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
| BSX - Boston Scientific | 4.11% | Reduce −17.8% | 962,000 | $83.80 | $81M | −208,100 | −$9M |
| DNTH - Dianthus Therapeutics | 4.07% | Hold | 2,917,231 | $27.38 | $80M | — | — |
| ISRG - Intuitive Surgical | 3.71% | 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% | Add +27.8% | 1,656,000 | $37.73 | $62M | +359,775 | +$22M |
| ACHC — | 3.19% | Reduce −12.1% | 985,000 | $63.41 | $62M | −135,000 | −$13M |
| NBIX - Neurocrine Biosciences | 2.70% | 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% | Reduce −20.8% | 431,000 | $111.41 | $48M | −113,500 | −$10M |
| SNDX - Syndax Pharmaceuticals | 2.41% | Reduce −26.4% | 2,455,000 | $19.25 | $47M | −880,000 | −$21M |
| CATX - Perspective Therapeutics | 2.35% | Add +13.4% | 3,444,002 | $13.35 | $46M | +406,334 | +$16M |
| GKOS - Glaukos | 2.29% | Add +54.0% | 344,900 | $130.28 | $45M | +120,900 | +$18M |
| IDYA - Ideaya Biosciences | 2.22% | Add +22.9% | 1,373,000 | $31.68 | $43M | +256,000 | +$4M |
| INSM - Insmed | 2.20% | 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 | −$2M |
| THC - Tenet Healthcare | 2.14% | Reduce −32.0% | 253,000 | $166.20 | $42M | −119,000 | −$7M |
| RARE — | 2.13% | Reduce −21.7% | 752,000 | $55.55 | $42M | −208,000 | +$2M |
| HUM - Humana | 2.10% | New | 129,700 | $316.74 | $41M | +129,700 | +$41M |
| Exact Sciences | 2.04% | Add +73.7% | 588,000 | $68.12 | $40M | +249,500 | +$26M |
| ILMN - Illumina | 1.94% | Reduce −38.9% | 292,000 | $130.41 | $38M | −186,000 | −$12M |
| ARVN - Arvinas | 1.88% | Reduce −49.9% | 1,497,000 | $24.63 | $37M | −1,490,845 | −$43M |
| RVMD - Revolution Medicines | 1.83% | Add +4.6% | 790,000 | $45.35 | $36M | +35,000 | +$7M |
| CNTA - Centessa Pharmaceuticals | 1.74% | New | 2,132,000 | $15.99 | $34M | +2,132,000 | +$34M |
| PHAT - Phathom Pharmaceuticals | 1.66% | Add +11.4% | 1,804,493 | $18.08 | $33M | +184,493 | +$16M |
| XENE - Xenon Pharmaceuticals | 1.64% | Add +8.5% | 818,000 | $39.37 | $32M | +64,000 | +$3M |
| AVTR - Avantor | 1.63% | Reduce −60.0% | 1,235,000 | $25.87 | $32M | −1,851,000 | −$33M |
| Blueprint Medicines | 1.49% | 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 | −$4M |
| AXSM - Axsome Therapeutics | 1.36% | Reduce −21.3% | 296,100 | $89.87 | $27M | −79,900 | −$4M |
| DHR - Danaher | 1.35% | Reduce −36.7% | 95,000 | $278.02 | $26M | −55,000 | −$11M |
| Janux Therapeutics | 1.30% | Reduce −33.1% | 562,000 | $45.43 | $26M | −278,219 | −$10M |
| 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% | Add +3.3% | 465,000 | $49.97 | $23M | +15,000 | +$8M |
| BMRN - Biomarin Pharmaceutical | 1.15% | New | 320,000 | $70.29 | $22M | +320,000 | +$22M |
| ARGX - Argenx Se | 1.06% | Reduce −36.9% | 38,200 | $542.08 | $21M | −22,300 | −$5M |
| INCY - Incyte | 1.04% | Reduce −41.8% | 308,110 | $66.10 | $20M | −220,890 | −$12M |
| ABBV - Abbvie | 1.01% | 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% | Reduce −59.9% | 430,900 | $43.89 | $19M | −644,100 | −$23M |
| NGNE - Neurogene | 0.91% | Reduce −41.6% | 425,041 | $41.96 | $18M | −302,496 | −$9M |
| 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 Se | 0.88% | New | 145,000 | $118.77 | $17M | +145,000 | +$17M |
| Intra-Cellular Therapies | 0.87% | 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 | +$1M |
| DXCM - Dexcom | 0.82% | 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 - Newamsterdam Pharma | 0.75% | 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 · CL A | 0.71% | New | 71,000 | $195.38 | $14M | +71,000 | +$14M |
| RCKT - Rocket Pharmaceuticals | 0.71% | Reduce −31.9% | 749,000 | $18.47 | $14M | −351,000 | −$10M |
| VTLUSD - Immunic | 0.70% | Reduce −7.2% | 8,266,000 | $1.65 | $14M | −636,972 | +$4M |
| 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% | Reduce −12.9% | 1,132,564 | $10.49 | $12M | −167,500 | −$3M |
