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
| DNTH - Dianthus Therapeutics | 6.15% | Reduce −1.5% | 2,873,000 | $21.80 | $63M | −44,231 | −$17M |
| BSX - Boston Scientific | 4.52% | Reduce −46.5% | 515,000 | $89.32 | $46M | −447,000 | −$35M |
| Janux Therapeutics | 3.90% | Add +32.0% | 741,900 | $53.54 | $40M | +179,900 | +$14M |
| NTRA - Natera | 3.48% | Reduce −59.8% | 223,800 | $158.30 | $35M | −332,600 | −$35M |
| Exact Sciences | 3.33% | Add +2.6% | 603,011 | $56.19 | $34M | +15,011 | −$6M |
| ISRG - Intuitive Surgical | 3.32% | Reduce −56.3% | 64,800 | $521.96 | $34M | −83,400 | −$39M |
| CGON - Cg Oncology | 3.09% | Reduce −33.7% | 1,097,800 | $28.68 | $31M | −558,200 | −$31M |
| UNH - Unitedhealth Group | 2.98% | Reduce −31.4% | 60,000 | $505.86 | $30M | −27,400 | −$21M |
| NBIX - Neurocrine Biosciences | 2.95% | Reduce −52.1% | 220,400 | $136.50 | $30M | −239,600 | −$23M |
| IDYA - Ideaya Biosciences | 2.84% | Reduce −17.9% | 1,126,700 | $25.70 | $29M | −246,300 | −$15M |
| JAZZ - Jazz Pharmaceuticals | 2.84% | Reduce −45.6% | 234,500 | $123.15 | $29M | −196,500 | −$19M |
| MIRM - Mirum Pharmaceuticals | 2.71% | Reduce −8.9% | 666,200 | $41.35 | $28M | −64,904 | −$966K |
| ACHC — | 2.56% | Reduce −33.2% | 658,000 | $39.65 | $26M | −327,000 | −$36M |
| ARVN - Arvinas | 2.56% | Reduce −9.3% | 1,358,000 | $19.17 | $26M | −139,000 | −$11M |
| GKOS - Glaukos | 2.50% | Reduce −50.7% | 170,000 | $149.94 | $25M | −174,900 | −$19M |
| DXCM - Dexcom | 2.43% | Add +32.5% | 318,000 | $77.77 | $25M | +78,000 | +$9M |
| TMO - Thermo Fisher Scientific | 2.28% | Reduce −35.0% | 44,600 | $520.23 | $23M | −24,000 | −$19M |
| HUM - Humana | 2.22% | Reduce −31.2% | 89,200 | $253.71 | $23M | −40,500 | −$18M |
| KYMR - Kymera Therapeutics | 1.98% | Hold | 500,000 | $40.23 | $20M | — | — |
| AVTR - Avantor | 1.96% | Reduce −23.3% | 947,000 | $21.07 | $20M | −288,000 | −$12M |
| SNDX - Syndax Pharmaceuticals | 1.95% | Reduce −38.9% | 1,500,000 | $13.22 | $20M | −955,000 | −$27M |
| CNTA - Centessa Pharmaceuticals | 1.92% | Reduce −45.3% | 1,165,800 | $16.75 | $20M | −966,200 | −$15M |
| RVMD - Revolution Medicines | 1.92% | Reduce −43.5% | 446,200 | $43.74 | $20M | −343,800 | −$16M |
| XENE - Xenon Pharmaceuticals | 1.82% | Reduce −42.1% | 474,000 | $39.20 | $19M | −344,000 | −$14M |
| THC - Tenet Healthcare | 1.70% | Reduce −45.8% | 137,000 | $126.23 | $17M | −116,000 | −$25M |
| INSM - Insmed | 1.58% | Reduce −60.7% | 232,800 | $69.04 | $16M | −359,200 | −$27M |
| AXSM - Axsome Therapeutics | 1.56% | Reduce −36.5% | 188,000 | $84.61 | $16M | −108,100 | −$11M |
