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
Latest book
| DNTH - Dianthus Therapeutics | 32.85% | Hold | 2,104,184 | $97.48 | $205M | — | — |
| CGON - Cg Oncology | 15.92% | Add +8.5% | 1,398,948 | $71.05 | $99M | +110,000 | +$12M |
| ORKA - Oruka Therapeutics | 11.59% | Hold | 760,424 | $95.17 | $72M | — | — |
| JBIO - Jade Biosciences | 6.05% | Add +21.4% | 1,700,708 | $22.22 | $38M | +300,000 | +$18M |
| ELVN - Enliven Therapeutics | 4.47% | Add +37.5% | 550,000 | $50.75 | $28M | +150,000 | +$12M |
| CATX - Perspective Therapeutics | 3.44% | Add +4.1% | 6,299,999 | $3.41 | $21M | +250,000 | −$4M |
| AKTS - Aktis Oncology | 2.50% | Add +3.3% | 484,200 | $32.23 | $16M | +15,634 | +$7M |
| PVLA — | 1.71% | Hold | 70,000 | $152.82 | $11M | — | — |
| MOBI - Mobia Med | 1.71% | New | 798,282 | $13.40 | $11M | +798,282 | +$11M |
| RGEN - Repligen | 1.70% | Hold | 77,800 | $136.44 | $11M | — | — |
| Immunic | 1.65% | New | 669,941 | $15.37 | $10M | +669,941 | +$10M |
| Senseonics | 1.46% | New | 1,600,000 | $5.68 | $9M | +1,600,000 | +$9M |
| KPTI - Karyopharm Therapeutics | 1.45% | Add +99.4% | 924,487 | $9.77 | $9M | +460,746 | +$6M |
| TEVA - Teva Pharmaceutical Inds | 1.09% | Reduce −55.6% | 200,000 | $33.88 | $7M | −250,100 | −$7M |
| DXCM - Dexcom | 1.08% | Add +11.1% | 100,000 | $67.35 | $7M | +10,000 | +$1M |
| TEM - Tempus Ai · CL A | 0.97% | Add +320.0% | 105,000 | $57.93 | $6M | +80,000 | +$5M |
| MDT - Medtronic | 0.88% | Reduce −30.0% | 70,000 | $78.23 | $5M | −30,000 | −$3M |
| VIR - Vir Biotechnology | 0.85% | Reduce −45.3% | 519,300 | $10.19 | $5M | −430,700 | −$3M |
| GPCR - Structure Therapeutics | 0.84% | Add +226.7% | 98,000 | $53.67 | $5M | +68,000 | +$4M |
| EHC - Encompass Health | 0.68% | Hold | 42,000 | $101.08 | $4M | — | — |
| TENX - Tenax Therapeutics | 0.62% | Add +23.2% | 265,934 | $14.55 | $4M | +50,000 | +$417K |
| Nuvectis Pharma | 0.59% | New | 200,000 | $18.39 | $4M | +200,000 | +$4M |
| PODD - Insulet | 0.59% | New | 24,000 | $152.25 | $4M | +24,000 | +$4M |
| BSX - Boston Scientific | 0.55% | Add +33.3% | 80,000 | $42.68 | $3M | +20,000 | −$351K |
| MSLE - Satellos Bioscience | 0.48% | Hold | 387,769 | $7.78 | $3M | — | — |
| ALMR - Alamar Biosciences | 0.48% | New | 110,000 | $27.09 | $3M | +110,000 | +$3M |
| CNTX - Context Therapeutics | 0.44% | Hold | 4,998,267 | $0.5539 | $3M | — | — |
| GILD - Gilead Sciences | 0.40% | Hold | 20,000 | $126.34 | $3M | — | — |
| CRL - Charles Riv Labs Intl | 0.36% | New | 10,000 | $226.79 | $2M | +10,000 | +$2M |
