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 | 4.48% | Add +14.2% | 2,985,117 | $41.16 | $123M | +370,157 | +$72M |
| BSX - Boston Scientific | 3.98% | Reduce −8.5% | 1,890,000 | $57.81 | $109M | −175,800 | +$187K |
| TMO - Thermo Fisher Scientific | 3.53% | New | 182,600 | $530.79 | $97M | +182,600 | +$97M |
| ACHC — | 3.28% | Add +61.8% | 1,156,692 | $77.76 | $90M | +441,692 | +$40M |
| NBIX - Neurocrine Biosciences | 3.16% | Add +0.9% | 658,000 | $131.76 | $87M | +5,900 | +$13M |
| SNDX - Syndax Pharmaceuticals | 3.11% | Add +40.0% | 3,950,000 | $21.61 | $85M | +1,129,000 | +$44M |
| NTRA - Natera | 2.53% | Add +23.5% | 1,110,000 | $62.64 | $70M | +211,000 | +$30M |
| DHR - Danaher | 2.44% | Add +64.2% | 290,000 | $231.34 | $67M | +113,400 | +$23M |
| THC - Tenet Healthcare | 2.40% | Reduce −9.6% | 871,000 | $75.57 | $66M | −92,800 | +$2M |
| Karuna Therapeutics | 2.38% | Reduce −28.1% | 206,000 | $316.51 | $65M | −80,700 | +$17M |
| Fusion Pharmaceuticals | 2.28% | Add +12.4% | 6,500,328 | $9.61 | $62M | +718,478 | +$47M |
| JAZZ - Jazz Pharmaceuticals | 2.19% | Reduce −38.7% | 489,119 | $123.00 | $60M | −308,381 | −$43M |
| REGN - Regeneron Pharmaceuticals | 2.18% | Add +17.2% | 68,000 | $878.29 | $60M | +10,000 | +$12M |
| CVS - Cvs Health | 2.13% | New | 740,000 | $78.96 | $58M | +740,000 | +$58M |
| Blueprint Medicines | 2.07% | Reduce −18.2% | 615,000 | $92.24 | $57M | −136,600 | +$19M |
| Immunogen | 1.98% | Reduce −4.6% | 1,829,215 | $29.65 | $54M | −88,692 | +$24M |
| IDYA - Ideaya Biosciences | 1.97% | Reduce −29.1% | 1,520,000 | $35.58 | $54M | −624,971 | −$4M |
| UTHR - United Therapeutics | 1.90% | New | 237,202 | $219.89 | $52M | +237,202 | +$52M |
| RCKT - Rocket Pharmaceuticals | 1.88% | Add +8.3% | 1,719,103 | $29.97 | $52M | +131,674 | +$19M |
| Intra-Cellular Therapies | 1.85% | Reduce −11.4% | 710,000 | $71.62 | $51M | −91,100 | +$9M |
| LLY - Eli Lilly & | 1.81% | Add +13.3% | 85,000 | $582.92 | $50M | +10,000 | +$9M |
| BHVN - Biohaven | 1.79% | Reduce −10.7% | 1,148,308 | $42.80 | $49M | −137,092 | +$16M |
| AVTR - Avantor | 1.77% | New | 2,121,844 | $22.83 | $48M | +2,121,844 | +$48M |
| ZTS - Zoetis · CL A | 1.73% | Reduce −8.4% | 240,000 | $197.37 | $47M | −22,100 | +$2M |
| HUM - Humana | 1.67% | Reduce −9.3% | 100,000 | $457.81 | $46M | −10,300 | −$8M |
| ABBV - Abbvie | 1.61% | New | 284,405 | $154.97 | $44M | +284,405 | +$44M |
| GPCR - Structure Therapeutics | 1.60% | Add +116.0% | 1,080,000 | $40.76 | $44M | +580,000 | +$19M |
| ALGN - Align Technology | 1.56% | New | 155,800 | $274.00 | $43M | +155,800 | +$43M |
| Legend Biotech | 1.50% | Reduce −29.2% | 685,000 | $60.17 | $41M | −282,000 | −$24M |
| BDX - Becton Dickinson & | 1.47% | Reduce −42.2% | 165,706 | $243.83 | $40M | −121,094 | −$34M |
