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

Q3 2021

Q1 2022

Q1 2023

Q1 2024

Q1 2025

Q1 2026

Book

2022 Q3 2022 Q2, filed 14 Nov, long equity only

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LLY, Eli Lilly	6.62%, was 4.54%	Add +65.1%	1,007,000	$323.35	$326M	+397,000	+$128M
UTHR, United Therapeutics	4.13%, was 3.93%	Add +33.7%	970,200	$209.38	$203M	+244,600	+$32M
NBIX, Neurocrine Biosciences	4.01%, was 3.28%	Add +26.4%	1,855,700	$106.21	$197M	+388,100	+$54M
ARVN, Arvinas	3.93%, was 3.24%	Add +29.4%	4,343,500	$44.49	$193M	+987,877	+$52M
ARGX, Argenx	3.53%, was 4.98%	Reduce −14.1%	491,800	$353.05	$174M	−80,700	−$43M
BIIB, Biogen	3.26%, was 2.06%	Add +36.2%	600,000	$267.00	$160M	+159,434	+$70M
VRTX, Vertex Pharmaceuticals	3.02%, was 5.13%	Reduce −35.3%	512,800	$289.54	$148M	−280,200	−$75M
SNDX, Syndax Pharmaceuticals	2.73%, was 2.41%	Add +2.5%	5,586,900	$24.03	$134M	+136,900	+$29M
PRTA, Prothena	2.42%	New	1,967,000	$60.63	$119M	+1,967,000	+$119M
XBI, SPDR Ser Trust	2.39%, was 3.20%	Reduce −21.1%	1,480,000	$79.32	$117M	−395,000	−$22M
ACHC	2.21%, was 1.61%	Add +34.2%	1,389,200	$78.18	$109M	+354,200	+$39M
Akero Therapeutics	2.16%	New	3,122,000	$34.05	$106M	+3,122,000	+$106M
Sarepta Therapeutics	2.13%	New	948,200	$110.54	$105M	+948,200	+$105M
HUM, Humana	2.09%, was 4.43%	Reduce −48.6%	212,000	$485.19	$103M	−200,300	−$90M
BSX, Boston Scientific	2.00%	Add +0.5%	2,538,600	$38.73	$98M	+13,600	+$4.2M
Immunocore	1.98%, was 1.16%	Add +54.0%	2,079,100	$46.94	$98M	+729,100	+$47M
Karuna Therapeutics	1.97%, was 0.59%	Add +111.1%	431,800	$224.93	$97M	+227,230	+$71M
ELV, Elevance Health	1.92%, was 4.89%	Reduce −52.9%	207,600	$454.24	$94M	−233,400	−$119M
Horizon Therapeutics Pub	1.86%, was 3.40%	Reduce −20.2%	1,482,200	$61.89	$92M	−374,700	−$56M
ZNTL, Zentalis Pharmaceuticals	1.86%	Add +17.8%	4,223,100	$21.66	$91M	+637,219	−$9.3M
AVTR, Avantor	1.80%, was 4.75%	Reduce −32.0%	4,522,600	$19.60	$89M	−2,130,100	−$118M
RARE	1.73%	Add +38.7%	2,051,600	$41.41	$85M	+572,100	−$3.3M
NTRA, Natera	1.55%, was 1.11%	Add +26.7%	1,735,000	$43.82	$76M	+365,900	+$28M
AXSM, Axsome Therapeutics	1.40%	New	1,538,600	$44.62	$69M	+1,538,600	+$69M
Catalent	1.38%, was 2.35%	Reduce −1.6%	940,000	$72.36	$68M	−15,000	−$34M
Intra-Cellular Therapies	1.33%, was 1.02%	Add +80.9%	1,402,500	$46.53	$65M	+626,996	+$21M
Seagen	1.24%, was 2.23%	Reduce −19.0%	445,500	$136.83	$61M	−104,500	−$36M
BIO, Bio Rad Labs	1.23%	New	144,800	$417.14	$60M	+144,800	+$60M
ALNY, Alnylam Pharmaceuticals	1.17%	New	288,500	$200.16	$58M	+288,500	+$58M
APLS, Apellis Pharmaceuticals	1.17%, was 0.22%	Add +292.6%	844,000	$68.30	$58M	+629,000	+$48M
INTC, Intellia Therapeutics	1.14%, was 1.34%	Reduce −11.2%	999,100	$55.96	$56M	−126,094	−$2.3M
IDYA, Ideaya Biosciences	1.13%, was 0.94%	Add +25.0%	3,715,400	$14.92	$55M	+742,453	+$14M
Kezar Life Sciences	0.95%, was 0.77%	Add +33.7%	5,414,400	$8.61	$47M	+1,364,400	+$13M
Bellus Health	0.93%, was 0.90%	Add +1.9%	4,346,700	$10.56	$46M	+81,700	+$6.5M
RVMD, Revolution Medicines	0.93%, was 0.59%	Add +75.2%	2,321,200	$19.72	$46M	+996,200	+$20M
RNA, Avidity Biosciences	0.86%, was 0.69%	Add +25.0%	2,600,000	$16.33	$42M	+519,800	+$12M
JAZZ, Jazz Pharmaceuticals	0.86%, was 0.22%	Add +413.4%	318,300	$133.29	$42M	+256,300	+$33M
ZLAB, Zai Lab	0.86%	New	1,234,000	$34.20	$42M	+1,234,000	+$42M
ARWR, Arrowhead Pharmaceuticals	0.84%, was 1.16%	Reduce −12.8%	1,255,374	$33.05	$41M	−183,625	−$9.2M
PLRX, Pliant Therapeutics	0.84%	New	1,981,100	$20.89	$41M	+1,981,100	+$41M
