | 500,000 | $9.86 | $5M | — | — |
| Science 37 | 0.10% | New | 394,000 | $12.47 | $5M | +394,000 | +$5M |
| Bcls Acquisition · CL A | 0.10% | Hold | 500,000 | $9.80 | $5M | — | — |
| Panacea Acquisition Ii · CL A | 0.10% | Hold | 500,000 | $9.70 | $5M | — | — |
| TRDA - Entrada Therapeutics | 0.09% | New | 255,000 | $17.12 | $4M | +255,000 | +$4M |
| SEMA4 · CL A | 0.09% | Reduce −42.8% | 950,000 | $4.46 | $4M | −710,000 | −$8M |
| Health Sciences Acq 2 | 0.09% | Hold | 400,000 | $10.08 | $4M | — | — |
| Helix Acquisition · CL A | 0.08% | Hold | 400,000 | $9.89 | $4M | — | — |
| Somalogic · CLASS A | 0.08% | Hold | 330,000 | $11.64 | $4M | — | — |
| Merus | 0.07% | New | 103,000 | $31.80 | $3M | +103,000 | +$3M |
| Oncosec Med | 0.06% | Hold | 2,945,000 | $0.9596 | $3M | — | — |
| Holding · CLASS A | 0.04% | Hold | 200,000 | $9.93 | $2M | — | — |
| Holding · CLASS A | 0.04% | Hold | 200,000 | $9.90 | $2M | — | — |
| Holding · CLASS A | 0.04% | Hold | 200,000 | $9.89 | $2M | — | — |
| Social Cap Suvretta Hlds Cp · CLASS A | 0.04% | Hold | 200,000 | $9.82 | $2M | — | — |
| Shattuck Labs | 0.03% | Reduce −91.9% | 165,000 | $8.51 | $1M | −1,860,000 | −$40M |
| Ziopharm Oncology | 0.01% | Reduce −80.3% | 590,000 | $1.09 | $643K | −2,410,000 | −$5M |
Showing top 50 of 94 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| REGN - Regeneron Pharmaceuticals | 2.04% | Exit | 0 | $605.18 | $92M | −152,300 | −$92M |
| Exact Sciences | 0.78% | Exit | 0 | $95.45 | $35M | −369,000 | −$35M |
| CMPS - Compass Pathways | 0.77% | Exit | 0 | $29.87 | $35M | −1,162,000 | −$35M |
| INTC - Intellia Therapeutics | 0.75% | Exit | 0 | $134.15 | $34M | −251,000 | −$34M |
| I Mab | 0.73% | Exit | 0 | $72.49 | $33M | −454,000 | −$33M |
| Sana Biotechnology | 0.39% | Exit | 0 | $22.52 | $17M | −774,644 | −$17M |
| PATH - Uipath · CL A | 0.37% | Exit | 0 | $52.61 | $17M | −319,000 | −$17M |
| LFST - Lifestance Health Group | 0.32% | Exit | 0 | $14.50 | $14M | −1,000,000 | −$14M |
| Gh Research | 0.27% | Exit | 0 | $22.06 | $12M | −560,000 | −$12M |
| Ac Immune SA | 0.26% | Exit | 0 | $6.71 | $12M | −1,739,600 | −$12M |
| Harpoon Therapeutics | 0.21% | Exit | 0 | $7.90 | $9M | −1,190,600 | −$9M |
| Engagesmart | 0.21% | Exit | 0 | $34.06 | $9M | −275,000 | −$9M |
| Orchard Therapeutics | 0.20% | Exit | 0 | $2.30 | $9M | −3,836,798 | −$9M |
| Zeta Global · CL A | 0.17% | Exit | 0 | $5.86 | $8M | −1,300,000 | −$8M |
| Acceleron Pharma | 0.13% | Exit | 0 | $172.11 | $6M | −35,000 | −$6M |
| Keros Therapeutics | 0.13% | Exit | 0 | $39.56 | $6M | −145,100 | −$6M |
| Healthcor Catalio Acqu · CL A | 0.11% | Exit | 0 | $9.90 | $5M | −500,000 | −$5M |
| Lifesci Acquisition Ii | 0.09% | Exit | 0 | $9.80 | $4M | −400,000 | −$4M |
| ZLAB - Zai Lab | 0.08% | Exit | 0 | $105.39 | $4M | −35,600 | −$4M |
| Nautilus Biotechnology | 0.08% | Exit | 0 | $6.14 | $4M | −600,000 | −$4M |
| Sight Sciences | 0.07% | Exit | 0 | $22.70 | $3M | −145,189 | −$3M |
| Atai Life Sciences | 0.07% | Exit | 0 | $14.79 | $3M | −218,730 | −$3M |
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