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
| BDX - Becton Dickinson & | 3.67% | Add +38.2% | 398,050 | $264.01 | $105M | +110,050 | +$34M |
| Karuna Therapeutics | 3.35% | Add +9.5% | 442,200 | $216.85 | $96M | +38,400 | +$23M |
| JAZZ - Jazz Pharmaceuticals | 3.04% | Add +3.7% | 702,778 | $123.97 | $87M | +24,878 | −$12M |
| GEHC - GE HealthCare | 2.97% | New | 1,045,400 | $81.24 | $85M | +1,045,400 | +$85M |
| THC - Tenet Healthcare | 2.82% | Reduce −32.7% | 990,500 | $81.38 | $81M | −481,500 | −$7M |
| ARGX - Argenx Se | 2.51% | Reduce −34.3% | 184,300 | $389.73 | $72M | −96,400 | −$33M |
| IDYA - Ideaya Biosciences | 2.45% | Reduce −18.7% | 2,985,700 | $23.50 | $70M | −687,700 | +$20M |
| SGRY - Surgery Partners | 2.44% | Reduce −53.7% | 1,555,000 | $44.99 | $70M | −1,800,900 | −$46M |
| ABBV - Abbvie | 2.44% | New | 518,400 | $134.73 | $70M | +518,400 | +$70M |
| ARVN - Arvinas | 2.40% | Reduce −35.1% | 2,773,189 | $24.82 | $69M | −1,500,711 | −$48M |
| ZNTL - Zentalis Pharmaceuticals | 2.30% | Reduce −20.3% | 2,334,000 | $28.21 | $66M | −595,300 | +$15M |
| NBIX - Neurocrine Biosciences | 2.19% | Reduce −18.4% | 665,316 | $94.30 | $63M | −150,384 | −$20M |
| LLY - Lilly Eli & | 2.18% | New | 133,000 | $468.98 | $62M | +133,000 | +$62M |
| SNDX - Syndax Pharmaceuticals | 2.10% | Reduce −25.7% | 2,872,000 | $20.93 | $60M | −993,300 | −$22M |
| UHS - Universal Hlth Svcs · CL B | 2.04% | Reduce −44.8% | 370,100 | $157.77 | $58M | −299,900 | −$27M |
| BIO - Bio Rad Labs · CL A | 2.02% | Reduce −31.1% | 152,600 | $379.12 | $58M | −68,900 | −$48M |
| COR - Amerisourcebergen | 2.02% | Add +137.0% | 300,000 | $192.43 | $58M | +173,400 | +$37M |
| PACB — | 2.01% | Add +13.8% | 4,337,400 | $13.30 | $58M | +524,800 | +$14M |
| Legend Biotech | 1.93% | Reduce −28.7% | 798,900 | $69.03 | $55M | −321,600 | +$1M |
| BIIB - Biogen | 1.73% | Add +35.1% | 174,000 | $284.85 | $50M | +45,200 | +$14M |
| Akero Therapeutics | 1.67% | Reduce −58.1% | 1,025,000 | $46.69 | $48M | −1,422,000 | −$46M |
| Curevac | 1.56% | Add +21.1% | 4,300,000 | $10.42 | $45M | +750,000 | +$20M |
| ACHC — | 1.53% | Reduce −52.8% | 550,000 | $79.64 | $44M | −615,300 | −$40M |
| PCVX - Vaxcyte | 1.53% | Add +71.6% | 875,000 | $49.94 | $44M | +365,000 | +$25M |
| MCK - Mckesson | 1.51% | New | 101,200 | $427.31 | $43M | +101,200 | +$43M |
| APLSUSD - Apellis Pharmaceuticals | 1.49% | New | 468,700 | $91.10 | $43M | +468,700 | +$43M |
| BSX - Boston Scientific | 1.48% | Reduce −7.6% | 785,700 | $54.09 | $42M | −64,300 | −$27K |
| RARE — | 1.45% | Reduce −57.7% | 900,700 | $46.13 | $42M | −1,226,200 | −$44M |
| PFE - Pfizer | 1.43% | New | 1,117,467 | $36.68 | $41M | +1,117,467 | +$41M |
| IMVT - Immunovant | 1.38% | Add +99.9% | 2,085,000 | $18.97 | $40M | +1,042,000 | +$23M |
| AXSM - Axsome Therapeutics | 1.37% | Reduce −12.0% | 545,000 | $71.86 | $39M | −74,200 | +$971K |
| Immunogen | 1.32% | New | 1,997,800 | $18.87 | $38M | +1,997,800 | +$38M |
| ZTS - Zoetis · CL A | 1.31% | Reduce −46.7% | 217,000 | $172.21 | $37M | −190,500 | −$30M |
| PRTA - Prothena | 1.28% | Reduce −49.9% | 535,000 | $68.28 | $37M | −533,200 | −$15M |
| VIR - Vir Biotechnology | 1.22% | Reduce −13.1% | 1,425,000 | $24.53 | $35M | −215,200 | −$3M |
| Immunocore | 1.20% | Reduce −25.3% | 575,000 | $59.96 | $34M | −194,800 | −$4M |
