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CIK: 0001791827
Total reported value
$624.4M
$624.4M
45 檔
55.4%
During the Q1 2026 filing period, Avidity Partners Management LP (CIK: 0001791827) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $624.4M across 45 reported positions.
In Q1 2026, Avidity Partners Management LP displayed an active expansion posture, initiating 21 new positions and adding to 11 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DNTH | Dianthus Therapeutics Inc | Stock-Other | 35.76% | -2.91% | — | |
| 2 | CGON | Cg Oncology Inc | Stock-Other | 17.67% | -1.75% | -12.48% | |
| 3 | ORKA | Oruka Therapeutics Inc | Stock-Other | 7.55% | +4.04% | +15.14% | |
| 4 | CATX | Perspective Therapeutics Inc | Stock-Other | 5.11% | -1.67% | +88.43% | |
| 5 | JBIO | Jade Biosciences Inc | Stock-Other | 3.99% | +2.06% | — | |
| 6 | ELVN | Enliven Therapeutics Inc | Stock-Other | 3.18% | +1.29% | +185.10% | |
| 7 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 2.75% | -1.66% | +7.86% | |
| 8 | CNTX | Context Therapeutics Inc | Stock-Other | 2.65% | -2.21% | -9.20% | |
| 9 | RGEN | Repligen CORP | Stock-Healthcare | 1.86% | -0.16% | +54.67% | |
| 10 | PVLA | Palvella Therapeutics Inc | Stock-Other | 1.77% | -0.06% | +262.69% | |
| 11 | MDT | Medtronic plc | Stock-Healthcare | 1.75% | -0.87% | -7.06% | |
| 12 | VIR | Vir Biotechnology Inc | Stock-Other | 1.72% | -0.87% | — | |
| 13 | AKTS | Aktis Oncology Inc | Stock-Other | 1.70% | +0.80% | — | |
| 14 | VTLUSD | Immunic Inc | Stock-Other | 1.51% | -1.51% | EXIT | |
| 15 | DXCM | Dexcom Inc | Stock-Healthcare | 1.14% | -0.06% | — | |
| 16 | EHC | Encompass Health CORP | Stock-Healthcare | 0.82% | -0.14% | +32.91% | |
| 17 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.76% | -0.21% | -47.60% | |
| 18 | TENX | Tenax Therapeutics Inc | Stock-Other | 0.70% | -0.08% | — | |
| 19 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.56% | -0.16% | — | |
| 20 | PHAT | Phathom Pharmaceuticals Inc | Stock-Other | 0.56% | -0.21% | +21.02% | |
| 21 | KPTI | Karyopharm Therapeutics Inc | Stock-Other | 0.52% | +0.93% | +244.62% | |
| 22 | CNC | Centene CORP | Stock-Healthcare | 0.46% | -0.46% | EXIT | |
| 23 | MSLE | Satellos Bioscience Inc | Stock-Other | 0.44% | +0.04% | — | |
| 24 | SCYXEUR | Scynexis Inc | Stock-Other | 0.39% | -0.39% | EXIT | |
| 25 | NTRA | Natera Inc | Stock-Healthcare | 0.36% | -0.36% | EXIT | |
| 26 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.36% | -0.36% | EXIT | |
| 27 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.35% | -0.35% | EXIT | |
| 28 | CRVS | Corvus Pharmaceuticals Inc | Stock-Other | 0.34% | -0.15% | — | |
| 29 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.32% | -0.32% | EXIT | |
| 30 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 0.30% | -0.30% | EXIT | |
| 31 | GPCR | Structure Therapeutics Inc | Stock-Other | 0.29% | +0.55% | — | |
| 32 | GMAB | Genmab A/s -sp Adr | Stock-Other | 0.27% | -0.05% | -45.65% | |
| 33 | CORT | Corcept Therapeutics Inc | Stock-Healthcare | 0.24% | -0.24% | EXIT | |
| 34 | TEM | Tempus Ai Inc-cl A | Stock-Healthcare | 0.23% | +0.74% | — | |
| 35 | ABVX | Abivax Sa-adr | Stock-Other | 0.23% | -0.23% | EXIT | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.21% | -0.21% | EXIT | |
| 37 | NTLA | Intellia Therapeutics Inc | Stock-Other | 0.19% | +0.01% | — | |
| 38 | ODD | Oddity Tech Ltd. | Stock-Other | 0.19% | -0.02% | — | |
| 39 | MLTX | Moonlake Immunotherapeutics | Stock-Other | 0.19% | -0.19% | EXIT | |
| 40 | PTON | Peloton Interactive Inc-a | Stock-Consumer Disc | 0.17% | -0.08% | — | |
| 41 | AVR | Anteris Technologies Global | Stock-Other | 0.17% | -0.17% | EXIT | |
| 42 | ABUS | Arbutus Biopharma CORP | Stock-Other | 0.11% | -0.11% | EXIT | |
| 43 | BBOT | Bridgebio Oncology Therapeut | Stock-Other | 0.08% | -0.03% | — | |