| COGT - Cogent Biosciences | 0.55% | Add 0.0% | 1,001,000 | $10.80 | $11M | +294 | +$2M |
| APGE - Apogee Therapeutics | 0.46% | Reduce −68.4% | 154,000 | $58.74 | $9M | −333,000 | −$10M |
| PRVA - Privia Health Group | 0.43% | Reduce −38.9% | 466,800 | $18.21 | $9M | −297,400 | −$5M |
| CYBN - Cybin | 0.42% | New | 918,000 | $8.89 | $8M | +918,000 | +$8M |
| ESTA - Establishment Labs | 0.37% | Reduce −68.2% | 169,000 | $43.27 | $7M | −362,000 | −$17M |
| CGEM - Cullinan Therapeutics | 0.36% | Reduce −72.8% | 425,000 | $16.74 | $7M | −1,134,826 | −$20M |
| Immunocore | 0.32% | Hold | 200,000 | $31.13 | $6M | — | — |
| DYN - Dyne Therapeutics | 0.30% | New | 165,000 | $35.92 | $6M | +165,000 | +$6M |
| SNY - Sanofi | 0.29% | Reduce −68.3% | 100,000 | $57.63 | $6M | −215,000 | −$10M |
| EDIT - Editas Medicine | 0.25% | Add +79.5% | 1,465,000 | $3.41 | $5M | +649,000 | +$1M |
| TMDX - Transmedics Group | 0.22% | New | 27,600 | $157.00 | $4M | +27,600 | +$4M |
| Kezar Life Sciences | 0.20% | Hold | 5,026,000 | $0.7732 | $4M | — | — |
| QURE - Uniqure | 0.17% | New | 673,618 | $4.93 | $3M | +673,618 | +$3M |
| IMVT - Immunovant | 0.14% | Reduce −89.1% | 99,000 | $28.51 | $3M | −809,000 | −$21M |
| ANRO - Alto Neuroscience | 0.14% | New | 240,000 | $11.44 | $3M | +240,000 | +$3M |
| PRME - Prime Medicine | 0.14% | Hold | 694,000 | $3.87 | $3M | — | — |
| Syros Pharmaceuticals | 0.12% | Reduce −36.5% | 1,063,000 | $2.15 | $2M | −610,538 | −$6M |
| SCYXEUR - Scynexis | 0.11% | Hold | 1,448,728 | $1.49 | $2M | — | — |
| Instil Bio | 0.10% | New | 29,100 | $67.32 | $2M | +29,100 | +$2M |
| Prelude Therapeutics | 0.09% | New | 890,000 | $2.07 | $2M | +890,000 | +$2M |
| Karyopharm Therapeutics | 0.09% | Hold | 2,018,500 | $0.8300 | $2M | — | — |
| Hyperfine · CL A | 0.07% | Hold | 1,188,178 | $1.08 | $1M | — | — |
| Bluebird Bio | 0.04% | New | 1,631,143 | $0.5195 | $847K | +1,631,143 | +$847K |
| Caremax · CL A | 0.00% | Hold | 21,200 | $1.70 | $36K | — | — |
Showing top 50 of 81 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CI - The Cigna Group | 2.59% | Exit | 0 | $330.57 | $61M | −184,500 | −$61M |
| ALNY - Alnylam Pharmaceuticals | 2.29% | Exit | 0 | $243.00 | $54M | −222,000 | −$54M |
| REGN - Regeneron Pharmaceuticals | 2.14% | Exit | 0 | $1,051 | $50M | −48,000 | −$50M |
| MRK - Merck & | 1.71% | Exit | 0 | $123.80 | $40M | −325,000 | −$40M |
| UTHR - United Therapeutics | 1.49% | Exit | 0 | $318.55 | $35M | −110,000 | −$35M |
| LNTH - Lantheus | 0.99% | Exit | 0 | $80.29 | $23M | −290,000 | −$23M |
| PCVX - Vaxcyte | 0.91% | Exit | 0 | $75.51 | $21M | −284,000 | −$21M |
| Jasper Therapeutics | 0.75% | Exit | 0 | $22.70 | $18M | −782,000 | −$18M |
| Legend Biotech | 0.75% | Exit | 0 | $44.29 | $18M | −398,000 | −$18M |
| GILD - Gilead Sciences | 0.74% | Exit | 0 | $68.61 | $17M | −255,000 | −$17M |
| AZNN — | 0.68% | Exit | 0 | $77.99 | $16M | −205,000 | −$16M |
| CRBP — | 0.41% | Exit | 0 | $45.25 | $10M | −215,600 | −$10M |
| CYBN - Cybin | 0.40% | Exit | 0 | $0.2710 | $9M | −34,884,000 | −$9M |
| TYRA - Tyra Biosciences | 0.25% | Exit | 0 | $15.99 | $6M | −373,000 | −$6M |
| PATH - Uipath · CL A | 0.20% | Exit | 0 | $12.68 | $5M | −362,000 | −$5M |
| SYRE - Spyre Therapeutics | 0.19% | Exit | 0 | $23.51 | $5M | −195,000 | −$5M |
| Immatics | 0.19% | Exit | 0 | $11.62 | $5M | −393,100 | −$5M |
| IONS - Ionis Pharmaceuticals | 0.19% | Exit | 0 | $47.66 | $4M | −93,000 | −$4M |
| Arca Biopharma | 0.16% | Exit | 0 | $3.83 | $4M | −1,000,000 | −$4M |
| INTC - Intellia Therapeutics | 0.16% | Exit | 0 | $22.38 | $4M | −170,000 | −$4M |
| COLL - Collegium Pharmaceutical | 0.16% | Exit | 0 | $32.20 | $4M | −117,000 | −$4M |
| Ac Immune SA | 0.14% | Exit | 0 | $3.99 | $3M | −825,000 | −$3M |
| WVE - Wave Life Sciences | 0.07% | Exit | 0 | $4.99 | $2M | −350,000 | −$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