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
| ARGX - Argenx Se | 5.13% | Add +27.1% | 625,000 | $378.83 | $237M | +133,200 | +$63M |
| UTHR - United Therapeutics | 4.73% | Reduce −19.0% | 785,500 | $278.09 | $218M | −184,700 | +$15M |
| NBIX - Neurocrine Biosciences | 4.61% | Reduce −4.1% | 1,780,000 | $119.44 | $213M | −75,700 | +$16M |
| Akero Therapeutics | 4.54% | Add +22.5% | 3,825,000 | $54.80 | $210M | +703,000 | +$103M |
| PRTA - Prothena | 3.85% | Add +50.1% | 2,953,000 | $60.25 | $178M | +986,000 | +$59M |
| ARVN - Arvinas | 3.67% | Add +14.0% | 4,950,000 | $34.21 | $169M | +606,500 | −$24M |
| BSX - Boston Scientific | 3.26% | Add +28.3% | 3,256,700 | $46.27 | $151M | +718,100 | +$52M |
| SNDX - Syndax Pharmaceuticals | 3.23% | Add +4.9% | 5,861,000 | $25.45 | $149M | +274,100 | +$15M |
| RARE — | 3.00% | Add +45.7% | 2,990,000 | $46.33 | $139M | +938,400 | +$54M |
| Sarepta Therapeutics | 2.96% | Add +11.3% | 1,055,000 | $129.58 | $137M | +106,800 | +$32M |
| MDGL - Madrigal Pharmaceuticals | 2.70% | New | 430,000 | $290.25 | $125M | +430,000 | +$125M |
| UHS - Universal Hlth Svcs · CL B | 2.52% | New | 825,600 | $140.89 | $116M | +825,600 | +$116M |
| JAZZ - Jazz Pharmaceuticals | 2.51% | Add +128.6% | 727,541 | $159.31 | $116M | +409,241 | +$73M |
| ZNTL - Zentalis Pharmaceuticals | 2.25% | Add +21.9% | 5,150,000 | $20.14 | $104M | +926,900 | +$12M |
| ACHC — | 2.08% | Reduce −16.1% | 1,165,000 | $82.32 | $96M | −224,200 | −$13M |
| SGRY - Surgery Partners | 1.88% | Add +1062.9% | 3,112,000 | $27.86 | $87M | +2,844,400 | +$80M |
| DXCM - Dexcom | 1.86% | Add +61.8% | 756,800 | $113.24 | $86M | +289,200 | +$48M |
| AZNN — | 1.76% | Add +113.1% | 1,200,000 | $67.80 | $81M | +636,800 | +$50M |
| LLY - Lilly Eli & | 1.72% | Reduce −78.5% | 217,000 | $365.84 | $79M | −790,000 | −$246M |
| PCVX - Vaxcyte | 1.68% | Add +156.9% | 1,615,400 | $47.95 | $77M | +986,700 | +$62M |
| RNAGBP - Avidity Biosciences | 1.57% | Add +26.0% | 3,275,000 | $22.19 | $73M | +675,000 | +$30M |
| NTRA - Natera | 1.57% | Add +3.7% | 1,798,900 | $40.17 | $72M | +63,900 | −$4M |
| IDYA - Ideaya Biosciences | 1.51% | Add +2.9% | 3,824,800 | $18.17 | $69M | +109,400 | +$14M |
| Immunocore | 1.43% | Reduce −44.5% | 1,154,000 | $57.07 | $66M | −925,100 | −$32M |
| ALT - Altimmune | 1.42% | Add +48.7% | 3,990,000 | $16.45 | $66M | +1,306,000 | +$31M |
| RVMD - Revolution Medicines | 1.28% | Add +6.6% | 2,475,000 | $23.82 | $59M | +153,800 | +$13M |
| Karuna Therapeutics | 1.27% | Reduce −30.8% | 299,000 | $196.50 | $59M | −132,800 | −$38M |
| ARWR - Arrowhead Pharmaceuticals | 1.21% | Add +9.5% | 1,375,000 | $40.56 | $56M | +119,626 | +$14M |
| AXSM - Axsome Therapeutics | 1.12% | Reduce −56.5% | 670,000 | $77.13 | $52M | −868,600 | −$17M |
| VRTX - Vertex Pharmaceuticals | 1.08% | Reduce −66.5% | 172,000 | $288.78 | $50M | −340,800 | −$99M |
| Legend Biotech | 1.05% | New | 970,000 | $49.92 | $48M | +970,000 | +$48M |
| Kezar Life Sciences | 1.03% | Add +25.3% | 6,782,400 | $7.04 | $48M | +1,368,000 | +$1M |
| PLRX - Pliant Therapeutics | 0.94% | Add +13.1% | 2,240,400 | $19.33 | $43M | +259,300 | +$2M |
| Ventyx Biosciences | 0.91% | New | 1,285,000 | $32.79 | $42M | +1,285,000 | +$42M |