DXCM, DexCom	0.77%	New	467,600	$80.54	$38M	+467,600	+$38M
SYK, Stryker	0.76%	New	184,700	$202.54	$37M	+184,700	+$37M
Verve Therapeutics	0.73%	New	1,042,706	$34.35	$36M	+1,042,706	+$36M
ALT, Altimmune	0.70%, was 0.80%	Reduce −10.0%	2,684,000	$12.77	$34M	−297,000	−$603K
CNC, Centene	0.68%	New	432,400	$77.81	$34M	+432,400	+$34M
CRBU, Caribou Biosciences	0.68%, was 0.37%	Add +7.5%	3,172,600	$10.55	$33M	+222,600	+$17M
AZNN	0.63%, was 5.31%	Reduce −83.9%	563,200	$54.84	$31M	−2,935,800	−$200M
NGM Biopharmaceuticals	0.48%	New	1,798,100	$13.08	$24M	+1,798,100	+$24M
Holding	0.45%	Reduce −0.7%	1,191,800	$18.50	$22M	−8,200	+$6.3M
Point Biopharma Global	0.44%	New	2,820,000	$7.73	$22M	+2,820,000	+$22M
PHAT, Phathom Pharmaceuticals	0.43%	Reduce −0.7%	1,906,800	$11.08	$21M	−13,000	+$4.9M
COGT, Cogent Biosciences	0.41%	New	1,357,700	$14.92	$20M	+1,357,700	+$20M
Nkarta	0.38%	Hold	1,414,082	$13.16	$19M	—	—
ONC, Beigene	0.36%	New	132,000	$134.82	$18M	+132,000	+$18M
SIBN, Si-Bone	0.35%	Reduce −0.3%	996,700	$17.46	$17M	−3,300	+$4.2M
Gossamer Bio	0.35%	New	1,450,000	$11.98	$17M	+1,450,000	+$17M
CYTK, Cytokinetics	0.33%	New	335,000	$48.45	$16M	+335,000	+$16M
ARQT, Arcutis Biotherapeutics	0.31%	New	794,500	$19.11	$15M	+794,500	+$15M
PCVX, Vaxcyte	0.31%	New	628,700	$24.00	$15M	+628,700	+$15M
ATEC, Alphatec	0.30%	Hold	1,715,000	$8.74	$15M	—	—
Kinnate Biopharma	0.29%	New	1,212,611	$11.95	$14M	+1,212,611	+$14M
IOVA, Iovance Biotherapeutics	0.27%, was 0.35%	Reduce −0.7%	1,382,900	$9.58	$13M	−9,400	−$2.1M
ANTX, An2 Therapeutics	0.26%, was 0.12%	Add +7.9%	742,630	$17.38	$13M	+54,300	+$7.6M
IPSC, Century Therapeutics	0.26%, was 0.17%	Add +50.7%	1,303,600	$9.89	$13M	+438,600	+$5.6M
TMDX, Transmedics Group	0.25%	New	300,000	$41.74	$13M	+300,000	+$13M
Sangamo Therapeutics	0.24%	New	2,360,800	$4.90	$12M	+2,360,800	+$12M
STOK, Stoke Therapeutics	0.23%	New	891,100	$12.84	$11M	+891,100	+$11M
Seaspine	0.23%	Hold	2,010,000	$5.68	$11M	—	—
Nanostring Technologies	0.18%	New	698,200	$12.77	$8.9M	+698,200	+$8.9M
ERAS, Erasca	0.16%	Reduce −1.3%	982,500	$7.80	$7.7M	−12,500	+$2.1M
Alpine Immune Sciences	0.15%	Add 0.0%	998,600	$7.20	$7.2M	+35	−$1.3M
SGRY, Surgery Partners	0.13%	New	267,600	$23.40	$6.3M	+267,600	+$6.3M
Syros Pharmaceuticals	0.12%	New	900,000	$6.44	$5.8M	+900,000	+$5.8M
Caremax	0.11%	Hold	755,329	$7.09	$5.4M	—	—
Holding	0.10%	Hold	520,000	$9.90	$5.1M	—	—
Bcls Acquisition	0.10%	Hold	500,000	$10.02	$5M	—	—
Graphite Bio	0.10%, was 0.04%	Add +121.8%	1,575,000	$3.17	$5M	+865,000	+$3M
Arya Sciences Acqu Corporation IV	0.10%	Hold	500,000	$9.91	$5M	—	—
Panacea Acquisition Corporation II	0.10%	Hold	500,000	$9.80	$4.9M	—	—
CMPX, Compass Therapeutics	0.09%	Hold	2,000,000	$2.28	$4.6M	—	—
Holding	0.09%	Hold	2,460,000	$1.82	$4.5M	—	—
Health Sciences Acq Corporation 2	0.08%	Hold	400,000	$9.90	$4M	—	—
Cyteir Therapeutics	0.07%, was 0.13%	Reduce −2.4%	1,806,200	$1.92	$3.5M	−43,800	−$2.1M
TNGX, Tango Therapeutics	0.06%	Add 0.0%	813,700	$3.62	$2.9M	+60	−$740K
SCYX, Scynexis	0.06%, was 0.04%	Add +18.9%	1,140,600	$2.40	$2.7M	+181,076	+$952K
Social Cap Suvretta Hlds CP	0.04%	Hold	200,000	$9.82	$2M	—	—
Holding	0.04%	Hold	200,000	$9.80	$2M	—	—
Oncosec Medical	0.03%	Hold	2,945,000	$0.4879	$1.4M	—	—
Hyperfine	0.02%	Hold	1,503,754	$0.8100	$1.2M	—	—
Ac Immune	0.02%	New	274,876	$3.16	$869K	+274,876	+$869K
Reunion Neuroscience	0.02%	New	595,200	$1.43	$851K	+595,200	+$851K
Sema4	0.02%	Hold	950,000	$0.8779	$834K	—	—
Phasebio Pharmaceuticals	0.02%, was 0.06%	Reduce −1.0%	4,361,365	$0.1761	$768K	−43,635	−$1.9M
Science 37	0.01%	Hold	430,000	$1.61	$692K	—	—

