Avidity Partners Management LP
CIK 1791827 · Holdings on Dec 31, 2025 · First reported Feb 13, 2026
Top ten holdings
Q4 2025- DNTH25.01%
- CGON17.64%
- JBIO6.23%
- ORKA5.77%
- TEVAN3.76%
- BSX3.15%
- MDT2.98%
- CATX2.55%
- ALNY2.41%
- RGEN2.38%
Share classes counted separately71.88%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JBIOWeight increased · +4.02 pp2.21% → 6.23%Shares +273.52K (+24.27%)
- DNTHWeight decreased · -3.69 pp28.70% → 25.01%Shares -1.10M (-34.33%)
- CGONWeight increased · +2.96 pp14.68% → 17.64%Shares -128.20K (-8.01%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DNTHDIANTHUS THERAPEUTICS INC View history and evidence | $86.71M | 25.01% | 2.10M shares | 28.70% → 25.01%-3.69 pp -1.10M (-34.33%) | Reduced | ↗▾ |
| 02 | CGONCG ONCOLOGY INC View history and evidence | $61.15M | 17.64% | 1.47M shares | 14.68% → 17.64%+2.96 pp -128.20K (-8.01%) | Reduced | ↗▾ |
| 03 | JBIOJADE BIOSCIENCES INCCOM NEW View history and evidence | $21.61M | 6.23% | 1.40M shares | 2.21% → 6.23%+4.02 pp +273.52K (+24.27%) | Added | ↗▾ |
| 04 | ORKAORUKA THERAPEUTICS INC View history and evidence | $20.02M | 5.77% | 660.42K shares | 2.89% → 5.77%+2.88 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | TEVANTEVA PHARMACEUTICAL-SP ADRSPONSORED ADS View history and evidence | $13.02M | 3.76% | 417.30K shares | 2.34% → 3.76%+1.42 pp -92.70K (-18.18%) | Reduced | ↗▾ |
| 06 | BSXBOSTON SCIENTIFIC CORP View history and evidence | $10.92M | 3.15% | 114.50K shares | 3.65% → 3.15%-0.50 pp -49.80K (-30.31%) | Reduced | ↗▾ |
| 07 | MDTMEDTRONIC PLCSHS View history and evidence | $10.34M | 2.98% | 107.60K shares | 4.13% → 2.98%-1.15 pp -83.00K (-43.55%) | Reduced | ↗▾ |
| 08 | CATXPERSPECTIVE THERAPEUTICS INCCOM NEW View history and evidence | $8.83M | 2.55% | 3.21M shares | 2.34% → 2.55%+0.21 pp +216.70K (+7.24%) | Added | ↗▾ |
| 09 | ALNYALNYLAM PHARMACEUTICALS INC View history and evidence | $8.35M | 2.41% | 21.00K shares | Prior unavailable +21.00K | New | ↗▾ |
| 10 | RGENREPLIGEN CORP View history and evidence | $8.24M | 2.38% | 50.30K shares | 0.71% → 2.38%+1.67 pp +27.00K (+115.88%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 15
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BMY BRISTOL-MYERS SQUIBB CO | Non-derivative | -257,600 | -$11.62M | SEC filing ↗ | SEC filing ↗ |
| MTSR METSERA INC | Non-derivative | -140,500 | -$7.35M | SEC filing ↗ | SEC filing ↗ |
| UNH UNITEDHEALTH GROUP INC | Non-derivative | -17,800 | -$6.15M | SEC filing ↗ | SEC filing ↗ |
3 / 15 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1791827 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 346693009
}Research all 39 reported holdings.
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