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
| BSX - Boston Scientific | 4.39% | Add +162.9% | 2,065,800 | $52.80 | $109M | +1,280,100 | +$67M |
| JAZZ - Jazz Pharmaceuticals | 4.16% | Add +13.5% | 797,500 | $129.44 | $103M | +94,722 | +$16M |
| BDX - Becton Dickinson & | 2.99% | Reduce −27.9% | 286,800 | $258.53 | $74M | −111,250 | −$31M |
| NBIX - Neurocrine Biosciences | 2.95% | Reduce −2.0% | 652,100 | $112.50 | $73M | −13,216 | +$11M |
| MCK - Mckesson | 2.91% | Add +64.3% | 166,300 | $434.85 | $72M | +65,100 | +$29M |
| Legend Biotech | 2.62% | Add +21.0% | 967,000 | $67.17 | $65M | +168,100 | +$10M |
| THC - Tenet Healthcare | 2.56% | Reduce −2.7% | 963,800 | $65.89 | $64M | −26,700 | −$17M |
| CI - The Cigna Group | 2.39% | New | 207,700 | $286.07 | $59M | +207,700 | +$59M |
| IDYA - Ideaya Biosciences | 2.33% | Reduce −28.2% | 2,144,971 | $26.98 | $58M | −840,729 | −$12M |
| UNH - Unitedhealth Group | 2.28% | New | 112,200 | $504.19 | $57M | +112,200 | +$57M |
| Sarepta Therapeutics | 2.20% | Add +51.3% | 450,000 | $121.22 | $55M | +152,500 | +$20M |
| HUM - Humana | 2.16% | New | 110,300 | $486.52 | $54M | +110,300 | +$54M |
| ARVN - Arvinas | 2.07% | Reduce −5.7% | 2,614,960 | $19.64 | $51M | −158,229 | −$17M |
| ACHC — | 2.02% | Add +30.0% | 715,000 | $70.31 | $50M | +165,000 | +$6M |
| Karuna Therapeutics | 1.95% | Reduce −35.2% | 286,700 | $169.09 | $48M | −155,500 | −$47M |
| REGN - Regeneron Pharmaceuticals | 1.92% | Add +133.9% | 58,000 | $822.96 | $48M | +33,200 | +$30M |
| ZTS - Zoetis · CL A | 1.84% | Add +20.8% | 262,100 | $173.98 | $46M | +45,100 | +$8M |
| IMVT - Immunovant | 1.81% | Reduce −43.7% | 1,173,662 | $38.39 | $45M | −911,338 | +$6M |
| MLTX - Moonlake Immunotherapeutics · CLASS A | 1.78% | Add +94.3% | 777,172 | $57.00 | $44M | +377,172 | +$24M |
| DHR - Danaher | 1.76% | New | 176,600 | $248.10 | $44M | +176,600 | +$44M |
| ZNTL - Zentalis Pharmaceuticals | 1.70% | Reduce −10.0% | 2,100,000 | $20.06 | $42M | −234,000 | −$24M |
| Intra-Cellular Therapies | 1.68% | New | 801,100 | $52.09 | $42M | +801,100 | +$42M |
| SNDX - Syndax Pharmaceuticals | 1.65% | Reduce −1.8% | 2,821,000 | $14.52 | $41M | −51,000 | −$19M |
| LLY - Eli Lilly & | 1.62% | Reduce −43.6% | 75,000 | $537.13 | $40M | −58,000 | −$22M |
| NTRA - Natera | 1.60% | Add +107.7% | 899,000 | $44.25 | $40M | +466,100 | +$19M |
| ARGX - Argenx Se | 1.60% | Reduce −56.3% | 80,600 | $491.63 | $40M | −103,700 | −$32M |
| SGRY - Surgery Partners | 1.58% | Reduce −14.0% | 1,338,000 | $29.25 | $39M | −217,000 | −$31M |
| LNTH - Lantheus | 1.56% | Add +127.8% | 558,400 | $69.48 | $39M | +313,300 | +$18M |
| PCVX - Vaxcyte | 1.55% | Reduce −13.6% | 756,165 | $50.98 | $39M | −118,835 | −$5M |
| Blueprint Medicines | 1.52% | Add +81.1% | 751,600 | $50.22 | $38M | +336,600 | +$12M |
| Akero Therapeutics | 1.51% | Reduce −27.9% | 739,100 | $50.58 | $37M | −285,900 | −$10M |
| MIRM - Mirum Pharmaceuticals | 1.45% | New | 1,142,850 | $31.60 | $36M | +1,142,850 | +$36M |
| PRVA - Privia Health Group | 1.43% | Add +43.1% | 1,545,100 | $23.00 | $36M | +465,294 | +$7M |
| DXCM - Dexcom | 1.42% | New | 377,700 | $93.30 | $35M | +377,700 | +$35M |
