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 | 6.46% | Reduce −34.8% | 336,000 | $100.88 | $34M | −179,000 | −$12M |
| DNTH - Dianthus Therapeutics | 5.95% | Reduce −40.1% | 1,720,902 | $18.14 | $31M | −1,152,098 | −$31M |
| UNH - Unitedhealth Group | 5.04% | Reduce −15.8% | 50,500 | $523.75 | $26M | −9,500 | −$4M |
| CGON - Cg Oncology | 4.58% | Reduce −10.6% | 980,942 | $24.49 | $24M | −116,858 | −$7M |
| HUM - Humana | 4.08% | Reduce −9.2% | 81,000 | $264.60 | $21M | −8,200 | −$1M |
| NTRA - Natera | 3.21% | Reduce −46.7% | 119,200 | $141.41 | $17M | −104,600 | −$19M |
| REGN - Regeneron Pharmaceuticals | 3.07% | Add +202.4% | 25,400 | $634.23 | $16M | +17,000 | +$10M |
| Exact Sciences | 2.91% | Reduce −41.5% | 353,000 | $43.29 | $15M | −250,011 | −$19M |
| BEAM - Beam Therapeutics | 2.64% | New | 709,517 | $19.53 | $14M | +709,517 | +$14M |
| GKOS - Glaukos | 2.51% | Reduce −21.2% | 134,000 | $98.42 | $13M | −36,000 | −$12M |
| DXCM - Dexcom | 2.34% | Reduce −43.4% | 180,000 | $68.29 | $12M | −138,000 | −$12M |
| RARE — | 2.22% | Reduce −8.5% | 322,100 | $36.21 | $12M | −29,900 | −$3M |
| SNDX - Syndax Pharmaceuticals | 2.17% | Reduce −38.3% | 925,000 | $12.28 | $11M | −575,000 | −$8M |
| COR - Cencora | 2.08% | New | 39,300 | $278.09 | $11M | +39,300 | +$11M |
| JAZZ - Jazz Pharmaceuticals | 1.89% | Reduce −65.9% | 80,000 | $124.15 | $10M | −154,500 | −$19M |
| THC - Tenet Healthcare | 1.85% | Reduce −47.4% | 72,000 | $134.50 | $10M | −65,000 | −$8M |
| NBIX - Neurocrine Biosciences | 1.81% | Reduce −61.1% | 85,700 | $110.60 | $9M | −134,700 | −$21M |
| DHR - Danaher | 1.74% | Reduce −33.6% | 44,500 | $205.00 | $9M | −22,500 | −$6M |
| AXSM - Axsome Therapeutics | 1.71% | Reduce −59.0% | 77,000 | $116.63 | $9M | −111,000 | −$7M |
| INSM - Insmed | 1.56% | Reduce −54.0% | 107,000 | $76.29 | $8M | −125,800 | −$8M |
| OGN - Organon & | 1.52% | New | 535,000 | $14.89 | $8M | +535,000 | +$8M |
| TMO - Thermo Fisher Scientific | 1.47% | Reduce −65.2% | 15,500 | $497.60 | $8M | −29,100 | −$15M |
| XENE - Xenon Pharmaceuticals | 1.46% | Reduce −51.7% | 229,000 | $33.55 | $8M | −245,000 | −$11M |
| XBI - Spdr Ser Tr | 1.45% | New | 94,000 | $81.10 | $8M | +94,000 | +$8M |
| CNTA - Centessa Pharmaceuticals | 1.45% | Reduce −54.6% | 529,000 | $14.38 | $8M | −636,800 | −$12M |
| RVMD - Revolution Medicines | 1.44% | Reduce −52.3% | 213,000 | $35.36 | $8M | −233,200 | −$12M |
| TEVA - Teva Pharmaceutical Inds | 1.41% | New | 481,000 | $15.37 | $7M | +481,000 | +$7M |
| AVTR - Avantor | 1.40% | Reduce −52.2% | 453,000 | $16.21 | $7M | −494,000 | −$13M |
| IDYA - Ideaya Biosciences | 1.39% | Reduce −60.5% | 445,000 | $16.38 | $7M | −681,700 | −$22M |
| DOCS - Doximity · CL A | 1.35% | New | 122,500 | $58.03 | $7M | +122,500 | +$7M |
| Janux Therapeutics | 1.33% | Reduce −65.2% | 258,000 | $27.00 | $7M | −483,900 | −$33M |
| HQY - Healthequity | 1.31% | New | 78,000 | $88.37 | $7M | +78,000 | +$7M |
| Blueprint Medicines | 1.16% | Reduce −61.2% | 68,500 | $88.51 | $6M | −108,100 | −$9M |
| UTHR - United Therapeutics | 0.99% | New | 16,800 | $308.27 | $5M | +16,800 | +$5M |
| PHAT - Phathom Pharmaceuticals | 0.96% | Reduce −42.5% | 800,000 | $6.27 | $5M | −590,100 | −$6M |
| VTLUSD - Immunic | 0.93% | Reduce −44.1% | 4,454,408 | $1.09 | $5M | −3,511,992 | −$3M |
| BRKR - Bruker | 0.91% | Add +50.7% | 115,000 | $41.74 | $5M | +38,700 | +$327K |
| CATX - Perspective Therapeutics | 0.89% | Reduce −18.5% | 2,197,270 | $2.13 | $5M | −497,330 | −$4M |
| CNTX - Context Therapeutics | 0.87% | Hold | 7,477,200 | $0.6120 | $5M | — | — |