| PHAT - Phathom Pharmaceuticals | 0.35% | Reduce −19.8% | 200,000 | $10.85 | $2M | −49,390 | −$601K |
| Avalyn Pharmaceuticals | 0.32% | New | 60,000 | $32.92 | $2M | +60,000 | +$2M |
| KLRA - Kailera Therapeutics | 0.28% | New | 80,000 | $22.03 | $2M | +80,000 | +$2M |
| GMAB - Genmab A/S | 0.22% | Hold | 50,000 | $27.47 | $1M | — | — |
| INTC - Intellia Therapeutics | 0.20% | Hold | 75,000 | $16.92 | $1M | — | — |
| CRVS - Corvus Pharmaceuticals | 0.19% | Reduce −30.4% | 80,000 | $14.94 | $1M | −35,000 | −$487K |
| Oddity Tech · CL A | 0.17% | Hold | 70,000 | $15.13 | $1M | — | — |
| Scynexis | 0.17% | New | 260,206 | $4.07 | $1M | +260,206 | +$1M |
| Evommune | 0.16% | New | 75,000 | $13.29 | $997K | +75,000 | +$997K |
| ABT - Abbott Laboratories | 0.15% | New | 10,000 | $90.74 | $907K | +10,000 | +$907K |
| BBIO - Bridgebio Pharma | 0.12% | New | 10,000 | $74.48 | $745K | +10,000 | +$745K |
| PTON - Peloton Interactive · CL A | 0.09% | Reduce −50.0% | 100,000 | $5.91 | $591K | −100,000 | −$267K |
| Legend Biotech | 0.07% | New | 15,000 | $28.88 | $433K | +15,000 | +$433K |
| BBOT — | 0.05% | Hold | 43,853 | $7.62 | $334K | — | — |
| Savara | 0.05% | New | 50,000 | $6.16 | $308K | +50,000 | +$308K |
| TRVI - Trevi Therapeutics | 0.02% | Hold | 6,660 | $18.65 | $124K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| VTLUSD - Immunic | 1.51% | Exit | 0 | $1.11 | $7M | −6,699,411 | −$7M |
| CNC - Centene | 0.46% | Exit | 0 | $32.74 | $2M | −70,000 | −$2M |
| SCYXEUR - Scynexis | 0.39% | Exit | 0 | $0.9171 | $2M | −2,081,660 | −$2M |
| NTRA - Natera | 0.36% | Exit | 0 | $200.00 | $2M | −9,000 | −$2M |
| ICLR - ICON | 0.36% | Exit | 0 | $110.69 | $2M | −16,000 | −$2M |
| KVUE - Kenvue Ord | 0.35% | Exit | 0 | $17.24 | $2M | −100,000 | −$2M |
| HIMS - Hims & Hers Health · CL A | 0.32% | Exit | 0 | $20.76 | $2M | −75,000 | −$2M |
| RVMD - Revolution Medicines | 0.30% | Exit | 0 | $97.27 | $1M | −15,000 | −$1M |
| CORT - Corcept Thera | 0.24% | Exit | 0 | $40.30 | $1M | −30,000 | −$1M |
| ABVX - Abivax Sa- | 0.23% | Exit | 0 | $111.40 | $1M | −10,000 | −$1M |
| UNH - Unitedhealth Grp | 0.21% | Exit | 0 | $270.53 | $1M | −3,800 | −$1M |
| MLTX - Moonlake Immunotherapeutics · CLASS A | 0.19% | Exit | 0 | $18.64 | $932K | −50,000 | −$932K |
| AVR - Anteris Technologies Global | 0.17% | Exit | 0 | $5.55 | $833K | −150,000 | −$833K |
| ABUS - Arbutus Biopharma | 0.11% | Exit | 0 | $4.50 | $563K | −125,000 | −$563K |
| ACAD - Acadia Pharm | 0.06% | Exit | 0 | $22.29 | $289K | −12,967 | −$289K |
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