Holders — by stockHoldings — by fund
Avidity Partners Management LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1791827
$624.4M
disclosed book value
45
positions
32.8%
largest position share
Positions, as of 2026-06-30
top 45 of 45 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DNTHDIANTHUS THERAPEUTICS INC | 2.1M | $205.1M | 32.8% |
| 2 | CGONCG ONCOLOGY INC | 1.4M | $99.4M | 15.9% |
| 3 | ORKAORUKA THERAPEUTICS INC | 760,424 | $72.4M | 11.6% |
| 4 | JBIOJADE BIOSCIENCES INC | 1.7M | $37.8M | 6.1% |
| 5 | ELVNENLIVEN THERAPEUTICS INC | 550,000 | $27.9M | 4.5% |
| 6 | CATXPERSPECTIVE THERAPEUTICS INC | 6.3M | $21.5M | 3.4% |
| 7 | AKTSAKTIS ONCOLOGY INC | 484,200 | $15.6M | 2.5% |
| 8 | PVLAPALVELLA THERAPEUTICS INC NE | 70,000 | $10.7M | 1.7% |
| 9 | MOBIMOBIA MED INC | 798,282 | $10.7M | 1.7% |
| 10 | RGENREPLIGEN CORP | 77,800 | $10.6M | 1.7% |
| 11 | IMUXIMMUNIC INC | 669,941 | $10.3M | 1.6% |
| 12 | SENSSENSEONICS HLDGS INC | 1.6M | $9.1M | 1.5% |
| 13 | KPTIKARYOPHARM THERAPEUTICS INC | 924,487 | $9.0M | 1.4% |
| 14 | TEVATEVA PHARMACEUTICAL INDS LTD | 200,000 | $6.8M | 1.1% |
| 15 | DXCMDEXCOM INC | 100,000 | $6.7M | 1.1% |
| 16 | TEMTEMPUS AI INC | 105,000 | $6.1M | 1% |
| 17 | MEDTRONIC PLC | 70,000 | $5.5M | 0.9% |
| 18 | VIRVIR BIOTECHNOLOGY INC | 519,300 | $5.3M | 0.8% |
| 19 | GPCRSTRUCTURE THERAPEUTICS INC | 98,000 | $5.3M | 0.8% |
| 20 | EHCENCOMPASS HEALTH CORP | 42,000 | $4.2M | 0.7% |
| 21 | TENXTENAX THERAPEUTICS INC | 265,934 | $3.9M | 0.6% |
| 22 | NVCTNUVECTIS PHARMA INC | 200,000 | $3.7M | 0.6% |
| 23 | PODDINSULET CORP | 24,000 | $3.7M | 0.6% |
| 24 | BSXBOSTON SCIENTIFIC CORP | 80,000 | $3.4M | 0.5% |
| 25 | MSLESATELLOS BIOSCIENCE INC | 387,769 | $3.0M | 0.5% |
| 26 | ALMRALAMAR BIOSCIENCES INC | 110,000 | $3.0M | 0.5% |
| 27 | CNTXCONTEXT THERAPEUTICS INC | 5.0M | $2.8M | 0.4% |
| 28 | GILDGILEAD SCIENCES INC | 20,000 | $2.5M | 0.4% |
| 29 | CRLCHARLES RIV LABS INTL INC | 10,000 | $2.3M | 0.4% |
| 30 | PHATPHATHOM PHARMACEUTICALS INC | 200,000 | $2.2M | 0.3% |
| 31 | AVLNAVALYN PHARMACEUTICALS INC | 60,000 | $2.0M | 0.3% |
| 32 | KLRAKAILERA THERAPEUTICS INC | 80,000 | $1.8M | 0.3% |
| 33 | GMABGENMAB A/S | 50,000 | $1.4M | 0.2% |
| 34 | NTLAINTELLIA THERAPEUTICS INC | 75,000 | $1.3M | 0.2% |
| 35 | CRVSCORVUS PHARMACEUTICALS INC | 80,000 | $1.2M | 0.2% |
| 36 | ODDITY TECH LTD | 70,000 | $1.1M | 0.2% |
| 37 | SCYXSCYNEXIS INC | 260,206 | $1.1M | 0.2% |
| 38 | EVMNEVOMMUNE INC | 75,000 | $996,750 | 0.2% |
| 39 | ABTABBOTT LABORATORIES | 10,000 | $907,400 | 0.1% |
| 40 | BBIOBRIDGEBIO PHARMA INC | 10,000 | $744,800 | 0.1% |
| 41 | PTONPELOTON INTERACTIVE INC | 100,000 | $591,000 | 0.1% |
| 42 | LEGNLEGEND BIOTECH CORP | 15,000 | $433,200 | 0.1% |
| 43 | BBOTBRIDGEBIO ONCOLOGY THERAPEUT | 43,853 | $334,160 | 0.1% |
| 44 | SVRASAVARA INC | 50,000 | $308,000 | 0% |
| 45 | TRVITREVI THERAPEUTICS INC | 6,660 | $124,209 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.