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CIK: 0001791827
Total reported value
$624.4M
$624.4M
62 檔
35.7%
As reported in its official Q4 2024 Form 13F filing, Avidity Partners Management LP's tracked investment portfolio stood at $624.4M with 62 total positions.
In Q4 2024, Avidity Partners Management LP adopted a defensive or profit-taking posture, trimming 46 positions and completely liquidating 25 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DNTH | Dianthus Therapeutics Inc | Stock-Other | 6.15% | -2.91% | -1.52% | |
| 2 | BSX | Boston Scientific CORP | Stock-Healthcare | 4.52% | -0.21% | -46.47% | |
| 3 | JANX | Janux Therapeutics Inc | Stock-Other | 3.90% | — | +32.01% | |
| 4 | ARVN | Arvinas Inc | Stock-Other | 3.87% | — | +37.47% | |
| 5 | NTRA | Natera Inc | Stock-Healthcare | 3.48% | -0.36% | EXIT | |
| 6 | EXK | Exact Sciences CORP | Stock-Materials | 3.33% | — | +2.55% | |
| 7 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 3.32% | — | -56.28% | |
| 8 | CGON | Cg Oncology Inc | Stock-Other | 3.09% | -1.75% | -33.71% | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.98% | -0.21% | EXIT | |
| 10 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 2.95% | — | -52.09% | |
| 11 | IDYA | Ideaya Biosciences Inc | Stock-Other | 2.84% | — | -17.94% | |
| 12 | JAZZ | Jazz Pharmaceuticals plc | Stock-Healthcare | 2.84% | — | -45.59% | |
| 13 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 2.71% | — | -8.88% | |
| 14 | ACHC | Acadia Healthcare Co Inc | Stock-Other | 2.56% | — | -33.20% | |
| 15 | GKOS | Glaukos CORP | Stock-Healthcare | 2.50% | — | -50.71% | |
| 16 | DXCM | Dexcom Inc | Stock-Healthcare | 2.43% | -0.06% | +32.50% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.28% | — | -34.99% | |
| 18 | HUM | Humana Inc | Stock-Healthcare | 2.22% | — | -31.23% | |
| 19 | KYMR | Kymera Therapeutics Inc | Stock-Other | 1.98% | — | — | |
| 20 | AVTR | Avantor Inc | Stock-Healthcare | 1.96% | — | -23.32% | |
| 21 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 1.95% | — | -38.90% | |
| 22 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 1.92% | — | -45.32% | |
| 23 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 1.92% | -0.30% | EXIT | |
| 24 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 1.82% | — | -42.05% | |
| 25 | THC | Tenet Healthcare CORP | Stock-Healthcare | 1.70% | — | -45.85% | |
| 26 | INSM | Insmed Inc | Stock-Healthcare | 1.58% | — | -60.68% | |
| 27 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 1.56% | — | -36.51% | |
| 28 | 2655787D | Blueprint Medicines CORP | Stock-Other | 1.51% | — | -43.94% | |
| 29 | DHR | Danaher CORP | Stock-Healthcare | 1.51% | — | -29.47% | |
| 30 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 1.45% | — | -53.19% | |
| 31 | ILMN | Illumina Inc | Stock-Healthcare | 1.44% | — | -62.43% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 1.41% | — | -19.30% | |
| 33 | RCKT | Rocket Pharmaceuticals Inc | Stock-Other | 1.30% | — | +40.63% | |
| 34 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.19% | — | -18.25% | |
| 35 | TMDX | Transmedics Group Inc | Stock-Healthcare | 1.18% | — | +597.10% | |
| 36 | PHAT | Phathom Pharmaceuticals Inc | Stock-Other | 1.11% | -0.21% | -22.96% | |
| 37 | SGRY | Surgery Partners Inc | Stock-Other | 1.07% | — | -37.82% | |
| 38 | ORIC | Oric Pharmaceuticals Inc | Stock-Other | 1.00% | — | -12.57% | |
| 39 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 0.89% | — | -60.21% | |
| 40 | INCY | Incyte CORP | Stock-Healthcare | 0.88% | — | -57.94% | |
| 41 | CATX | Perspective Therapeutics Inc | Stock-Other | 0.84% | -1.67% | -21.76% | |
| 42 | ASND | Ascendis Pharma A/S | Stock-Other | 0.84% | — | -47.90% | |
| 43 | BHVN | Biohaven Ltd. | Stock-Other | 0.82% | — | -52.06% | |
| 44 | ITCIEUR | Intra-cellular Therapies Inc | Stock-Other | 0.80% | — | -58.37% | |
| 45 | VTLUSD | Immunic Inc | Stock-Other | 0.78% | -1.51% | EXIT | |
| 46 | CNTX | Context Therapeutics Inc | Stock-Other | 0.77% | -2.21% | +0.81% | |
| 47 | ORKA | Oruka Therapeutics Inc | Stock-Other | 0.67% | +4.04% | -55.48% | |