| ICLR - ICON | 0.90% | New | 215,000 | $194.25 | $42M | +215,000 | +$42M |
| DGX - Quest Diagnostics | 0.87% | New | 258,000 | $156.44 | $40M | +258,000 | +$40M |
| BIO - Bio Rad Labs · CL A | 0.84% | Reduce −36.3% | 92,200 | $420.49 | $39M | −52,600 | −$22M |
| Bellus Health | 0.82% | Add +5.8% | 4,599,998 | $8.22 | $38M | +253,298 | −$8M |
| THC - Tenet Healthcare | 0.76% | New | 717,300 | $48.79 | $35M | +717,300 | +$35M |
| Karyopharm Therapeutics | 0.71% | New | 9,633,911 | $3.40 | $33M | +9,633,911 | +$33M |
| BNTX - Biontech Se | 0.70% | New | 215,400 | $150.22 | $32M | +215,400 | +$32M |
| Verve Therapeutics | 0.66% | Add +50.1% | 1,565,000 | $19.35 | $30M | +522,294 | −$6M |
| RCKT - Rocket Pharmaceuticals | 0.65% | New | 1,527,087 | $19.57 | $30M | +1,527,087 | +$30M |
| Intra-Cellular Therapies | 0.58% | Reduce −64.1% | 504,000 | $52.92 | $27M | −898,500 | −$39M |
| ARQT - Arcutis Biotherapeutics | 0.56% | Add +120.9% | 1,755,000 | $14.80 | $26M | +960,500 | +$11M |
| Prometheus Biosciences | 0.49% | New | 204,000 | $110.00 | $22M | +204,000 | +$22M |
| INTC - Intellia Therapeutics | 0.48% | Reduce −36.1% | 638,200 | $34.89 | $22M | −360,900 | −$34M |
| VIR - Vir Biotechnology | 0.47% | New | 850,000 | $25.31 | $22M | +850,000 | +$22M |
| PHAT - Phathom Pharmaceuticals | 0.46% | Reduce −0.4% | 1,900,000 | $11.22 | $21M | −6,800 | +$191K |
| BHVN - Biohaven | 0.45% | New | 1,492,000 | $13.88 | $21M | +1,492,000 | +$21M |
| CYTK - Cytokinetics | 0.42% | Add +25.6% | 420,700 | $45.82 | $19M | +85,700 | +$3M |
| Holding | 0.40% | Reduce −5.5% | 1,126,000 | $16.39 | $18M | −65,800 | −$4M |
| CRBU - Caribou Biosciences | 0.39% | Reduce −9.1% | 2,882,600 | $6.28 | $18M | −290,000 | −$15M |
| Iveric Bio | 0.39% | New | 838,407 | $21.41 | $18M | +838,407 | +$18M |
| Point Biopharma Global | 0.38% | Reduce −13.7% | 2,432,400 | $7.29 | $18M | −387,600 | −$4M |
| Nanostring Technologies | 0.36% | Add +194.6% | 2,057,200 | $7.97 | $16M | +1,359,000 | +$7M |
| TWST - Twist Bioscience | 0.32% | New | 611,000 | $23.81 | $15M | +611,000 | +$15M |
| BCABGBP - Bioatla | 0.23% | New | 1,260,000 | $8.25 | $10M | +1,260,000 | +$10M |
| CMPX - Compass Therapeutics | 0.22% | Hold | 2,000,000 | $5.03 | $10M | — | — |
| Sangamo Therapeutics | 0.19% | Add +16.4% | 2,748,300 | $3.14 | $9M | +387,500 | −$3M |
| Alpine Immune Sciences | 0.16% | Add +3.0% | 1,028,200 | $7.35 | $8M | +29,600 | +$367K |
| Kinnate Biopharma | 0.16% | Add 0.0% | 1,212,700 | $6.10 | $7M | +89 | −$7M |
| ANTX - An2 Therapeutics | 0.15% | Add +0.1% | 743,600 | $9.53 | $7M | +970 | −$6M |
| IPSC - Century Therapeutics | 0.14% | Hold | 1,303,600 | $5.13 | $7M | — | — |
| Holding · CL A | 0.11% | Hold | 520,000 | $10.07 | $5M | — | — |
| Graphite Bio | 0.11% | Hold | 1,575,000 | $3.32 | $5M | — | — |
| Arya Sciences Acqu Iv · CL A | 0.11% | Hold | 500,000 | $10.10 | $5M | — | — |
| Panacea Acquisition Ii · CL A | 0.11% | Hold | 500,000 | $10.05 | $5M | — | — |
| Essa Pharma | 0.10% | Reduce −24.6% | 1,855,400 | $2.52 | $5M | −604,600 | +$199K |
| Health Sciences Acq 2 | 0.09% | Hold | 400,000 | $9.98 | $4M | — | — |
| Syros Pharmaceuticals | 0.07% | Hold | 900,000 | $3.59 | $3M | — | — |
| Cyteir Therapeutics | 0.06% | Reduce −0.6% | 1,795,800 | $1.65 | $3M | −10,400 | −$505K |