| Blueprint Medicines | 1.51% | Reduce −43.9% | 176,600 | $87.22 | $15M | −138,400 | −$14M |
| DHR - Danaher | 1.51% | Reduce −29.5% | 67,000 | $229.55 | $15M | −28,000 | −$11M |
| RARE — | 1.45% | Reduce −53.2% | 352,000 | $42.07 | $15M | −400,000 | −$27M |
| ILMN - Illumina | 1.44% | Reduce −62.4% | 109,700 | $133.63 | $15M | −182,300 | −$23M |
| ABBV - Abbvie | 1.41% | Reduce −19.3% | 80,700 | $177.70 | $14M | −19,300 | −$5M |
| RCKT - Rocket Pharmaceuticals | 1.30% | Add +40.6% | 1,053,300 | $12.57 | $13M | +304,300 | −$594K |
| BMY - Bristol-Myers Squibb | 1.19% | Reduce −18.3% | 215,000 | $56.56 | $12M | −48,000 | −$1M |
| TMDX - Transmedics Group | 1.18% | Add +597.1% | 192,400 | $62.35 | $12M | +164,800 | +$8M |
| PHAT - Phathom Pharmaceuticals | 1.11% | Reduce −23.0% | 1,390,100 | $8.12 | $11M | −414,393 | −$21M |
| SGRY - Surgery Partners | 1.07% | Reduce −37.8% | 514,200 | $21.17 | $11M | −312,800 | −$16M |
| ORIC - Oric Pharmaceuticals | 1.00% | Reduce −12.6% | 1,265,200 | $8.07 | $10M | −181,919 | −$5M |
| NAMS - Newamsterdam Pharma | 0.89% | Reduce −60.2% | 354,000 | $25.70 | $9M | −535,700 | −$6M |
| INCY - Incyte | 0.88% | Reduce −57.9% | 129,600 | $69.07 | $9M | −178,510 | −$11M |
| CATX - Perspective Therapeutics | 0.84% | Reduce −21.8% | 2,694,600 | $3.19 | $9M | −749,402 | −$37M |
| ASND - Ascendis Pharma A/S | 0.84% | Reduce −47.9% | 62,000 | $137.67 | $9M | −57,000 | −$9M |
| BHVN - Biohaven | 0.82% | Reduce −52.1% | 222,900 | $37.35 | $8M | −242,100 | −$15M |
| Intra-Cellular Therapies | 0.80% | Reduce −58.4% | 97,000 | $83.52 | $8M | −136,000 | −$9M |
| VTLUSD - Immunic | 0.78% | Reduce −3.6% | 7,966,400 | $1.00 | $8M | −299,600 | −$6M |
| CNTX - Context Therapeutics | 0.77% | Add +0.8% | 7,477,200 | $1.05 | $8M | +60,045 | −$7M |
| ORKA - Oruka Therapeutics | 0.67% | Reduce −55.5% | 352,124 | $19.39 | $7M | −438,802 | −$13M |
| REGN - Regeneron Pharmaceuticals | 0.59% | New | 8,400 | $712.33 | $6M | +8,400 | +$6M |
| BRKR - Bruker | 0.44% | New | 76,300 | $58.62 | $4M | +76,300 | +$4M |
| Vera Therapeutics · CL A | 0.42% | New | 100,000 | $42.29 | $4M | +100,000 | +$4M |
| Regenxbio | 0.40% | Reduce −53.0% | 532,000 | $7.73 | $4M | −600,564 | −$8M |
| QURE - Uniqure | 0.39% | Reduce −67.0% | 222,000 | $17.66 | $4M | −451,618 | +$600K |
| Kezar Life Sciences | 0.33% | New | 502,600 | $6.72 | $3M | +502,600 | +$3M |
| Keros Therapeutics | 0.33% | Reduce −28.4% | 210,000 | $15.83 | $3M | −83,200 | −$14M |
| Akero Therapeutics | 0.22% | New | 82,000 | $27.82 | $2M | +82,000 | +$2M |
| DYN - Dyne Therapeutics | 0.22% | Reduce −41.8% | 96,000 | $23.56 | $2M | −69,000 | −$4M |
