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CIK: 0001791827
Total reported value
$624.4M
$624.4M
64 檔
25.3%
According to the latest 13F quarterly dataset, Avidity Partners Management LP managed an equity portfolio of $624.4M at the end of Q1 2025, spanning 64 distinct U.S. exchange-listed positions.
In Q1 2025, Avidity Partners Management LP displayed an active expansion posture, initiating 64 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HUM | Humana Inc | Stock-Healthcare | 8.12% | — | +80.49% | |
| 2 | BSX | Boston Scientific CORP | Stock-Healthcare | 6.46% | -0.21% | -34.76% | |
| 3 | DNTH | Dianthus Therapeutics Inc | Stock-Other | 5.95% | -2.91% | -40.10% | |
| 4 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 5.04% | -0.21% | EXIT | |
| 5 | CGON | Cg Oncology Inc | Stock-Other | 4.58% | -1.75% | -10.64% | |
| 6 | NTRA | Natera Inc | Stock-Healthcare | 3.21% | -0.36% | EXIT | |
| 7 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 3.10% | — | -11.67% | |
| 8 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 3.07% | — | +202.38% | |
| 9 | EXK | Exact Sciences CORP | Stock-Materials | 2.91% | — | -41.46% | |
| 10 | BEAM | Beam Therapeutics Inc | Stock-Other | 2.64% | — | — | |
| 11 | GKOS | Glaukos CORP | Stock-Healthcare | 2.51% | — | -21.18% | |
| 12 | DXCM | Dexcom Inc | Stock-Healthcare | 2.34% | -0.06% | -43.40% | |
| 13 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 2.22% | — | -8.49% | |
| 14 | COR | Cencora Inc | Stock-Healthcare | 2.08% | — | — | |
| 15 | JAZZ | Jazz Pharmaceuticals plc | Stock-Healthcare | 1.89% | — | -65.88% | |
| 16 | THC | Tenet Healthcare CORP | Stock-Healthcare | 1.85% | — | -47.45% | |
| 17 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 1.81% | — | -61.12% | |
| 18 | DHR | Danaher CORP | Stock-Healthcare | 1.74% | — | -33.58% | |
| 19 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 1.71% | — | -59.04% | |
| 20 | GMAB | Genmab A/s -sp Adr | Stock-Other | 1.62% | -0.05% | — | |
| 21 | ARVN | Arvinas Inc | Stock-Other | 1.56% | — | -43.48% | |
| 22 | INSM | Insmed Inc | Stock-Healthcare | 1.56% | — | -54.04% | |
| 23 | OGN | Organon & Co | Stock-Healthcare | 1.52% | — | — | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.47% | — | -65.25% | |
| 25 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 1.46% | — | -51.69% | |
| 26 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.45% | — | — | |
| 27 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 1.45% | — | -54.62% | |
| 28 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 1.44% | -0.30% | EXIT | |
| 29 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 1.41% | -1.66% | — | |
| 30 | AVTR | Avantor Inc | Stock-Healthcare | 1.40% | — | -52.16% | |
| 31 | IDYA | Ideaya Biosciences Inc | Stock-Other | 1.39% | — | -60.50% | |
| 32 | DOCS | Doximity Inc-class A | Stock-Healthcare | 1.35% | — | — | |
| 33 | JANX | Janux Therapeutics Inc | Stock-Other | 1.33% | — | -65.22% | |
| 34 | HQY | Healthequity Inc | Stock-Healthcare | 1.31% | — | — | |
| 35 | 2655787D | Blueprint Medicines CORP | Stock-Other | 1.16% | — | -61.21% | |
| 36 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.99% | — | — | |
| 37 | PHAT | Phathom Pharmaceuticals Inc | Stock-Other | 0.96% | -0.21% | -42.45% | |
| 38 | VTLUSD | Immunic Inc | Stock-Other | 0.93% | -1.51% | EXIT | |
| 39 | BRKR | Bruker CORP | Stock-Healthcare | 0.91% | — | +50.72% | |
| 40 | CATX | Perspective Therapeutics Inc | Stock-Other | 0.89% | -1.67% | -18.46% | |
| 41 | CNTX | Context Therapeutics Inc | Stock-Other | 0.87% | -2.21% | — | |
| 42 | ORKA | Oruka Therapeutics Inc | Stock-Other | 0.69% | +4.04% | — | |
| 43 | QURE | uniQure N.V. | Stock-Other | 0.68% | — | +51.44% | |
| 44 | BHVN | Biohaven Ltd. | Stock-Other | 0.66% | — | -34.95% | |
| 45 | ACAD | Acadia Pharmaceuticals Inc | Stock-Healthcare | 0.54% | -0.06% | EXIT | |
