Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Avidity Partners Management LP (CIK 1791827) reported $935.7M across 50 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DNTH ($361.3M, 38.62%), ORKA ($89.3M, 9.55%), CGON ($87.2M, 9.32%), JBIO ($53.9M, 5.76%), CATX ($48.8M, 5.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DNTH | DIANTHUS THERAPEUTICS INC | $361.3M | 38.62% | 4.2M | Added |
| 2 | ORKA | ORUKA THERAPEUTICS INC | $89.3M | 9.55% | 1.5M | Added |
| 3 | CGON | CG ONCOLOGY INC | $87.2M | 9.32% | 1.3M | Trimmed |
| 4 | JBIO | JADE BIOSCIENCES INC | $53.9M | 5.76% | 2.8M | Added |
| 5 | CATX | PERSPECTIVE THERAPEUTICS INC | $48.8M | 5.22% | 12.1M | Added |
| 6 | ELVN | ENLIVEN THERAPEUTICS INC | $32.2M | 3.44% | 800,000 | Added |
| 7 | CNTX | CONTEXT THERAPEUTICS INC | $24.9M | 2.66% | 10.0M | Added |
| 8 | TEVA | TEVA PHARM ADR | $20.6M | 2.20% | 650,100 | Added |
| 9 | RGEN | REPLIGEN CORP | $18.4M | 1.96% | 155,600 | Added |
| 10 | PVLA | PALVELLA THERAPEUTICS INC | $17.7M | 1.89% | 140,000 | Added |
| 11 | AKTIS ONCOLOGY INC | $17.2M | 1.83% | 937,132 | New | |
| 12 | MDT | MEDTRONIC INC | $16.8M | 1.79% | 200,000 | Added |
| 13 | VIR | VIR BIOTECHNOLOGY INC | $14.8M | 1.59% | 1.6M | New |
| 14 | IMUX | IMMUNIC INC | $13.9M | 1.48% | 7.4M | Added |
| 15 | DXCM | DEXCOM INC | $11.6M | 1.24% | 190,000 | New |
| 16 | EHC | ENCOMPASS HEALTH CORP | $8.3M | 0.88% | 84,000 | Added |
| 17 | BSX | BOSTON SCIENTIFIC CORP | $7.2M | 0.77% | 120,000 | Added |
| 18 | TENX | TENAX THERAPEUTICS INC | $6.9M | 0.74% | 481,868 | New |
| 19 | KPTI | KARYOPHARM THERAPEUTICS INC | $6.4M | 0.69% | 927,482 | Added |
| 20 | HUM | HUMANA INC | $5.9M | 0.63% | 25,000 | New |
| 21 | PHAT | PHATHOM PHARMACEUTICALS INC | $5.6M | 0.59% | 498,780 | Added |
| 22 | GILD | GILEAD SCIENCES INC | $5.4M | 0.58% | 40,000 | New |
| 23 | MSCLF | SATELLOS BIOSCIENCE INC | $5.3M | 0.56% | 775,538 | New |
| 24 | TEM | TEMPUS AI INC | $4.7M | 0.51% | 90,000 | New |
| 25 | SCYX | SCYNEXIS INC | $3.8M | 0.41% | 4.2M | Added |
Source: SEC Form 13F filings · as of 2026-03-31