Avidity Partners Management LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Avidity Partners Management LP reported 81 stock positions worth $2.0 billion. Its top holding was Boston Scientific (BSX) at 4.1% of the portfolio, followed by Dianthus Therapeutics (DNTH, 4.1%) and Intuitive Surgical (ISRG, 3.7%). Compared with Q2 2024, it opened 19 new positions, sold out of 22, added to 14 and reduced 37. The biggest buy was a new position in Unitedhealth (UNH) and the biggest sale an exit from Cigna (CI).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001791827
- Portfolio Value
- $2.0B (Q3 2024)
- SEC Filing
- 0001791827-24-000011 ↗ filed Nov 14, 2024
Holdings Value
Holdings 81 stocks · $2.0B
| BSX Boston Scientific Corp. | 4.11% | 962,000 | $80.6M | Reduce -17.8% |
| DNTH Dianthus Therapeutics Inc. | 4.07% | 2,917,231 | $79.9M | No change |
| ISRG Intuitive Surgical Inc. | 3.71% | 148,200 | $72.8M | Reduce -39.5% |
| NTRA Natera Inc. | 3.60% | 556,400 | $70.6M | Reduce -27.4% |
| CGON CG Oncology Inc. | 3.19% | 1,656,000 | $62.5M | Add +27.8% |
| ACHC Acadia Healthcare Co. Inc. | 3.19% | 985,000 | $62.5M | Reduce -12.1% |
| NBIX Neurocrine Biosciences Inc. | 2.70% | 460,000 | $53.0M | Reduce -6.3% |
| UNH Unitedhealth Group Inc. | 2.61% | 87,400 | $51.1M | New |
| JAZZ Jazz Pharmaceuticals PLC | 2.45% | 431,000 | $48.0M | Reduce -20.8% |
| SNDX Syndax Pharmaceuticals Inc. | 2.41% | 2,455,000 | $47.3M | Reduce -26.4% |
| CATX Perspective Therapeutics Inc. | 2.35% | 3,444,002 | $46.0M | Add +13.4% |
| GKOS Glaukos Corp. | 2.29% | 344,900 | $44.9M | Add +54.0% |
| IDYA Ideaya Biosciences Inc. | 2.22% | 1,373,000 | $43.5M | Add +22.9% |
| INSM Insmed Inc. | 2.20% | 592,000 | $43.2M | Add +37.7% |
| TMO Thermo Fisher Scientific Inc. | 2.16% | 68,600 | $42.4M | Reduce -14.3% |
| THC Tenet Healthcare Corp. | 2.15% | 253,000 | $42.0M | Reduce -32.0% |
| RARE Ultragenyx Pharmaceutical Inc. | 2.13% | 752,000 | $41.8M | Reduce -21.7% |
| HUM Humana Inc. | 2.10% | 129,700 | $41.1M | New |
| EXAS Exact Sciences Corp. | 2.04% | 588,000 | $40.1M | Add +73.7% |
| ILMN Illumina Inc. | 1.94% | 292,000 | $38.1M | Reduce -38.9% |
| ARVN Arvinas Inc. | 1.88% | 1,497,000 | $36.9M | Reduce -49.9% |
| RVMD Revolution Medicines Inc. | 1.83% | 790,000 | $35.8M | Add +4.6% |
| CNTA Centessa Pharmaceuticals Ltd. | 1.74% | 2,132,000 | $34.1M | New |
| PHAT Phathom Pharmaceuticals Inc. | 1.66% | 1,804,493 | $32.6M | Add +11.4% |
| XENE Xenon Pharmaceuticals Inc. | 1.64% | 818,000 | $32.2M | Add +8.5% |
| AVTR Avantor Inc. | 1.63% | 1,235,000 | $31.9M | Reduce -60.0% |
| BPMC Blueprint Medicines Corp. | 1.49% | 315,000 | $29.1M | Reduce -17.8% |
| MIRM Mirum Pharmaceuticals Inc. | 1.45% | 731,104 | $28.5M | No change |
| SGRY Surgery Partners Inc. | 1.36% | 827,000 | $26.7M | Reduce -36.7% |
| AXSM Axsome Therapeutics Inc. | 1.36% | 296,100 | $26.6M | Reduce -21.3% |
| DHR Danaher Corp. | 1.35% | 95,000 | $26.4M | Reduce -36.7% |
