Avidity Partners Management LP
Net seller this quarter
$624M
45
-$449M
81.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DNTH | $205M | 32.85% | 3.84% | -50.0% | Q3 2023 |
 CGON | $99.4M | 15.92% | 1.58% | +8.5% | Q1 2024 |
 ORKA | $72.4M | 11.59% | 1.25% | -50.0% | Q3 2024 |
 JBIO | $37.8M | 6.05% | 2.68% | -39.3% | Q2 2025 |
 ELVN | $27.9M | 4.47% | 0.75% | -31.3% | Q1 2025 |
 CATX | $21.5M | 3.44% | 5.52% | -47.9% | Q2 2024 |
 AKTS | $15.6M | 2.50% | 0.91% | -48.3% | Q1 2026 |
 PVLA | $10.7M | 1.71% | 0.49% | -50.0% | Q4 2025 |
 MOBI | $10.7M | 1.71% | 2.40% | New | Q2 2026 |
 RGEN | $10.6M | 1.70% | 0.14% | -50.0% | Q2 2025 |
 IMUX | $10.3M | 1.65% | 4.91% | -9.1% | Q1 2024 |
 SENS | $9.09M | 1.46% | 3.03% | New | Q2 2026 |
 KPTI | $9.03M | 1.45% | 4.08% | -0.3% | Q4 2022 |
 TEVA | $6.78M | 1.09% | 0.02% | -69.2% | Q1 2025 |
 DXCM | $6.74M | 1.08% | 0.03% | -47.4% | Q3 2022 |
 TEM | $6.08M | 0.97% | Not reported | +16.7% | Q1 2026 |
 MDT | $5.48M | 0.88% | 0.01% | -65.0% | Q2 2020 |
 VIR | $5.29M | 0.85% | 0.31% | -66.9% | Q2 2020 |
 GPCR | $5.26M | 0.84% | 0.05% | +25.6% | Q2 2023 |
 EHC | $4.25M | 0.68% | 0.04% | -50.0% | Q2 2025 |
 TENX | $3.87M | 0.62% | 0.83% | -44.8% | Q1 2026 |
 NVCT | $3.68M | 0.59% | 0.75% | New | Q2 2026 |
 PODD | $3.65M | 0.59% | 0.03% | +140.0% | Q1 2026 |
 BSX | $3.41M | 0.55% | 0.01% | -33.3% | Q3 2020 |
 MSLE | $3.01M | 0.48% | 30.10% | -50.0% | Q1 2026 |
 ALMR | $2.98M | 0.48% | 0.16% | New | Q2 2026 |
 CNTX | $2.77M | 0.44% | 5.44% | -50.0% | Q2 2024 |
 GILD | $2.53M | 0.40% | 0.00% | -50.0% | Q2 2024 |
 CRL | $2.27M | 0.36% | 0.02% | Not reported | Q1 2026 |
 PHAT | $2.17M | 0.35% | 0.25% | -59.9% | Q4 2020 |
 AVLN | $1.98M | 0.32% | 0.14% | New | Q2 2026 |
 KLRA | $1.76M | 0.28% | 0.06% | New | Q2 2026 |
 GMAB | $1.37M | 0.22% | Not reported | -50.0% | Q2 2025 |
 NTLA | $1.27M | 0.20% | 0.05% | -50.0% | Q2 2020 |
 CRVS | $1.2M | 0.19% | 0.10% | -65.2% | Q1 2026 |
 ODD | $1.06M | 0.17% | Not reported | -50.0% | Q1 2026 |
 SCYX | $1.06M | 0.17% | 2.62% | -50.0% | Q4 2020 |
 EVMN | $997K | 0.16% | 0.21% | New | Q2 2026 |
 ABT | $907K | 0.15% | 0.00% | Not reported | Q1 2023 |
 BBIO | $745K | 0.12% | 0.01% | Not reported | Q1 2021 |
 PTON | $591K | 0.09% | Not reported | -75.0% | Q1 2026 |
 LEGN | $433K | 0.07% | 0.00% | Not reported | Q2 2020 |
 BBOT | $334K | 0.05% | 0.05% | -50.0% | Q1 2026 |
