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
| ARVN - Arvinas | 3.88% | Reduce −13.7% | 4,273,900 | $27.32 | $117M | −676,100 | −$53M |
| SGRY - Surgery Partners | 3.84% | Add +7.8% | 3,355,900 | $34.47 | $116M | +243,900 | +$29M |
| BIO - Bio Rad Labs · CL A | 3.52% | Add +140.2% | 221,500 | $479.02 | $106M | +129,300 | +$67M |
| ARGX - Argenx Se | 3.47% | Reduce −55.1% | 280,700 | $372.58 | $105M | −344,300 | −$132M |
| JAZZ - Jazz Pharmaceuticals | 3.29% | Reduce −6.8% | 677,900 | $146.33 | $99M | −49,641 | −$17M |
| REGN - Regeneron Pharmaceuticals | 3.25% | New | 119,100 | $821.67 | $98M | +119,100 | +$98M |
| Akero Therapeutics | 3.11% | Reduce −36.0% | 2,447,000 | $38.26 | $94M | −1,378,000 | −$116M |
| THC - Tenet Healthcare | 2.90% | Add +105.2% | 1,472,000 | $59.42 | $87M | +754,700 | +$52M |
| RARE — | 2.83% | Reduce −28.9% | 2,126,900 | $40.10 | $85M | −863,100 | −$53M |
| UHS - Universal Hlth Svcs · CL B | 2.83% | Reduce −18.8% | 670,000 | $127.10 | $85M | −155,600 | −$31M |
| ACHC — | 2.79% | Add 0.0% | 1,165,300 | $72.25 | $84M | +300 | −$12M |
| NBIX - Neurocrine Biosciences | 2.74% | Reduce −54.2% | 815,700 | $101.22 | $83M | −964,300 | −$130M |
| SNDX - Syndax Pharmaceuticals | 2.71% | Reduce −34.1% | 3,865,300 | $21.12 | $82M | −1,995,700 | −$68M |
| Karuna Therapeutics | 2.43% | Add +35.1% | 403,800 | $181.64 | $73M | +104,800 | +$15M |
| BDX - Becton Dickinson & | 2.37% | New | 288,000 | $247.54 | $71M | +288,000 | +$71M |
| PLRX - Pliant Therapeutics | 2.35% | Add +19.0% | 2,665,000 | $26.60 | $71M | +424,600 | +$28M |
| ZTS - Zoetis · CL A | 2.25% | New | 407,500 | $166.44 | $68M | +407,500 | +$68M |
| Ventyx Biosciences | 2.13% | Add +49.2% | 1,917,800 | $33.50 | $64M | +632,800 | +$22M |
| MRK - Merck & | 2.12% | New | 600,000 | $106.39 | $64M | +600,000 | +$64M |
| Sarepta Therapeutics | 1.90% | Reduce −60.6% | 416,000 | $137.83 | $57M | −639,000 | −$79M |
| Legend Biotech | 1.79% | Add +15.5% | 1,120,500 | $48.22 | $54M | +150,500 | +$6M |
| PRTA - Prothena | 1.72% | Reduce −63.8% | 1,068,200 | $48.47 | $52M | −1,884,800 | −$126M |
| IDYA - Ideaya Biosciences | 1.67% | Reduce −4.0% | 3,673,400 | $13.73 | $50M | −151,400 | −$19M |
| ZNTL - Zentalis Pharmaceuticals | 1.67% | Reduce −43.1% | 2,929,300 | $17.20 | $50M | −2,220,700 | −$53M |
| Iveric Bio | 1.51% | Add +122.9% | 1,869,200 | $24.33 | $45M | +1,030,793 | +$28M |
| ARWR - Arrowhead Pharmaceuticals | 1.47% | Add +26.6% | 1,741,300 | $25.40 | $44M | +366,300 | −$12M |
| PACB — | 1.47% | New | 3,812,600 | $11.58 | $44M | +3,812,600 | +$44M |
| BSX - Boston Scientific | 1.41% | Reduce −73.9% | 850,000 | $50.03 | $43M | −2,406,700 | −$108M |
| AXSM - Axsome Therapeutics | 1.27% | Reduce −7.6% | 619,200 | $61.68 | $38M | −50,800 | −$13M |
| VIR - Vir Biotechnology | 1.27% | Add +93.0% | 1,640,200 | $23.27 | $38M | +790,200 | +$17M |
| Immunocore | 1.26% | Reduce −33.3% | 769,800 | $49.44 | $38M | −384,200 | −$28M |
| Karyopharm Therapeutics | 1.24% | Hold | 9,633,911 | $3.89 | $37M | — | — |
| ABT - Abbott Labs | 1.19% | New | 354,000 | $101.26 | $36M | +354,000 | +$36M |
