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
| AZNN — | 5.31% | Reduce −5.4% | 3,499,000 | $66.07 | $231M | −201,000 | −$14M |
| VRTX - Vertex Pharmaceuticals | 5.13% | Add +45.3% | 793,000 | $281.79 | $223M | +247,400 | +$81M |
| ARGX - Argenx Se | 4.98% | Add +225.3% | 572,500 | $378.88 | $217M | +396,500 | +$161M |
| ELV - Elevance Health | 4.89% | Add +10.4% | 441,000 | $482.58 | $213M | +41,600 | +$17M |
| AVTR - Avantor | 4.75% | Add +17.4% | 6,652,700 | $31.10 | $207M | +984,400 | +$15M |
| LLY - Lilly Eli & | 4.54% | New | 610,000 | $324.23 | $198M | +610,000 | +$198M |
| HUM - Humana | 4.43% | Add +107.3% | 412,300 | $468.07 | $193M | +213,400 | +$106M |
| UTHR - United Therapeutics | 3.93% | Add +0.9% | 725,600 | $235.64 | $171M | +6,654 | +$42M |
| JNJ - Johnson & Johnson | 3.67% | Add +154.3% | 900,200 | $177.51 | $160M | +546,200 | +$97M |
| Horizon Therapeutics Pub L | 3.40% | Add +64.1% | 1,856,900 | $79.76 | $148M | +725,500 | +$29M |
| NBIX - Neurocrine Biosciences | 3.28% | Add +26.5% | 1,467,600 | $97.48 | $143M | +307,600 | +$34M |
| ARVN - Arvinas | 3.24% | Add +15.1% | 3,355,623 | $42.09 | $141M | +440,323 | −$55M |
| XBI - Spdr Ser Tr | 3.20% | Add +326.1% | 1,875,000 | $74.27 | $139M | +1,435,000 | +$100M |
| MCK - Mckesson | 2.91% | Add +105.2% | 388,800 | $326.21 | $127M | +199,300 | +$69M |
| UNH - Unitedhealth Group | 2.86% | Reduce −6.7% | 242,200 | $513.63 | $124M | −17,400 | −$8M |
| ABBV - Abbvie | 2.65% | Reduce −48.5% | 755,000 | $153.16 | $116M | −711,100 | −$122M |
| SNDX - Syndax Pharmaceuticals | 2.41% | Add +13.0% | 5,450,000 | $19.24 | $105M | +626,600 | +$21M |
| Catalent | 2.35% | Add +22.1% | 955,000 | $107.29 | $102M | +173,000 | +$16M |
| ZNTL - Zentalis Pharmaceuticals | 2.31% | Add +12.9% | 3,585,881 | $28.10 | $101M | +408,882 | −$46M |
| Seagen | 2.23% | Add +450.0% | 550,000 | $176.94 | $97M | +450,000 | +$83M |
| BSX - Boston Scientific | 2.16% | Add +111.1% | 2,525,000 | $37.27 | $94M | +1,328,900 | +$41M |
| BIIB - Biogen | 2.06% | Add +20.7% | 440,566 | $203.94 | $90M | +75,566 | +$13M |
| RARE — | 2.03% | Add +70.3% | 1,479,500 | $59.66 | $88M | +610,500 | +$25M |
| ACHC — | 1.61% | New | 1,035,000 | $67.63 | $70M | +1,035,000 | +$70M |
| INTC - Intellia Therapeutics | 1.34% | Add +188.5% | 1,125,194 | $51.76 | $58M | +735,119 | +$30M |
| Legend Biotech | 1.26% | Reduce −8.7% | 1,000,000 | $55.00 | $55M | −95,000 | +$15M |
| ARWR - Arrowhead Pharmaceuticals | 1.16% | Add +50.7% | 1,438,999 | $35.21 | $51M | +483,999 | +$7M |
| Immunocore | 1.16% | Reduce −1.0% | 1,350,000 | $37.31 | $50M | −13,800 | +$10M |
| NTRA - Natera | 1.11% | Add +5.3% | 1,369,100 | $35.44 | $49M | +69,100 | −$4M |
| Intra-Cellular Therapies | 1.02% | New | 775,504 | $57.08 | $44M | +775,504 | +$44M |