| JANX Janux Therapeutics Inc. | 1.30% | 562,000 | $25.5M | Reduce -33.1% |
| NMRA Neumora Therapeutics Inc. | 1.21% | 1,800,000 | $23.8M | No change |
| KYMR Kymera Therapeutics Inc. | 1.21% | 500,000 | $23.7M | New |
| BHVN Biohaven Ltd. | 1.19% | 465,000 | $23.2M | Add +3.3% |
| BMRN Biomarin Pharmaceutical Inc. | 1.15% | 320,000 | $22.5M | New |
| ARGX Argenx SE - ADR | 1.06% | 38,200 | $20.7M | Reduce -36.9% |
| INCY Incyte Corp. | 1.04% | 308,110 | $20.4M | Reduce -41.8% |
| ABBV Abbvie Inc. | 1.01% | 100,000 | $19.7M | Reduce -64.0% |
| ORKA Oruka Therapeutics Inc. | 0.99% | 790,926 | $19.4M | New |
| GPCR Structure Therapeutics Inc. | 0.96% | 430,900 | $18.9M | Reduce -59.9% |
| NGNE Neurogene Inc. | 0.91% | 425,041 | $17.8M | Reduce -41.6% |
| TERN Terns Pharmaceuticals Inc. | 0.91% | 2,133,872 | $17.8M | New |
| ASND Ascendis Pharma A/S | 0.91% | 119,000 | $17.8M | New |
| BNTX Biontech SE-ADR | 0.88% | 145,000 | $17.2M | New |
| ITCI Intra-Cellular Therapies Inc. | 0.87% | 233,000 | $17.0M | Reduce -41.8% |
| KROS Keros Therapeutics Inc. | 0.87% | 293,200 | $17.0M | Reduce -14.6% |
| DXCM Dexcom Inc. | 0.82% | 240,000 | $16.1M | Reduce -7.3% |
| ORIC Oric Pharmaceuticals Inc. | 0.76% | 1,447,119 | $14.8M | New |
| NAMS Newamsterdam Pharma Co. NV | 0.75% | 889,700 | $14.8M | Add +59.1% |
| CNTX Context Therapeutics Inc. | 0.74% | 7,417,155 | $14.5M | Reduce -0.0% |
| ZTS Zoetis Inc. | 0.71% | 71,000 | $13.9M | New |
| RCKT Rocket Pharmaceuticals Inc. | 0.71% | 749,000 | $13.8M | Reduce -31.9% |
| IMUX Immunic Inc. | 0.70% | 8,266,000 | $13.6M | Reduce -7.2% |
| BMY Bristol-Myers Squibb Co. | 0.69% | 263,000 | $13.6M | New |
| IMNM Immunome Inc. | 0.65% | 873,891 | $12.8M | No change |
| RGNX Regenxbio Inc. | 0.61% | 1,132,564 | $11.9M | Reduce -12.9% |
| COGT Cogent Biosciences Inc. | 0.55% | 1,001,000 | $10.8M | Add +0.0% |
| APGE Apogee Therapeutics Inc. | 0.46% | 154,000 | $9.0M | Reduce -68.4% |
| PRVA Privia Health Group Inc. | 0.43% | 466,800 | $8.5M | Reduce -38.9% |
| HELP Cybin Inc. | 0.42% | 918,000 | $8.2M | Add +0.7% |
| ESTA Establishment Labs Holdings | 0.37% | 169,000 | $7.3M | Reduce -68.2% |
| CGEM Cullinan Therapeutics Inc. | 0.36% | 425,000 | $7.1M | Reduce -72.8% |
| IMCR Immunocore Holdings PLC-ADR | 0.32% | 200,000 | $6.2M | No change |
| DYN Dyne Therapeutics Inc. | 0.30% | 165,000 | $5.9M | New |
| SNY Sanofi-ADR | 0.29% | 100,000 | $5.8M | Reduce -68.3% |
| EDIT Editas Medicine Inc. | 0.25% | 1,465,000 | $5.0M | Add +79.5% |
| TMDX Transmedics Group Inc. | 0.22% | 27,600 | $4.3M | New |
| KEZAR LIFE SCIENCES INC | 0.20% | 5,026,000 | $3.9M | No change |
| QURE Uniqure NV | 0.17% | 673,618 | $3.3M | New |
| IMVT Immunovant Inc. | 0.14% | 99,000 | $2.8M | Reduce -89.1% |
| ANRO Alto Neuroscience Inc. | 0.14% | 240,000 | $2.7M | New |
| PRME Prime Medicine Inc. | 0.14% | 694,000 | $2.7M | No change |
| SYRS Syros Pharmaceuticals Inc. | 0.12% | 1,063,000 | $2.3M | Reduce -36.5% |
| SCYX Scynexis Inc. | 0.11% | 1,448,728 | $2.2M | No change |