| RARE — | 1.47% | Add +55.2% | 844,500 | $47.82 | $40M | +300,500 | +$21M |
| MCK - Mckesson | 1.44% | Reduce −48.6% | 85,500 | $462.98 | $40M | −80,800 | −$33M |
| XENE - Xenon Pharmaceuticals | 1.37% | Add +153.9% | 815,993 | $46.06 | $38M | +494,593 | +$27M |
| SGRY - Surgery Partners | 1.36% | Reduce −12.9% | 1,165,932 | $31.99 | $37M | −172,068 | −$2M |
| AXSM - Axsome Therapeutics | 1.33% | Add +54.8% | 459,400 | $79.59 | $37M | +162,600 | +$16M |
| CRBU - Caribou Biosciences | 1.33% | Add +5.1% | 6,360,212 | $5.73 | $36M | +310,000 | +$8M |
| PCVX - Vaxcyte | 1.30% | Reduce −24.6% | 570,137 | $62.80 | $36M | −186,028 | −$3M |
| NMRA - Neumora Therapeutics | 1.24% | Add +10.6% | 1,990,632 | $17.05 | $34M | +190,632 | +$9M |
| MIRM - Mirum Pharmaceuticals | 1.23% | Hold | 1,142,850 | $29.52 | $34M | — | — |
| UNH - Unitedhealth Group | 1.12% | Reduce −47.9% | 58,500 | $526.47 | $31M | −53,700 | −$26M |
| PRVA - Privia Health Group | 1.08% | Reduce −16.7% | 1,287,000 | $23.03 | $30M | −258,100 | −$6M |
| ISRG - Intuitive Surgical | 1.05% | New | 85,000 | $337.36 | $29M | +85,000 | +$29M |
| LNTH - Lantheus | 0.86% | Reduce −31.9% | 380,000 | $62.00 | $24M | −178,400 | −$15M |
| ANTX - An2 Therapeutics | 0.85% | Add +4.6% | 1,140,000 | $20.49 | $23M | +50,600 | +$6M |
| Ac Immune SA | 0.81% | Add +50.5% | 4,469,080 | $5.00 | $22M | +1,499,280 | +$14M |
| ARWR - Arrowhead Pharmaceuticals | 0.80% | Reduce −32.9% | 714,000 | $30.60 | $22M | −349,897 | −$7M |
| Immunocore | 0.75% | Reduce −13.8% | 300,200 | $68.32 | $21M | −48,000 | +$2M |
| CRNX — | 0.69% | Reduce −13.3% | 529,000 | $35.58 | $19M | −81,000 | +$680K |
| PHAT - Phathom Pharmaceuticals | 0.57% | Add +6.4% | 1,721,580 | $9.13 | $16M | +104,280 | −$1M |
| Verona Pharma | 0.57% | Reduce −5.9% | 780,900 | $19.88 | $16M | −49,400 | +$2M |
| Immunome | 0.52% | New | 1,333,479 | $10.70 | $14M | +1,333,479 | +$14M |
| A - Agilent Technologies | 0.50% | New | 99,000 | $139.03 | $14M | +99,000 | +$14M |
| INTC - Intellia Therapeutics | 0.50% | Add +18.0% | 447,434 | $30.49 | $14M | +68,334 | +$2M |
| Syros Pharmaceuticals | 0.48% | Add +5.8% | 1,673,538 | $7.79 | $13M | +92,396 | +$7M |
| DNTH - Dianthus Therapeutics | 0.46% | Hold | 1,217,554 | $10.40 | $13M | — | — |
| ARGX - Argenx Se | 0.43% | Reduce −61.5% | 31,000 | $380.43 | $12M | −49,600 | −$28M |
| Holding | 0.43% | Reduce −56.9% | 276,888 | $42.40 | $12M | −366,112 | −$2M |
| COLL - Collegium Pharmaceutical | 0.41% | Add +3.2% | 361,363 | $30.78 | $11M | +11,163 | +$3M |
| IMVT - Immunovant | 0.38% | Reduce −79.1% | 245,000 | $42.13 | $10M | −928,662 | −$35M |
| NGNE - Neurogene | 0.33% | New | 466,243 | $19.38 | $9M | +466,243 | +$9M |