| BIIB - Biogen | 1.19% | New | 128,800 | $278.03 | $36M | +128,800 | +$36M |
| Bellus Health | 1.09% | Reduce −1.0% | 4,553,577 | $7.20 | $33M | −46,421 | −$5M |
| ICLR - ICON | 1.01% | Reduce −33.5% | 142,900 | $213.59 | $31M | −72,100 | −$11M |
| BMRN - Biomarin Pharmaceutical | 0.97% | New | 300,575 | $97.24 | $29M | +300,575 | +$29M |
| RVMD - Revolution Medicines | 0.97% | Reduce −45.7% | 1,344,800 | $21.66 | $29M | −1,130,200 | −$30M |
| 89BIO | 0.93% | New | 1,842,976 | $15.23 | $28M | +1,842,976 | +$28M |
| AMLX - Amylyx Pharmaceuticals | 0.88% | New | 900,000 | $29.34 | $26M | +900,000 | +$26M |
| Curevac | 0.82% | New | 3,550,000 | $6.97 | $25M | +3,550,000 | +$25M |
| AVTR - Avantor | 0.79% | New | 1,125,000 | $21.14 | $24M | +1,125,000 | +$24M |
| Nanostring Technologies | 0.73% | Add +7.8% | 2,217,000 | $9.90 | $22M | +159,800 | +$6M |
| Fusion Pharmaceuticals | 0.71% | New | 5,700,000 | $3.77 | $21M | +5,700,000 | +$21M |
| RCKT - Rocket Pharmaceuticals | 0.71% | Reduce −18.5% | 1,244,400 | $17.13 | $21M | −282,687 | −$9M |
| Kezar Life Sciences | 0.68% | Reduce −3.9% | 6,519,400 | $3.13 | $20M | −263,000 | −$27M |
| BHVN - Biohaven | 0.67% | Reduce −0.3% | 1,487,200 | $13.66 | $20M | −4,800 | −$394K |
| COR - Amerisourcebergen | 0.67% | New | 126,600 | $160.11 | $20M | +126,600 | +$20M |
| MLYS - Mineralys Therapeutics | 0.66% | New | 1,263,800 | $15.66 | $20M | +1,263,800 | +$20M |
| Verve Therapeutics | 0.65% | Reduce −13.6% | 1,351,700 | $14.42 | $19M | −213,300 | −$11M |
| RNAGBP - Avidity Biosciences | 0.64% | Reduce −61.4% | 1,265,545 | $15.35 | $19M | −2,009,455 | −$53M |
| PCVX - Vaxcyte | 0.63% | Reduce −68.4% | 510,000 | $37.48 | $19M | −1,105,400 | −$58M |
| ARQT - Arcutis Biotherapeutics | 0.59% | Reduce −7.2% | 1,628,500 | $11.00 | $18M | −126,500 | −$8M |
| Verona Pharma | 0.59% | New | 878,800 | $20.08 | $18M | +878,800 | +$18M |
| Point Biopharma Global | 0.58% | Reduce −0.9% | 2,411,600 | $7.27 | $18M | −20,800 | −$200K |
| DXCM - Dexcom | 0.57% | Reduce −80.4% | 148,000 | $116.18 | $17M | −608,800 | −$69M |
| BBIO - Bridgebio Pharma | 0.55% | New | 1,000,000 | $16.58 | $17M | +1,000,000 | +$17M |
| IMVT - Immunovant | 0.54% | New | 1,043,000 | $15.51 | $16M | +1,043,000 | +$16M |
| INTC - Intellia Therapeutics | 0.52% | Reduce −34.7% | 417,000 | $37.27 | $16M | −221,200 | −$7M |
| CRBU - Caribou Biosciences | 0.49% | Reduce −4.3% | 2,758,600 | $5.31 | $15M | −124,000 | −$3M |
| PHAT - Phathom Pharmaceuticals | 0.49% | Add +7.8% | 2,048,600 | $7.14 | $15M | +148,600 | −$7M |
| Mersana Therapeutics | 0.47% | New | 3,433,233 | $4.11 | $14M | +3,433,233 | +$14M |
| NTRA - Natera | 0.46% | Reduce −86.1% | 249,900 | $55.52 | $14M | −1,549,000 | −$58M |
| TWST - Twist Bioscience | 0.41% | Add +34.0% | 819,000 | $15.08 | $12M | +208,000 | −$2M |
| COLL - Collegium Pharmaceutical | 0.31% | Add +917.2% | 385,500 | $23.99 | $9M | +347,602 | +$8M |
| CYTK - Cytokinetics | 0.29% | Reduce −40.1% | 252,000 | $35.19 | $9M | −168,700 | −$10M |
| Alpine Immune Sciences | 0.25% | Reduce −3.8% | 989,500 | $7.72 | $8M | −38,700 | +$82K |