| TIL Instil Bio Inc. | 0.10% | 29,100 | $2.0M | New |
| PRLD Prelude Therapeutics Inc. | 0.09% | 890,000 | $1.8M | New |
| KPTI Karyopharm Therapeutics Inc. | 0.09% | 2,018,500 | $1.7M | No change |
| HYPR Hyperfine Inc. | 0.07% | 1,188,178 | $1.3M | No change |
| BLUEBIRD BIO INC | 0.04% | 1,631,143 | $847K | New |
| CMAXQ Caremax Inc. | 0.00% | 21,200 | $36K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| CI The Cigna Group | Sold out | 0.00% | −2.59 |
| ALNY Alnylam Pharmaceuticals Inc. | Sold out | 0.00% | −2.29 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −2.14 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −1.71 |
| ARVN Arvinas Inc. | Reduce -49.9% | 1.88% | −1.50 |
| UTHR United Therapeutics Corp. | Sold out | 0.00% | −1.49 |
| AVTR Avantor Inc. | Reduce -60.0% | 1.63% | −1.15 |
| ABBV Abbvie Inc. | Reduce -64.0% | 1.01% | −1.02 |
| LNTH Lantheus Holdings Inc. | Sold out | 0.00% | −0.99 |
| ISRG Intuitive Surgical Inc. | Reduce -39.5% | 3.71% | −0.92 |
| PCVX Vaxcyte Inc. | Sold out | 0.00% | −0.91 |
| IMVT Immunovant Inc. | Reduce -89.1% | 0.14% | −0.87 |
| GPCR Structure Therapeutics Inc. | Reduce -59.9% | 0.96% | −0.83 |
| CGEM Cullinan Therapeutics Inc. | Reduce -72.8% | 0.36% | −0.79 |
| JSPR Jasper Therapeutics Inc. | Sold out | 0.00% | −0.75 |
| LEGN Legend Biotech Corp.-ADR | Sold out | 0.00% | −0.75 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.74 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.68 |
| ESTA Establishment Labs Holdings | Reduce -68.2% | 0.37% | −0.65 |
| SNDX Syndax Pharmaceuticals Inc. | Reduce -26.4% | 2.41% | −0.50 |
| DXCM Dexcom Inc. | Reduce -7.3% | 0.82% | −0.43 |
| CRBP Corbus Pharmaceuticals Holdi | Sold out | 0.00% | −0.41 |
| SNY Sanofi-ADR | Reduce -68.3% | 0.29% | −0.36 |
| APGE Apogee Therapeutics Inc. | Reduce -68.4% | 0.46% | −0.35 |
| INCY Incyte Corp. | Reduce -41.8% | 1.04% | −0.32 |
| RCKT Rocket Pharmaceuticals Inc. | Reduce -31.9% | 0.71% | −0.30 |
| ITCI Intra-Cellular Therapies Inc. | Reduce -41.8% | 0.87% | −0.29 |
| BPMC Blueprint Medicines Corp. | Reduce -17.8% | 1.49% | −0.27 |
| TYRA Tyra Biosciences Inc. | Sold out | 0.00% | −0.25 |
| SYRS Syros Pharmaceuticals Inc. | Reduce -36.5% | 0.12% | −0.25 |
| DHR Danaher Corp. | Reduce -36.7% | 1.35% | −0.25 |
| NGNE Neurogene Inc. | Reduce -41.6% | 0.91% | −0.22 |
| PATH Uipath Inc. Class A | Sold out | 0.00% | −0.20 |
| SYRE Spyre Therapeutics Inc. | Sold out | 0.00% | −0.19 |
| IMTX Immatics NV | Sold out | 0.00% | −0.19 |
| JANX Janux Therapeutics Inc. | Reduce -33.1% | 1.30% | −0.19 |
| IONS Ionis Pharmaceuticals Inc. | Sold out | 0.00% | −0.19 |
| ILMN Illumina Inc. | Reduce -38.9% | 1.94% | −0.18 |
| NBIX Neurocrine Biosciences Inc. | Reduce -6.3% | 2.70% | −0.17 |
| ARCA BIOPHARMA INC | Sold out | 0.00% | −0.16 |
| NTLA Intellia Therapeutics Inc. | Sold out | 0.00% | −0.16 |
| COLL Collegium Pharmaceutical Inc. | Sold out | 0.00% | −0.16 |
| ACIU Ac Immune SA | Sold out | 0.00% | −0.14 |
