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

2024 Q2 2024 Q1, filed 14 Aug, long equity only

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ISRG, Intuitive Surgical	4.63%, was 2.91%	Add +8.4%	245,000	$444.85	$109M	+19,000	+$19M
BSX, Boston Scientific	3.83%, was 4.32%	Reduce −40.2%	1,170,100	$77.01	$90M	−785,900	−$44M
NTRA, Natera	3.53%	Reduce −4.6%	766,500	$108.29	$83M	−36,800	+$9.5M
ARVN, Arvinas	3.38%	Add +0.1%	2,987,845	$26.62	$80M	+2,655	−$44M
ACHC	3.21%, was 2.57%	Add +11.4%	1,120,000	$67.54	$76M	+115,000	−$4M
DNTH, Dianthus Therapeutics	3.21%, was 2.63%	Add +7.3%	2,917,231	$25.88	$75M	+199,677	−$6M
SNDX, Syndax Pharmaceuticals	2.91%, was 1.85%	Add +38.2%	3,335,000	$20.53	$68M	+922,500	+$11M
NBIX, Neurocrine Biosciences	2.87%	Reduce −8.5%	491,000	$137.67	$68M	−45,500	−$6.4M
AVTR, Avantor	2.78%, was 2.22%	Add +14.5%	3,086,000	$21.20	$65M	+391,000	−$3.5M
CI, Cigna	2.59%	Hold	184,500	$330.57	$61M	—	—
JAZZ, Jazz Pharmaceuticals	2.47%	Reduce −6.8%	544,500	$106.73	$58M	−39,500	−$12M
ALNY, Alnylam Pharmaceuticals	2.29%	Reduce −8.6%	222,000	$243.00	$54M	−21,000	+$18M
REGN, Regeneron	2.14%	Reduce −29.4%	48,000	$1,051	$50M	−20,000	−$15M
ILMN, Illumina	2.12%, was 2.05%	Add +3.0%	478,000	$104.38	$50M	+13,900	−$14M
THC, Tenet Healthcare	2.10%	Reduce −38.1%	372,000	$133.03	$49M	−229,000	−$14M
ABBV, AbbVie	2.02%, was 1.33%	Add +22.4%	277,800	$171.52	$48M	+50,800	+$6.3M
TMO, Thermo Fisher Scientific	1.88%, was 0.69%	Add +118.6%	80,000	$553.00	$44M	+43,400	+$23M
GPCR, Structure Therapeutics	1.79%, was 1.19%	Add +24.4%	1,075,000	$39.27	$42M	+211,000	+$5.2M
Blueprint Medicines	1.75%	Reduce −10.1%	383,000	$107.78	$41M	−43,000	+$869K
CGON, CG Oncology	1.74%, was 2.06%	Reduce −10.9%	1,296,225	$31.57	$41M	−158,540	−$23M
MRK, Merck	1.71%, was 2.14%	Reduce −35.3%	325,000	$123.80	$40M	−177,000	−$26M
RARE	1.68%, was 1.41%	Add +2.8%	960,000	$41.10	$39M	+26,500	−$4.1M
IDYA, Ideaya Biosciences	1.67%, was 1.13%	Add +39.7%	1,117,000	$35.11	$39M	+317,300	+$4.1M
DHR, Danaher	1.59%, was 1.16%	Add +4.3%	150,000	$249.85	$37M	+6,200	+$1.6M
Janux Therapeutics	1.50%, was 0.47%	Add +118.7%	840,219	$41.89	$35M	+455,974	+$21M
UTHR, United Therapeutics	1.49%, was 1.61%	Reduce −49.3%	110,000	$318.55	$35M	−107,000	−$15M
INCY, Incyte	1.36%	New	529,000	$60.62	$32M	+529,000	+$32M
SGRY, Surgery Partners	1.32%, was 1.39%	Reduce −9.6%	1,306,477	$23.79	$31M	−138,523	−$12M
CATX, Perspective Therapeutics	1.29%	New	3,037,668	$9.97	$30M	+3,037,668	+$30M
AXSM, Axsome Therapeutics	1.29%	Reduce −12.8%	376,000	$80.50	$30M	−55,000	−$4.1M
XENE, Xenon Pharmaceuticals	1.25%, was 0.99%	Add +6.2%	754,000	$38.99	$29M	+44,000	−$1.2M
DXCM, DexCom	1.25%, was 0.79%	Add +46.4%	259,000	$113.38	$29M	+82,100	+$4.8M
RVMD, Revolution Medicines	1.25%, was 0.66%	Add +18.9%	755,000	$38.81	$29M	+120,000	+$8.8M
INSM, Insmed	1.22%	New	430,000	$67.00	$29M	+430,000	+$29M
Intra-Cellular Therapies	1.16%, was 1.34%	Reduce −33.3%	400,000	$68.49	$27M	−200,000	−$14M
CGEM, Cullinan Therapeutics	1.16%	New	1,559,826	$17.44	$27M	+1,559,826	+$27M
GKOS, Glaukos	1.13%	Hold	224,000	$118.35	$27M	—	—
NGNE, Neurogene	1.12%, was 0.76%	Add +56.4%	727,537	$36.39	$26M	+262,300	+$2.8M
