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 | 41.81% | Hold | 2,104,184 | $87.80 | $185M | — | — |
| ORKA - Oruka Therapeutics | 11.77% | Add +15.1% | 760,424 | $68.41 | $52M | +100,000 | +$32M |
| JBIO - Jade Biosciences | 7.73% | Hold | 1,400,708 | $24.40 | $34M | — | — |
| CATX - Perspective Therapeutics | 5.34% | Add +88.4% | 6,049,999 | $3.90 | $24M | +2,839,266 | +$15M |
| ELVN - Enliven Therapeutics | 3.73% | Add +185.1% | 400,000 | $41.23 | $16M | +259,700 | +$14M |
| CNTX - Context Therapeutics | 2.67% | Reduce −9.2% | 4,998,267 | $2.36 | $12M | −506,588 | +$4M |
| RGEN - Repligen | 2.08% | Add +54.7% | 77,800 | $118.31 | $9M | +27,500 | +$962K |
| PVLA — | 2.03% | Add +262.7% | 70,000 | $128.32 | $9M | +50,700 | +$7M |
| AKTS - Aktis Oncology | 1.99% | New | 468,566 | $18.75 | $9M | +468,566 | +$9M |
| MDT - Medtronic | 1.83% | Reduce −7.1% | 100,000 | $80.97 | $8M | −7,600 | −$2M |
| TEVA - Teva Pharmaceutical Inds | 1.59% | Reduce −52.1% | 200,000 | $35.07 | $7M | −217,300 | −$6M |
| VTLUSD - Immunic | 1.46% | Reduce −85.7% | 669,941 | $9.62 | $6M | −4,029,470 | +$4M |
| VIR - Vir Biotechnology | 1.43% | New | 619,300 | $10.22 | $6M | +619,300 | +$6M |
| DXCM - Dexcom | 1.35% | New | 100,000 | $59.55 | $6M | +100,000 | +$6M |
| HUM - Humana | 1.34% | New | 25,000 | $236.44 | $6M | +25,000 | +$6M |
| EHC - Encompass Health | 0.95% | Add +32.9% | 42,000 | $100.00 | $4M | +10,400 | +$846K |
| KPTI - Karyopharm Therapeutics | 0.87% | Add +244.6% | 463,741 | $8.31 | $4M | +329,175 | +$3M |
| TEM - Tempus Ai · CL A | 0.82% | New | 65,000 | $55.48 | $4M | +65,000 | +$4M |
| TENX - Tenax Therapeutics | 0.79% | New | 265,934 | $13.11 | $3M | +265,934 | +$3M |
| BSX - Boston Scientific | 0.78% | Reduce −47.6% | 60,000 | $57.61 | $3M | −54,500 | −$7M |
| MSLE - Satellos Bioscience | 0.70% | New | 387,769 | $7.95 | $3M | +387,769 | +$3M |
| PHAT - Phathom Pharmaceuticals | 0.63% | Add +21.0% | 249,390 | $11.20 | $3M | +43,314 | −$626K |
| GILD - Gilead Sciences | 0.59% | New | 20,000 | $130.84 | $3M | +20,000 | +$3M |
| GPCR - Structure Therapeutics | 0.45% | New | 48,000 | $41.45 | $2M | +48,000 | +$2M |
| SCYXEUR - Scynexis | 0.44% | Hold | 2,081,660 | $0.9300 | $2M | — | — |
| ICLR - ICON | 0.43% | Reduce −51.7% | 16,000 | $118.33 | $2M | −17,100 | −$4M |
| NTRA - Natera | 0.42% | Reduce −23.7% | 9,000 | $206.16 | $2M | −2,800 | −$848K |
| CRVS - Corvus Pharmaceuticals | 0.40% | New | 115,000 | $15.19 | $2M | +115,000 | +$2M |
| PODD - Insulet | 0.39% | New | 10,000 | $172.14 | $2M | +10,000 | +$2M |
| CRL - Charles Riv Labs Intl | 0.38% | New | 10,000 | $166.97 | $2M | +10,000 | +$2M |
| CORT - Corcept Therapeutics | 0.32% | Add +36.4% | 30,000 | $46.52 | $1M | +8,000 | +$630K |