| PRVA Privia Health Group Inc. | Reduce -38.9% | 0.43% | −0.13 |
| WVE Wave Life Sciences Ltd. | Sold out | 0.00% | −0.07 |
| ARGX Argenx SE - ADR | Reduce -36.9% | 1.06% | −0.05 |
| RGNX Regenxbio Inc. | Reduce -12.9% | 0.61% | −0.04 |
| ACHC Acadia Healthcare Co. Inc. | Reduce -12.1% | 3.19% | −0.03 |
| JAZZ Jazz Pharmaceuticals PLC | Reduce -20.8% | 2.45% | −0.02 |
| SGRY Surgery Partners Inc. | Reduce -36.7% | 1.36% | +0.04 |
Portfolio Buys Q2 2024 → Q3 2024
| UNH Unitedhealth Group Inc. | New | 2.61% | +2.61 |
| HUM Humana Inc. | New | 2.10% | +2.10 |
| CNTA Centessa Pharmaceuticals Ltd. | New | 1.74% | +1.74 |
| CGON CG Oncology Inc. | Add +27.8% | 3.19% | +1.45 |
| EXAS Exact Sciences Corp. | Add +73.7% | 2.04% | +1.44 |
| KYMR Kymera Therapeutics Inc. | New | 1.21% | +1.21 |
| GKOS Glaukos Corp. | Add +54.0% | 2.29% | +1.17 |
| BMRN Biomarin Pharmaceutical Inc. | New | 1.15% | +1.15 |
| CATX Perspective Therapeutics Inc. | Add +13.4% | 2.35% | +1.06 |
| ORKA Oruka Therapeutics Inc. | New | 0.99% | +0.99 |
| INSM Insmed Inc. | Add +37.7% | 2.20% | +0.98 |
| PHAT Phathom Pharmaceuticals Inc. | Add +11.4% | 1.66% | +0.96 |
| TERN Terns Pharmaceuticals Inc. | New | 0.91% | +0.91 |
| ASND Ascendis Pharma A/S | New | 0.91% | +0.91 |
| BNTX Biontech SE-ADR | New | 0.88% | +0.88 |
| ORIC Oric Pharmaceuticals Inc. | New | 0.76% | +0.76 |
| ZTS Zoetis Inc. | New | 0.71% | +0.71 |
| BMY Bristol-Myers Squibb Co. | New | 0.69% | +0.69 |
| RVMD Revolution Medicines Inc. | Add +4.6% | 1.83% | +0.58 |
| IDYA Ideaya Biosciences Inc. | Add +22.9% | 2.22% | +0.55 |
| BHVN Biohaven Ltd. | Add +3.3% | 1.19% | +0.52 |
| XENE Xenon Pharmaceuticals Inc. | Add +8.5% | 1.64% | +0.39 |
| DYN Dyne Therapeutics Inc. | New | 0.30% | +0.30 |
| NAMS Newamsterdam Pharma Co. NV | Add +59.1% | 0.75% | +0.30 |
| TMDX Transmedics Group Inc. | New | 0.22% | +0.22 |
| COGT Cogent Biosciences Inc. | Add +0.0% | 0.55% | +0.19 |
| QURE Uniqure NV | New | 0.17% | +0.17 |
| ANRO Alto Neuroscience Inc. | New | 0.14% | +0.14 |
| TIL Instil Bio Inc. | New | 0.10% | +0.10 |
| PRLD Prelude Therapeutics Inc. | New | 0.09% | +0.09 |
| EDIT Editas Medicine Inc. | Add +79.5% | 0.25% | +0.09 |
| BLUEBIRD BIO INC | New | 0.04% | +0.04 |
| HELP Cybin Inc. | Add +0.7% | 0.42% | +0.01 |
Notes & Other Activity Q2 2024 → Q3 2024
| NUVB.WS Nuvation Bio Inc. -CW27 | *W EXP 02/10/202 | Sold out | 12,136 | $2Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 45 | $624.4M | DNTH, CGON, ORKA, JBIO, ELVN |
| Q1 2026Amended | 45 | $493.8M | DNTH, CGON, ORKA, CATX, JBIO |
| Q4 2025 | 39 | $346.7M | DNTH, CGON, JBIO, ORKA, TEVA |
| Q3 2025 | 43 | $439.4M | DNTH, CGON, MDT, BSX, ORKA |
| Q2 2025 | 55 | $498.8M | CGON, BSX, NTRA, DNTH, EXAS |
| Q1 2025 | 63 | $484.9M | BSX, DNTH, UNH, CGON, HUM |
| Q4 2024 | 61 | $1.0B | DNTH, BSX, JANX, NTRA, EXAS |
| Q3 2024 | 81 | $2.0B | BSX, DNTH, ISRG, NTRA, CGON |
| Q2 2024 | 84 | $2.4B | ISRG, BSX, NTRA, ARVN, ACHC |
| Q1 2024 | 86 | $2.8B | FUSN, BSX, ARVN, ISRG, DNTH |