Avidity Partners Management LP David Witzke

Dallas, TX 21 processed 13Fs on this site, 2021 Q3 to 2026 Q2

$624M
45 holdings
2026 Q2
+41.2% QoQ
Top 5 70.9%

Portfolio

2026 Q2, filed 8/14/2026, top 12 of 45 holdings

Top 5 70.9%, top 10 81.9%

AUM over time

2026 Q2 $624M +41.2% QoQ

Q3 2021

Q1 2022

Q1 2023

Q1 2024

Q1 2025

Q1 2026

Book

2023 Q3 2023 Q2, filed 14 Nov, long equity only

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BSX, Boston Scientific	4.39%, was 1.48%	Add +162.9%	2,065,800	$52.80	$109M	+1,280,100	+$67M
JAZZ, Jazz Pharmaceuticals	4.16%, was 3.04%	Add +13.5%	797,500	$129.44	$103M	+94,722	+$16M
BDX, Becton Dickinson	2.99%, was 3.67%	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%, was 1.51%	Add +64.3%	166,300	$434.85	$72M	+65,100	+$29M
Legend Biotech	2.62%, was 1.93%	Add +21.0%	967,000	$67.17	$65M	+168,100	+$9.8M
THC, Tenet Healthcare	2.56%, was 2.82%	Reduce −2.7%	963,800	$65.89	$64M	−26,700	−$17M
CI, Cigna	2.39%	New	207,700	$286.07	$59M	+207,700	+$59M
IDYA, Ideaya Biosciences	2.33%, was 2.45%	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%, was 1.19%	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%, was 2.40%	Reduce −5.7%	2,614,960	$19.64	$51M	−158,229	−$17M
ACHC	2.02%, was 1.53%	Add +30.0%	715,000	$70.31	$50M	+165,000	+$6.5M
Karuna Therapeutics	1.95%, was 3.35%	Reduce −35.2%	286,700	$169.09	$48M	−155,500	−$47M
REGN, Regeneron	1.92%, was 0.62%	Add +133.9%	58,000	$822.96	$48M	+33,200	+$30M
ZTS, Zoetis	1.84%, was 1.31%	Add +20.8%	262,100	$173.98	$46M	+45,100	+$8.2M
IMVT, Immunovant	1.81%	Reduce −43.7%	1,173,662	$38.39	$45M	−911,338	+$5.5M
MLTX, Moonlake Immunotherapeutics	1.78%, was 0.71%	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%, was 2.30%	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%, was 2.10%	Reduce −1.8%	2,821,000	$14.52	$41M	−51,000	−$19M
LLY, Eli Lilly	1.62%, was 2.18%	Reduce −43.6%	75,000	$537.13	$40M	−58,000	−$22M
NTRA, Natera	1.60%, was 0.74%	Add +107.7%	899,000	$44.25	$40M	+466,100	+$19M
ARGX, Argenx	1.60%, was 2.51%	Reduce −56.3%	80,600	$491.63	$40M	−103,700	−$32M
SGRY, Surgery Partners	1.58%, was 2.44%	Reduce −14.0%	1,338,000	$29.25	$39M	−217,000	−$31M
LNTH, Lantheus	1.56%, was 0.72%	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	−$5.1M
Blueprint Medicines	1.52%, was 0.92%	Add +81.1%	751,600	$50.22	$38M	+336,600	+$12M
Akero Therapeutics	1.51%, was 1.67%	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%, was 0.98%	Add +43.1%	1,545,100	$23.00	$36M	+465,294	+$7.3M
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	+$1.7M
RCKT, Rocket Pharmaceuticals	1.31%, was 0.92%	Add +19.7%	1,587,429	$20.49	$33M	+261,429	+$6.2M
AMLX, Amylyx Pharmaceuticals	1.30%, was 0.68%	Add +94.9%	1,756,940	$18.31	$32M	+855,540	+$13M
Immunogen	1.23%, was 1.32%	Reduce −4.0%	1,917,907	$15.87	$30M	−79,893	−$7.3M
BIIB, Biogen	1.19%, was 1.73%	Reduce −33.7%	115,400	$257.01	$30M	−58,600	−$20M
CRBU, Caribou Biosciences	1.16%, was 0.41%	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	−$4.4M
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%, was 0.05%	Add +1222.8%	500,000	$50.42	$25M	+462,200	+$24M
UHS, Universal Health Services	0.92%, was 2.04%	Reduce −50.8%	182,000	$125.73	$23M	−188,100	−$36M
Curevac	0.86%, was 1.56%	Reduce −27.5%	3,116,100	$6.83	$21M	−1,183,900	−$24M
AXSM, Axsome Therapeutics	0.84%, was 1.37%	Reduce −45.5%	296,800	$69.89	$21M	−248,200	−$18M
RARE	0.78%, was 1.45%	Reduce −39.6%	544,000	$35.65	$19M	−356,700	−$22M
PRTA, Prothena	0.74%, was 1.28%	Reduce −28.5%	382,305	$48.25	$18M	−152,695	−$18M
RVMD, Revolution Medicines	0.73%, was 1.00%	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%, was 1.20%	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%, was 0.20%	Add +65.8%	1,089,400	$16.08	$18M	+432,200	+$12M
PHAT, Phathom Pharmaceuticals	0.68%, was 0.98%	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%, was 0.56%	Add +28.3%	643,000	$21.83	$14M	+141,800	−$1.9M
Holding	0.55%, was 0.70%	Reduce −13.0%	830,300	$16.30	$14M	−124,200	−$6.6M
Ventyx Biosciences	0.50%, was 0.79%	Reduce −48.8%	354,900	$34.73	$12M	−337,600	−$10M
INTC, Intellia Therapeutics	0.48%, was 0.56%	Reduce −4.2%	379,100	$31.62	$12M	−16,755	−$4.2M
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	−$2.4M
Karyopharm Therapeutics	0.45%, was 0.52%	Reduce −0.9%	8,298,570	$1.34	$11M	−71,530	−$3.9M
Rayzebio	0.45%	New	500,000	$22.20	$11M	+500,000	+$11M
XENE, Xenon Pharmaceuticals	0.44%, was 0.65%	Reduce −33.2%	321,400	$34.16	$11M	−159,900	−$7.6M
PACB	0.35%, was 2.01%	Reduce −76.2%	1,034,294	$8.35	$8.6M	−3,303,106	−$49M
Ac Immune	0.34%, was 0.30%	Add +2.3%	2,969,800	$2.85	$8.5M	+66,522	−$115K
COLL, Collegium Pharmaceutical	0.32%	Reduce −1.1%	350,200	$22.35	$7.8M	−3,900	+$217K
Alpine Immune Sciences	0.30%, was 0.38%	Reduce −37.9%	657,280	$11.45	$7.5M	−401,220	−$3.4M
Kezar Life Sciences	0.29%, was 0.52%	Reduce −1.1%	6,011,100	$1.19	$7.2M	−68,900	−$7.7M
Syros Pharmaceuticals	0.25%, was 0.16%	Add +8.0%	1,581,142	$3.95	$6.2M	+117,108	+$1.6M
Gritstone Bio	0.19%	Reduce −1.1%	2,733,800	$1.72	$4.7M	−31,700	−$691K
ATEC, Alphatec	0.16%, was 0.25%	Reduce −21.3%	309,400	$12.97	$4M	−83,600	−$3.1M
Nanostring Technologies	0.16%, was 0.38%	Reduce −14.9%	2,299,100	$1.72	$4M	−401,300	−$7M
Verve Therapeutics	0.15%, was 0.58%	Reduce −67.5%	285,334	$13.26	$3.8M	−593,266	−$13M
CMPX, Compass Therapeutics	0.13%, was 0.18%	Reduce −1.3%	1,599,600	$1.97	$3.2M	−20,600	−$2M
ALT, Altimmune	0.12%, was 0.14%	Reduce −1.2%	1,159,900	$2.60	$3M	−14,200	−$1.1M
SCYX, Scynexis	0.12%, was 0.18%	Reduce −24.1%	1,319,444	$2.28	$3M	−419,290	−$2.1M
Hyperfine	0.10%	Hold	1,188,178	$2.05	$2.4M	—	—
IPSC, Century Therapeutics	0.09%, was 0.12%	Reduce −1.1%	1,098,500	$2.00	$2.2M	−12,400	−$1.3M
Caremax	0.05%	Hold	636,000	$2.12	$1.3M	—	—

