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
| ISRG - Intuitive Surgical | 4.63% | Add +8.4% | 245,000 | $444.85 | $109M | +19,000 | +$19M |
| BSX - Boston Scientific | 3.83% | 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 | +$10M |
| ARVN - Arvinas | 3.38% | Add +0.1% | 2,987,845 | $26.62 | $80M | +2,655 | −$44M |
| ACHC — | 3.21% | Add +11.4% | 1,120,000 | $67.54 | $76M | +115,000 | −$4M |
| DNTH - Dianthus Therapeutics | 3.21% | Add +7.3% | 2,917,231 | $25.88 | $75M | +199,677 | −$6M |
| SNDX - Syndax Pharmaceuticals | 2.91% | 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 | −$6M |
| AVTR - Avantor | 2.78% | Add +14.5% | 3,086,000 | $21.20 | $65M | +391,000 | −$3M |
| CI - The Cigna Group | 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 Pharmaceuticals | 2.14% | Reduce −29.4% | 48,000 | $1,051 | $50M | −20,000 | −$15M |
| ILMN - Illumina | 2.12% | 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% | Add +22.4% | 277,800 | $171.52 | $48M | +50,800 | +$6M |
| TMO - Thermo Fisher Scientific | 1.88% | Add +118.6% | 80,000 | $553.00 | $44M | +43,400 | +$23M |
| GPCR - Structure Therapeutics | 1.79% | Add +24.4% | 1,075,000 | $39.27 | $42M | +211,000 | +$5M |
| Blueprint Medicines | 1.75% | Reduce −10.1% | 383,000 | $107.78 | $41M | −43,000 | +$869K |
| CGON - Cg Oncology | 1.74% | Reduce −10.9% | 1,296,225 | $31.57 | $41M | −158,540 | −$23M |
| MRK - Merck & | 1.71% | Reduce −35.3% | 325,000 | $123.80 | $40M | −177,000 | −$26M |
| RARE — | 1.68% | Add +2.8% | 960,000 | $41.10 | $39M | +26,500 | −$4M |
| IDYA - Ideaya Biosciences | 1.67% | Add +39.7% | 1,117,000 | $35.11 | $39M | +317,300 | +$4M |
| DHR - Danaher | 1.59% | Add +4.3% | 150,000 | $249.85 | $37M | +6,200 | +$2M |
| Janux Therapeutics | 1.50% | Add +118.7% | 840,219 | $41.89 | $35M | +455,974 | +$21M |
| UTHR - United Therapeutics | 1.49% | 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% | 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 | −$4M |
| XENE - Xenon Pharmaceuticals | 1.25% | Add +6.2% | 754,000 | $38.99 | $29M | +44,000 | −$1M |
| DXCM - Dexcom | 1.25% | Add +46.4% | 259,000 | $113.38 | $29M | +82,100 | +$5M |
| RVMD - Revolution Medicines | 1.25% | Add +18.9% | 755,000 | $38.81 | $29M | +120,000 | +$9M |
| INSM - Insmed | 1.22% | New | 430,000 | $67.00 | $29M | +430,000 | +$29M |
| Intra-Cellular Therapies | 1.16% | 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% | Add +56.4% | 727,537 | $36.39 | $26M | +262,300 | +$3M |
| ARGX - Argenx Se | 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 | −$4M |
| ESTA - Establishment Labs | 1.03% | Add +136.0% | 531,000 | $45.44 | $24M | +306,000 | +$13M |
| IMVT - Immunovant | 1.02% | Add +79.8% | 908,000 | $26.40 | $24M | +403,000 | +$8M |
| RCKT - Rocket Pharmaceuticals | 1.01% | Add +7.3% | 1,100,000 | $21.53 | $24M | +75,000 | −$4M |
| LNTH - Lantheus | 0.99% | Reduce −39.6% | 290,000 | $80.29 | $23M | −190,000 | −$7M |
| 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 | −$6M |
| Jasper Therapeutics | 0.75% | Add +2.9% | 782,000 | $22.70 | $18M | +22,000 | −$5M |
| NMRA - Neumora Therapeutics | 0.75% | Hold | 1,800,000 | $9.83 | $18M | — | — |
| Legend Biotech | 0.75% | 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 | −$2M |
| AZNN — | 0.68% | Add +28.1% | 205,000 | $77.99 | $16M | +45,000 | +$5M |
| Keros Therapeutics | 0.67% | Add +63.7% | 343,200 | $45.70 | $16M | +133,500 | +$2M |
| BHVN - Biohaven | 0.66% | 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 - Newamsterdam Pharma | 0.46% | Add +17.7% | 559,300 | $19.21 | $11M | +84,300 | −$490K |