| 44 | ACAD | Acadia Pharmaceuticals Inc | Stock-Healthcare | 0.06% | -0.06% | EXIT | |
| 45 | TRVI | Trevi Therapeutics Inc | Stock-Other | 0.02% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DNTH | Dianthus Therapeutics Inc | +10.8% | — | Unchanged |
| 2 | CATX | Perspective Therapeutics Inc | +2.6% | +88.43% | Add |
| 3 | ELVN | Enliven Therapeutics Inc | +2.6% | +185.10% | Add |
| 4 | ORKA | Oruka Therapeutics Inc | +1.8% | +15.14% | Add |
| 5 | PVLA | Palvella Therapeutics Inc | +1.2% | +262.69% | Add |
| 6 | VTLUSD | Immunic Inc | +0.8% | +42.56% | Add |
| 7 | CNTX | Context Therapeutics Inc | +0.3% | -9.20% | Trim |
| 8 | KPTI | Karyopharm Therapeutics Inc | +0.2% | +244.62% | Add |
| 9 | CGON | Cg Oncology Inc | 0% | -12.48% | Trim |
| 10 | CORT | Corcept Therapeutics Inc | 0% | +36.36% | Add |
| 11 | SCYXEUR | Scynexis Inc | 0% | — | Unchanged |
| 12 | EHC | Encompass Health CORP | -0.2% | +32.91% | Add |
| 13 | NTRA | Natera Inc | -0.4% | -23.73% | Trim |
| 14 | PHAT | Phathom Pharmaceuticals Inc | -0.4% | +21.02% | Add |
| 15 | RGEN | Repligen CORP | -0.5% | +54.67% | Add |
| 16 | GMAB | Genmab A/s -sp Adr | -0.6% | -45.65% | Trim |
| 17 | ACAD | Acadia Pharmaceuticals Inc | -0.8% | -87.87% | Trim |
| 18 | KVUE | Kenvue Inc | -0.8% | -57.04% | Trim |
| 19 | CNC | Centene CORP | -1% | -41.37% | Trim |
| 20 | TEVA | Teva Pharmaceutical-sp Adr | -1% | +7.86% | Add |
| 21 | MDT | Medtronic plc | -1.2% | -7.06% | Trim |
| 22 | ICLR | ICON Public Limited Company | -1.4% | -51.66% | Trim |
| 23 | JBIO | Jade Biosciences Inc | -2.2% | — | Unchanged |
| 24 | BSX | Boston Scientific CORP | -2.4% | -47.60% | Trim |
| 25 | VIR | Vir Biotechnology Inc | — | NEW | New buy |
| 26 | AKTS | Aktis Oncology Inc | — | NEW | New buy |
| 27 | ALNY | Alnylam Pharmaceuticals Inc | — | EXIT | Sold out |
| 28 | MCK | Mckesson CORP | — | EXIT | Sold out |
| 29 | DXCM | Dexcom Inc | — | NEW | New buy |
| 30 | A | Agilent Technologies Inc | — | EXIT | Sold out |
| 31 | PFE | Pfizer Inc | — | EXIT | Sold out |
| 32 | DHR | Danaher CORP | — | EXIT | Sold out |
| 33 | TMO | Thermo Fisher Scientific Inc | — | EXIT | Sold out |
| 34 | TENX | Tenax Therapeutics Inc | — | NEW | New buy |
| 35 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | Sold out |
| 36 | CI | THE Cigna Group | — | EXIT | Sold out |
| 37 | COR | Cencora Inc | — | EXIT | Sold out |
| 38 | INSM | Insmed Inc | — | EXIT | Sold out |
| 39 | WAT | Waters CORP | — | EXIT | Sold out |
| 40 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 41 | ACHC | Acadia Healthcare Co Inc | — | EXIT | Sold out |
| 42 | ITGR | Integer Holdings CORP | — | EXIT | Sold out |
| 43 | MSLE | Satellos Bioscience Inc | — | NEW | New buy |
| 44 | CRVS | Corvus Pharmaceuticals Inc | — | NEW | New buy |
| 45 | HIMS | Hims & Hers Health Inc | — | NEW | New buy |
| 46 | HQY | Healthequity Inc | — | EXIT | Sold out |
| 47 | RVMD | Revolution Medicines Inc | — | NEW | New buy |
| 48 | GPCR | Structure Therapeutics Inc | — | NEW | New buy |
| 49 | TEM | Tempus Ai Inc-cl A | — | NEW | New buy |
| 50 | ABVX | Abivax Sa-adr | — | 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 45 disclosed positions in Q1 2026.
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, CGON, ORKA) accounted for 55.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
VIR
市值: $8.5M
Top Position Liquidated / Trimmed
ALNY
前期市值: $8.4M
During Q1 2026, Avidity Partners Management LP's top holdings by market value included DNTH (35.8%)、CGON (17.7%)、ORKA (7.5%). The largest single position, DNTH, represented 35.8% of total portfolio value.
In Q1 2026, Avidity Partners Management LP made 57 total portfolio adjustments, initiating 21 new buys, adding to 11 positions, trimming 10 holdings, and fully liquidating 15 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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