Avidity Partners Management LP
CIK 1791827
13F filing for Q2 2026・No. 3,419
- Holdings
- US$624.44M
- Quarter change
- −US$311.26M
- Entries
- 45
- Net bought (estimate)
- −US$421.09M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 16
- Cut 26
- Added 5
- Corporate actions 0
- Unchanged 5
Largest holdings
45 stocks worth US$624.44M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIANTHUS THERAPEUTICS INCCOM | Cut | 2,104,184 | US$205.12M | 32.85% |
| CG ONCOLOGY INCCOM | Added | 1,398,948 | US$99.4M | 15.92% |
| ORUKA THERAPEUTICS INCCOM | Cut | 760,424 | US$72.37M | 11.59% |
| JADE BIOSCIENCES INCCOM NEW | Cut | 1,700,708 | US$37.79M | 6.05% |
| ELVNENLIVEN THERAPEUTICS INCCOM | Cut | 550,000 | US$27.91M | 4.47% |
| PERSPECTIVE THERAPEUTICS INCCOM NEW | Cut | 6,299,999 | US$21.48M | 3.44% |
| AKTSAKTIS ONCOLOGY INCCOM | AddedSplit 1:2 | 484,200 | US$15.61M | 2.50% |
| PALVELLA THERAPEUTICS INC NECOM | Cut | 70,000 | US$10.7M | 1.71% |
| MOBIA MED INCCOMMON STOCK | New | 798,282 | US$10.7M | 1.71% |
| RGENREPLIGEN CORPCOM | Cut | 77,800 | US$10.62M | 1.70% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.