| 46 | RPRX | Royalty Pharma plc | Stock-Healthcare | 0.52% | — | — | |
| 47 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 0.49% | +0.12% | NEW | |
| 48 | 2KZ0 | Kezar Life Sciences Inc | Stock-Other | 0.47% | — | — | |
| 49 | AKRO | Akero Therapeutics Inc | Stock-Other | 0.44% | — | -30.49% | |
| 50 | SLNOEUR | Soleno Therapeutics Inc | Stock-Other | 0.44% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HUM | Humana Inc | — | NEW | New buy |
| 2 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 3 | DNTH | Dianthus Therapeutics Inc | — | NEW | New buy |
| 4 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 5 | CGON | Cg Oncology Inc | — | NEW | New buy |
| 6 | NTRA | Natera Inc | — | NEW | New buy |
| 7 | SNDX | Syndax Pharmaceuticals Inc | — | NEW | New buy |
| 8 | REGN | Regeneron Pharmaceuticals | — | NEW | New buy |
| 9 | EXK | Exact Sciences CORP | — | NEW | New buy |
| 10 | BEAM | Beam Therapeutics Inc | — | NEW | New buy |
| 11 | GKOS | Glaukos CORP | — | NEW | New buy |
| 12 | DXCM | Dexcom Inc | — | NEW | New buy |
| 13 | RARE | Ultragenyx Pharmaceutical In | — | NEW | New buy |
| 14 | COR | Cencora Inc | — | NEW | New buy |
| 15 | JAZZ | Jazz Pharmaceuticals plc | — | NEW | New buy |
| 16 | THC | Tenet Healthcare CORP | — | NEW | New buy |
| 17 | NBIX | Neurocrine Biosciences Inc | — | NEW | New buy |
| 18 | DHR | Danaher CORP | — | NEW | New buy |
| 19 | AXSM | Axsome Therapeutics Inc | — | NEW | New buy |
| 20 | GMAB | Genmab A/s -sp Adr | — | NEW | New buy |
| 21 | ARVN | Arvinas Inc | — | NEW | New buy |
| 22 | INSM | Insmed Inc | — | NEW | New buy |
| 23 | OGN | Organon & Co | — | NEW | New buy |
| 24 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 25 | XENE | Xenon Pharmaceuticals Inc | — | NEW | New buy |
| 26 | XBI | Ss Spdr S&p Biotech ETF | — | NEW | New buy |
| 27 | 260 | Centessa Pharmaceuticals-adr | — | NEW | New buy |
| 28 | RVMD | Revolution Medicines Inc | — | NEW | New buy |
| 29 | TEVA | Teva Pharmaceutical-sp Adr | — | NEW | New buy |
| 30 | AVTR | Avantor Inc | — | NEW | New buy |
| 31 | IDYA | Ideaya Biosciences Inc | — | NEW | New buy |
| 32 | DOCS | Doximity Inc-class A | — | NEW | New buy |
| 33 | JANX | Janux Therapeutics Inc | — | NEW | New buy |
| 34 | HQY | Healthequity Inc | — | NEW | New buy |
| 35 | 2655787D | Blueprint Medicines CORP | — | NEW | New buy |
| 36 | UTHR | United Therapeutics CORP | — | NEW | New buy |
| 37 | PHAT | Phathom Pharmaceuticals Inc | — | NEW | New buy |
| 38 | VTLUSD | Immunic Inc | — | NEW | New buy |
| 39 | BRKR | Bruker CORP | — | NEW | New buy |
| 40 | CATX | Perspective Therapeutics Inc | — | NEW | New buy |
| 41 | CNTX | Context Therapeutics Inc | — | NEW | New buy |
| 42 | ORKA | Oruka Therapeutics Inc | — | NEW | New buy |
| 43 | QURE | uniQure N.V. | — | NEW | New buy |
| 44 | BHVN | Biohaven Ltd. | — | NEW | New buy |
| 45 | ACAD | Acadia Pharmaceuticals Inc | — | NEW | New buy |
| 46 | RPRX | Royalty Pharma plc | — | NEW | New buy |
| 47 | BBIO | Bridgebio Pharma Inc | — | NEW | New buy |
| 48 | 2KZ0 | Kezar Life Sciences Inc | — | NEW | New buy |
| 49 | AKRO | Akero Therapeutics Inc | — | NEW | New buy |
| 50 | SLNOEUR | Soleno Therapeutics Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Avidity Partners Management LP reported a total U.S. public equity portfolio value of $624.4M across 64 disclosed positions in Q1 2025.
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 HUM, BSX, DNTH) accounted for 25.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
HUM
市值: $42.6M
During Q1 2025, Avidity Partners Management LP's top holdings by market value included HUM (8.1%)、BSX (6.5%)、DNTH (6.0%). The largest single position, HUM, represented 8.1% of total portfolio value.
In Q1 2025, Avidity Partners Management LP made 64 total portfolio adjustments, initiating 64 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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