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
| CGON - Cg Oncology | 7.77% | Add +52.9% | 1,499,942 | $26.00 | $39M | +519,000 | +$15M |
| BSX - Boston Scientific | 6.89% | Reduce −4.2% | 321,800 | $107.41 | $35M | −14,200 | +$669K |
| NTRA - Natera | 6.71% | Add +67.2% | 199,300 | $168.94 | $34M | +80,100 | +$17M |
| DNTH - Dianthus Therapeutics | 6.47% | Add +1.3% | 1,742,902 | $18.63 | $32M | +22,000 | +$1M |
| Exact Sciences | 3.76% | Add +0.6% | 355,000 | $53.14 | $19M | +2,000 | +$4M |
| THC - Tenet Healthcare | 3.72% | Add +47.2% | 106,000 | $176.00 | $19M | +34,000 | +$9M |
| DXCM - Dexcom | 3.66% | Add +16.9% | 210,500 | $87.29 | $18M | +30,500 | +$6M |
| DHR - Danaher | 3.53% | Add +101.6% | 89,700 | $197.54 | $18M | +45,200 | +$9M |
| HNGE — · CL A | 3.32% | New | 322,344 | $51.75 | $17M | +322,344 | +$17M |
| INTU - Intuitive Surgival | 2.93% | New | 27,100 | $543.41 | $15M | +27,100 | +$15M |
| GMAB - Genmab A/S | 2.68% | New | 650,000 | $20.66 | $13M | +650,000 | +$13M |
| RGEN - Repligen | 2.64% | New | 106,500 | $124.38 | $13M | +106,500 | +$13M |
| TMO - Thermo Fisher Scientific | 2.39% | Add +91.0% | 29,600 | $405.46 | $12M | +14,100 | +$4M |
| TEVA - Teva Pharmaceutical Inds | 2.30% | Add +43.3% | 689,500 | $16.76 | $12M | +208,500 | +$4M |
| JBIO - Jade Biosciences | 2.24% | New | 1,127,186 | $9.99 | $11M | +1,127,186 | +$11M |
| PHAT - Phathom Pharmaceuticals | 2.03% | Add +33.1% | 1,064,500 | $9.59 | $10M | +264,500 | +$5M |
| UNH - Unitedhealth Group | 1.99% | Reduce −36.6% | 32,000 | $311.97 | $10M | −18,500 | −$16M |
| MCK - Mckesson | 1.97% | New | 13,500 | $732.78 | $10M | +13,500 | +$10M |
| AXSM - Axsome Therapeutics | 1.97% | Add +22.7% | 94,500 | $104.39 | $10M | +17,500 | +$884K |
| COR - Cencora | 1.96% | Reduce −16.5% | 32,800 | $299.85 | $10M | −6,500 | −$1M |
| HQY - Healthequity | 1.92% | Add +17.9% | 92,000 | $104.76 | $10M | +14,000 | +$3M |
| EHC - Encompass Health | 1.81% | New | 74,000 | $122.63 | $9M | +74,000 | +$9M |
| RVMD - Revolution Medicines | 1.68% | Add +7.3% | 228,600 | $36.79 | $8M | +15,600 | +$879K |
| Akero Therapeutics | 1.42% | Add +135.1% | 134,000 | $53.36 | $7M | +77,000 | +$5M |
| Omada Health | 1.42% | New | 390,600 | $18.30 | $7M | +390,600 | +$7M |
| BEAM - Beam Therapeutics | 1.39% | Reduce −42.3% | 409,400 | $17.01 | $7M | −300,117 | −$7M |
| HUM - Humana | 1.34% | Reduce −65.9% | 27,600 | $244.48 | $7M | −53,400 | −$15M |
| CATX - Perspective Therapeutics | 1.27% | Reduce −15.4% | 1,858,596 | $3.44 | $6M | −338,674 | +$2M |
| OGN - Organon & | 1.23% | Add +19.6% | 640,000 | $9.68 | $6M | +105,000 | −$2M |
| BBIO - Bridgebio Pharma | 1.20% | Add +86.7% | 140,000 | $43.18 | $6M | +65,000 | +$3M |
| INSM - Insmed | 1.18% | Reduce −44.9% | 59,000 | $100.64 | $6M | −48,000 | −$2M |
| MDGL - Madrigal Pharmaceuticals | 1.15% | New | 19,000 | $302.64 | $6M | +19,000 | +$6M |
| RARE — | 1.12% | Reduce −52.2% | 154,000 | $36.36 | $6M | −168,100 | −$6M |
| CNTX - Context Therapeutics | 0.98% | Add 0.0% | 7,477,255 | $0.6552 | $5M | +55 | +$323K |
| ORKA - Oruka Therapeutics | 0.79% | Hold | 352,124 | $11.21 | $4M | — | — |
| VTLUSD - Immunic | 0.78% | Add +26.1% | 5,615,811 | $0.6975 | $4M | +1,161,403 | −$938K |
| ARQT - Arcutis Biotherapeutics | 0.75% | New | 268,000 | $14.02 | $4M | +268,000 | +$4M |
| DOCS - Doximity · CL A | 0.73% | Reduce −51.0% | 60,000 | $61.34 | $4M | −62,500 | −$3M |