| BHVN - Biohaven | 1.35% | Reduce −3.0% | 1,285,400 | $26.01 | $33M | −39,600 | +$2M |
| RCKT - Rocket Pharmaceuticals | 1.31% | Add +19.7% | 1,587,429 | $20.49 | $33M | +261,429 | +$6M |
| AMLX - Amylyx Pharmaceuticals | 1.30% | Add +94.9% | 1,756,940 | $18.31 | $32M | +855,540 | +$13M |
| Immunogen | 1.23% | Reduce −4.0% | 1,917,907 | $15.87 | $30M | −79,893 | −$7M |
| BIIB - Biogen | 1.19% | Reduce −33.7% | 115,400 | $257.01 | $30M | −58,600 | −$20M |
| CRBU - Caribou Biosciences | 1.16% | Add +119.3% | 6,050,212 | $4.78 | $29M | +3,291,612 | +$17M |
| ARWR - Arrowhead Pharmaceuticals | 1.15% | Add +15.0% | 1,063,897 | $26.87 | $29M | +138,897 | −$4M |
| HCA - Hca Healthcare | 1.14% | New | 114,800 | $245.98 | $28M | +114,800 | +$28M |
| NMRA - Neumora Therapeutics | 1.02% | New | 1,800,000 | $14.11 | $25M | +1,800,000 | +$25M |
| GPCR - Structure Therapeutics | 1.02% | Add +1222.8% | 500,000 | $50.42 | $25M | +462,200 | +$24M |
| UHS - Universal Hlth Svcs · CL B | 0.92% | Reduce −50.8% | 182,000 | $125.73 | $23M | −188,100 | −$36M |
| Curevac | 0.86% | Reduce −27.5% | 3,116,100 | $6.83 | $21M | −1,183,900 | −$24M |
| AXSM - Axsome Therapeutics | 0.84% | Reduce −45.5% | 296,800 | $69.89 | $21M | −248,200 | −$18M |
| RARE — | 0.78% | Reduce −39.6% | 544,000 | $35.65 | $19M | −356,700 | −$22M |
| PRTA - Prothena | 0.74% | Reduce −28.5% | 382,305 | $48.25 | $18M | −152,695 | −$18M |
| RVMD - Revolution Medicines | 0.73% | Reduce −38.9% | 657,200 | $27.68 | $18M | −417,800 | −$11M |
| CRNX — | 0.73% | New | 610,000 | $29.74 | $18M | +610,000 | +$18M |
| Immunocore | 0.73% | Reduce −39.4% | 348,200 | $51.90 | $18M | −226,800 | −$16M |
| ROIV - Roivant Sciences | 0.71% | Reduce −10.9% | 1,503,302 | $11.68 | $18M | −184,198 | +$549K |
| ANTX - An2 Therapeutics | 0.71% | Add +65.8% | 1,089,400 | $16.08 | $18M | +432,200 | +$12M |
| PHAT - Phathom Pharmaceuticals | 0.68% | Reduce −17.0% | 1,617,300 | $10.37 | $17M | −332,400 | −$11M |
| DNTH - Dianthus Therapeutics | 0.67% | New | 1,217,554 | $13.67 | $17M | +1,217,554 | +$17M |
| Fusion Pharmaceuticals | 0.61% | Add +1.4% | 5,781,850 | $2.60 | $15M | +81,850 | −$12M |
| Holding | 0.57% | Add +28.3% | 643,000 | $21.83 | $14M | +141,800 | −$2M |
| Verona Pharma | 0.55% | Reduce −13.0% | 830,300 | $16.30 | $14M | −124,200 | −$7M |
| Ventyx Biosciences | 0.50% | Reduce −48.8% | 354,900 | $34.73 | $12M | −337,600 | −$10M |
| INTC - Intellia Therapeutics | 0.48% | Reduce −4.2% | 379,100 | $31.62 | $12M | −16,755 | −$4M |
| TVTX - Travere Therapeutics | 0.48% | New | 1,323,000 | $8.94 | $12M | +1,323,000 | +$12M |
| SDGR - Schrodinger | 0.45% | Add +45.1% | 399,000 | $28.27 | $11M | +124,100 | −$2M |
| Karyopharm Therapeutics | 0.45% | Reduce −0.9% | 8,298,570 | $1.34 | $11M | −71,530 | −$4M |
| Rayzebio | 0.45% | New | 500,000 | $22.20 | $11M | +500,000 | +$11M |
| XENE - Xenon Pharmaceuticals | 0.44% | Reduce −33.2% | 321,400 | $34.16 | $11M | −159,900 | −$8M |
| PACB — | 0.35% | Reduce −76.2% | 1,034,294 | $8.35 | $9M | −3,303,106 | −$49M |
| Ac Immune SA | 0.34% | Add +2.3% | 2,969,800 | $2.85 | $8M | +66,522 | −$115K |