| HIMS - Hims & Hers Health · CL A | 0.31% | New | 50,000 | $27.17 | $1M | +50,000 | +$1M |
| GMAB - Genmab A/S | 0.30% | Reduce −45.7% | 50,000 | $26.52 | $1M | −42,000 | −$2M |
| PTON - Peloton Interactive · CL A | 0.25% | New | 200,000 | $5.45 | $1M | +200,000 | +$1M |
| INTC - Intellia Therapeutics | 0.23% | New | 75,000 | $13.48 | $1M | +75,000 | +$1M |
| Oddity Tech · CL A | 0.23% | New | 70,000 | $14.32 | $1M | +70,000 | +$1M |
| AVR - Anteris Technologies Global | 0.21% | New | 150,000 | $6.15 | $923K | +150,000 | +$923K |
| ABT - Abbott Laboratories | 0.21% | New | 10,000 | $90.79 | $908K | +10,000 | +$908K |
| MLTX - Moonlake Immunotherapeutics · CLASS A | 0.19% | New | 50,000 | $16.38 | $819K | +50,000 | +$819K |
| BBIO - Bridgebio Pharma | 0.16% | New | 10,000 | $71.11 | $711K | +10,000 | +$711K |
| ABUS - Arbutus Biopharma | 0.12% | New | 125,000 | $4.20 | $525K | +125,000 | +$525K |
| BBOT — | 0.08% | New | 43,853 | $8.41 | $369K | +43,853 | +$369K |
| Legend Biotech | 0.08% | New | 15,000 | $23.52 | $353K | +15,000 | +$353K |
| ACAD - Acadia Pharmaceuticals | 0.07% | Reduce −87.9% | 12,967 | $22.45 | $291K | −93,933 | −$3M |
| Savara | 0.06% | New | 50,000 | $5.24 | $262K | +50,000 | +$262K |
| TRVI - Trevi Therapeutics | 0.02% | New | 6,660 | $13.76 | $92K | +6,660 | +$92K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CGON - Cg Oncology | 17.64% | Exit | 0 | $41.52 | $61M | −1,472,699 | −$61M |
| ALNY - Alnylam Pharmaceuticals | 2.41% | Exit | 0 | $397.67 | $8M | −21,000 | −$8M |
| MCK - Mckesson | 2.25% | Exit | 0 | $820.27 | $8M | −9,520 | −$8M |
| A - Agilent Technologies | 1.63% | Exit | 0 | $136.07 | $6M | −41,500 | −$6M |
| PFE - Pfizer | 1.46% | Exit | 0 | $24.90 | $5M | −203,600 | −$5M |
| CNC - Centene Del | 1.42% | Exit | 0 | $41.15 | $5M | −119,400 | −$5M |
| KVUE - Kenvue | 1.16% | Exit | 0 | $17.25 | $4M | −232,800 | −$4M |
| DHR - Danaher | 1.12% | Exit | 0 | $228.94 | $4M | −17,000 | −$4M |
| TMO - Thermo Fisher Scientific | 1.12% | Exit | 0 | $579.40 | $4M | −6,700 | −$4M |
| NVO - Novo-Nordisk A S | 0.99% | Exit | 0 | $50.88 | $3M | −67,300 | −$3M |
| CI - The Cigna Group | 0.92% | Exit | 0 | $275.26 | $3M | −11,600 | −$3M |
| COR - Cencora | 0.92% | Exit | 0 | $337.77 | $3M | −9,400 | −$3M |
| INSM - Insmed | 0.89% | Exit | 0 | $174.07 | $3M | −17,700 | −$3M |
| WAT - Waters | 0.89% | Exit | 0 | $379.88 | $3M | −8,100 | −$3M |
| ACHC — | 0.69% | Exit | 0 | $14.19 | $2M | −169,000 | −$2M |
| ITGR - Integer | 0.67% | Exit | 0 | $78.42 | $2M | −29,800 | −$2M |
| HQY - Healthequity | 0.45% | Exit | 0 | $91.60 | $2M | −16,900 | −$2M |
| IQV - IQVIA | 0.29% | Exit | 0 | $225.45 | $992K | −4,400 | −$992K |
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