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
| Fusion Pharmaceuticals | 4.47% | Hold | 6,500,328 | $21.32 | $139M | — | — |
| BSX - Boston Scientific | 4.32% | Add +3.5% | 1,956,000 | $68.49 | $134M | +66,000 | +$25M |
| ARVN - Arvinas | 3.97% | Add 0.0% | 2,985,190 | $41.28 | $123M | +73 | +$361K |
| ISRG - Intuitive Surgical | 2.91% | Add +165.9% | 226,000 | $399.09 | $90M | +141,000 | +$62M |
| DNTH - Dianthus Therapeutics | 2.63% | Add +123.2% | 2,717,554 | $30.00 | $82M | +1,500,000 | +$69M |
| ACHC — | 2.57% | Reduce −13.1% | 1,005,000 | $79.22 | $80M | −151,692 | −$10M |
| NBIX - Neurocrine Biosciences | 2.39% | Reduce −18.5% | 536,500 | $137.92 | $74M | −121,500 | −$13M |
| NTRA - Natera | 2.37% | Reduce −27.6% | 803,300 | $91.46 | $73M | −306,700 | +$4M |
| JAZZ - Jazz Pharmaceuticals | 2.27% | Add +19.4% | 584,000 | $120.42 | $70M | +94,881 | +$10M |
| AVTR - Avantor | 2.22% | Add +27.0% | 2,695,000 | $25.57 | $69M | +573,156 | +$20M |
| CI - The Cigna Group | 2.16% | New | 184,500 | $363.19 | $67M | +184,500 | +$67M |
| MRK - Merck & | 2.14% | New | 502,000 | $131.95 | $66M | +502,000 | +$66M |
| REGN - Regeneron Pharmaceuticals | 2.11% | Hold | 68,000 | $962.49 | $65M | — | — |
| CGON - Cg Oncology | 2.06% | New | 1,454,765 | $43.90 | $64M | +1,454,765 | +$64M |
| ILMN - Illumina | 2.05% | New | 464,100 | $137.32 | $64M | +464,100 | +$64M |
| THC - Tenet Healthcare | 2.04% | Reduce −31.0% | 601,000 | $105.11 | $63M | −270,000 | −$3M |
| ALGN - Align Technology | 2.00% | Add +21.3% | 189,000 | $327.92 | $62M | +33,200 | +$19M |
| SNDX - Syndax Pharmaceuticals | 1.85% | Reduce −38.9% | 2,412,500 | $23.80 | $57M | −1,537,500 | −$28M |
| LLY - Eli Lilly & | 1.76% | Reduce −17.6% | 70,000 | $777.96 | $54M | −15,000 | +$5M |
| UTHR - United Therapeutics | 1.61% | Reduce −8.5% | 217,000 | $229.72 | $50M | −20,202 | −$2M |
| Alpine Immune Sciences | 1.50% | New | 1,174,700 | $39.64 | $47M | +1,174,700 | +$47M |
| RARE — | 1.41% | Add +10.5% | 933,500 | $46.69 | $44M | +89,000 | +$3M |
| CVS - Cvs Health | 1.40% | Reduce −26.4% | 545,000 | $79.76 | $43M | −195,000 | −$15M |
| SGRY - Surgery Partners | 1.39% | Add +23.9% | 1,445,000 | $29.83 | $43M | +279,068 | +$6M |
| Intra-Cellular Therapies | 1.34% | Reduce −15.5% | 600,000 | $69.20 | $42M | −110,000 | −$9M |
| ABBV - Abbvie | 1.33% | Reduce −20.2% | 227,000 | $182.10 | $41M | −57,405 | −$3M |
| Blueprint Medicines | 1.30% | Reduce −30.7% | 426,000 | $94.86 | $40M | −189,000 | −$16M |
| Legend Biotech | 1.21% | Reduce −2.4% | 668,300 | $56.09 | $37M | −16,700 | −$4M |
| GPCR - Structure Therapeutics | 1.19% | Reduce −20.0% | 864,000 | $42.86 | $37M | −216,000 | −$7M |
| ALNY - Alnylam Pharmaceuticals | 1.17% | New | 243,000 | $149.45 | $36M | +243,000 | +$36M |
| DHR - Danaher | 1.16% | Reduce −50.4% | 143,800 | $249.72 | $36M | −146,200 | −$31M |
| IDYA - Ideaya Biosciences | 1.13% | Reduce −47.4% | 799,700 | $43.88 | $35M | −720,300 | −$19M |
| AXSM - Axsome Therapeutics | 1.11% | Reduce −6.2% | 431,000 | $79.80 | $34M | −28,400 | −$2M |