| Kinnate Biopharma | 0.24% | Reduce −4.3% | 1,160,000 | $6.25 | $7M | −52,700 | −$147K |
| ANTX - An2 Therapeutics | 0.24% | Reduce −2.7% | 723,200 | $9.87 | $7M | −20,400 | +$51K |
| CMPX - Compass Therapeutics | 0.20% | Reduce −8.8% | 1,825,000 | $3.27 | $6M | −175,000 | −$4M |
| ALT - Altimmune | 0.18% | Reduce −67.0% | 1,315,200 | $4.22 | $6M | −2,674,800 | −$60M |
| GERN - Geron | 0.15% | New | 2,128,000 | $2.17 | $5M | +2,128,000 | +$5M |
| IPSC - Century Therapeutics | 0.15% | Reduce −2.7% | 1,268,100 | $3.47 | $4M | −35,500 | −$2M |
| Sangamo Therapeutics | 0.14% | Reduce −10.1% | 2,470,000 | $1.76 | $4M | −278,300 | −$4M |
| Holding | 0.11% | New | 4,281,700 | $0.8090 | $3M | +4,281,700 | +$3M |
| Cyteir Therapeutics | 0.11% | Reduce −1.8% | 1,764,100 | $1.82 | $3M | −31,700 | +$248K |
| Syros Pharmaceuticals | 0.08% | Add +0.5% | 904,630 | $2.67 | $2M | +4,630 | −$816K |
| Hyperfine · CL A | 0.07% | Hold | 1,503,754 | $1.44 | $2M | — | — |
| Caremax · CL A | 0.07% | Hold | 755,329 | $2.67 | $2M | — | — |
| BCABGBP - Bioatla | 0.05% | Reduce −52.2% | 602,500 | $2.68 | $2M | −657,500 | −$9M |
| Ac Immune SA | 0.03% | Hold | 325,400 | $2.34 | $761K | — | — |
| Reunion Neuroscience | 0.00% | Reduce −73.0% | 151,098 | $0.6904 | $104K | −409,202 | −$400K |
Showing top 50 of 82 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| UTHR - United Therapeutics | 4.73% | Exit | 0 | $278.09 | $218M | −785,500 | −$218M |
| MDGL - Madrigal Pharmaceuticals | 2.70% | Exit | 0 | $290.25 | $125M | −430,000 | −$125M |
| AZNN — | 1.76% | Exit | 0 | $67.80 | $81M | −1,200,000 | −$81M |
| LLY - Lilly Eli & | 1.72% | Exit | 0 | $365.84 | $79M | −217,000 | −$79M |
| VRTX - Vertex Pharmaceuticals | 1.08% | Exit | 0 | $288.78 | $50M | −172,000 | −$50M |
| DGX - Quest Diagnostics | 0.87% | Exit | 0 | $156.44 | $40M | −258,000 | −$40M |
| BNTX - Biontech Se | 0.70% | Exit | 0 | $150.22 | $32M | −215,400 | −$32M |
| Intra-Cellular Therapies | 0.58% | Exit | 0 | $52.92 | $27M | −504,000 | −$27M |
| Prometheus Biosciences | 0.49% | Exit | 0 | $110.00 | $22M | −204,000 | −$22M |
| Holding | 0.40% | Exit | 0 | $16.39 | $18M | −1,126,000 | −$18M |
| Holding · CL A | 0.11% | Exit | 0 | $10.07 | $5M | −520,000 | −$5M |
| Graphite Bio | 0.11% | Exit | 0 | $3.32 | $5M | −1,575,000 | −$5M |
| Arya Sciences Acqu Iv · CL A | 0.11% | Exit | 0 | $10.10 | $5M | −500,000 | −$5M |
| Panacea Acquisition Ii · CL A | 0.11% | Exit | 0 | $10.05 | $5M | −500,000 | −$5M |
| Essa Pharma | 0.10% | Exit | 0 | $2.52 | $5M | −1,855,400 | −$5M |
| Health Sciences Acq 2 | 0.09% | Exit | 0 | $9.98 | $4M | −400,000 | −$4M |
| Holding · CLASS A | 0.04% | Exit | 0 | $10.06 | $2M | −200,000 | −$2M |
| Social Cap Suvretta Hlds Cp · CLASS A | 0.04% | Exit | 0 | $10.05 | $2M | −200,000 | −$2M |
| SCYXEUR - Scynexis | 0.04% | Exit | 0 | $1.56 | $2M | −1,140,600 | −$2M |
| FATE - Fate Therapeutics | 0.02% | Exit | 0 | $10.09 | $1M | −104,653 | −$1M |
| ZLAB - Zai Lab | 0.02% | Exit | 0 | $30.69 | $961K | −31,309 | −$961K |
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