| ORKA - Oruka Therapeutics | 0.69% | Hold | 352,124 | $10.26 | $4M | — | — |
| QURE - Uniqure | 0.68% | Add +51.4% | 336,200 | $10.60 | $4M | +114,200 | −$357K |
| BHVN - Biohaven | 0.66% | Reduce −34.9% | 145,000 | $24.04 | $3M | −77,900 | −$5M |
| ARVN - Arvinas | 0.55% | Reduce −69.6% | 413,162 | $7.02 | $3M | −944,838 | −$23M |
| ACAD - Acadia Pharmaceuticals | 0.54% | New | 169,000 | $16.61 | $3M | +169,000 | +$3M |
| RPRX - Royalty Pharma · CLASS A | 0.52% | New | 87,000 | $31.13 | $3M | +87,000 | +$3M |
| BBIO - Bridgebio Pharma | 0.49% | New | 75,000 | $34.57 | $3M | +75,000 | +$3M |
| Kezar Life Sciences | 0.47% | Hold | 502,600 | $4.88 | $2M | — | — |
| Akero Therapeutics | 0.44% | Reduce −30.5% | 57,000 | $40.48 | $2M | −25,000 | +$26K |
| SLNOEUR - Soleno Therapeutics | 0.44% | New | 32,000 | $71.45 | $2M | +32,000 | +$2M |
| CAPR — | 0.43% | New | 239,000 | $9.49 | $2M | +239,000 | +$2M |
| LXEO - Lexeo Therapeutics | 0.43% | New | 645,000 | $3.47 | $2M | +645,000 | +$2M |
| Vera Therapeutics · CL A | 0.42% | Reduce −9.0% | 91,000 | $24.02 | $2M | −9,000 | −$2M |
| Regenxbio | 0.35% | Reduce −51.1% | 260,000 | $7.15 | $2M | −272,000 | −$2M |
| IONS - Ionis Pharmaceuticals | 0.35% | New | 60,000 | $30.17 | $2M | +60,000 | +$2M |
| MIRM - Mirum Pharmaceuticals | 0.34% | Reduce −94.0% | 40,000 | $45.05 | $2M | −626,200 | −$26M |
| NAMS - Newamsterdam Pharma | 0.27% | Reduce −80.8% | 68,000 | $20.47 | $1M | −286,000 | −$8M |
| Agilon Health | 0.25% | New | 305,100 | $4.33 | $1M | +305,100 | +$1M |
| SCYXEUR - Scynexis | 0.22% | Hold | 1,228,910 | $0.9521 | $1M | — | — |
| PCVX - Vaxcyte | 0.17% | New | 23,000 | $37.76 | $868K | +23,000 | +$868K |
| KPTI - Karyopharm Therapeutics | 0.10% | New | 134,566 | $3.74 | $503K | +134,566 | +$503K |
| ELVN - Enliven Therapeutics | 0.04% | New | 11,300 | $19.68 | $222K | +11,300 | +$222K |
| Hyperfine · CL A | 0.03% | Reduce −81.3% | 222,174 | $0.7163 | $159K | −966,004 | −$886K |
| Holding | 0.03% | New | 138,000 | $0.9538 | $132K | +138,000 | +$132K |
Showing top 50 of 63 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ISRG - Intuitive Surgical | 3.32% | Exit | 0 | $521.96 | $34M | −64,800 | −$34M |
| ACHC — | 2.56% | Exit | 0 | $39.65 | $26M | −658,000 | −$26M |
| KYMR - Kymera Therapeutics | 1.98% | Exit | 0 | $40.23 | $20M | −500,000 | −$20M |
| ILMN - Illumina | 1.44% | Exit | 0 | $133.63 | $15M | −109,700 | −$15M |
| ABBV - Abbvie | 1.41% | Exit | 0 | $177.70 | $14M | −80,700 | −$14M |
| RCKT - Rocket Pharmaceuticals | 1.30% | Exit | 0 | $12.57 | $13M | −1,053,300 | −$13M |
| BMY - Bristol-Myers Squibb | 1.19% | Exit | 0 | $56.56 | $12M | −215,000 | −$12M |
| TMDX - Transmedics Group | 1.18% | Exit | 0 | $62.35 | $12M | −192,400 | −$12M |
| SGRY - Surgery Partners | 1.07% | Exit | 0 | $21.17 | $11M | −514,200 | −$11M |
| ORIC - Oric Pharmaceuticals | 1.00% | Exit | 0 | $8.07 | $10M | −1,265,200 | −$10M |
| INCY - Incyte | 0.88% | Exit | 0 | $69.07 | $9M | −129,600 | −$9M |
| ASND - Ascendis Pharma A/S | 0.84% | Exit | 0 | $137.68 | $9M | −62,000 | −$9M |
| Intra-Cellular Therapies | 0.80% | Exit | 0 | $83.52 | $8M | −97,000 | −$8M |
| Keros Therapeutics | 0.33% | Exit | 0 | $15.83 | $3M | −210,000 | −$3M |
| DYN - Dyne Therapeutics | 0.22% | Exit | 0 | $23.56 | $2M | −96,000 | −$2M |
| COGT - Cogent Biosciences | 0.22% | Exit | 0 | $7.80 | $2M | −287,104 | −$2M |
| Karyopharm Therapeutics | 0.13% | Exit | 0 | $0.6762 | $1M | −2,018,500 | −$1M |
| Bluebird Bio | 0.07% | Exit | 0 | $8.34 | $680K | −81,555 | −$680K |
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