| Immunome | 0.45% | Hold | 873,891 | $12.10 | $11M | — | — |
| VTLUSD - Immunic | 0.42% | Hold | 8,902,972 | $1.11 | $10M | — | — |
| CRBP — | 0.41% | New | 215,600 | $45.25 | $10M | +215,600 | +$10M |
| CYBN - Cybin | 0.40% | Hold | 34,884,000 | $0.2710 | $9M | — | — |
| Syros Pharmaceuticals | 0.37% | Hold | 1,673,538 | $5.16 | $9M | — | — |
| COGT - Cogent Biosciences | 0.36% | Add +124.5% | 1,000,706 | $8.43 | $8M | +555,000 | +$5M |
| Immunocore | 0.29% | Reduce −30.2% | 200,000 | $33.89 | $7M | −86,400 | −$12M |
| TYRA - Tyra Biosciences | 0.25% | New | 373,000 | $15.99 | $6M | +373,000 | +$6M |
| PATH - Uipath · CL A | 0.20% | New | 362,000 | $12.68 | $5M | +362,000 | +$5M |
| SYRE - Spyre Therapeutics | 0.19% | New | 195,000 | $23.51 | $5M | +195,000 | +$5M |
| Immatics | 0.19% | New | 393,100 | $11.62 | $5M | +393,100 | +$5M |
| IONS - Ionis Pharmaceuticals | 0.19% | Reduce −28.5% | 93,000 | $47.66 | $4M | −37,000 | −$1M |
| Arca Biopharma | 0.16% | New | 1,000,000 | $3.83 | $4M | +1,000,000 | +$4M |
| EDIT - Editas Medicine | 0.16% | New | 816,000 | $4.67 | $4M | +816,000 | +$4M |
| INTC - Intellia Therapeutics | 0.16% | New | 170,000 | $22.38 | $4M | +170,000 | +$4M |
| COLL - Collegium Pharmaceutical | 0.16% | Reduce −67.6% | 117,000 | $32.20 | $4M | −244,400 | −$10M |
| PRME - Prime Medicine | 0.15% | Reduce −65.1% | 694,000 | $5.14 | $4M | −1,296,000 | −$10M |
| Ac Immune SA | 0.14% | Reduce −81.5% | 825,000 | $3.99 | $3M | −3,645,000 | −$10M |
| Kezar Life Sciences | 0.13% | Hold | 5,026,000 | $0.6000 | $3M | — | — |
| SCYXEUR - Scynexis | 0.12% | Hold | 1,448,728 | $2.00 | $3M | — | — |
| Karyopharm Therapeutics | 0.07% | Reduce −75.7% | 2,018,500 | $0.8676 | $2M | −6,280,070 | −$11M |
| WVE - Wave Life Sciences | 0.07% | New | 350,000 | $4.99 | $2M | +350,000 | +$2M |
| Hyperfine · CL A | 0.04% | Hold | 1,188,178 | $0.8500 | $1M | — | — |
| Caremax · CL A | 0.00% | Hold | 21,200 | $2.79 | $59K | — | — |
Showing top 50 of 84 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Fusion Pharmaceuticals | 4.47% | Exit | 0 | $21.32 | $139M | −6,500,328 | −$139M |
| ALGN - Align Technology | 2.00% | Exit | 0 | $327.92 | $62M | −189,000 | −$62M |
| LLY - Eli Lilly & | 1.76% | Exit | 0 | $777.96 | $54M | −70,000 | −$54M |
| Alpine Immune Sciences | 1.50% | Exit | 0 | $39.64 | $47M | −1,174,700 | −$47M |
| CVS - Cvs Health | 1.40% | Exit | 0 | $79.76 | $43M | −545,000 | −$43M |
| CRBU - Caribou Biosciences | 0.96% | Exit | 0 | $5.14 | $30M | −5,785,352 | −$30M |
| MCK - Mckesson | 0.58% | Exit | 0 | $536.85 | $18M | −33,300 | −$18M |
| Vera Therapeutics · CL A | 0.53% | Exit | 0 | $43.12 | $17M | −383,500 | −$17M |
| CATBUSD - Astria Therapeutics | 0.45% | Exit | 0 | $14.08 | $14M | −982,000 | −$14M |
| CYTK - Cytokinetics | 0.38% | Exit | 0 | $70.11 | $12M | −166,000 | −$12M |
| RDNT - Radnet | 0.37% | Exit | 0 | $48.66 | $12M | −238,000 | −$12M |
| ACAD - Acadia Pharmaceuticals | 0.35% | Exit | 0 | $18.49 | $11M | −588,500 | −$11M |
| IPSC - Century Therapeutics | 0.16% | Exit | 0 | $4.18 | $5M | −1,221,555 | −$5M |
| Kyverna Therapeutics | 0.16% | Exit | 0 | $24.84 | $5M | −202,333 | −$5M |
| Emergent Biosolutions | 0.16% | Exit | 0 | $2.53 | $5M | −1,908,000 | −$5M |
| ANTX - An2 Therapeutics | 0.12% | Exit | 0 | $3.25 | $4M | −1,150,000 | −$4M |
| Ginkgo Bioworks · CL A | 0.11% | Exit | 0 | $1.16 | $3M | −3,000,000 | −$3M |
| X4 Pharmaceuticals | 0.11% | Exit | 0 | $1.39 | $3M | −2,413,000 | −$3M |
| PACB — | 0.08% | Exit | 0 | $3.75 | $3M | −675,000 | −$3M |
| KOD - Kodiak Sciences | 0.05% | Exit | 0 | $5.26 | $2M | −300,000 | −$2M |
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