Showing top 50 of 82 by value

Exits / last held

Gone since 2023 Q2, shown at their last reported size.

Stock	% of portfolio	Recent activity	Reported price*	Value	Share change	$ change
GEHC, GE HealthCare	2.97%	Exit	$81.24	$85M	−1,045,400	−$85M
ABBV, AbbVie	2.44%	Exit	$134.73	$70M	−518,400	−$70M
BIO, Bio Rad Labs	2.02%	Exit	$379.12	$58M	−152,600	−$58M
COR, Amerisourcebergen	2.02%	Exit	$192.43	$58M	−300,000	−$58M
APLS, Apellis Pharmaceuticals	1.49%	Exit	$91.10	$43M	−468,700	−$43M
PFE, Pfizer	1.43%	Exit	$36.68	$41M	−1,117,467	−$41M
VIR, Vir Biotechnology	1.22%	Exit	$24.53	$35M	−1,425,000	−$35M
BAX, Baxter International	0.96%	Exit	$45.56	$28M	−604,700	−$28M
EDIT, Editas Medicine	0.86%	Exit	$8.23	$25M	−3,000,000	−$25M
Axonics	0.67%	Exit	$50.47	$19M	−379,700	−$19M
PLRX, Pliant Therapeutics	0.58%	Exit	$18.12	$17M	−916,600	−$17M
Acelyrin	0.55%	Exit	$20.90	$16M	−750,000	−$16M
Point Biopharma Global	0.53%	Exit	$9.06	$15M	−1,671,800	−$15M
2seventy Bio	0.47%	Exit	$10.12	$14M	−1,342,000	−$14M
MLYS, Mineralys Therapeutics	0.46%	Exit	$17.05	$13M	−766,700	−$13M
Mersana Therapeutics	0.44%	Exit	$3.29	$12M	−3,790,000	−$12M
Inari Medical	0.36%	Exit	$58.14	$10M	−175,000	−$10M
89bio	0.35%	Exit	$18.95	$10M	−526,376	−$10M
DNLI, Denali Therapeutics	0.29%	Exit	$29.51	$8.3M	−282,752	−$8.3M
SLP, Simulations Plus	0.07%	Exit	$43.33	$2M	−45,900	−$2M
BHC, Bausch Health Companies	0.06%	Exit	$8.00	$1.7M	−215,100	−$1.7M
Exscientia	0.03%	Exit	$5.92	$755K	−127,600	−$755K
AIP, Arteris	0.02%	Exit	$6.82	$515K	−75,500	−$515K

Filings history

20 periods, with AUM normalized

Newest 13Fs

Period	Holds	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 to 2026 Q2

Entity: Avidity Partners Management LP
Notable person: David Witzke
Location: Dallas, TX
All SEC filings: View on sec.gov

Filings history

Avidity Partners Management LP

Further reading