| TVTX - Travere Therapeutics | 0.27% | Reduce −37.5% | 827,010 | $8.99 | $7M | −495,990 | −$4M |
| Karyopharm Therapeutics | 0.26% | Hold | 8,298,570 | $0.8650 | $7M | — | — |
| Akero Therapeutics | 0.20% | Reduce −68.2% | 235,000 | $23.35 | $5M | −504,100 | −$32M |
| Kezar Life Sciences | 0.17% | Reduce −16.4% | 5,025,454 | $0.9474 | $5M | −985,646 | −$2M |
| IPSC - Century Therapeutics | 0.16% | Add +23.4% | 1,355,000 | $3.32 | $4M | +256,500 | +$2M |
| SCYXEUR - Scynexis | 0.12% | Add +9.8% | 1,448,728 | $2.23 | $3M | +129,284 | +$222K |
| CMPX - Compass Therapeutics | 0.09% | Hold | 1,599,600 | $1.56 | $2M | — | — |
| RVMD - Revolution Medicines | 0.06% | Reduce −90.9% | 60,000 | $28.68 | $2M | −597,200 | −$16M |
| Hyperfine · CL A | 0.05% | Hold | 1,188,178 | $1.12 | $1M | — | — |
| AMLX - Amylyx Pharmaceuticals | 0.03% | Reduce −96.3% | 64,501 | $14.72 | $949K | −1,692,439 | −$31M |
| Caremax · CL A | 0.01% | Hold | 636,000 | $0.4982 | $317K | — | — |
Showing top 50 of 71 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CI - The Cigna Group | 2.39% | Exit | 0 | $286.07 | $59M | −207,700 | −$59M |
| Sarepta Therapeutics | 2.20% | Exit | 0 | $121.22 | $55M | −450,000 | −$55M |
| MLTX - Moonlake Immunotherapeutics · CLASS A | 1.78% | Exit | 0 | $57.00 | $44M | −777,172 | −$44M |
| ZNTL - Zentalis Pharmaceuticals | 1.70% | Exit | 0 | $20.06 | $42M | −2,100,000 | −$42M |
| DXCM - Dexcom | 1.42% | Exit | 0 | $93.30 | $35M | −377,700 | −$35M |
| BIIB - Biogen | 1.19% | Exit | 0 | $257.01 | $30M | −115,400 | −$30M |
| HCA - Hca Healthcare | 1.14% | Exit | 0 | $245.98 | $28M | −114,800 | −$28M |
| UHS - Universal Hlth Svcs · CL B | 0.92% | Exit | 0 | $125.73 | $23M | −182,000 | −$23M |
| Curevac | 0.86% | Exit | 0 | $6.83 | $21M | −3,116,100 | −$21M |
| PRTA - Prothena | 0.74% | Exit | 0 | $48.25 | $18M | −382,305 | −$18M |
| ROIV - Roivant Sciences | 0.71% | Exit | 0 | $11.68 | $18M | −1,503,302 | −$18M |
| Ventyx Biosciences | 0.50% | Exit | 0 | $34.73 | $12M | −354,900 | −$12M |
| SDGR - Schrodinger | 0.45% | Exit | 0 | $28.27 | $11M | −399,000 | −$11M |
| Rayzebio | 0.45% | Exit | 0 | $22.20 | $11M | −500,000 | −$11M |
| PACB — | 0.35% | Exit | 0 | $8.35 | $9M | −1,034,294 | −$9M |
| Alpine Immune Sciences | 0.30% | Exit | 0 | $11.45 | $8M | −657,280 | −$8M |
| Gritstone Bio | 0.19% | Exit | 0 | $1.72 | $5M | −2,733,800 | −$5M |
| ATEC - Alphatec | 0.16% | Exit | 0 | $12.97 | $4M | −309,400 | −$4M |
| Nanostring Technologies | 0.16% | Exit | 0 | $1.72 | $4M | −2,299,100 | −$4M |
| Verve Therapeutics | 0.15% | Exit | 0 | $13.26 | $4M | −285,334 | −$4M |
| ALT - Altimmune | 0.12% | Exit | 0 | $2.60 | $3M | −1,159,900 | −$3M |
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