| XENE - Xenon Pharmaceuticals | 0.99% | Reduce −13.0% | 710,000 | $43.05 | $31M | −105,993 | −$7M |
| LNTH - Lantheus | 0.96% | Add +26.3% | 480,000 | $62.24 | $30M | +100,000 | +$6M |
| CRBU - Caribou Biosciences | 0.96% | Reduce −9.0% | 5,785,352 | $5.14 | $30M | −574,860 | −$7M |
| MIRM - Mirum Pharmaceuticals | 0.93% | Hold | 1,142,850 | $25.12 | $29M | — | — |
| RCKT - Rocket Pharmaceuticals | 0.89% | Reduce −40.4% | 1,025,000 | $26.94 | $28M | −694,103 | −$24M |
| Regenxbio | 0.88% | New | 1,300,064 | $21.07 | $27M | +1,300,064 | +$27M |
| APGE - Apogee Therapeutics | 0.82% | New | 384,893 | $66.45 | $26M | +384,893 | +$26M |
| NMRA - Neumora Therapeutics | 0.80% | Reduce −9.6% | 1,800,000 | $13.75 | $25M | −190,632 | −$9M |
| DXCM - Dexcom | 0.79% | New | 176,900 | $138.70 | $25M | +176,900 | +$25M |
| NGNE - Neurogene | 0.76% | Reduce −0.2% | 465,237 | $50.90 | $24M | −1,006 | +$15M |
| Jasper Therapeutics | 0.72% | New | 760,000 | $29.36 | $22M | +760,000 | +$22M |
| Immunome | 0.70% | Reduce −34.5% | 873,891 | $24.68 | $22M | −459,588 | +$7M |
| TMO - Thermo Fisher Scientific | 0.69% | Reduce −80.0% | 36,600 | $581.21 | $21M | −146,000 | −$76M |
| GKOS - Glaukos | 0.68% | New | 224,000 | $94.29 | $21M | +224,000 | +$21M |
| RVMD - Revolution Medicines | 0.66% | Add +958.3% | 635,000 | $32.23 | $20M | +575,000 | +$19M |
| PCVX - Vaxcyte | 0.63% | Reduce −50.2% | 284,000 | $68.31 | $19M | −286,137 | −$16M |
| Immunocore | 0.60% | Reduce −4.6% | 286,400 | $65.00 | $19M | −13,800 | −$2M |
| PHAT - Phathom Pharmaceuticals | 0.59% | Add +0.8% | 1,735,000 | $10.62 | $18M | +13,420 | +$3M |
| MCK - Mckesson | 0.58% | Reduce −61.1% | 33,300 | $536.85 | $18M | −52,200 | −$22M |
| Vera Therapeutics · CL A | 0.53% | New | 383,500 | $43.12 | $17M | +383,500 | +$17M |
| IMVT - Immunovant | 0.53% | Add +106.1% | 505,000 | $32.31 | $16M | +260,000 | +$6M |
| PRVA - Privia Health Group | 0.48% | Reduce −40.6% | 764,200 | $19.59 | $15M | −522,800 | −$15M |
| Janux Therapeutics | 0.47% | New | 384,245 | $37.65 | $14M | +384,245 | +$14M |
| CYBN - Cybin | 0.47% | New | 34,884,000 | $0.4135 | $14M | +34,884,000 | +$14M |
| COLL - Collegium Pharmaceutical | 0.45% | Add 0.0% | 361,400 | $38.82 | $14M | +37 | +$3M |
| PRME - Prime Medicine | 0.45% | New | 1,990,000 | $7.00 | $14M | +1,990,000 | +$14M |
| Keros Therapeutics | 0.45% | New | 209,700 | $66.20 | $14M | +209,700 | +$14M |
| CATBUSD - Astria Therapeutics | 0.45% | New | 982,000 | $14.08 | $14M | +982,000 | +$14M |
| Ac Immune SA | 0.43% | Add 0.0% | 4,470,000 | $2.96 | $13M | +920 | −$9M |
| Karyopharm Therapeutics | 0.40% | Hold | 8,298,570 | $1.51 | $13M | — | — |
| VTLUSD - Immunic | 0.38% | New | 8,902,972 | $1.32 | $12M | +8,902,972 | +$12M |
| CYTK - Cytokinetics | 0.38% | New | 166,000 | $70.11 | $12M | +166,000 | +$12M |
| RDNT - Radnet | 0.37% | New | 238,000 | $48.66 | $12M | +238,000 | +$12M |
| ESTA - Establishment Labs | 0.37% | New | 225,000 | $50.90 | $11M | +225,000 | +$11M |