 SVRA | $308K | 0.05% | 0.02% | Not reported | Q1 2026 |
 TRVI | $124K | 0.02% | 0.00% | -50.0% | Q1 2026 |
| Q1 2026 | |||||
| DNTH | $361M | 38.62% | 7.71% | +100.0% | Q3 2023 |
| ORKA | $89.3M | 9.55% | 3.03% | +130.3% | Q3 2024 |
| CGON | $87.2M | 9.32% | 1.46% | -12.5% | Q1 2024 |
| JBIO | $53.9M | 5.76% | 5.68% | +100.0% | Q2 2025 |
| CATX | $48.8M | 5.22% | 10.61% | +276.9% | Q2 2024 |
| ELVN | $32.2M | 3.44% | 1.31% | +470.2% | Q1 2025 |
| CNTX | $24.9M | 2.66% | 10.88% | +81.6% | Q2 2024 |
| TEVA | $20.6M | 2.20% | 0.06% | +55.8% | Q1 2025 |
| RGEN | $18.4M | 1.96% | 0.28% | +209.3% | Q2 2025 |
| PVLA | $17.7M | 1.89% | 0.98% | +625.4% | Q4 2025 |
| AKTS | $17.2M | 1.83% | 1.75% | New | Q1 2026 |
| MDT | $16.8M | 1.79% | 0.02% | +85.9% | Q2 2020 |
| VIR | $14.8M | 1.59% | 0.97% | Not reported | Q2 2020 |
| IMUX | $13.9M | 1.48% | 54.10% | +56.8% | Q1 2024 |
| DXCM | $11.6M | 1.24% | 0.05% | Not reported | Q3 2022 |
| EHC | $8.26M | 0.88% | 0.08% | +165.8% | Q2 2025 |
| BSX | $7.22M | 0.77% | 0.01% | +4.8% | Q3 2020 |
| TENX | $6.94M | 0.74% | 1.99% | New | Q1 2026 |
| KPTI | $6.44M | 0.69% | 4.11% | +589.2% | Q4 2022 |
 HUM | $5.91M | 0.63% | 0.02% | Not reported | Q3 2020 |
| PHAT | $5.56M | 0.59% | 0.63% | +142.0% | Q4 2020 |
| GILD | $5.4M | 0.58% | 0.00% | Not reported | Q2 2024 |
| MSLE | $5.27M | 0.56% | 60.20% | New | Q1 2026 |
| TEM | $4.74M | 0.51% | Not reported | New | Q1 2026 |
| SCYX | $3.84M | 0.41% | 6.71% | +100.0% | Q4 2020 |
 ICLR | $3.66M | 0.39% | 0.04% | -3.3% | Q4 2022 |
 NTRA | $3.66M | 0.39% | 0.01% | +52.5% | Q3 2020 |
| GPCR | $3.44M | 0.37% | 0.04% | Not reported | Q2 2023 |
| CRVS | $3.43M | 0.37% | 0.27% | New | Q1 2026 |
 HIMS | $2.92M | 0.31% | Not reported | New | Q1 2026 |
| GMAB | $2.67M | 0.29% | Not reported | +8.7% | Q2 2025 |
 CORT | $2.6M | 0.28% | 0.06% | +172.7% | Q4 2025 |
 CNC | $2.29M | 0.24% | 0.01% | -41.4% | Q2 2021 |
| NTLA | $1.97M | 0.21% | 0.12% | Not reported | Q2 2020 |
| PTON | $1.95M | 0.21% | Not reported | New | Q1 2026 |
| ODD | $1.94M | 0.21% | Not reported | New | Q1 2026 |
 AVR | $1.76M | 0.19% | 0.31% | New | Q1 2026 |
 MLTX | $1.75M | 0.19% | 0.19% | Not reported | Q4 2020 |
 KVUE | $1.72M | 0.18% | 0.01% | -57.0% | Q3 2025 |
| PODD | $1.72M | 0.18% | 0.01% | New | Q1 2026 |
| CRL | $1.67M | 0.18% | 0.02% | New | Q1 2026 |
 RVMD | $1.46M | 0.16% | 0.01% | Not reported | Q2 2022 |
 ABVX | $1.11M | 0.12% | 0.01% | New | Q1 2026 |