| Sarepta Therapeutics | 1.19% | Reduce −28.5% | 297,500 | $114.52 | $34M | −118,500 | −$23M |
| ARWR - Arrowhead Pharmaceuticals | 1.15% | Reduce −46.9% | 925,000 | $35.66 | $33M | −816,300 | −$11M |
| BHVN - Biohaven | 1.11% | Reduce −10.9% | 1,325,000 | $23.92 | $32M | −162,200 | +$11M |
| RVMD - Revolution Medicines | 1.00% | Reduce −20.1% | 1,075,000 | $26.75 | $29M | −269,800 | −$372K |
| PRVA - Privia Health Group | 0.98% | New | 1,079,806 | $26.11 | $28M | +1,079,806 | +$28M |
| PHAT - Phathom Pharmaceuticals | 0.98% | Reduce −4.8% | 1,949,700 | $14.32 | $28M | −98,900 | +$13M |
| BAX - Baxter Intl | 0.96% | New | 604,700 | $45.56 | $28M | +604,700 | +$28M |
| Fusion Pharmaceuticals | 0.93% | Hold | 5,700,000 | $4.67 | $27M | — | — |
| RCKT - Rocket Pharmaceuticals | 0.92% | Add +6.6% | 1,326,000 | $19.87 | $26M | +81,600 | +$5M |
| Blueprint Medicines | 0.92% | New | 415,000 | $63.20 | $26M | +415,000 | +$26M |
| EDIT - Editas Medicine | 0.86% | New | 3,000,000 | $8.23 | $25M | +3,000,000 | +$25M |
| Ventyx Biosciences | 0.79% | Reduce −63.9% | 692,500 | $32.80 | $23M | −1,225,300 | −$42M |
| NTRA - Natera | 0.74% | Add +73.2% | 432,900 | $48.66 | $21M | +183,000 | +$7M |
| LNTH - Lantheus | 0.72% | New | 245,100 | $83.92 | $21M | +245,100 | +$21M |
| MLTX - Moonlake Immunotherapeutics · CLASS A | 0.71% | New | 400,000 | $51.00 | $20M | +400,000 | +$20M |
| Verona Pharma | 0.70% | Add +8.6% | 954,500 | $21.14 | $20M | +75,700 | +$3M |
| AMLX - Amylyx Pharmaceuticals | 0.68% | Add +0.2% | 901,400 | $21.57 | $19M | +1,400 | −$7M |
| Axonics | 0.67% | New | 379,700 | $50.47 | $19M | +379,700 | +$19M |
| XENE - Xenon Pharmaceuticals | 0.65% | New | 481,300 | $38.50 | $19M | +481,300 | +$19M |
| REGN - Regeneron Pharmaceuticals | 0.62% | Reduce −79.2% | 24,800 | $718.54 | $18M | −94,300 | −$80M |
| ROIV - Roivant Sciences | 0.59% | New | 1,687,500 | $10.08 | $17M | +1,687,500 | +$17M |
| PLRX - Pliant Therapeutics | 0.58% | Reduce −65.6% | 916,600 | $18.12 | $17M | −1,748,400 | −$54M |
| Verve Therapeutics | 0.58% | Reduce −35.0% | 878,600 | $18.75 | $16M | −473,100 | −$3M |
| INTC - Intellia Therapeutics | 0.56% | Reduce −5.1% | 395,855 | $40.78 | $16M | −21,145 | +$601K |
| Holding | 0.56% | New | 501,200 | $31.79 | $16M | +501,200 | +$16M |
| Acelyrin | 0.55% | New | 750,000 | $20.90 | $16M | +750,000 | +$16M |
| Point Biopharma Global | 0.53% | Reduce −30.7% | 1,671,800 | $9.06 | $15M | −739,800 | −$2M |
| Karyopharm Therapeutics | 0.52% | Reduce −13.1% | 8,370,100 | $1.79 | $15M | −1,263,811 | −$22M |
| Kezar Life Sciences | 0.52% | Reduce −6.7% | 6,080,000 | $2.45 | $15M | −439,400 | −$6M |
| SDGR - Schrodinger | 0.48% | New | 274,900 | $49.92 | $14M | +274,900 | +$14M |
| 2seventy Bio | 0.47% | New | 1,342,000 | $10.12 | $14M | +1,342,000 | +$14M |
| MLYS - Mineralys Therapeutics | 0.46% | Reduce −39.3% | 766,700 | $17.05 | $13M | −497,100 | −$7M |
| Mersana Therapeutics | 0.44% | Add +10.4% | 3,790,000 | $3.29 | $12M | +356,767 | −$2M |
| CRBU - Caribou Biosciences | 0.41% | Hold | 2,758,600 | $4.25 | $12M | — | — |
| Nanostring Technologies | 0.38% | Add +21.8% | 2,700,400 | $4.05 | $11M | +483,400 | −$11M |
| Alpine Immune Sciences | 0.38% | Add +7.0% | 1,058,500 | $10.28 | $11M | +69,000 | +$3M |
| Inari Med | 0.36% | New | 175,000 | $58.14 | $10M | +175,000 | +$10M |
