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 | 25.01% | Reduce −34.3% | 2,104,184 | $41.21 | $87M | −1,100,000 | −$39M |
| CGON - Cg Oncology | 17.64% | Reduce −8.0% | 1,472,699 | $41.52 | $61M | −128,200 | −$3M |
| JBIO - Jade Biosciences | 6.23% | Add +24.3% | 1,400,708 | $15.43 | $22M | +273,522 | +$12M |
| ORKA - Oruka Therapeutics | 5.77% | Hold | 660,424 | $30.31 | $20M | — | — |
| TEVA - Teva Pharmaceutical Inds | 3.76% | Reduce −18.2% | 417,300 | $31.21 | $13M | −92,700 | +$3M |
| BSX - Boston Scientific | 3.15% | Reduce −30.3% | 114,500 | $95.35 | $11M | −49,800 | −$5M |
| MDT - Medtronic | 2.98% | Reduce −43.5% | 107,600 | $96.06 | $10M | −83,000 | −$8M |
| CATX - Perspective Therapeutics | 2.55% | Add +7.2% | 3,210,733 | $2.75 | $9M | +216,700 | −$1M |
| ALNY - Alnylam Pharmaceuticals | 2.41% | New | 21,000 | $397.65 | $8M | +21,000 | +$8M |
| RGEN - Repligen | 2.38% | Add +115.9% | 50,300 | $163.86 | $8M | +27,000 | +$5M |
| CNTX - Context Therapeutics | 2.33% | Reduce −38.7% | 5,504,855 | $1.47 | $8M | −3,477,000 | −$609K |
| MCK - Mckesson | 2.25% | Add +64.1% | 9,520 | $820.29 | $8M | +3,720 | +$3M |
| ICLR - ICON | 1.74% | New | 33,100 | $182.22 | $6M | +33,100 | +$6M |
| A - Agilent Technologies | 1.63% | New | 41,500 | $136.07 | $6M | +41,500 | +$6M |
| PFE - Pfizer | 1.46% | Reduce −44.4% | 203,600 | $24.90 | $5M | −162,800 | −$4M |
| CNC - Centene Del | 1.42% | New | 119,400 | $41.15 | $5M | +119,400 | +$5M |
| KVUE - Kenvue | 1.16% | Reduce −12.2% | 232,800 | $17.25 | $4M | −32,400 | −$288K |
| DHR - Danaher | 1.12% | Reduce −68.9% | 17,000 | $228.92 | $4M | −37,700 | −$7M |
| TMO - Thermo Fisher Scientific | 1.12% | Reduce −64.6% | 6,700 | $579.45 | $4M | −12,200 | −$5M |
| NVO - Novo-Nordisk A S | 0.99% | New | 67,300 | $50.88 | $3M | +67,300 | +$3M |
| PHAT - Phathom Pharmaceuticals | 0.99% | Reduce −32.7% | 206,076 | $16.59 | $3M | −99,924 | −$183K |
| EHC - Encompass Health | 0.97% | Reduce −24.6% | 31,600 | $106.14 | $3M | −10,300 | −$2M |
| CI - The Cigna Group | 0.92% | Reduce −30.1% | 11,600 | $275.23 | $3M | −5,000 | −$2M |
| COR - Cencora | 0.92% | Reduce −50.5% | 9,400 | $337.75 | $3M | −9,600 | −$3M |
| INSM - Insmed | 0.89% | Add +52.6% | 17,700 | $174.04 | $3M | +6,100 | +$1M |
| WAT - Waters | 0.89% | New | 8,100 | $379.83 | $3M | +8,100 | +$3M |
| ACAD - Acadia Pharmaceuticals | 0.82% | Reduce −25.8% | 106,900 | $26.71 | $3M | −37,100 | −$218K |
| GMAB - Genmab A/S | 0.82% | Reduce −62.9% | 92,000 | $30.80 | $3M | −156,100 | −$5M |
| NTRA - Natera | 0.78% | Reduce −83.2% | 11,800 | $229.09 | $3M | −58,600 | −$9M |
| VTLUSD - Immunic | 0.72% | Hold | 4,699,411 | $0.5337 | $3M | — | — |
| ACHC — | 0.69% | New | 169,000 | $14.19 | $2M | +169,000 | +$2M |
| ITGR - Integer | 0.67% | New | 29,800 | $78.43 | $2M | +29,800 | +$2M |
| ELVN - Enliven Therapeutics | 0.62% | Hold | 140,300 | $15.40 | $2M | — | — |
| PVLA — | 0.58% | New | 19,300 | $104.67 | $2M | +19,300 | +$2M |
| HQY - Healthequity | 0.45% | Reduce −33.2% | 16,900 | $91.61 | $2M | −8,400 | −$849K |
| SCYXEUR - Scynexis | 0.38% | Reduce −37.9% | 2,081,660 | $0.6324 | $1M | −1,268,868 | −$1M |
| IQV - IQVIA | 0.29% | New | 4,400 | $225.41 | $992K | +4,400 | +$992K |
| KPTI - Karyopharm Therapeutics | 0.29% | Hold | 134,566 | $7.36 | $990K | — | — |
| CORT - Corcept Therapeutics | 0.22% | New | 22,000 | $34.80 | $766K | +22,000 | +$766K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BMY - Bristol-Myers Squibb | 2.64% | Exit | 0 | $45.10 | $12M | −257,600 | −$12M |
| Metsera | 1.67% | Exit | 0 | $52.33 | $7M | −140,500 | −$7M |
| UNH - Unitedhealth Group | 1.40% | Exit | 0 | $345.28 | $6M | −17,800 | −$6M |
| ARVN - Arvinas | 1.35% | Exit | 0 | $8.52 | $6M | −698,363 | −$6M |
| JNJ - Johnson & Johnson | 1.13% | Exit | 0 | $185.41 | $5M | −26,800 | −$5M |
| ABBV - Abbvie | 1.04% | Exit | 0 | $231.52 | $5M | −19,800 | −$5M |
| CARL - Carlsmed | 0.98% | Exit | 0 | $13.39 | $4M | −321,912 | −$4M |
| ARQT - Arcutis Biotherapeutics | 0.92% | Exit | 0 | $18.85 | $4M | −214,400 | −$4M |
| Exact Sciences | 0.92% | Exit | 0 | $54.71 | $4M | −73,600 | −$4M |
| ASND - Ascendis Pharma A/S | 0.66% | Exit | 0 | $198.83 | $3M | −14,500 | −$3M |
| BEAM - Beam Therapeutics | 0.62% | Exit | 0 | $24.27 | $3M | −112,000 | −$3M |
| WVE - Wave Life Sciences | 0.50% | Exit | 0 | $7.32 | $2M | −297,500 | −$2M |
| XENE - Xenon Pharmaceuticals | 0.49% | Exit | 0 | $40.15 | $2M | −53,400 | −$2M |
| Akero Therapeutics | 0.44% | Exit | 0 | $47.48 | $2M | −40,500 | −$2M |
| Immuneering · CLASS A | 0.14% | Exit | 0 | $7.00 | $636K | −90,900 | −$636K |
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