 ABUS | $1.09M | 0.12% | 0.13% | New | Q1 2026 |
 UNH | $1.03M | 0.11% | 0.00% | Not reported | Q4 2021 |
| ABT | $908K | 0.10% | 0.00% | Not reported | Q1 2023 |
| BBOT | $761K | 0.08% | 0.11% | New | Q1 2026 |
| BBIO | $711K | 0.08% | 0.01% | Not reported | Q1 2021 |
 ACAD | $580K | 0.06% | 0.02% | -75.7% | Q4 2020 |
| LEGN | $353K | 0.04% | 0.00% | Not reported | Q2 2020 |
| Q4 2025 | |||||
| DNTH | $86.7M | 25.01% | 4.87% | -34.3% | Q3 2023 |
| CGON | $61.1M | 17.64% | 1.83% | -8.0% | Q1 2024 |
| JBIO | $21.6M | 6.23% | 2.84% | +24.3% | Q2 2025 |
| ORKA | $20M | 5.77% | 1.36% | Not reported | Q3 2024 |
| TEVA | $13M | 3.76% | 0.04% | -18.2% | Q1 2025 |
| BSX | $10.9M | 3.15% | 0.01% | -30.3% | Q3 2020 |
| MDT | $10.3M | 2.98% | 0.01% | -43.6% | Q2 2020 |
| CATX | $8.83M | 2.55% | 4.32% | +7.2% | Q2 2024 |
 ALNY | $8.35M | 2.41% | 0.02% | Not reported | Q1 2021 |
| RGEN | $8.24M | 2.38% | 0.09% | +115.9% | Q2 2025 |
| CNTX | $8.09M | 2.33% | 5.99% | -38.7% | Q2 2024 |
 MCK | $7.81M | 2.25% | 0.01% | +64.1% | Q2 2020 |
| ICLR | $6.03M | 1.74% | 0.04% | Not reported | Q4 2022 |
 A | $5.65M | 1.63% | 0.01% | Not reported | Q4 2023 |
 PFE | $5.07M | 1.46% | 0.00% | -44.4% | Q3 2021 |
| CNC | $4.91M | 1.42% | 0.02% | Not reported | Q2 2021 |
| KVUE | $4.02M | 1.16% | 0.01% | -12.2% | Q3 2025 |
 DHR | $3.89M | 1.12% | 0.00% | -68.9% | Q3 2023 |
 TMO | $3.88M | 1.12% | 0.00% | -64.6% | Q3 2020 |
 NVO | $3.42M | 0.99% | Not reported | New | Q4 2025 |
| PHAT | $3.42M | 0.99% | 0.29% | -32.7% | Q4 2020 |
| EHC | $3.35M | 0.97% | 0.03% | -24.6% | Q2 2025 |
 CI | $3.19M | 0.92% | 0.00% | -30.1% | Q1 2021 |
 COR | $3.17M | 0.92% | 0.00% | -50.5% | Q1 2023 |
 INSM | $3.08M | 0.89% | 0.01% | +52.6% | Q2 2021 |
 WAT | $3.08M | 0.89% | 0.01% | New | Q4 2025 |
| ACAD | $2.86M | 0.82% | 0.06% | -25.8% | Q4 2020 |
| GMAB | $2.83M | 0.82% | Not reported | -62.9% | Q2 2025 |
| NTRA | $2.7M | 0.78% | 0.01% | -83.2% | Q3 2020 |
| IMUX | $2.51M | 0.72% | 39.04% | Not reported | Q1 2024 |
 ACHC | $2.4M | 0.69% | 0.19% | Not reported | Q2 2022 |
 ITGR | $2.34M | 0.67% | 0.09% | New | Q4 2025 |
| ELVN | $2.16M | 0.62% | 0.24% | Not reported | Q1 2025 |
| PVLA | $2.02M | 0.58% | 0.16% | New | Q4 2025 |
 HQY | $1.55M | 0.45% | 0.02% | -33.2% | Q1 2025 |
| SCYX | $1.32M | 0.38% | 38.25% | -37.9% | Q4 2020 |
 IQV | $992K | 0.29% | 0.00% | New | Q4 2025 |