| 89BIO | 0.35% | Reduce −71.4% | 526,376 | $18.95 | $10M | −1,316,600 | −$18M |
| Ac Immune SA | 0.30% | Add +792.2% | 2,903,278 | $2.96 | $9M | +2,577,878 | +$8M |
| DNLI - Denali Therapeutics | 0.29% | New | 282,752 | $29.51 | $8M | +282,752 | +$8M |
| COLL - Collegium Pharmaceutical | 0.27% | Reduce −8.1% | 354,100 | $21.49 | $8M | −31,400 | −$2M |
| ATEC - Alphatec | 0.25% | New | 393,000 | $17.98 | $7M | +393,000 | +$7M |
| ANTX - An2 Therapeutics | 0.20% | Reduce −9.1% | 657,200 | $8.50 | $6M | −66,000 | −$2M |
| Gritstone Bio | 0.19% | New | 2,765,500 | $1.95 | $5M | +2,765,500 | +$5M |
| CMPX - Compass Therapeutics | 0.18% | Reduce −11.2% | 1,620,200 | $3.18 | $5M | −204,800 | −$816K |
| SCYXEUR - Scynexis | 0.18% | New | 1,738,734 | $2.95 | $5M | +1,738,734 | +$5M |
| Syros Pharmaceuticals | 0.16% | Add +61.8% | 1,464,034 | $3.15 | $5M | +559,404 | +$2M |
| ALT - Altimmune | 0.14% | Reduce −10.7% | 1,174,100 | $3.53 | $4M | −141,100 | −$1M |
| IPSC - Century Therapeutics | 0.12% | Reduce −12.4% | 1,110,900 | $3.16 | $4M | −157,200 | −$890K |
| Hyperfine · CL A | 0.09% | Reduce −21.0% | 1,188,178 | $2.15 | $3M | −315,576 | +$389K |
| SLP - Simulations Plus | 0.07% | New | 45,900 | $43.33 | $2M | +45,900 | +$2M |
| Caremax · CL A | 0.07% | Reduce −15.8% | 636,000 | $3.11 | $2M | −119,329 | −$39K |
| BHC - Bausch Health Cos | 0.06% | New | 215,100 | $8.00 | $2M | +215,100 | +$2M |
| GPCR - Structure Therapeutics | 0.05% | New | 37,800 | $41.57 | $2M | +37,800 | +$2M |
| Exscientia | 0.03% | New | 127,600 | $5.92 | $755K | +127,600 | +$755K |
| AIP - Arteris | 0.02% | New | 75,500 | $6.82 | $515K | +75,500 | +$515K |
Showing top 50 of 92 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| MRK - Merck & | 2.12% | Exit | 0 | $106.39 | $64M | −600,000 | −$64M |
| Iveric Bio | 1.51% | Exit | 0 | $24.33 | $45M | −1,869,200 | −$45M |
| ABT - Abbott Labs | 1.19% | Exit | 0 | $101.26 | $36M | −354,000 | −$36M |
| Bellus Health | 1.09% | Exit | 0 | $7.20 | $33M | −4,553,577 | −$33M |
| ICLR - ICON | 1.01% | Exit | 0 | $213.59 | $31M | −142,900 | −$31M |
| BMRN - Biomarin Pharmaceutical | 0.97% | Exit | 0 | $97.24 | $29M | −300,575 | −$29M |
| AVTR - Avantor | 0.79% | Exit | 0 | $21.14 | $24M | −1,125,000 | −$24M |
| RNAGBP - Avidity Biosciences | 0.64% | Exit | 0 | $15.35 | $19M | −1,265,545 | −$19M |
| ARQT - Arcutis Biotherapeutics | 0.59% | Exit | 0 | $11.00 | $18M | −1,628,500 | −$18M |
| DXCM - Dexcom | 0.57% | Exit | 0 | $116.18 | $17M | −148,000 | −$17M |
| BBIO - Bridgebio Pharma | 0.55% | Exit | 0 | $16.58 | $17M | −1,000,000 | −$17M |
| TWST - Twist Bioscience | 0.41% | Exit | 0 | $15.08 | $12M | −819,000 | −$12M |
| CYTK - Cytokinetics | 0.29% | Exit | 0 | $35.19 | $9M | −252,000 | −$9M |
| Kinnate Biopharma | 0.24% | Exit | 0 | $6.25 | $7M | −1,160,000 | −$7M |
| GERN - Geron | 0.15% | Exit | 0 | $2.17 | $5M | −2,128,000 | −$5M |
| Sangamo Therapeutics | 0.14% | Exit | 0 | $1.76 | $4M | −2,470,000 | −$4M |
| Holding | 0.11% | Exit | 0 | $0.8090 | $3M | −4,281,700 | −$3M |
| Cyteir Therapeutics | 0.11% | Exit | 0 | $1.82 | $3M | −1,764,100 | −$3M |
| BCABGBP - Bioatla | 0.05% | Exit | 0 | $2.68 | $2M | −602,500 | −$2M |
| Reunion Neuroscience | — | Exit | 0 | $0.6883 | $104K | −151,098 | −$104K |
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