13F HOLDINGS REPORT
Avidity Partners Management LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001791827-25-000002
Total Value
$1.02B
Positions
63
Other Managers
0
Confidential Omitted
No
Holdings (63)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIANTHUS THERAPEUTICS INC | DNTH | 2,873,000 | $62.6M | 6.15% |
| 2 | BOSTON SCIENTIFIC CORP | BSX | 515,000 | $46.0M | 4.52% |
| 3 | JANUX THERAPEUTICS INC | JANX | 741,900 | $39.7M | 3.90% |
| 4 | NATERA INC | NTRA | 223,800 | $35.4M | 3.48% |
| 5 | EXACT SCIENCES CORP | 30063P105 | 603,011 | $33.9M | 3.33% |
| 6 | INTUITIVE SURGICAL INC | ISRG | 64,800 | $33.8M | 3.32% |
| 7 | CG ONCOLOGY INC | CGON | 1,097,800 | $31.5M | 3.09% |
| 8 | UNITEDHEALTH GROUP INC | UNH | 60,000 | $30.4M | 2.98% |
| 9 | NEUROCRINE BIOSCIENCES INC | NBIX | 220,400 | $30.1M | 2.95% |
| 10 | IDEAYA BIOSCIENCES INC | IDYA | 1,126,700 | $29.0M | 2.84% |
| 11 | JAZZ PHARMACEUTICALS PLC | JAZZ | 234,500 | $28.9M | 2.84% |
| 12 | MIRUM PHARMACEUTICALS INC | MIRM | 666,200 | $27.5M | 2.71% |
| 13 | ACADIA HEALTHCARE COMPANY IN | ACHC | 658,000 | $26.1M | 2.56% |
| 14 | ARVINAS INC | ARVN | 1,358,000 | $26.0M | 2.56% |
| 15 | GLAUKOS CORP | GKOS | 170,000 | $25.5M | 2.50% |
| 16 | DEXCOM INC | DXCM | 318,000 | $24.7M | 2.43% |
| 17 | THERMO FISHER SCIENTIFIC INC | TMO | 44,600 | $23.2M | 2.28% |
| 18 | HUMANA INC | HUM | 89,200 | $22.6M | 2.22% |
| 19 | KYMERA THERAPEUTICS INC | KYMR | 500,000 | $20.1M | 1.98% |
| 20 | AVANTOR INC | AVTR | 947,000 | $20.0M | 1.96% |
| 21 | SYNDAX PHARMACEUTICALS INC | SNDX | 1,500,000 | $19.8M | 1.95% |
| 22 | CENTESSA PHARMACEUTICALS PLC | CNTA | 1,165,800 | $19.5M | 1.92% |
| 23 | REVOLUTION MEDICINES INC | RVMDW | 446,200 | $19.5M | 1.92% |
| 24 | XENON PHARMACEUTICALS INC | XENE | 474,000 | $18.6M | 1.82% |
| 25 | TENET HEALTHCARE CORP | THC | 137,000 | $17.3M | 1.70% |
| 26 | INSMED INC | INSM | 232,800 | $16.1M | 1.58% |
| 27 | AXSOME THERAPEUTICS INC | AXSM | 188,000 | $15.9M | 1.56% |
| 28 | BLUEPRINT MEDICINES CORP | 09627Y109 | 176,600 | $15.4M | 1.51% |
| 29 | DANAHER CORPORATION | 235851102 | 67,000 | $15.4M | 1.51% |
| 30 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 352,000 | $14.8M | 1.45% |
| 31 | ILLUMINA INC | ILMN | 109,700 | $14.7M | 1.44% |
| 32 | ABBVIE INC | ABBV | 80,700 | $14.3M | 1.41% |
| 33 | ARVINAS INC | ARVN | 700,000 | $13.4M | 1.32% |
| 34 | ROCKET PHARMACEUTICALS INC | RCKTW | 1,053,300 | $13.2M | 1.30% |
| 35 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 215,000 | $12.2M | 1.19% |
| 36 | TRANSMEDICS GROUP INC | TMDX | 192,400 | $12.0M | 1.18% |
| 37 | PHATHOM PHARMACEUTICALS INC | PHAT | 1,390,100 | $11.3M | 1.11% |
| 38 | SURGERY PARTNERS INC | SGRY | 514,200 | $10.9M | 1.07% |
| 39 | ORIC PHARMACEUTICALS INC | ORIC | 1,265,200 | $10.2M | 1.00% |
| 40 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 354,000 | $9.1M | 0.89% |
| 41 | INCYTE CORP | INCY | 129,600 | $9.0M | 0.88% |
| 42 | PERSPECTIVE THERAPEUTICS INC | CATX | 2,694,600 | $8.6M | 0.84% |
| 43 | ASCENDIS PHARMA A/S | ASND | 62,000 | $8.5M | 0.84% |
| 44 | BIOHAVEN LTD | BHVN | 222,900 | $8.3M | 0.82% |
| 45 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 97,000 | $8.1M | 0.80% |
| 46 | IMMUNIC INC | IMUX | 7,966,400 | $8.0M | 0.78% |
| 47 | CONTEXT THERAPEUTICS INC | CNTX | 7,477,200 | $7.9M | 0.77% |
| 48 | ORUKA THERAPEUTICS INC | ORKA | 352,124 | $6.8M | 0.67% |
| 49 | REGENERON PHARMACEUTICALS | REGN | 8,400 | $6.0M | 0.59% |
| 50 | BRUKER CORP | BRKRP | 76,300 | $4.5M | 0.44% |
| 51 | VERA THERAPEUTICS INC | VERA | 100,000 | $4.2M | 0.42% |
| 52 | REGENXBIO INC | RGNX | 532,000 | $4.1M | 0.40% |
| 53 | UNIQURE NV | QURE | 222,000 | $3.9M | 0.39% |
| 54 | KEZAR LIFE SCIENCES INC | KZR | 502,600 | $3.4M | 0.33% |
| 55 | KEROS THERAPEUTICS INC | KROS | 210,000 | $3.3M | 0.33% |
| 56 | AKERO THERAPEUTICS INC | 00973Y108 | 82,000 | $2.3M | 0.22% |
| 57 | DYNE THERAPEUTICS INC | DYN | 96,000 | $2.3M | 0.22% |
| 58 | COGENT BIOSCIENCES INC | COGT | 287,104 | $2.2M | 0.22% |
| 59 | NEUMORA THERAPEUTICS INC. | NMRA | 150,000 | $1.6M | 0.16% |
| 60 | SCYNEXIS INC | SCYX | 1,228,910 | $1.5M | 0.15% |
| 61 | KARYOPHARM THERAPEUTICS INC | KPTI | 2,018,500 | $1.4M | 0.13% |
| 62 | HYPERFINE INC | HYPR | 1,188,178 | $1.0M | 0.10% |
| 63 | BLUEBIRD BIO INC | 09609G209 | 81,555 | $680,169 | 0.07% |