| IDYA - Ideaya Biosciences | 0.94% | Add +10.5% | 2,972,947 | $13.80 | $41M | +282,947 | +$11M |
| Bellus Health | 0.90% | Add +15.7% | 4,265,000 | $9.24 | $39M | +580,000 | +$14M |
| ALT - Altimmune | 0.80% | Add +4.0% | 2,981,000 | $11.70 | $35M | +116,000 | +$17M |
| Kezar Life Sciences | 0.77% | Add +15.1% | 4,050,000 | $8.27 | $33M | +532,000 | −$25M |
| RNAGBP - Avidity Biosciences | 0.69% | Add +1.7% | 2,080,200 | $14.53 | $30M | +35,200 | −$8M |
| Karuna Therapeutics | 0.59% | New | 204,570 | $126.51 | $26M | +204,570 | +$26M |
| RVMD - Revolution Medicines | 0.59% | New | 1,325,000 | $19.49 | $26M | +1,325,000 | +$26M |
| ARKG - Ark ETF Tr | 0.54% | New | 750,000 | $31.49 | $24M | +750,000 | +$24M |
| VIR - Vir Biotechnology | 0.44% | Reduce −2.8% | 758,211 | $25.47 | $19M | −21,789 | −$750K |
| Nkarta | 0.40% | New | 1,414,082 | $12.32 | $17M | +1,414,082 | +$17M |
| PHAT - Phathom Pharmaceuticals | 0.37% | Reduce −1.3% | 1,919,800 | $8.44 | $16M | −26,200 | −$10M |
| CRBU - Caribou Biosciences | 0.37% | Add +4.6% | 2,950,000 | $5.43 | $16M | +130,933 | −$10M |
| Holding | 0.36% | New | 1,200,000 | $13.15 | $16M | +1,200,000 | +$16M |
| NUVB - Nuvation Bio · CL A | 0.36% | Reduce 0.0% | 4,855,000 | $3.24 | $16M | −6 | −$10M |
| IOVA - Iovance Biotherapeutics | 0.35% | Reduce −77.0% | 1,392,300 | $11.04 | $15M | −4,650,919 | −$85M |
| XENE - Xenon Pharmaceuticals | 0.31% | New | 450,000 | $30.42 | $14M | +450,000 | +$14M |
| SIBN - Si-Bone | 0.30% | Hold | 1,000,000 | $13.20 | $13M | — | — |
| Seaspine | 0.26% | Hold | 2,010,000 | $5.65 | $11M | — | — |
| ATEC - Alphatec | 0.26% | Reduce −37.3% | 1,715,000 | $6.54 | $11M | −1,020,600 | −$20M |
| APLSUSD - Apellis Pharmaceuticals | 0.22% | Add +2.4% | 215,000 | $45.22 | $10M | +5,000 | −$948K |
| JAZZ - Jazz Pharmaceuticals | 0.22% | New | 62,000 | $156.02 | $10M | +62,000 | +$10M |
| Alpine Immune Sciences | 0.20% | Reduce −17.3% | 998,565 | $8.51 | $8M | −208,435 | −$2M |
| Essa Pharma | 0.18% | Hold | 2,460,000 | $3.15 | $8M | — | — |
| IPSC - Century Therapeutics | 0.17% | Hold | 865,000 | $8.40 | $7M | — | — |
| ERAS - Erasca | 0.13% | Hold | 995,000 | $5.57 | $6M | — | — |
| Cyteir Therapeutics | 0.13% | Hold | 1,850,000 | $2.99 | $6M | — | — |
| ANTX - An2 Therapeutics | 0.12% | Hold | 688,330 | $7.75 | $5M | — | — |
| CMPX - Compass Therapeutics | 0.12% | Hold | 2,000,000 | $2.65 | $5M | — | — |
| Holding · CL A | 0.12% | Hold | 520,000 | $9.78 | $5M | — | — |
| Bcls Acquisition · CL A | 0.11% | Hold | 500,000 | $9.90 | $5M | — | — |
| Arya Sciences Acqu Iv · CL A | 0.11% | Hold | 500,000 | $9.81 | $5M | — | — |
| Panacea Acquisition Ii · CL A | 0.11% | Hold | 500,000 | $9.76 | $5M | — | — |
| S - Sentinelone · CL A | 0.11% | Hold | 204,500 | $23.33 | $5M | — | — |
| Iveric Bio | 0.09% | Reduce −93.4% | 430,117 | $9.62 | $4M | −6,045,283 | −$105M |
