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
| LLY - Lilly Eli & | 6.62% | Add +65.1% | 1,007,000 | $323.35 | $326M | +397,000 | +$128M |
| UTHR - United Therapeutics | 4.13% | Add +33.7% | 970,200 | $209.38 | $203M | +244,600 | +$32M |
| NBIX - Neurocrine Biosciences | 4.01% | Add +26.4% | 1,855,700 | $106.21 | $197M | +388,100 | +$54M |
| ARVN - Arvinas | 3.93% | Add +29.4% | 4,343,500 | $44.49 | $193M | +987,877 | +$52M |
| ARGX - Argenx Se | 3.53% | Reduce −14.1% | 491,800 | $353.05 | $174M | −80,700 | −$43M |
| BIIB - Biogen | 3.26% | Add +36.2% | 600,000 | $267.00 | $160M | +159,434 | +$70M |
| VRTX - Vertex Pharmaceuticals | 3.02% | Reduce −35.3% | 512,800 | $289.54 | $148M | −280,200 | −$75M |
| SNDX - Syndax Pharmaceuticals | 2.73% | 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 Tr | 2.39% | Reduce −21.1% | 1,480,000 | $79.32 | $117M | −395,000 | −$22M |
| ACHC — | 2.21% | 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% | 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 | +$4M |
| Immunocore | 1.98% | Add +54.0% | 2,079,100 | $46.94 | $98M | +729,100 | +$47M |
| Karuna Therapeutics | 1.97% | Add +111.1% | 431,800 | $224.93 | $97M | +227,230 | +$71M |
| ELV - Elevance Health | 1.92% | Reduce −52.9% | 207,600 | $454.24 | $94M | −233,400 | −$119M |
| Horizon Therapeutics Pub L | 1.86% | 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 | −$9M |
| AVTR - Avantor | 1.80% | 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 | −$3M |
| NTRA - Natera | 1.55% | 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% | Reduce −1.6% | 940,000 | $72.36 | $68M | −15,000 | −$34M |
| Intra-Cellular Therapies | 1.33% | Add +80.9% | 1,402,500 | $46.53 | $65M | +626,996 | +$21M |
| Seagen | 1.24% | Reduce −19.0% | 445,500 | $136.83 | $61M | −104,500 | −$36M |
| BIO - Bio Rad Labs · CL A | 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 |
| APLSUSD - Apellis Pharmaceuticals | 1.17% | Add +292.6% | 844,000 | $68.30 | $58M | +629,000 | +$48M |
| INTC - Intellia Therapeutics | 1.14% | Reduce −11.2% | 999,100 | $55.96 | $56M | −126,094 | −$2M |
| IDYA - Ideaya Biosciences | 1.13% | Add +25.0% | 3,715,400 | $14.92 | $55M | +742,453 | +$14M |
| Kezar Life Sciences | 0.95% | Add +33.7% | 5,414,400 | $8.61 | $47M | +1,364,400 | +$13M |
| Bellus Health | 0.93% | Add +1.9% | 4,346,700 | $10.56 | $46M | +81,700 | +$6M |
| RVMD - Revolution Medicines | 0.93% | Add +75.2% | 2,321,200 | $19.72 | $46M | +996,200 | +$20M |
| RNAGBP - Avidity Biosciences | 0.86% | Add +25.0% | 2,600,000 | $16.33 | $42M | +519,800 | +$12M |
| JAZZ - Jazz Pharmaceuticals | 0.86% | 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% | Reduce −12.8% | 1,255,374 | $33.05 | $41M | −183,625 | −$9M |
| 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% | Reduce −10.0% | 2,684,000 | $12.77 | $34M | −297,000 | −$603K |
| CNC - Centene Del | 0.68% | New | 432,400 | $77.81 | $34M | +432,400 | +$34M |
| CRBU - Caribou Biosciences | 0.68% | Add +7.5% | 3,172,600 | $10.55 | $33M | +222,600 | +$17M |
| AZNN — | 0.63% | 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 | +$6M |
| 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 | +$5M |
| 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 | +$4M |
| 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% | Reduce −0.7% | 1,382,900 | $9.58 | $13M | −9,400 | −$2M |
