Avidity Partners Management LP
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| DIANTHUS THERAPEUTICS INC | 0 | 2,104,184 | +2,104,184 | 0 | 176,583,121 | +176,583,121 |
| CG ONCOLOGY INC | 0 | 1,288,948 | +1,288,948 | 0 | 87,236,001 | +87,236,001 |
| ORUKA THERAPEUTICS INC | 0 | 760,424 | +760,424 | 0 | 37,298,797 | +37,298,797 |
| PERSPECTIVE THERAPEUTICS INC | 0 | 6,049,999 | +6,049,999 | 0 | 25,228,496 | +25,228,496 |
| TEVA PHARM ADR | 0 | 450,100 | +450,100 | 0 | 13,557,012 | +13,557,012 |
| ENLIVEN THERAPEUTICS INC | 0 | 400,000 | +400,000 | 0 | 15,680,000 | +15,680,000 |
| VIR BIOTECHNOLOGY INC | 0 | 950,000 | +950,000 | 0 | 8,512,000 | +8,512,000 |
| AKTIS ONCOLOGY INC | 0 | 468,566 | +468,566 | 0 | 8,382,646 | +8,382,646 |
| PALVELLA THERAPEUTICS INC | 0 | 70,000 | +70,000 | 0 | 8,725,500 | +8,725,500 |
| DEXCOM | 0 | 90,000 | +90,000 | 0 | 5,652,000 | +5,652,000 |
| CONTEXT THERAPEUTICS INC | 0 | 4,998,267 | +4,998,267 | 0 | 13,095,460 | +13,095,460 |
| IMMUNIC INC | 0 | 6,699,411 | +6,699,411 | 0 | 7,436,346 | +7,436,346 |
| TENAX THERAPEUTICS INC | 0 | 215,934 | +215,934 | 0 | 3,452,785 | +3,452,785 |
| GILEAD SCIENCES INC | 0 | 20,000 | +20,000 | 0 | 2,787,400 | +2,787,400 |
| SATELLOS BIOSCIENCE INC | 0 | 387,769 | +387,769 | 0 | 2,183,139 | +2,183,139 |
| CORVUS PHARMACEUTICALS INC | 0 | 115,000 | +115,000 | 0 | 1,682,450 | +1,682,450 |
| KARYOPHARM THERAPEUTICS INC | 0 | 463,741 | +463,741 | 0 | 2,583,037 | +2,583,037 |
| HIMS & HERS HEALTH INC | 0 | 75,000 | +75,000 | 0 | 1,557,000 | +1,557,000 |
| REVOLUTION MEDICINES INC | 0 | 15,000 | +15,000 | 0 | 1,458,750 | +1,458,750 |
| STRUCTURE THERAPEUTICS INC | 0 | 30,000 | +30,000 | 0 | 1,446,000 | +1,446,000 |
| TEMPUS AI INC | 0 | 25,000 | +25,000 | 0 | 1,130,500 | +1,130,500 |
| ABIVAX SA-ADR | 0 | 10,000 | +10,000 | 0 | 1,113,500 | +1,113,500 |
| UNITEDHEALTH GRP | 0 | 3,800 | +3,800 | 0 | 1,028,242 | +1,028,242 |
| INTELLIA THERAPEUTICS INC | 0 | 75,000 | +75,000 | 0 | 961,500 | +961,500 |
| ODDITY TECH LTD-CL A | 0 | 70,000 | +70,000 | 0 | 936,600 | +936,600 |
| MOONLAKE IMMUNOTHERAPEUTICS | 0 | 50,000 | +50,000 | 0 | 932,000 | +932,000 |
| REPLIGEN CORP | 0 | 77,800 | +77,800 | 0 | 9,166,396 | +9,166,396 |
| PELOTON INTERACTIVE INC-A | 0 | 200,000 | +200,000 | 0 | 858,000 | +858,000 |
| ANTERIS TECHNOLOGIES GLOBAL | 0 | 150,000 | +150,000 | 0 | 832,500 | +832,500 |
| ENCOMPASS HEALTH CORP | 0 | 42,000 | +42,000 | 0 | 4,062,660 | +4,062,660 |
| SCYNEXIS INC | 0 | 2,081,660 | +2,081,660 | 0 | 1,908,674 | +1,908,674 |
| ARBUTUS BIOPHARMA CORP | 0 | 125,000 | +125,000 | 0 | 562,500 | +562,500 |
| CORCEPT THERA | 0 | 30,000 | +30,000 | 0 | 1,209,300 | +1,209,300 |
| BRIDGEBIO ONCOLOGY THERAPEUTIC | 0 | 43,853 | +43,853 | 0 | 392,484 | +392,484 |
| TREVI THERAPEUTICS INC | 0 | 6,660 | +6,660 | 0 | 79,454 | +79,454 |
| PHATHOM PHARMACEUTICALS INC | 0 | 249,390 | +249,390 | 0 | 2,770,723 | +2,770,723 |
| NATERA INC | 0 | 9,000 | +9,000 | 0 | 1,799,910 | +1,799,910 |
| IQVIA HLDGS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| GENMAB A/S -SP ADR | 0 | 50,000 | +50,000 | 0 | 1,341,500 | +1,341,500 |
| HEALTHEQUITY INC | 0 | 0 | 0 | 0 | 0 | 0 |
| MEDTRONIC INC | 0 | 100,000 | +100,000 | 0 | 8,665,000 | +8,665,000 |
| JADE BIOSCIENCES INC | 0 | 1,400,708 | +1,400,708 | 0 | 19,679,947 | +19,679,947 |
| KENVUE INC ORD | 0 | 100,000 | +100,000 | 0 | 1,724,000 | +1,724,000 |
| INTEGER HLDGS CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| ACADIA HEALTHCARE COMPANY IN | 0 | 0 | 0 | 0 | 0 | 0 |
| ACADIA PHARM | 0 | 12,967 | +12,967 | 0 | 288,645 | +288,645 |
| CENTENE CORP | 0 | 70,000 | +70,000 | 0 | 2,291,800 | +2,291,800 |
| WATERS CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| INSMED INC | 0 | 0 | 0 | 0 | 0 | 0 |
| CENCORA INC | 0 | 0 | 0 | 0 | 0 | 0 |
| THE CIGNA GROUP | 0 | 0 | 0 | 0 | 0 | 0 |
| NOVO-NORDISK A S | 0 | 0 | 0 | 0 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | 0 | 0 | 0 | 0 | 0 | 0 |
| DANAHER CORPORATION | 0 | 0 | 0 | 0 | 0 | 0 |
| ICON PLC | 0 | 16,000 | +16,000 | 0 | 1,770,560 | +1,770,560 |
| PFIZER INC | 0 | 0 | 0 | 0 | 0 | 0 |
| AGILENT TECHNOLOGIES INC | 0 | 0 | 0 | 0 | 0 | 0 |
| BOSTON SCIENTIFIC CORPORATION | 0 | 60,000 | +60,000 | 0 | 3,765,000 | +3,765,000 |
| MCKESSON CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| ALNYLAM PHARMACEUTICALS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| TEVA PHARMACEUTICAL INDS LTD | 0 | 0 | 0 | 0 | 0 | 0 |