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 Q3 2024 Q2, filed 14 Nov, long equity only

Download CSV Download Excel All activity


BSX, Boston Scientific	4.11%	Reduce −17.8%	962,000	$83.80	$81M	−208,100	−$9.5M
DNTH, Dianthus Therapeutics	4.07%	Hold	2,917,231	$27.38	$80M	—	—
ISRG, Intuitive Surgical	3.71%, was 4.63%	Reduce −39.5%	148,200	$491.27	$73M	−96,800	−$36M
NTRA, Natera	3.60%	Reduce −27.4%	556,400	$126.95	$71M	−210,100	−$12M
CGON, CG Oncology	3.19%, was 1.74%	Add +27.8%	1,656,000	$37.73	$62M	+359,775	+$22M
ACHC	3.19%, was 3.21%	Reduce −12.1%	985,000	$63.41	$62M	−135,000	−$13M
NBIX, Neurocrine Biosciences	2.70%, was 2.87%	Reduce −6.3%	460,000	$115.22	$53M	−31,000	−$15M
UNH, UnitedHealth Group	2.61%	New	87,400	$584.68	$51M	+87,400	+$51M
JAZZ, Jazz Pharmaceuticals	2.45%, was 2.47%	Reduce −20.8%	431,000	$111.41	$48M	−113,500	−$10M
SNDX, Syndax Pharmaceuticals	2.41%, was 2.91%	Reduce −26.4%	2,455,000	$19.25	$47M	−880,000	−$21M
CATX, Perspective Therapeutics	2.35%, was 1.29%	Add +13.4%	3,444,002	$13.35	$46M	+406,334	+$16M
GKOS, Glaukos	2.29%, was 1.13%	Add +54.0%	344,900	$130.28	$45M	+120,900	+$18M
IDYA, Ideaya Biosciences	2.22%, was 1.67%	Add +22.9%	1,373,000	$31.68	$43M	+256,000	+$4.3M
INSM, Insmed	2.20%, was 1.22%	Add +37.7%	592,000	$73.00	$43M	+162,000	+$14M
TMO, Thermo Fisher Scientific	2.16%	Reduce −14.2%	68,600	$618.57	$42M	−11,400	−$1.8M
THC, Tenet Healthcare	2.14%	Reduce −32.0%	253,000	$166.20	$42M	−119,000	−$7.4M
RARE	2.13%	Reduce −21.7%	752,000	$55.55	$42M	−208,000	+$2.3M
HUM, Humana	2.10%	New	129,700	$316.74	$41M	+129,700	+$41M
Exact Sciences	2.04%, was 0.61%	Add +73.7%	588,000	$68.12	$40M	+249,500	+$26M
ILMN, Illumina	1.94%, was 2.12%	Reduce −38.9%	292,000	$130.41	$38M	−186,000	−$12M
ARVN, Arvinas	1.88%, was 3.38%	Reduce −49.9%	1,497,000	$24.63	$37M	−1,490,845	−$43M
RVMD, Revolution Medicines	1.83%, was 1.25%	Add +4.6%	790,000	$45.35	$36M	+35,000	+$6.5M
CNTA, Centessa Pharmaceuticals	1.74%	New	2,132,000	$15.99	$34M	+2,132,000	+$34M
PHAT, Phathom Pharmaceuticals	1.66%, was 0.71%	Add +11.4%	1,804,493	$18.08	$33M	+184,493	+$16M
XENE, Xenon Pharmaceuticals	1.64%, was 1.25%	Add +8.5%	818,000	$39.37	$32M	+64,000	+$2.8M
AVTR, Avantor	1.63%, was 2.78%	Reduce −60.0%	1,235,000	$25.87	$32M	−1,851,000	−$33M
Blueprint Medicines	1.49%, was 1.75%	Reduce −17.8%	315,000	$92.50	$29M	−68,000	−$12M
MIRM, Mirum Pharmaceuticals	1.45%	Hold	731,104	$39.00	$29M	—	—
SGRY, Surgery Partners	1.36%	Reduce −36.7%	827,000	$32.24	$27M	−479,477	−$4.4M
AXSM, Axsome Therapeutics	1.36%	Reduce −21.3%	296,100	$89.87	$27M	−79,900	−$3.7M
DHR, Danaher	1.35%, was 1.59%	Reduce −36.7%	95,000	$278.02	$26M	−55,000	−$11M
Janux Therapeutics	1.30%, was 1.50%	Reduce −33.1%	562,000	$45.43	$26M	−278,219	−$9.7M
NMRA, Neumora Therapeutics	1.21%	Hold	1,800,000	$13.21	$24M	—	—
KYMR, Kymera Therapeutics	1.21%	New	500,000	$47.33	$24M	+500,000	+$24M
BHVN, Biohaven	1.19%, was 0.66%	Add +3.3%	465,000	$49.97	$23M	+15,000	+$7.6M
BMRN, Biomarin Pharmaceutical	1.15%	New	320,000	$70.29	$22M	+320,000	+$22M
ARGX, Argenx	1.06%, was 1.11%	Reduce −36.9%	38,200	$542.08	$21M	−22,300	−$5.3M
