Avidity Partners Management Lp Portfolio Stock Holdings
Avidity Partners Management Lp disclosed 46 stock positions valued at approximately $441.9 million in its latest SEC 13F filing. The largest holdings include DIANTHUS THERAPEUTICS INC, PERSPECTIVE THERAPEUTICS INC, and ENLIVEN THERAPEUTICS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 46
- Portfolio Value
- $441.9M
Holdings by Sector
Avidity Partners Management Lp Portfolio Holdings in Q1 2026
38 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIANTHUS THERAPEUTICS INC | DNTH | Healthcare | 41.81% | 2,104,184 | - | - | $184,747,355 |
| PERSPECTIVE THERAPEUTICS INC | CATX | Healthcare | 5.34% | 6,049,999 | +2,839,266 | +88.43% | $23,594,996 |
| ENLIVEN THERAPEUTICS INC | ELVN | Healthcare | 3.73% | 400,000 | +259,700 | +185.10% | $16,492,000 |
| CONTEXT THERAPEUTICS INC | CNTX | Healthcare | 2.67% | 4,998,267 | -506,588 | -9.20% | $11,795,910 |
| REPLIGEN CORP | RGEN | Healthcare | 2.08% | 77,800 | +27,500 | +54.67% | $9,204,518 |
| MEDTRONIC PLC | MDT | Other | 1.83% | 100,000 | -7,600 | -7.06% | $8,097,000 |
| TEVA PHARMACEUTICAL INDS LTD | TEVA | Healthcare | 1.59% | 200,000 | -217,300 | -52.07% | $7,014,000 |
| IMMUNIC INC | IMUX | Healthcare | 1.46% | 669,941 | -4,029,470 | -85.74% | $6,444,832 |
| VIR BIOTECHNOLOGY INC | VIR | Healthcare | 1.43% | 619,300 | +619,300 | +100.00% | $6,326,150 |
| DEXCOM INC | DXCM | Healthcare | 1.35% | 100,000 | +100,000 | +100.00% | $5,955,000 |
| HUMANA INC | HUM | Healthcare | 1.34% | 25,000 | +25,000 | +100.00% | $5,911,000 |
| ENCOMPASS HEALTH CORP | EHC | Healthcare | 0.95% | 42,000 | +10,400 | +32.91% | $4,200,000 |
| TEMPUS AI INC | TEM | Healthcare | 0.82% | 65,000 | +65,000 | +100.00% | $3,606,200 |
| TENAX THERAPEUTICS INC | TENX | Healthcare | 0.79% | 265,934 | +265,934 | +100.00% | $3,486,395 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.78% | 60,000 | -54,500 | -47.60% | $3,456,600 |
| PHATHOM PHARMACEUTICALS INC | PHAT | Healthcare | 0.63% | 249,390 | +43,314 | +21.02% | $2,793,168 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.59% | 20,000 | +20,000 | +100.00% | $2,616,800 |
| STRUCTURE THERAPEUTICS INC | GPCR | Healthcare | 0.45% | 48,000 | +48,000 | +100.00% | $1,989,600 |
| SCYNEXIS INC | SCYX | Healthcare | 0.44% | 2,081,660 | - | - | $1,935,944 |
| ICON PLC | ICLR | Other | 0.43% | 16,000 | -17,100 | -51.66% | $1,893,280 |
| NATERA INC | NTRA | Healthcare | 0.42% | 9,000 | -2,800 | -23.73% | $1,855,440 |
| CORVUS PHARMACEUTICALS INC | CRVS | Healthcare | 0.40% | 115,000 | +115,000 | +100.00% | $1,746,850 |
| INSULET CORP | PODD | Healthcare | 0.39% | 10,000 | +10,000 | +100.00% | $1,721,400 |
| CHARLES RIV LABS INTL INC | CRL | Healthcare | 0.38% | 10,000 | +10,000 | +100.00% | $1,669,700 |
| CORCEPT THERAPEUTICS INC | CORT | Healthcare | 0.32% | 30,000 | +8,000 | +36.36% | $1,395,600 |
| HIMS & HERS HEALTH INC | HIMS | Consumer Defensive | 0.31% | 50,000 | +50,000 | +100.00% | $1,358,500 |
| GENMAB A/S | GMAB | Healthcare | 0.30% | 50,000 | -42,000 | -45.65% | $1,326,000 |
| PELOTON INTERACTIVE INC | PTON | Consumer Cyclical | 0.25% | 200,000 | +200,000 | +100.00% | $1,090,000 |
| INTELLIA THERAPEUTICS INC | NTLA | Healthcare | 0.23% | 75,000 | +75,000 | +100.00% | $1,011,000 |
| ODDITY TECH LTD | ODD | Other | 0.23% | 70,000 | +70,000 | +100.00% | $1,002,400 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.21% | 10,000 | +10,000 | +100.00% | $907,900 |
| MOONLAKE IMMUNOTHERAPEUTICS | MLTX | Healthcare | 0.19% | 50,000 | +50,000 | +100.00% | $819,000 |
| BRIDGEBIO PHARMA INC | BBIO | Healthcare | 0.16% | 10,000 | +10,000 | +100.00% | $711,100 |
| ARBUTUS BIOPHARMA CORP | ABUS | Healthcare | 0.12% | 125,000 | +125,000 | +100.00% | $525,000 |
| LEGEND BIOTECH CORP | LEGN | Healthcare | 0.08% | 15,000 | +15,000 | +100.00% | $352,800 |
| ACADIA PHARMACEUTICALS INC | ACAD | Healthcare | 0.07% | 12,967 | -93,933 | -87.87% | $291,109 |
| SAVARA INC | SVRA | Healthcare | 0.06% | 50,000 | +50,000 | +100.00% | $262,000 |
| TREVI THERAPEUTICS INC | TRVI | Healthcare | 0.02% | 6,660 | +6,660 | +100.00% | $91,642 |