| Health Sciences Acq 2 | 0.09% | Hold | 400,000 | $9.96 | $4M | — | — |
| TNGX - Tango Therapeutics | 0.08% | Add +12.8% | 813,640 | $4.53 | $4M | +92,640 | −$2M |
| Hyperfine · CL A | 0.08% | Hold | 1,503,754 | $2.23 | $3M | — | — |
| Caremax · CL A | 0.06% | Hold | 755,329 | $3.63 | $3M | — | — |
| Phasebio Pharmaceuticals | 0.06% | Hold | 4,405,000 | $0.6000 | $3M | — | — |
| TCOM - Field Trip Health | 0.06% | Hold | 2,976,000 | $0.8401 | $2M | — | — |
| Oncosec Med | 0.05% | Hold | 2,945,000 | $0.7419 | $2M | — | — |
| Otonomy | 0.05% | Reduce −25.9% | 1,000,000 | $2.08 | $2M | −349,905 | −$1M |
| Holding · CLASS A | 0.05% | Hold | 200,000 | $9.95 | $2M | — | — |
| Holding · CLASS A | 0.05% | Hold | 200,000 | $9.89 | $2M | — | — |
| Graphite Bio | 0.04% | Hold | 710,000 | $2.75 | $2M | — | — |
| Holding · CLASS A | 0.04% | Hold | 200,000 | $9.72 | $2M | — | — |
| Social Cap Suvretta Hlds Cp · CLASS A | 0.04% | Hold | 200,000 | $9.71 | $2M | — | — |
| SCYXEUR - Scynexis | 0.04% | Add +76.4% | 959,524 | $1.86 | $2M | +415,481 | −$342K |
| SEMA4 · CL A | 0.03% | Hold | 950,000 | $1.26 | $1M | — | — |
| Science 37 | 0.02% | Hold | 430,000 | $2.01 | $864K | — | — |
Showing top 50 of 80 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| MRK - Merck & | 4.05% | Exit | 0 | $82.05 | $194M | −2,370,000 | −$194M |
| BAX - Baxter Intl | 3.09% | Exit | 0 | $77.54 | $149M | −1,915,500 | −$149M |
| BHVN - Biohaven | 3.04% | Exit | 0 | $118.57 | $146M | −1,231,000 | −$146M |
| Mirati Therapeutics | 2.38% | Exit | 0 | $82.22 | $115M | −1,393,000 | −$115M |
| ISRG - Intuitive Surgical | 2.04% | Exit | 0 | $301.68 | $98M | −325,000 | −$98M |
| Adicet Bio | 1.30% | Exit | 0 | $19.97 | $62M | −3,120,000 | −$62M |
| EW - Edwards Lifesciences | 1.08% | Exit | 0 | $117.72 | $52M | −440,000 | −$52M |
| BHC - Bausch Health Cos | 0.81% | Exit | 0 | $22.85 | $39M | −1,694,700 | −$39M |
| INSM - Insmed | 0.66% | Exit | 0 | $23.50 | $32M | −1,354,539 | −$32M |
| Chemocentryx | 0.61% | Exit | 0 | $25.07 | $29M | −1,175,000 | −$29M |
| AXSM - Axsome Therapeutics | 0.61% | Exit | 0 | $41.39 | $29M | −711,000 | −$29M |
| RCUS - Arcus Biosciences | 0.60% | Exit | 0 | $31.56 | $29M | −912,000 | −$29M |
| PEN - Penumbra | 0.48% | Exit | 0 | $222.13 | $23M | −104,000 | −$23M |
| Viridian Therapeutics | 0.40% | Exit | 0 | $18.49 | $19M | −1,040,000 | −$19M |
| Blueprint Medicines | 0.39% | Exit | 0 | $63.88 | $19M | −291,184 | −$19M |
| LKFT - Galapagos | 0.28% | Exit | 0 | $62.02 | $13M | −215,000 | −$13M |
| Holding · CLASS A | 0.10% | Exit | 0 | $9.87 | $5M | −500,000 | −$5M |
| Helix Acquisition · CL A | 0.09% | Exit | 0 | $11.10 | $4M | −400,000 | −$4M |
| Gritstone Bio | 0.05% | Exit | 0 | $4.12 | $2M | −560,000 | −$2M |
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