| NAMS - Newamsterdam Pharma | 0.36% | New | 475,000 | $23.65 | $11M | +475,000 | +$11M |
| ACAD - Acadia Pharmaceuticals | 0.35% | New | 588,500 | $18.49 | $11M | +588,500 | +$11M |
| AZNN — | 0.35% | New | 160,000 | $67.75 | $11M | +160,000 | +$11M |
| Syros Pharmaceuticals | 0.29% | Hold | 1,673,538 | $5.35 | $9M | — | — |
| IONS - Ionis Pharmaceuticals | 0.18% | New | 130,000 | $43.35 | $6M | +130,000 | +$6M |
| IPSC - Century Therapeutics | 0.16% | Reduce −9.8% | 1,221,555 | $4.18 | $5M | −133,445 | +$608K |
| Kyverna Therapeutics | 0.16% | New | 202,333 | $24.84 | $5M | +202,333 | +$5M |
| Emergent Biosolutions | 0.16% | New | 1,908,000 | $2.53 | $5M | +1,908,000 | +$5M |
| Kezar Life Sciences | 0.15% | Add 0.0% | 5,026,000 | $0.9016 | $5M | +546 | −$230K |
| BHVN - Biohaven | 0.13% | Reduce −93.5% | 75,000 | $54.69 | $4M | −1,073,308 | −$45M |
| ANTX - An2 Therapeutics | 0.12% | Add +0.9% | 1,150,000 | $3.25 | $4M | +10,000 | −$20M |
| Ginkgo Bioworks · CL A | 0.11% | New | 3,000,000 | $1.16 | $3M | +3,000,000 | +$3M |
| X4 Pharmaceuticals | 0.11% | New | 2,413,000 | $1.39 | $3M | +2,413,000 | +$3M |
| COGT - Cogent Biosciences | 0.10% | New | 445,706 | $6.72 | $3M | +445,706 | +$3M |
| PACB — | 0.08% | New | 675,000 | $3.75 | $3M | +675,000 | +$3M |
| SCYXEUR - Scynexis | 0.07% | Hold | 1,448,728 | $1.47 | $2M | — | — |
| KOD - Kodiak Sciences | 0.05% | New | 300,000 | $5.26 | $2M | +300,000 | +$2M |
| Hyperfine · CL A | 0.04% | Hold | 1,188,178 | $1.00 | $1M | — | — |
Showing top 50 of 85 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Karuna Therapeutics | 2.38% | Exit | 0 | $316.51 | $65M | −206,000 | −$65M |
| Immunogen | 1.98% | Exit | 0 | $29.65 | $54M | −1,829,215 | −$54M |
| ZTS - Zoetis · CL A | 1.73% | Exit | 0 | $197.37 | $47M | −240,000 | −$47M |
| HUM - Humana | 1.67% | Exit | 0 | $457.81 | $46M | −100,000 | −$46M |
| BDX - Becton Dickinson & | 1.47% | Exit | 0 | $243.83 | $40M | −165,706 | −$40M |
| UNH - Unitedhealth Group | 1.12% | Exit | 0 | $526.46 | $31M | −58,500 | −$31M |
| ARWR - Arrowhead Pharmaceuticals | 0.80% | Exit | 0 | $30.60 | $22M | −714,000 | −$22M |
| CRNX — | 0.69% | Exit | 0 | $35.58 | $19M | −529,000 | −$19M |
| Verona Pharma | 0.57% | Exit | 0 | $19.88 | $16M | −780,900 | −$16M |
| A - Agilent Technologies | 0.50% | Exit | 0 | $139.03 | $14M | −99,000 | −$14M |
| INTC - Intellia Therapeutics | 0.50% | Exit | 0 | $30.49 | $14M | −447,434 | −$14M |
| ARGX - Argenx Se | 0.43% | Exit | 0 | $380.42 | $12M | −31,000 | −$12M |
| Holding | 0.43% | Exit | 0 | $42.40 | $12M | −276,888 | −$12M |
| TVTX - Travere Therapeutics | 0.27% | Exit | 0 | $8.99 | $7M | −827,010 | −$7M |
| Akero Therapeutics | 0.20% | Exit | 0 | $23.35 | $5M | −235,000 | −$5M |
| CMPX - Compass Therapeutics | 0.09% | Exit | 0 | $1.56 | $2M | −1,599,600 | −$2M |
| AMLX - Amylyx Pharmaceuticals | 0.03% | Exit | 0 | $14.71 | $949K | −64,501 | −$949K |
| Caremax · CL A | 0.01% | Exit | 0 | $0.4984 | $317K | −636,000 | −$317K |
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