INCY, Incyte	1.04%, was 1.36%	Reduce −41.8%	308,110	$66.10	$20M	−220,890	−$12M
ABBV, AbbVie	1.01%, was 2.02%	Reduce −64.0%	100,000	$197.48	$20M	−177,800	−$28M
ORKA, Oruka Therapeutics	0.99%	New	790,926	$24.51	$19M	+790,926	+$19M
GPCR, Structure Therapeutics	0.96%, was 1.79%	Reduce −59.9%	430,900	$43.89	$19M	−644,100	−$23M
NGNE, Neurogene	0.91%, was 1.12%	Reduce −41.6%	425,041	$41.96	$18M	−302,496	−$8.6M
TERN, Terns Pharmaceuticals	0.91%	New	2,133,872	$8.34	$18M	+2,133,872	+$18M
ASND, Ascendis Pharma A/s	0.91%	New	119,000	$149.31	$18M	+119,000	+$18M
BNTX, Biontech	0.88%	New	145,000	$118.77	$17M	+145,000	+$17M
Intra-Cellular Therapies	0.87%, was 1.16%	Reduce −41.8%	233,000	$73.17	$17M	−167,000	−$10M
Keros Therapeutics	0.87%	Reduce −14.6%	293,200	$58.07	$17M	−50,000	+$1.3M
DXCM, DexCom	0.82%, was 1.25%	Reduce −7.3%	240,000	$67.04	$16M	−19,000	−$13M
ORIC, Oric Pharmaceuticals	0.76%	New	1,447,119	$10.25	$15M	+1,447,119	+$15M
NAMS	0.75%, was 0.46%	Add +59.1%	889,700	$16.60	$15M	+330,400	+$4M
CNTX, Context Therapeutics	0.74%	Reduce 0.0%	7,417,155	$1.96	$15M	−2,200	−$338K
ZTS, Zoetis	0.71%	New	71,000	$195.38	$14M	+71,000	+$14M
RCKT, Rocket Pharmaceuticals	0.71%, was 1.01%	Reduce −31.9%	749,000	$18.47	$14M	−351,000	−$9.8M
IMUX, Immunic	0.70%	Reduce −7.2%	8,266,000	$1.65	$14M	−636,972	+$3.8M
BMY, Bristol Myers Squibb	0.69%	New	263,000	$51.74	$14M	+263,000	+$14M
Immunome	0.65%	Hold	873,891	$14.62	$13M	—	—
Regenxbio	0.61%, was 0.65%	Reduce −12.9%	1,132,564	$10.49	$12M	−167,500	−$3.3M
COGT, Cogent Biosciences	0.55%, was 0.36%	Add 0.0%	1,001,000	$10.80	$11M	+294	+$2.4M
APGE, Apogee Therapeutics	0.46%, was 0.81%	Reduce −68.4%	154,000	$58.74	$9M	−333,000	−$10M
PRVA, Privia Health Group	0.43%, was 0.56%	Reduce −38.9%	466,800	$18.21	$8.5M	−297,400	−$4.8M
CYBN, Cybin	0.42%	New	918,000	$8.89	$8.2M	+918,000	+$8.2M
ESTA, Establishment Labs	0.37%, was 1.03%	Reduce −68.2%	169,000	$43.27	$7.3M	−362,000	−$17M
CGEM, Cullinan Therapeutics	0.36%, was 1.16%	Reduce −72.8%	425,000	$16.74	$7.1M	−1,134,826	−$20M
Immunocore	0.32%	Hold	200,000	$31.13	$6.2M	—	—
DYN, Dyne Therapeutics	0.30%	New	165,000	$35.92	$5.9M	+165,000	+$5.9M
SNY, Sanofi	0.29%, was 0.65%	Reduce −68.3%	100,000	$57.63	$5.8M	−215,000	−$9.5M
EDIT, Editas Medicine	0.25%, was 0.16%	Add +79.5%	1,465,000	$3.41	$5M	+649,000	+$1.2M
TMDX, Transmedics Group	0.22%	New	27,600	$157.00	$4.3M	+27,600	+$4.3M
Kezar Life Sciences	0.20%	Hold	5,026,000	$0.7732	$3.9M	—	—
QURE, Uniqure	0.17%	New	673,618	$4.93	$3.3M	+673,618	+$3.3M
IMVT, Immunovant	0.14%, was 1.02%	Reduce −89.1%	99,000	$28.51	$2.8M	−809,000	−$21M
ANRO, Alto Neuroscience	0.14%	New	240,000	$11.44	$2.7M	+240,000	+$2.7M
PRME, Prime Medicine	0.14%	Hold	694,000	$3.87	$2.7M	—	—
Syros Pharmaceuticals	0.12%, was 0.37%	Reduce −36.5%	1,063,000	$2.15	$2.3M	−610,538	−$6.4M
SCYX, Scynexis	0.11%	Hold	1,448,728	$1.49	$2.2M	—	—
Instil Bio	0.10%	New	29,100	$67.32	$2M	+29,100	+$2M
Prelude Therapeutics	0.09%	New	890,000	$2.07	$1.8M	+890,000	+$1.8M
Karyopharm Therapeutics	0.09%	Hold	2,018,500	$0.8300	$1.7M	—	—
Hyperfine	0.07%	Hold	1,188,178	$1.08	$1.3M	—	—
Bluebird Bio	0.04%	New	1,631,143	$0.5195	$847K	+1,631,143	+$847K
Caremax	0.00%	Hold	21,200	$1.70	$36K	—	—