| Caremax · CL A | 0.06% | Hold | 755,329 | $3.65 | $3M | — | — |
| Holding · CLASS A | 0.04% | Hold | 200,000 | $10.06 | $2M | — | — |
| Social Cap Suvretta Hlds Cp · CLASS A | 0.04% | Hold | 200,000 | $10.05 | $2M | — | — |
| SCYXEUR - Scynexis | 0.04% | Hold | 1,140,600 | $1.56 | $2M | — | — |
| Hyperfine · CL A | 0.03% | Hold | 1,503,754 | $0.8400 | $1M | — | — |
| FATE - Fate Therapeutics | 0.02% | New | 104,653 | $10.09 | $1M | +104,653 | +$1M |
| ZLAB - Zai Lab | 0.02% | Reduce −97.5% | 31,309 | $30.70 | $961K | −1,202,691 | −$41M |
| COLL - Collegium Pharmaceutical | 0.02% | New | 37,898 | $23.20 | $879K | +37,898 | +$879K |
| Ac Immune SA | 0.01% | Add +18.4% | 325,400 | $2.04 | $664K | +50,524 | −$205K |
| Reunion Neuroscience | 0.01% | Reduce −5.9% | 560,300 | $0.9000 | $504K | −34,900 | −$347K |
Showing top 50 of 82 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BIIB - Biogen | 3.26% | Exit | 0 | $267.00 | $160M | −600,000 | −$160M |
| XBI - Spdr Ser Tr | 2.39% | Exit | 0 | $79.32 | $117M | −1,480,000 | −$117M |
| HUM - Humana | 2.09% | Exit | 0 | $485.19 | $103M | −212,000 | −$103M |
| ELV - Elevance Health | 1.92% | Exit | 0 | $454.24 | $94M | −207,600 | −$94M |
| Horizon Therapeutics Pub L | 1.86% | Exit | 0 | $61.89 | $92M | −1,482,200 | −$92M |
| AVTR - Avantor | 1.80% | Exit | 0 | $19.60 | $89M | −4,522,600 | −$89M |
| Catalent | 1.38% | Exit | 0 | $72.36 | $68M | −940,000 | −$68M |
| Seagen | 1.24% | Exit | 0 | $136.83 | $61M | −445,500 | −$61M |
| ALNY - Alnylam Pharmaceuticals | 1.17% | Exit | 0 | $200.16 | $58M | −288,500 | −$58M |
| APLSUSD - Apellis Pharmaceuticals | 1.17% | Exit | 0 | $68.30 | $58M | −844,000 | −$58M |
| SYK - Stryker | 0.76% | Exit | 0 | $202.54 | $37M | −184,700 | −$37M |
| CNC - Centene Del | 0.68% | Exit | 0 | $77.81 | $34M | −432,400 | −$34M |
| Ngm Biopharmaceuticals | 0.48% | Exit | 0 | $13.08 | $24M | −1,798,100 | −$24M |
| COGT - Cogent Biosciences | 0.41% | Exit | 0 | $14.92 | $20M | −1,357,700 | −$20M |
| Nkarta | 0.38% | Exit | 0 | $13.16 | $19M | −1,414,082 | −$19M |
| ONC - Beigene | 0.36% | Exit | 0 | $134.82 | $18M | −132,000 | −$18M |
| SIBN - Si-Bone | 0.35% | Exit | 0 | $17.46 | $17M | −996,700 | −$17M |
| Gossamer Bio | 0.35% | Exit | 0 | $11.98 | $17M | −1,450,000 | −$17M |
| ATEC - Alphatec | 0.30% | Exit | 0 | $8.74 | $15M | −1,715,000 | −$15M |
| IOVA - Iovance Biotherapeutics | 0.27% | Exit | 0 | $9.58 | $13M | −1,382,900 | −$13M |
| TMDX - Transmedics Group | 0.25% | Exit | 0 | $41.74 | $13M | −300,000 | −$13M |
| STOK - Stoke Therapeutics | 0.23% | Exit | 0 | $12.84 | $11M | −891,100 | −$11M |
| Seaspine | 0.23% | Exit | 0 | $5.68 | $11M | −2,010,000 | −$11M |
| ERAS - Erasca | 0.16% | Exit | 0 | $7.80 | $8M | −982,500 | −$8M |
| Bcls Acquisition · CL A | 0.10% | Exit | 0 | $10.02 | $5M | −500,000 | −$5M |
| TNGX - Tango Therapeutics | 0.06% | Exit | 0 | $3.62 | $3M | −813,700 | −$3M |
| Oncosec Med | 0.03% | Exit | 0 | $0.4879 | $1M | −2,945,000 | −$1M |
| SEMA4 · CL A | 0.02% | Exit | 0 | $0.8779 | $834K | −950,000 | −$834K |
| Phasebio Pharmaceuticals | 0.02% | Exit | 0 | $0.1761 | $768K | −4,361,365 | −$768K |
| Science 37 | 0.01% | Exit | 0 | $1.61 | $692K | −430,000 | −$692K |
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