| ANTX - An2 Therapeutics | 0.26% | Add +7.9% | 742,630 | $17.38 | $13M | +54,300 | +$8M |
| IPSC - Century Therapeutics | 0.26% | Add +50.7% | 1,303,600 | $9.89 | $13M | +438,600 | +$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 | $9M | +698,200 | +$9M |
| ERAS - Erasca | 0.16% | Reduce −1.3% | 982,500 | $7.80 | $8M | −12,500 | +$2M |
| Alpine Immune Sciences | 0.15% | Add 0.0% | 998,600 | $7.20 | $7M | +35 | −$1M |
| SGRY - Surgery Partners | 0.13% | New | 267,600 | $23.40 | $6M | +267,600 | +$6M |
| Syros Pharmaceuticals | 0.12% | New | 900,000 | $6.44 | $6M | +900,000 | +$6M |
| Caremax · CL A | 0.11% | Hold | 755,329 | $7.09 | $5M | — | — |
| Holding · CL A | 0.10% | Hold | 520,000 | $9.90 | $5M | — | — |
| Bcls Acquisition · CL A | 0.10% | Hold | 500,000 | $10.02 | $5M | — | — |
| Graphite Bio | 0.10% | Add +121.8% | 1,575,000 | $3.17 | $5M | +865,000 | +$3M |
| Arya Sciences Acqu Iv · CL A | 0.10% | Hold | 500,000 | $9.91 | $5M | — | — |
| Panacea Acquisition Ii · CL A | 0.10% | Hold | 500,000 | $9.80 | $5M | — | — |
| CMPX - Compass Therapeutics | 0.09% | Hold | 2,000,000 | $2.28 | $5M | — | — |
| Essa Pharma | 0.09% | Hold | 2,460,000 | $1.82 | $4M | — | — |
| Health Sciences Acq 2 | 0.08% | Hold | 400,000 | $9.90 | $4M | — | — |
| Cyteir Therapeutics | 0.07% | Reduce −2.4% | 1,806,200 | $1.92 | $3M | −43,800 | −$2M |
| TNGX - Tango Therapeutics | 0.06% | Add 0.0% | 813,700 | $3.62 | $3M | +60 | −$740K |
| SCYXEUR - Scynexis | 0.06% | Add +18.9% | 1,140,600 | $2.40 | $3M | +181,076 | +$952K |
| Social Cap Suvretta Hlds Cp · CLASS A | 0.04% | Hold | 200,000 | $9.82 | $2M | — | — |
| Holding · CLASS A | 0.04% | Hold | 200,000 | $9.80 | $2M | — | — |
| Oncosec Med | 0.03% | Hold | 2,945,000 | $0.4879 | $1M | — | — |
| Hyperfine · CL A | 0.02% | Hold | 1,503,754 | $0.8100 | $1M | — | — |
| Ac Immune SA | 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 · CL A | 0.02% | Hold | 950,000 | $0.8779 | $834K | — | — |
| Phasebio Pharmaceuticals | 0.02% | Reduce −1.0% | 4,361,365 | $0.1761 | $768K | −43,635 | −$2M |
| Science 37 | 0.01% | Hold | 430,000 | $1.61 | $692K | — | — |
Showing top 50 of 94 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| JNJ - Johnson & Johnson | 3.67% | Exit | 0 | $177.51 | $160M | −900,200 | −$160M |
| MCK - Mckesson | 2.91% | Exit | 0 | $326.21 | $127M | −388,800 | −$127M |
| UNH - Unitedhealth Group | 2.86% | Exit | 0 | $513.63 | $124M | −242,200 | −$124M |
| ABBV - Abbvie | 2.65% | Exit | 0 | $153.16 | $116M | −755,000 | −$116M |
| Legend Biotech | 1.26% | Exit | 0 | $55.00 | $55M | −1,000,000 | −$55M |
| ARKG - Ark ETF Tr | 0.54% | Exit | 0 | $31.49 | $24M | −750,000 | −$24M |
| VIR - Vir Biotechnology | 0.44% | Exit | 0 | $25.47 | $19M | −758,211 | −$19M |
| NUVB - Nuvation Bio · CL A | 0.36% | Exit | 0 | $3.24 | $16M | −4,855,000 | −$16M |
| XENE - Xenon Pharmaceuticals | 0.31% | Exit | 0 | $30.42 | $14M | −450,000 | −$14M |
| S - Sentinelone · CL A | 0.11% | Exit | 0 | $23.33 | $5M | −204,500 | −$5M |
| Iveric Bio | 0.09% | Exit | 0 | $9.62 | $4M | −430,117 | −$4M |
| TCOM - Field Trip Health | 0.06% | Exit | 0 | $0.8401 | $2M | −2,976,000 | −$2M |
| Otonomy | 0.05% | Exit | 0 | $2.08 | $2M | −1,000,000 | −$2M |
| Holding · CLASS A | 0.05% | Exit | 0 | $9.95 | $2M | −200,000 | −$2M |
| Holding · CLASS A | 0.05% | Exit | 0 | $9.89 | $2M | −200,000 | −$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