ARGX, Argenx	1.11%	New	60,500	$430.04	$26M	+60,500	+$26M
MIRM, Mirum Pharmaceuticals	1.06%	Reduce −36.0%	731,104	$34.19	$25M	−411,746	−$3.7M
ESTA, Establishment Labs	1.03%, was 0.37%	Add +136.0%	531,000	$45.44	$24M	+306,000	+$13M
IMVT, Immunovant	1.02%, was 0.53%	Add +79.8%	908,000	$26.40	$24M	+403,000	+$7.7M
RCKT, Rocket Pharmaceuticals	1.01%, was 0.89%	Add +7.3%	1,100,000	$21.53	$24M	+75,000	−$3.9M
LNTH, Lantheus	0.99%	Reduce −39.6%	290,000	$80.29	$23M	−190,000	−$6.6M
PCVX, Vaxcyte	0.91%	Hold	284,000	$75.51	$21M	—	—
APGE, Apogee Therapeutics	0.81%	Add +26.5%	487,000	$39.35	$19M	+102,107	−$6.4M
Jasper Therapeutics	0.75%, was 0.72%	Add +2.9%	782,000	$22.70	$18M	+22,000	−$4.6M
NMRA, Neumora Therapeutics	0.75%	Hold	1,800,000	$9.83	$18M	—	—
Legend Biotech	0.75%, was 1.21%	Reduce −40.4%	398,000	$44.29	$18M	−270,300	−$20M
GILD, Gilead Sciences	0.74%	New	255,000	$68.61	$17M	+255,000	+$17M
PHAT, Phathom Pharmaceuticals	0.71%	Reduce −6.6%	1,620,000	$10.30	$17M	−115,000	−$1.7M
AZNN	0.68%, was 0.35%	Add +28.1%	205,000	$77.99	$16M	+45,000	+$5.1M
Keros Therapeutics	0.67%, was 0.45%	Add +63.7%	343,200	$45.70	$16M	+133,500	+$1.8M
BHVN, Biohaven	0.66%, was 0.13%	Add +500.0%	450,000	$34.71	$16M	+375,000	+$12M
SNY, Sanofi	0.65%	New	315,000	$48.52	$15M	+315,000	+$15M
Regenxbio	0.65%	Hold	1,300,064	$11.70	$15M	—	—
CNTX, Context Therapeutics	0.63%	New	7,419,355	$2.01	$15M	+7,419,355	+$15M
Exact Sciences	0.61%	New	338,500	$42.25	$14M	+338,500	+$14M
PRVA, Privia Health Group	0.56%	Hold	764,200	$17.38	$13M	—	—
NAMS	0.46%, was 0.36%	Add +17.7%	559,300	$19.21	$11M	+84,300	−$490K
Immunome	0.45%	Hold	873,891	$12.10	$11M	—	—
IMUX, Immunic	0.42%	Hold	8,902,972	$1.11	$9.9M	—	—
CRBP	0.41%	New	215,600	$45.25	$9.8M	+215,600	+$9.8M
CYBN, Cybin	0.40%	Hold	34,884,000	$0.2710	$9.5M	—	—
Syros Pharmaceuticals	0.37%	Hold	1,673,538	$5.16	$8.6M	—	—
COGT, Cogent Biosciences	0.36%, was 0.10%	Add +124.5%	1,000,706	$8.43	$8.4M	+555,000	+$5.4M
Immunocore	0.29%, was 0.60%	Reduce −30.2%	200,000	$33.89	$6.8M	−86,400	−$12M
TYRA, Tyra Biosciences	0.25%	New	373,000	$15.99	$6M	+373,000	+$6M
PATH, Uipath	0.20%	New	362,000	$12.68	$4.6M	+362,000	+$4.6M
SYRE, Spyre Therapeutics	0.19%	New	195,000	$23.51	$4.6M	+195,000	+$4.6M
Immatics	0.19%	New	393,100	$11.62	$4.6M	+393,100	+$4.6M
IONS, Ionis Pharmaceuticals	0.19%	Reduce −28.5%	93,000	$47.66	$4.4M	−37,000	−$1.2M
Arca Biopharma	0.16%	New	1,000,000	$3.83	$3.8M	+1,000,000	+$3.8M
EDIT, Editas Medicine	0.16%	New	816,000	$4.67	$3.8M	+816,000	+$3.8M
INTC, Intellia Therapeutics	0.16%	New	170,000	$22.38	$3.8M	+170,000	+$3.8M
COLL, Collegium Pharmaceutical	0.16%, was 0.45%	Reduce −67.6%	117,000	$32.20	$3.8M	−244,400	−$10M
PRME, Prime Medicine	0.15%, was 0.45%	Reduce −65.1%	694,000	$5.14	$3.6M	−1,296,000	−$10M
Ac Immune	0.14%, was 0.43%	Reduce −81.5%	825,000	$3.99	$3.3M	−3,645,000	−$9.9M
Kezar Life Sciences	0.13%	Hold	5,026,000	$0.6000	$3M	—	—
SCYX, Scynexis	0.12%	Hold	1,448,728	$2.00	$2.9M	—	—
Karyopharm Therapeutics	0.07%, was 0.40%	Reduce −75.7%	2,018,500	$0.8676	$1.8M	−6,280,070	−$11M
WVE, Wave Life Sciences	0.07%	New	350,000	$4.99	$1.7M	+350,000	+$1.7M
Hyperfine	0.04%	Hold	1,188,178	$0.8500	$1M	—	—
Caremax	0.00%	Hold	21,200	$2.79	$59K	—	—