| XENE - Xenon Pharmaceuticals | 0.67% | Reduce −52.9% | 107,891 | $31.30 | $3M | −121,109 | −$4M |
| Verona Pharma | 0.64% | New | 33,800 | $94.58 | $3M | +33,800 | +$3M |
| QURE - Uniqure | 0.57% | Reduce −38.4% | 207,000 | $13.94 | $3M | −129,200 | −$678K |
| APGE - Apogee Therapeutics | 0.56% | New | 65,000 | $43.43 | $3M | +65,000 | +$3M |
| SLNOEUR - Soleno Therapeutics | 0.53% | Hold | 32,000 | $83.78 | $3M | — | — |
| CAH - Cardinal Health | 0.50% | New | 15,000 | $168.00 | $3M | +15,000 | +$3M |
| SPRY - Ars Pharmaceuticals | 0.49% | New | 140,000 | $17.45 | $2M | +140,000 | +$2M |
| Kezar Life Sciences | 0.46% | Hold | 502,600 | $4.58 | $2M | — | — |
| INTC - Intellia Therapeutics | 0.43% | New | 232,000 | $9.38 | $2M | +232,000 | +$2M |
| MLTX - Moonlake Immunotherapeutics | 0.37% | New | 39,000 | $47.20 | $2M | +39,000 | +$2M |
| ARVN - Arvinas | 0.36% | Reduce −41.1% | 243,162 | $7.36 | $2M | −170,000 | −$1M |
| SNDX - Syndax Pharmaceuticals | 0.28% | Reduce −83.8% | 150,000 | $9.36 | $1M | −775,000 | −$10M |
| SCYXEUR - Scynexis | 0.17% | Hold | 1,228,910 | $0.6748 | $829K | — | — |
| KPTI - Karyopharm Therapeutics | 0.12% | Hold | 134,566 | $4.31 | $580K | — | — |
| ALT - Altimmune | 0.08% | New | 105,000 | $3.87 | $406K | +105,000 | +$406K |
| ELVN - Enliven Therapeutics | 0.05% | Hold | 11,300 | $20.06 | $227K | — | — |
| Holding | 0.01% | Hold | 138,000 | $0.3811 | $53K | — | — |
Showing top 50 of 55 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| REGN - Regeneron Pharmaceuticals | 3.07% | Exit | 0 | $634.21 | $16M | −25,400 | −$16M |
| GKOS - Glaukos | 2.51% | Exit | 0 | $98.42 | $13M | −134,000 | −$13M |
| JAZZ - Jazz Pharmaceuticals | 1.89% | Exit | 0 | $124.15 | $10M | −80,000 | −$10M |
| NBIX - Neurocrine Biosciences | 1.81% | Exit | 0 | $110.60 | $9M | −85,700 | −$9M |
| XBI - Spdr Ser Tr | 1.45% | Exit | 0 | $81.10 | $8M | −94,000 | −$8M |
| CNTA - Centessa Pharmaceuticals | 1.45% | Exit | 0 | $14.38 | $8M | −529,000 | −$8M |
| AVTR - Avantor | 1.40% | Exit | 0 | $16.21 | $7M | −453,000 | −$7M |
| IDYA - Ideaya Biosciences | 1.39% | Exit | 0 | $16.38 | $7M | −445,000 | −$7M |
| Janux Therapeutics | 1.33% | Exit | 0 | $27.00 | $7M | −258,000 | −$7M |
| Blueprint Medicines | 1.16% | Exit | 0 | $88.51 | $6M | −68,500 | −$6M |
| UTHR - United Therapeutics | 0.99% | Exit | 0 | $308.27 | $5M | −16,800 | −$5M |
| BRKR - Bruker | 0.91% | Exit | 0 | $41.74 | $5M | −115,000 | −$5M |
| BHVN - Biohaven | 0.66% | Exit | 0 | $24.04 | $3M | −145,000 | −$3M |
| ACAD - Acadia Pharmaceuticals | 0.54% | Exit | 0 | $16.61 | $3M | −169,000 | −$3M |
| RPRX - Royalty Pharma · CLASS A | 0.52% | Exit | 0 | $31.13 | $3M | −87,000 | −$3M |
| CAPR — | 0.43% | Exit | 0 | $9.49 | $2M | −239,000 | −$2M |
| LXEO - Lexeo Therapeutics | 0.43% | Exit | 0 | $3.47 | $2M | −645,000 | −$2M |
| Vera Therapeutics · CL A | 0.42% | Exit | 0 | $24.02 | $2M | −91,000 | −$2M |
| Regenxbio | 0.35% | Exit | 0 | $7.15 | $2M | −260,000 | −$2M |
| IONS - Ionis Pharmaceuticals | 0.35% | Exit | 0 | $30.17 | $2M | −60,000 | −$2M |
| MIRM - Mirum Pharmaceuticals | 0.34% | Exit | 0 | $45.05 | $2M | −40,000 | −$2M |
| NAMS - Newamsterdam Pharma | 0.27% | Exit | 0 | $20.47 | $1M | −68,000 | −$1M |
| Agilon Health | 0.25% | Exit | 0 | $4.33 | $1M | −305,100 | −$1M |
| PCVX - Vaxcyte | 0.17% | Exit | 0 | $37.74 | $868K | −23,000 | −$868K |
| Hyperfine · CL A | 0.03% | Exit | 0 | $0.7157 | $159K | −222,174 | −$159K |
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