Showing top 50 of 81 by value

Exits / last held

Gone since 2024 Q2, shown at their last reported size.

Stock	% of portfolio	Recent activity	Reported price*	Value	Share change	$ change
CI, Cigna	2.59%	Exit	$330.57	$61M	−184,500	−$61M
ALNY, Alnylam Pharmaceuticals	2.29%	Exit	$243.00	$54M	−222,000	−$54M
REGN, Regeneron	2.14%	Exit	$1,051	$50M	−48,000	−$50M
MRK, Merck	1.71%	Exit	$123.80	$40M	−325,000	−$40M
UTHR, United Therapeutics	1.49%	Exit	$318.55	$35M	−110,000	−$35M
LNTH, Lantheus	0.99%	Exit	$80.29	$23M	−290,000	−$23M
PCVX, Vaxcyte	0.91%	Exit	$75.51	$21M	−284,000	−$21M
Jasper Therapeutics	0.75%	Exit	$22.70	$18M	−782,000	−$18M
Legend Biotech	0.75%	Exit	$44.29	$18M	−398,000	−$18M
GILD, Gilead Sciences	0.74%	Exit	$68.61	$17M	−255,000	−$17M
AZNN	0.68%	Exit	$77.99	$16M	−205,000	−$16M
CRBP	0.41%	Exit	$45.25	$9.8M	−215,600	−$9.8M
CYBN, Cybin	0.40%	Exit	$0.2710	$9.5M	−34,884,000	−$9.5M
TYRA, Tyra Biosciences	0.25%	Exit	$15.99	$6M	−373,000	−$6M
PATH, Uipath	0.20%	Exit	$12.68	$4.6M	−362,000	−$4.6M
SYRE, Spyre Therapeutics	0.19%	Exit	$23.51	$4.6M	−195,000	−$4.6M
Immatics	0.19%	Exit	$11.62	$4.6M	−393,100	−$4.6M
IONS, Ionis Pharmaceuticals	0.19%	Exit	$47.66	$4.4M	−93,000	−$4.4M
Arca Biopharma	0.16%	Exit	$3.83	$3.8M	−1,000,000	−$3.8M
INTC, Intellia Therapeutics	0.16%	Exit	$22.38	$3.8M	−170,000	−$3.8M
COLL, Collegium Pharmaceutical	0.16%	Exit	$32.20	$3.8M	−117,000	−$3.8M
Ac Immune	0.14%	Exit	$3.99	$3.3M	−825,000	−$3.3M
WVE, Wave Life Sciences	0.07%	Exit	$4.99	$1.7M	−350,000	−$1.7M

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