Showing top 50 of 84 by value

Exits / last held

Gone since 2024 Q1, shown at their last reported size.

Stock	% of portfolio	Recent activity	Reported price*	Value	Share change	$ change
Fusion Pharmaceuticals	4.47%	Exit	$21.32	$139M	−6,500,328	−$139M
ALGN, Align Technology	2.00%	Exit	$327.92	$62M	−189,000	−$62M
LLY, Eli Lilly	1.76%	Exit	$777.96	$54M	−70,000	−$54M
Alpine Immune Sciences	1.50%	Exit	$39.64	$47M	−1,174,700	−$47M
CVS, CVS Health	1.40%	Exit	$79.76	$43M	−545,000	−$43M
CRBU, Caribou Biosciences	0.96%	Exit	$5.14	$30M	−5,785,352	−$30M
MCK, McKesson	0.58%	Exit	$536.85	$18M	−33,300	−$18M
Vera Therapeutics	0.53%	Exit	$43.12	$17M	−383,500	−$17M
ATXS, Astria Therapeutics	0.45%	Exit	$14.08	$14M	−982,000	−$14M
CYTK, Cytokinetics	0.38%	Exit	$70.11	$12M	−166,000	−$12M
RDNT, Radnet	0.37%	Exit	$48.66	$12M	−238,000	−$12M
ACAD, Acadia Pharmaceuticals	0.35%	Exit	$18.49	$11M	−588,500	−$11M
IPSC, Century Therapeutics	0.16%	Exit	$4.18	$5.1M	−1,221,555	−$5.1M
Kyverna Therapeutics	0.16%	Exit	$24.84	$5M	−202,333	−$5M
Emergent Biosolutions	0.16%	Exit	$2.53	$4.8M	−1,908,000	−$4.8M
ANTX, An2 Therapeutics	0.12%	Exit	$3.25	$3.7M	−1,150,000	−$3.7M
Ginkgo Bioworks	0.11%	Exit	$1.16	$3.5M	−3,000,000	−$3.5M
X4 Pharmaceuticals	0.11%	Exit	$1.39	$3.4M	−2,413,000	−$3.4M
PACB	0.08%	Exit	$3.75	$2.5M	−675,000	−$2.5M
KOD, Kodiak Sciences	0.05%	Exit	$5.26	$1.6M	−300,000	−$1.6M

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