Showing top 50 of 94 by value

Exits / last held

Gone since 2022 Q2, shown at their last reported size.

Stock	% of portfolio	Recent activity	Reported price*	Value	Share change	$ change
JNJ, Johnson & Johnson	3.67%	Exit	$177.51	$160M	−900,200	−$160M
MCK, McKesson	2.91%	Exit	$326.21	$127M	−388,800	−$127M
UNH, UnitedHealth Group	2.86%	Exit	$513.63	$124M	−242,200	−$124M
ABBV, AbbVie	2.65%	Exit	$153.16	$116M	−755,000	−$116M
Legend Biotech	1.26%	Exit	$55.00	$55M	−1,000,000	−$55M
ARKG, Ark ETF Trust	0.54%	Exit	$31.49	$24M	−750,000	−$24M
VIR, Vir Biotechnology	0.44%	Exit	$25.47	$19M	−758,211	−$19M
NUVB, Nuvation Bio	0.36%	Exit	$3.24	$16M	−4,855,000	−$16M
XENE, Xenon Pharmaceuticals	0.31%	Exit	$30.42	$14M	−450,000	−$14M
S, Sentinelone	0.11%	Exit	$23.33	$4.8M	−204,500	−$4.8M
Iveric Bio	0.09%	Exit	$9.62	$4.1M	−430,117	−$4.1M
TCOM, Field Trip Health	0.06%	Exit	$0.8401	$2.5M	−2,976,000	−$2.5M
Otonomy	0.05%	Exit	$2.08	$2.1M	−1,000,000	−$2.1M
Holding	0.05%	Exit	$9.95	$2M	−200,000	−$2M
Holding	0.05%	Exit	$9.89	$2M	−200,000	−$2M

Filings history

20 periods, with AUM normalized

Newest 13Fs

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

Filings history

Avidity Partners Management LP

Further reading