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 | 28.70% | Add +83.8% | 3,204,184 | $39.35 | $126M | +1,461,282 | +$94M |
| CGON - Cg Oncology | 14.68% | Add +6.7% | 1,600,899 | $40.28 | $64M | +100,957 | +$25M |
| MDT - Medtronic | 4.13% | New | 190,600 | $95.24 | $18M | +190,600 | +$18M |
| BSX - Boston Scientific | 3.65% | Reduce −48.9% | 164,300 | $97.63 | $16M | −157,500 | −$19M |
| ORKA - Oruka Therapeutics | 2.89% | Add +87.6% | 660,424 | $19.23 | $13M | +308,300 | +$9M |
| BMY - Bristol-Myers Squibb | 2.64% | New | 257,600 | $45.10 | $12M | +257,600 | +$12M |
| NTRA - Natera | 2.58% | Reduce −64.7% | 70,400 | $160.97 | $11M | −128,900 | −$22M |
| DHR - Danaher | 2.47% | Reduce −39.0% | 54,700 | $198.26 | $11M | −35,000 | −$7M |
| TEVA - Teva Pharmaceutical Inds | 2.34% | Reduce −26.0% | 510,000 | $20.20 | $10M | −179,500 | −$1M |
| CATX - Perspective Therapeutics | 2.34% | Add +61.1% | 2,994,033 | $3.43 | $10M | +1,135,437 | +$4M |
| JBIO - Jade Biosciences | 2.21% | Hold | 1,127,186 | $8.63 | $10M | — | — |
| PFE - Pfizer | 2.12% | New | 366,400 | $25.48 | $9M | +366,400 | +$9M |
| TMO - Thermo Fisher Scientific | 2.09% | Reduce −36.1% | 18,900 | $485.02 | $9M | −10,700 | −$3M |
| CNTX - Context Therapeutics | 1.98% | Add +20.1% | 8,981,855 | $0.9688 | $9M | +1,504,600 | +$4M |
| GMAB - Genmab A/S | 1.73% | Reduce −61.8% | 248,100 | $30.67 | $8M | −401,900 | −$6M |
| Metsera | 1.67% | New | 140,500 | $52.33 | $7M | +140,500 | +$7M |
| UNH - Unitedhealth Group | 1.40% | Reduce −44.4% | 17,800 | $345.30 | $6M | −14,200 | −$4M |
| ARVN - Arvinas | 1.35% | Add +187.2% | 698,363 | $8.52 | $6M | +455,201 | +$4M |
| COR - Cencora | 1.35% | Reduce −42.1% | 19,000 | $312.53 | $6M | −13,800 | −$4M |
| EHC - Encompass Health | 1.21% | Reduce −43.4% | 41,900 | $127.02 | $5M | −32,100 | −$4M |
| JNJ - Johnson & Johnson | 1.13% | New | 26,800 | $185.42 | $5M | +26,800 | +$5M |
| CI - The Cigna Group | 1.09% | New | 16,600 | $288.25 | $5M | +16,600 | +$5M |
| ABBV - Abbvie | 1.04% | New | 19,800 | $231.54 | $5M | +19,800 | +$5M |
| MCK - Mckesson | 1.02% | Reduce −57.0% | 5,800 | $772.54 | $4M | −7,700 | −$5M |
| CARL - Carlsmed | 0.98% | New | 321,912 | $13.39 | $4M | +321,912 | +$4M |
| KVUE - Kenvue | 0.98% | New | 265,200 | $16.23 | $4M | +265,200 | +$4M |
| VTLUSD - Immunic | 0.94% | Reduce −16.3% | 4,699,411 | $0.8816 | $4M | −916,400 | +$226K |
| ARQT - Arcutis Biotherapeutics | 0.92% | Reduce −20.0% | 214,400 | $18.85 | $4M | −53,600 | +$284K |
| Exact Sciences | 0.92% | Reduce −79.3% | 73,600 | $54.71 | $4M | −281,400 | −$15M |
| PHAT - Phathom Pharmaceuticals | 0.82% | Reduce −71.3% | 306,000 | $11.77 | $4M | −758,500 | −$7M |
| RGEN - Repligen | 0.71% | Reduce −78.1% | 23,300 | $133.67 | $3M | −83,200 | −$10M |
| ACAD - Acadia Pharmaceuticals | 0.70% | New | 144,000 | $21.34 | $3M | +144,000 | +$3M |
| ASND - Ascendis Pharma A/S | 0.66% | New | 14,500 | $198.81 | $3M | +14,500 | +$3M |