| COLL - Collegium Pharmaceutical | 0.32% | Reduce −1.1% | 350,200 | $22.35 | $8M | −3,900 | +$217K |
| Alpine Immune Sciences | 0.30% | Reduce −37.9% | 657,280 | $11.45 | $8M | −401,220 | −$3M |
| Kezar Life Sciences | 0.29% | Reduce −1.1% | 6,011,100 | $1.19 | $7M | −68,900 | −$8M |
| Syros Pharmaceuticals | 0.25% | Add +8.0% | 1,581,142 | $3.95 | $6M | +117,108 | +$2M |
| Gritstone Bio | 0.19% | Reduce −1.1% | 2,733,800 | $1.72 | $5M | −31,700 | −$691K |
| ATEC - Alphatec | 0.16% | Reduce −21.3% | 309,400 | $12.97 | $4M | −83,600 | −$3M |
| Nanostring Technologies | 0.16% | Reduce −14.9% | 2,299,100 | $1.72 | $4M | −401,300 | −$7M |
| Verve Therapeutics | 0.15% | Reduce −67.5% | 285,334 | $13.26 | $4M | −593,266 | −$13M |
| CMPX - Compass Therapeutics | 0.13% | Reduce −1.3% | 1,599,600 | $1.97 | $3M | −20,600 | −$2M |
| ALT - Altimmune | 0.12% | Reduce −1.2% | 1,159,900 | $2.60 | $3M | −14,200 | −$1M |
| SCYXEUR - Scynexis | 0.12% | Reduce −24.1% | 1,319,444 | $2.28 | $3M | −419,290 | −$2M |
| Hyperfine · CL A | 0.10% | Hold | 1,188,178 | $2.05 | $2M | — | — |
| IPSC - Century Therapeutics | 0.09% | Reduce −1.1% | 1,098,500 | $2.00 | $2M | −12,400 | −$1M |
| Caremax · CL A | 0.05% | Hold | 636,000 | $2.12 | $1M | — | — |
Showing top 50 of 82 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GEHC - GE HealthCare | 2.97% | Exit | 0 | $81.24 | $85M | −1,045,400 | −$85M |
| ABBV - Abbvie | 2.44% | Exit | 0 | $134.73 | $70M | −518,400 | −$70M |
| BIO - Bio Rad Labs · CL A | 2.02% | Exit | 0 | $379.12 | $58M | −152,600 | −$58M |
| COR - Amerisourcebergen | 2.02% | Exit | 0 | $192.43 | $58M | −300,000 | −$58M |
| APLSUSD - Apellis Pharmaceuticals | 1.49% | Exit | 0 | $91.10 | $43M | −468,700 | −$43M |
| PFE - Pfizer | 1.43% | Exit | 0 | $36.68 | $41M | −1,117,467 | −$41M |
| VIR - Vir Biotechnology | 1.22% | Exit | 0 | $24.53 | $35M | −1,425,000 | −$35M |
| BAX - Baxter Intl | 0.96% | Exit | 0 | $45.56 | $28M | −604,700 | −$28M |
| EDIT - Editas Medicine | 0.86% | Exit | 0 | $8.23 | $25M | −3,000,000 | −$25M |
| Axonics | 0.67% | Exit | 0 | $50.47 | $19M | −379,700 | −$19M |
| PLRX - Pliant Therapeutics | 0.58% | Exit | 0 | $18.12 | $17M | −916,600 | −$17M |
| Acelyrin | 0.55% | Exit | 0 | $20.90 | $16M | −750,000 | −$16M |
| Point Biopharma Global | 0.53% | Exit | 0 | $9.06 | $15M | −1,671,800 | −$15M |
| 2seventy Bio | 0.47% | Exit | 0 | $10.12 | $14M | −1,342,000 | −$14M |
| MLYS - Mineralys Therapeutics | 0.46% | Exit | 0 | $17.05 | $13M | −766,700 | −$13M |
| Mersana Therapeutics | 0.44% | Exit | 0 | $3.29 | $12M | −3,790,000 | −$12M |
| Inari Med | 0.36% | Exit | 0 | $58.14 | $10M | −175,000 | −$10M |
| 89BIO | 0.35% | Exit | 0 | $18.95 | $10M | −526,376 | −$10M |
| DNLI - Denali Therapeutics | 0.29% | Exit | 0 | $29.51 | $8M | −282,752 | −$8M |
| SLP - Simulations Plus | 0.07% | Exit | 0 | $43.33 | $2M | −45,900 | −$2M |
| BHC - Bausch Health Cos | 0.06% | Exit | 0 | $8.00 | $2M | −215,100 | −$2M |
| Exscientia | 0.03% | Exit | 0 | $5.92 | $755K | −127,600 | −$755K |
| AIP - Arteris | 0.02% | Exit | 0 | $6.82 | $515K | −75,500 | −$515K |
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