Avidity Partners Management LP
Avidity Partners Management LP reported 45 holdings worth US$624M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Avidity Partners Management LP reported 45 holdings worth US$624M as of Jun 30, 2026. Largest: Dianthus Therapeutics, Inc., Cg Oncology, Inc. and Oruka Therapeutics, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 45
- Value as reported
- US$624M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Dianthus Therapeutics, Inc. | 2.1M | US$205M | 32.8% |
| Cg Oncology, Inc. | 1.4M | US$99.4M | 15.9% |
| Oruka Therapeutics, Inc. | 760K | US$72.4M | 11.6% |
| Jade Biosciences, Inc. | 1.7M | US$37.8M | 6.1% |
| Enliven Therapeutics, Inc. | 550K | US$27.9M | 4.5% |
| Perspective Therapeutics, Inc. | 6.3M | US$21.5M | 3.4% |
| Aktis Oncology, Inc. | 484K | US$15.6M | 2.5% |
| Palvella Therapeutics, Inc. | 70,000 | US$10.7M | 1.7% |
| Mobia Medical, Inc. | 798K | US$10.7M | 1.7% |
| Repligen Corporation | 77,800 | US$10.6M | 1.7% |
| Immunic, Inc. | 670K | US$10.3M | 1.6% |
| Senseonics Holdings, Inc. | 1.6M | US$9.09M | 1.5% |
| Karyopharm Therapeutics Inc. | 924K | US$9.03M | 1.4% |
| Teva Pharmaceutical Industries Limited | 200K | US$6.78M | 1.1% |
| Dexcom, Inc. | 100K | US$6.74M | 1.1% |
| Tempus Ai, Inc. | 105K | US$6.08M | 0.97% |
| Vir Biotechnology, Inc. | 519K | US$5.29M | 0.85% |
| Encompass Health Corporation | 42,000 | US$4.25M | 0.68% |
| Tenax Therapeutics, Inc. | 266K | US$3.87M | 0.62% |
| Nuvectis Pharma, Inc. | 200K | US$3.68M | 0.59% |
| Insulet Corporation | 24,000 | US$3.65M | 0.59% |
| Boston Scientific Corporation | 80,000 | US$3.41M | 0.55% |
| Satellos Bioscience Inc | 388K | US$3.01M | 0.48% |
| Alamar Biosciences, Inc. | 110K | US$2.98M | 0.48% |
| Context Therapeutics Inc. | 5M | US$2.77M | 0.44% |
| Gilead Sciences, Inc. | 20,000 | US$2.53M | 0.40% |
| Charles River Laboratories International, Inc. | 10,000 | US$2.27M | 0.36% |
| Phathom Pharmaceuticals, Inc. | 200K | US$2.17M | 0.35% |
| Avalyn Pharma Inc. | 60,000 | US$1.98M | 0.32% |
| Kailera Therapeutics, Inc. | 80,000 | US$1.76M | 0.28% |
| Genmab A/s | 50,000 | US$1.37M | 0.22% |
| Intellia Therapeutics, Inc. | 75,000 | US$1.27M | 0.20% |
| Corvus Pharmaceuticals, Inc. | 80,000 | US$1.2M | 0.19% |
| Evommune, Inc. | 75,000 | US$997K | 0.16% |
| Abbott Laboratories | 10,000 | US$907K | 0.15% |
| Bridgebio Pharma, Inc. | 10,000 | US$745K | 0.12% |
| Peloton Interactive, Inc. | 100K | US$591K | 0.09% |
| Bridgebio Oncology Therapeutics, Inc. | 43,853 | US$334K | 0.05% |
| Savara, Inc. | 50,000 | US$308K | 0.05% |
| Trevi Therapeutics, Inc. | 6,660 | US$124K | 0.02% |
| Unitedhealth Group Incorporated | 0 | US$0 | 0.00% |
| Humana Inc. | 0 | US$0 | 0.00% |
| Abivax Sa | 0 | US$0 | 0.00% |
| Acadia Pharmaceuticals Inc. | 0 | US$0 | 0.00% |
| Anteris Technologies Global Corp. | 0 | US$0 | 0.00% |
| Arbutus Biopharma Corporation | 0 | US$0 | 0.00% |
| Centene Corporation | 0 | US$0 | 0.00% |
| Corcept Therapeutics Incorporated | 0 | US$0 | 0.00% |
| Hims & Hers Health, Inc. | 0 | US$0 | 0.00% |
| Kenvue Inc. | 0 | US$0 | 0.00% |
| Natera, Inc. | 0 | US$0 | 0.00% |
| Revolution Medicines, Inc. | 0 | US$0 | 0.00% |
| Scynexis, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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