| KPTI | $990K | 0.29% | 0.73% | Not reported | Q4 2022 |
| CORT | $766K | 0.22% | 0.02% | New | Q4 2025 |
| Q3 2025 | |||||
| DNTH | $126M | 28.70% | 7.48% | +83.8% | Q3 2023 |
| CGON | $64.5M | 14.68% | 2.05% | +6.7% | Q1 2024 |
| MDT | $18.2M | 4.13% | 0.01% | Not reported | Q2 2020 |
| BSX | $16M | 3.65% | 0.01% | -48.9% | Q3 2020 |
| ORKA | $12.7M | 2.89% | 1.37% | +87.6% | Q3 2024 |
 BMY | $11.6M | 2.64% | 0.01% | Not reported | Q3 2024 |
| NTRA | $11.3M | 2.58% | 0.05% | -64.7% | Q3 2020 |
| DHR | $10.8M | 2.47% | 0.01% | -39.0% | Q3 2023 |
| TEVA | $10.3M | 2.34% | 0.04% | -26.0% | Q1 2025 |
| CATX | $10.3M | 2.34% | 4.03% | +61.1% | Q2 2024 |
| JBIO | $9.73M | 2.21% | 3.45% | Not reported | Q2 2025 |
| PFE | $9.34M | 2.12% | 0.01% | Not reported | Q3 2021 |
| TMO | $9.17M | 2.09% | 0.01% | -36.2% | Q3 2020 |
| CNTX | $8.7M | 1.98% | 9.78% | +20.1% | Q2 2024 |
| GMAB | $7.61M | 1.73% | Not reported | -61.8% | Q2 2025 |
| MTSR | $7.35M | 1.67% | 0.13% | New | Q3 2025 |
| UNH | $6.15M | 1.40% | 0.00% | -44.4% | Q4 2021 |
 ARVN | $5.95M | 1.35% | 0.99% | +187.2% | Q2 2020 |
| COR | $5.94M | 1.35% | 0.01% | -42.1% | Q1 2023 |
| EHC | $5.32M | 1.21% | 0.04% | -43.4% | Q2 2025 |
 JNJ | $4.97M | 1.13% | 0.00% | Not reported | Q1 2022 |
| CI | $4.78M | 1.09% | 0.01% | Not reported | Q1 2021 |
 ABBV | $4.58M | 1.04% | 0.00% | Not reported | Q2 2020 |
| MCK | $4.48M | 1.02% | 0.00% | -57.0% | Q2 2020 |
 CARL | $4.31M | 0.98% | 1.21% | New | Q3 2025 |
| KVUE | $4.3M | 0.98% | 0.01% | New | Q3 2025 |
| IMUX | $4.14M | 0.94% | 4.76% | -16.3% | Q1 2024 |
 ARQT | $4.04M | 0.92% | 0.18% | -20.0% | Q3 2022 |
 EXK | $4.03M | 0.92% | 0.03% | -79.3% | Q4 2020 |
| PHAT | $3.6M | 0.82% | 0.43% | -71.3% | Q4 2020 |
| RGEN | $3.11M | 0.71% | 0.04% | -78.1% | Q2 2025 |
| ACAD | $3.07M | 0.70% | 0.09% | Not reported | Q4 2020 |
 ASND | $2.88M | 0.66% | 0.02% | Not reported | Q2 2020 |
| ELVN | $2.87M | 0.65% | 0.24% | +1141.6% | Q1 2025 |
 BEAM | $2.72M | 0.62% | 0.11% | -72.6% | Q1 2025 |
| SCYX | $2.58M | 0.59% | 7.99% | +172.6% | Q4 2020 |
| HQY | $2.4M | 0.55% | 0.03% | -72.5% | Q1 2025 |
 WVE | $2.18M | 0.50% | 0.19% | Not reported | Q2 2024 |
 XENE | $2.14M | 0.49% | 0.07% | -50.5% | Q2 2022 |
| AKRO | $1.92M | 0.44% | 0.05% | -69.8% | Q3 2022 |
| INSM | $1.67M | 0.38% | 0.01% | -80.3% | Q2 2021 |
| KPTI | $880K | 0.20% | 1.55% | Not reported | Q4 2022 |
 IMRX | $636K | 0.14% | 0.35% | New | Q3 2025 |