| 48 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.59% | — | — | |
| 49 | BRKR | Bruker CORP | Stock-Healthcare | 0.44% | — | — | |
| 50 | VERA | Vera Therapeutics Inc | Stock-Other | 0.42% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JANX | Janux Therapeutics Inc | +2.6% | +32.01% | Add |
| 2 | DNTH | Dianthus Therapeutics Inc | +2.1% | -1.52% | Trim |
| 3 | ARVN | Arvinas Inc | +2% | +37.47% | Add |
| 4 | DXCM | Dexcom Inc | +1.6% | +32.50% | Add |
| 5 | EXK | Exact Sciences CORP | +1.3% | +2.55% | Add |
| 6 | MIRM | Mirum Pharmaceuticals Inc | +1.3% | -8.88% | Trim |
| 7 | TMDX | Transmedics Group Inc | +1% | +597.10% | Add |
| 8 | KYMR | Kymera Therapeutics Inc | +0.8% | — | Unchanged |
| 9 | IDYA | Ideaya Biosciences Inc | +0.6% | -17.94% | Trim |
| 10 | REGN | Regeneron Pharmaceuticals | +0.6% | NEW | New buy |
| 11 | RCKT | Rocket Pharmaceuticals Inc | +0.6% | +40.63% | Add |
| 12 | BMY | Bristol-myers Squibb Co | +0.5% | -18.25% | Trim |
| 13 | BRKR | Bruker CORP | +0.4% | NEW | New buy |
| 14 | VERA | Vera Therapeutics Inc | +0.4% | NEW | New buy |
| 15 | BSX | Boston Scientific CORP | +0.4% | -46.47% | Trim |
| 16 | ABBV | Abbvie Inc | +0.4% | -19.30% | Trim |
| 17 | JAZZ | Jazz Pharmaceuticals plc | +0.4% | -45.59% | Trim |
| 18 | UNH | Unitedhealth Group Inc | +0.4% | -31.35% | Trim |
| 19 | AVTR | Avantor Inc | +0.3% | -23.32% | Trim |
| 20 | 2KZ0 | Kezar Life Sciences Inc | +0.3% | NEW | New buy |
| 21 | NBIX | Neurocrine Biosciences Inc | +0.3% | -52.09% | Trim |
| 22 | ORIC | Oric Pharmaceuticals Inc | +0.2% | -12.57% | Trim |
| 23 | AKRO | Akero Therapeutics Inc | +0.2% | NEW | New buy |
| 24 | QURE | uniQure N.V. | +0.2% | -67.04% | Trim |
| 25 | GKOS | Glaukos CORP | +0.2% | -50.71% | Trim |
| 26 | AXSM | Axsome Therapeutics Inc | +0.2% | -36.51% | Trim |
| 27 | 260 | Centessa Pharmaceuticals-adr | +0.2% | -45.32% | Trim |
| 28 | XENE | Xenon Pharmaceuticals Inc | +0.2% | -42.05% | Trim |
| 29 | DHR | Danaher CORP | +0.2% | -29.47% | Trim |
| 30 | NAMS | NewAmsterdam Pharma Company N.V. | +0.1% | -60.21% | Trim |
| 31 | TMO | Thermo Fisher Scientific Inc | +0.1% | -34.99% | Trim |
| 32 | HUM | Humana Inc | +0.1% | -31.23% | Trim |
| 33 | RVMD | Revolution Medicines Inc | +0.1% | -43.52% | Trim |
| 34 | VTLUSD | Immunic Inc | +0.1% | -3.62% | Trim |
| 35 | BLE0 | Bluebird Bio Inc | +0.1% | NEW | New buy |
| 36 | SCYXEUR | Scynexis Inc | 0% | -15.17% | Trim |
| 37 | KPTIEUR | Karyopharm Therapeutics Inc | 0% | — | Unchanged |
| 38 | CNTX | Context Therapeutics Inc | 0% | +0.81% | Add |
| 39 | HYPR | Hyperfine Inc | 0% | — | Unchanged |
| 40 | 2655787D | Blueprint Medicines CORP | 0% | -43.94% | Trim |
| 41 | ✓ | Caremax Inc | — | EXIT | Sold out |
| 42 | ✓ | 0% | EXIT | Sold out | |
| 43 | ASND | Ascendis Pharma A/S | -0.1% | -47.90% | Trim |
| 44 | ITCIEUR | Intra-cellular Therapies Inc | -0.1% | -58.37% | Trim |
| 45 | DYN | Dyne Therapeutics Inc | -0.1% | -41.82% | Trim |
| 46 | PRLD | Prelude Therapeutics Inc | -0.1% | EXIT | Sold out |
| 47 | CGON | Cg Oncology Inc | -0.1% | -33.71% | Trim |
| 48 | TIL | Instil Bio Inc | -0.1% | EXIT | Sold out |
| 49 | NTRA | Natera Inc | -0.1% | -59.78% | Trim |
| 50 | SYRS | Syros Pharmaceuticals Inc | -0.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Avidity Partners Management LP reported a total U.S. public equity portfolio value of $624.4M across 62 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DNTH, BSX, JANX) accounted for 35.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
REGN
市值: $6.0M
Top Position Liquidated / Trimmed
BMRN
前期市值: $22.5M
During Q4 2024, Avidity Partners Management LP's top holdings by market value included DNTH (6.2%)、BSX (4.5%)、JANX (3.9%). The largest single position, DNTH, represented 6.2% of total portfolio value.
In Q4 2024, Avidity Partners Management LP made 84 total portfolio adjustments, initiating 6 new buys, adding to 7 positions, trimming 46 holdings, and fully liquidating 25 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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