Avidity Partners Management LP 13F Holdings · Q2 2026
Avidity Partners Management LP reported 45 securities worth $624.44M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DNTH (32.85%), CGON (15.92%), ORKA (11.59%). Among its top 25 positions this quarter: 5 new, 10 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DNTH | DIANTHUS THERAPEUTICS INC | $205.1M | 32.85% | 2.1M | Hold |
| 2 | CGON | CG ONCOLOGY INC | $99.4M | 15.92% | 1.4M | Added |
| 3 | ORKA | ORUKA THERAPEUTICS INC | $72.4M | 11.59% | 760,424 | Hold |
| 4 | JBIO | JADE BIOSCIENCES INC | $37.8M | 6.05% | 1.7M | Added |
| 5 | ELVN | ENLIVEN THERAPEUTICS INC | $27.9M | 4.47% | 550,000 | Added |
| 6 | CATX | PERSPECTIVE THERAPEUTICS INC | $21.5M | 3.44% | 6.3M | Added |
| 7 | AKTS | AKTIS ONCOLOGY INC | $15.6M | 2.50% | 484,200 | Added |
| 8 | MOBI | MOBIA MED INC | $10.7M | 1.71% | 798,282 | New |
| 9 | PVLA | PALVELLA THERAPEUTICS INC NE | $10.7M | 1.71% | 70,000 | Hold |
| 10 | RGEN | REPLIGEN CORP | $10.6M | 1.70% | 77,800 | Hold |
| 11 | IMUX | IMMUNIC INC | $10.3M | 1.65% | 669,941 | New |
| 12 | SENS | SENSEONICS HLDGS INC | $9.1M | 1.46% | 1.6M | New |
| 13 | KPTI | KARYOPHARM THERAPEUTICS INC | $9.0M | 1.45% | 924,487 | Added |
| 14 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $6.8M | 1.09% | 200,000 | Trimmed |
| 15 | DXCM | DEXCOM INC | $6.7M | 1.08% | 100,000 | Trimmed |
| 16 | TEM | TEMPUS AI INC | $6.1M | 0.97% | 105,000 | Added |
| 17 | MDT | MEDTRONIC PLC | $5.5M | 0.88% | 70,000 | Trimmed |
| 18 | VIR | VIR BIOTECHNOLOGY INC | $5.3M | 0.85% | 519,300 | Trimmed |
| 19 | GPCR | STRUCTURE THERAPEUTICS INC | $5.3M | 0.84% | 98,000 | Added |
| 20 | EHC | ENCOMPASS HEALTH CORP | $4.2M | 0.68% | 42,000 | Hold |
| 21 | TENX | TENAX THERAPEUTICS INC | $3.9M | 0.62% | 265,934 | Trimmed |
| 22 | NVCT | NUVECTIS PHARMA INC | $3.7M | 0.59% | 200,000 | New |
| 23 | PODD | INSULET CORP | $3.7M | 0.59% | 24,000 | Added |
| 24 | BSX | BOSTON SCIENTIFIC CORP | $3.4M | 0.55% | 80,000 | Added |
| 25 | ALMR | ALAMAR BIOSCIENCES INC | $3.0M | 0.48% | 110,000 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR