The Analysis of Avidity Partners Management LP's Holdings
Currently, Avidity Partners Management LP holds 39 types of securities in its portfolio with a total value $369.3M. In the most recent quarter, they have increased their positions in ALNY (+21.0K shares, valued at $8.4M), CATX (+2.8M shares, valued at $7.8M), ICLR (+33.1K shares, valued at $6.0M); decreased their positions in DNTH (-1.1M shares, valued at $45.3M), NTRA (-58.6K shares, valued at $13.4M), DHR (-37.7K shares, valued at $8.6M); initiated new positions in ALNY (+21.0K shares, valued at $8.4M), ICLR (+33.1K shares, valued at $6.0M), A (+41.5K shares, valued at $5.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DNTH DIANTHUS THERAPEUTICS INC2.1M shares-34.33%2025-12-312026-02-13
CGON CG ONCOLOGY INC1.5M shares-8.01%2025-12-312026-02-13 CATX PERSPECTIVE THERAPEUTICS INC6.0M shares88.43%2026-02-202026-03-10 JBIO JADE BIOSCIENCES INC1.4M shares24.27%2025-12-312026-02-13 ORKA ORUKA THERAPEUTICS INC660.4K shares0.00%2025-12-312026-02-13 TEVA TEVA PHARMACEUTICAL INDS LTD417.3K shares-18.18%2025-12-312026-02-13 BSX BOSTON SCIENTIFIC CORP114.5K shares-30.31%2025-12-312026-02-13 MEDTRONIC PLC MEDTRONIC PLC107.6K shares-43.55%2025-12-312026-02-13 ALNY ALNYLAM PHARMACEUTICALS INC21.0K sharesnew addition2025-12-312026-02-13 RGEN REPLIGEN CORP50.3K shares115.88%2025-12-312026-02-13 CNTX CONTEXT THERAPEUTICS INC5.5M shares-38.71%2025-12-312026-02-13 MCK MCKESSON CORP9.5K shares64.14%2025-12-312026-02-13 ICLR ICON PLC33.1K sharesnew addition2025-12-312026-02-13 A AGILENT TECHNOLOGIES INC41.5K sharesnew addition2025-12-312026-02-13 PFE PFIZER INC203.6K shares-44.43%2025-12-312026-02-13 CNC CENTENE CORP DEL119.4K sharesnew addition2025-12-312026-02-13 KVUE KENVUE INC232.8K shares-12.22%2025-12-312026-02-13 DHR DANAHER CORPORATION17.0K shares-68.92%2025-12-312026-02-13 TMO THERMO FISHER SCIENTIFIC INC6.7K shares-64.55%2025-12-312026-02-13 NVO NOVO-NORDISK A S67.3K sharesnew addition2025-12-312026-02-13 PHAT PHATHOM PHARMACEUTICALS INC206.1K shares-32.65%2025-12-312026-02-13 EHC ENCOMPASS HEALTH CORP31.6K shares-24.58%2025-12-312026-02-13 CENCORA INC CENCORA INC9.4K shares-50.53%2025-12-312026-02-13 INSM INSMED INC17.7K shares52.59%2025-12-312026-02-13 WAT WATERS CORP8.1K sharesnew addition2025-12-312026-02-13 ACAD ACADIA PHARMACEUTICALS INC106.9K shares-25.76%2025-12-312026-02-13 GMAB GENMAB A/S92.0K shares-62.92%2025-12-312026-02-13 NTRA NATERA INC11.8K shares-83.24%2025-12-312026-02-13 IMUX IMMUNIC INC4.7M shares0.00%2025-12-312026-02-13 ACHC ACADIA HEALTHCARE COMPANY IN169.0K sharesnew addition2025-12-312026-02-13 ITGR INTEGER HLDGS CORP29.8K sharesnew addition2025-12-312026-02-13 ELVN ENLIVEN THERAPEUTICS INC140.3K shares0.00%2025-12-312026-02-13 PVLA PALVELLA THERAPEUTICS INC NE19.3K sharesnew addition2025-12-312026-02-13 HQY HEALTHEQUITY INC16.9K shares-33.20%2025-12-312026-02-13 SCYNEXIS INC SCYNEXIS INC2.1M shares-37.87%2025-12-312026-02-13 IQV IQVIA HLDGS INC4.4K sharesnew addition2025-12-312026-02-13 KPTI KARYOPHARM THERAPEUTICS INC134.6K shares0.00%2025-12-312026-02-13 CORT CORCEPT THERAPEUTICS INC22.0K sharesnew addition2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available