| COGT - Cogent Biosciences | 0.22% | Reduce −71.3% | 287,104 | $7.80 | $2M | −713,896 | −$9M |
| SCYXEUR - Scynexis | 0.15% | Reduce −15.2% | 1,228,910 | $1.21 | $1M | −219,818 | −$672K |
| Karyopharm Therapeutics | 0.13% | Hold | 2,018,500 | $0.6763 | $1M | — | — |
| Hyperfine · CL A | 0.10% | Hold | 1,188,178 | $0.8800 | $1M | — | — |
| Bluebird Bio | 0.07% | New | 81,555 | $8.34 | $680K | +81,555 | +$680K |
Showing top 50 of 61 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| NMRA - Neumora Therapeutics | 1.21% | Exit | 0 | $13.21 | $24M | −1,800,000 | −$24M |
| BMRN - Biomarin Pharmaceutical | 1.15% | Exit | 0 | $70.29 | $22M | −320,000 | −$22M |
| ARGX - Argenx Se | 1.06% | Exit | 0 | $542.07 | $21M | −38,200 | −$21M |
| GPCR - Structure Therapeutics | 0.96% | Exit | 0 | $43.89 | $19M | −430,900 | −$19M |
| NGNE - Neurogene | 0.91% | Exit | 0 | $41.96 | $18M | −425,041 | −$18M |
| TERN - Terns Pharmaceuticals | 0.91% | Exit | 0 | $8.34 | $18M | −2,133,872 | −$18M |
| BNTX - Biontech Se | 0.88% | Exit | 0 | $118.77 | $17M | −145,000 | −$17M |
| ZTS - Zoetis · CL A | 0.71% | Exit | 0 | $195.38 | $14M | −71,000 | −$14M |
| Immunome | 0.65% | Exit | 0 | $14.62 | $13M | −873,891 | −$13M |
| APGE - Apogee Therapeutics | 0.46% | Exit | 0 | $58.74 | $9M | −154,000 | −$9M |
| PRVA - Privia Health Group | 0.43% | Exit | 0 | $18.21 | $8M | −466,800 | −$8M |
| CYBN - Cybin | 0.42% | Exit | 0 | $8.89 | $8M | −918,000 | −$8M |
| ESTA - Establishment Labs | 0.37% | Exit | 0 | $43.27 | $7M | −169,000 | −$7M |
| CGEM - Cullinan Therapeutics | 0.36% | Exit | 0 | $16.74 | $7M | −425,000 | −$7M |
| Immunocore | 0.32% | Exit | 0 | $31.13 | $6M | −200,000 | −$6M |
| SNY - Sanofi | 0.29% | Exit | 0 | $57.63 | $6M | −100,000 | −$6M |
| EDIT - Editas Medicine | 0.25% | Exit | 0 | $3.41 | $5M | −1,465,000 | −$5M |
| Kezar Life Sciences | 0.20% | Exit | 0 | $0.7732 | $4M | −5,026,000 | −$4M |
| IMVT - Immunovant | 0.14% | Exit | 0 | $28.51 | $3M | −99,000 | −$3M |
| ANRO - Alto Neuroscience | 0.14% | Exit | 0 | $11.44 | $3M | −240,000 | −$3M |
| PRME - Prime Medicine | 0.14% | Exit | 0 | $3.87 | $3M | −694,000 | −$3M |
| Syros Pharmaceuticals | 0.12% | Exit | 0 | $2.15 | $2M | −1,063,000 | −$2M |
| Instil Bio | 0.10% | Exit | 0 | $67.32 | $2M | −29,100 | −$2M |
| Prelude Therapeutics | 0.09% | Exit | 0 | $2.07 | $2M | −890,000 | −$2M |
| Bluebird Bio | 0.04% | Exit | 0 | $0.5193 | $847K | −1,631,143 | −$847K |
| Caremax · CL A | — | Exit | 0 | $1.70 | $36K | −21,200 | −$36K |
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