| ELVN - Enliven Therapeutics | 0.65% | Add +1141.6% | 140,300 | $20.47 | $3M | +129,000 | +$3M |
| BEAM - Beam Therapeutics | 0.62% | Reduce −72.6% | 112,000 | $24.27 | $3M | −297,400 | −$4M |
| SCYXEUR - Scynexis | 0.59% | Add +172.6% | 3,350,528 | $0.7700 | $3M | +2,121,618 | +$2M |
| HQY - Healthequity | 0.55% | Reduce −72.5% | 25,300 | $94.77 | $2M | −66,700 | −$7M |
| WVE - Wave Life Sciences | 0.50% | New | 297,500 | $7.32 | $2M | +297,500 | +$2M |
| XENE - Xenon Pharmaceuticals | 0.49% | Reduce −50.5% | 53,400 | $40.15 | $2M | −54,491 | −$1M |
| Akero Therapeutics | 0.44% | Reduce −69.8% | 40,500 | $47.48 | $2M | −93,500 | −$5M |
| INSM - Insmed | 0.38% | Reduce −80.3% | 11,600 | $144.01 | $2M | −47,400 | −$4M |
| KPTI - Karyopharm Therapeutics | 0.20% | Hold | 134,566 | $6.54 | $880K | — | — |
| Immuneering · CLASS A | 0.14% | New | 90,900 | $7.00 | $636K | +90,900 | +$636K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| THC - Tenet Healthcare | 3.72% | Exit | 0 | $176.00 | $19M | −106,000 | −$19M |
| DXCM - Dexcom | 3.66% | Exit | 0 | $87.29 | $18M | −210,500 | −$18M |
| HNGE — · CL A | 3.32% | Exit | 0 | $51.75 | $17M | −322,344 | −$17M |
| INTU - Intuitive Surgival | 2.93% | Exit | 0 | $543.39 | $15M | −27,100 | −$15M |
| AXSM - Axsome Therapeutics | 1.97% | Exit | 0 | $104.39 | $10M | −94,500 | −$10M |
| RVMD - Revolution Medicines | 1.68% | Exit | 0 | $36.79 | $8M | −228,600 | −$8M |
| Omada Health | 1.42% | Exit | 0 | $18.30 | $7M | −390,600 | −$7M |
| HUM - Humana | 1.34% | Exit | 0 | $244.49 | $7M | −27,600 | −$7M |
| OGN - Organon & | 1.23% | Exit | 0 | $9.68 | $6M | −640,000 | −$6M |
| BBIO - Bridgebio Pharma | 1.20% | Exit | 0 | $43.18 | $6M | −140,000 | −$6M |
| MDGL - Madrigal Pharmaceuticals | 1.15% | Exit | 0 | $302.63 | $6M | −19,000 | −$6M |
| RARE — | 1.12% | Exit | 0 | $36.36 | $6M | −154,000 | −$6M |
| DOCS - Doximity · CL A | 0.73% | Exit | 0 | $61.33 | $4M | −60,000 | −$4M |
| Verona Pharma | 0.64% | Exit | 0 | $94.59 | $3M | −33,800 | −$3M |
| QURE - Uniqure | 0.57% | Exit | 0 | $13.94 | $3M | −207,000 | −$3M |
| APGE - Apogee Therapeutics | 0.56% | Exit | 0 | $43.43 | $3M | −65,000 | −$3M |
| SLNOEUR - Soleno Therapeutics | 0.53% | Exit | 0 | $83.78 | $3M | −32,000 | −$3M |
| CAH - Cardinal Health | 0.50% | Exit | 0 | $168.00 | $3M | −15,000 | −$3M |
| SPRY - Ars Pharmaceuticals | 0.49% | Exit | 0 | $17.45 | $2M | −140,000 | −$2M |
| Kezar Life Sciences | 0.46% | Exit | 0 | $4.58 | $2M | −502,600 | −$2M |
| INTC - Intellia Therapeutics | 0.43% | Exit | 0 | $9.38 | $2M | −232,000 | −$2M |
| MLTX - Moonlake Immunotherapeutics | 0.37% | Exit | 0 | $47.21 | $2M | −39,000 | −$2M |
| SNDX - Syndax Pharmaceuticals | 0.28% | Exit | 0 | $9.37 | $1M | −150,000 | −$1M |
| ALT - Altimmune | 0.08% | Exit | 0 | $3.87 | $406K | −105,000 | −$406K |
| Holding | 0.01% | Exit | 0 | $0.3841 | $53K | −138,000 | −$53K |
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