13F HOLDINGS REPORT
Avidity Partners Management LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001791827-25-000005
Total Value
$524.7M
Positions
67
Other Managers
0
Confidential Omitted
No
Holdings (67)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BOSTON SCIENTIFIC CORP | BSX | 336,000 | $33.9M | 6.46% |
| 2 | DIANTHUS THERAPEUTICS INC | DNTH | 1,720,902 | $31.2M | 5.95% |
| 3 | UNITEDHEALTH GROUP INC | UNH | 50,500 | $26.4M | 5.04% |
| 4 | CG ONCOLOGY INC | CGON | 980,942 | $24.0M | 4.58% |
| 5 | HUMANA INC | HUM | 81,000 | $21.4M | 4.08% |
| 6 | HUMANA INC | HUM | 80,000 | $21.2M | 4.03% |
| 7 | NATERA INC | NTRA | 119,200 | $16.9M | 3.21% |
| 8 | REGENERON PHARMACEUTICALS | REGN | 25,400 | $16.1M | 3.07% |
| 9 | EXACT SCIENCES CORP | 30063P105 | 353,000 | $15.3M | 2.91% |
| 10 | BEAM THERAPEUTICS INC | BEAM | 709,517 | $13.9M | 2.64% |
| 11 | GLAUKOS CORP | GKOS | 134,000 | $13.2M | 2.51% |
| 12 | DEXCOM INC | DXCM | 180,000 | $12.3M | 2.34% |
| 13 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 322,100 | $11.7M | 2.22% |
| 14 | SYNDAX PHARMACEUTICALS INC | SNDX | 925,000 | $11.4M | 2.17% |
| 15 | CENCORA INC | COR | 39,300 | $10.9M | 2.08% |
| 16 | JAZZ PHARMACEUTICALS PLC | JAZZ | 80,000 | $9.9M | 1.89% |
| 17 | TENET HEALTHCARE CORP | THC | 72,000 | $9.7M | 1.85% |
| 18 | NEUROCRINE BIOSCIENCES INC | NBIX | 85,700 | $9.5M | 1.81% |
| 19 | DANAHER CORPORATION | 235851102 | 44,500 | $9.1M | 1.74% |
| 20 | AXSOME THERAPEUTICS INC | AXSM | 77,000 | $9.0M | 1.71% |
| 21 | GENMAB A/S | GNMSF | 433,100 | $8.5M | 1.62% |
| 22 | INSMED INC | INSM | 107,000 | $8.2M | 1.56% |
| 23 | ORGANON & CO | OGN | 535,000 | $8.0M | 1.52% |
| 24 | THERMO FISHER SCIENTIFIC INC | TMO | 15,500 | $7.7M | 1.47% |
| 25 | XENON PHARMACEUTICALS INC | XENE | 229,000 | $7.7M | 1.46% |
| 26 | SPDR SER TR | 78464A870 | 94,000 | $7.6M | 1.45% |
| 27 | CENTESSA PHARMACEUTICALS PLC | CNTA | 529,000 | $7.6M | 1.45% |
| 28 | REVOLUTION MEDICINES INC | RVMDW | 213,000 | $7.5M | 1.44% |
| 29 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 481,000 | $7.4M | 1.41% |
| 30 | AVANTOR INC | AVTR | 453,000 | $7.3M | 1.40% |
| 31 | IDEAYA BIOSCIENCES INC | IDYA | 445,000 | $7.3M | 1.39% |
| 32 | DOXIMITY INC | DOCS | 122,500 | $7.1M | 1.35% |
| 33 | JANUX THERAPEUTICS INC | JANX | 258,000 | $7.0M | 1.33% |
| 34 | HEALTHEQUITY INC | HQY | 78,000 | $6.9M | 1.31% |
| 35 | BLUEPRINT MEDICINES CORP | 09627Y109 | 68,500 | $6.1M | 1.16% |
| 36 | ARVINAS INC | ARVN | 750,000 | $5.3M | 1.00% |
| 37 | UNITED THERAPEUTICS CORP DEL | UTHR | 16,800 | $5.2M | 0.99% |
| 38 | PHATHOM PHARMACEUTICALS INC | PHAT | 800,000 | $5.0M | 0.96% |
| 39 | SYNDAX PHARMACEUTICALS INC | SNDX | 400,000 | $4.9M | 0.94% |
| 40 | IMMUNIC INC | IMUX | 4,454,408 | $4.9M | 0.93% |
| 41 | BRUKER CORP | BRKRP | 115,000 | $4.8M | 0.91% |
| 42 | PERSPECTIVE THERAPEUTICS INC | CATX | 2,197,270 | $4.7M | 0.89% |
| 43 | CONTEXT THERAPEUTICS INC | CNTX | 7,477,200 | $4.6M | 0.87% |
| 44 | ORUKA THERAPEUTICS INC | ORKA | 352,124 | $3.6M | 0.69% |
| 45 | UNIQURE NV | QURE | 336,200 | $3.6M | 0.68% |
| 46 | BIOHAVEN LTD | BHVN | 145,000 | $3.5M | 0.66% |
| 47 | ARVINAS INC | ARVN | 413,162 | $2.9M | 0.55% |
| 48 | ACADIA PHARMACEUTICALS INC | ACAD | 169,000 | $2.8M | 0.54% |
| 49 | ROYALTY PHARMA PLC | RPRX | 87,000 | $2.7M | 0.52% |
| 50 | BRIDGEBIO PHARMA INC | BBIO | 75,000 | $2.6M | 0.49% |
| 51 | KEZAR LIFE SCIENCES INC | KZR | 502,600 | $2.5M | 0.47% |
| 52 | AKERO THERAPEUTICS INC | 00973Y108 | 57,000 | $2.3M | 0.44% |
| 53 | SOLENO THERAPEUTICS INC | SLNO | 32,000 | $2.3M | 0.44% |
| 54 | CAPRICOR THERAPEUTICS INC | CAPR | 239,000 | $2.3M | 0.43% |
| 55 | LEXEO THERAPEUTICS INC | LXEO | 645,000 | $2.2M | 0.43% |
| 56 | VERA THERAPEUTICS INC | VERA | 91,000 | $2.2M | 0.42% |
| 57 | REGENXBIO INC | RGNX | 260,000 | $1.9M | 0.35% |
| 58 | IONIS PHARMACEUTICALS INC | IONS | 60,000 | $1.8M | 0.35% |
| 59 | MIRUM PHARMACEUTICALS INC | MIRM | 40,000 | $1.8M | 0.34% |
| 60 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 68,000 | $1.4M | 0.27% |
| 61 | AGILON HEALTH INC | AGL | 305,100 | $1.3M | 0.25% |
| 62 | SCYNEXIS INC | SCYX | 1,228,910 | $1.2M | 0.22% |
| 63 | VAXCYTE INC | PCVX | 23,000 | $868,480 | 0.17% |
| 64 | KARYOPHARM THERAPEUTICS INC | KPTI | 134,566 | $503,277 | 0.10% |
| 65 | ENLIVEN THERAPEUTICS INC | ELVN | 11,300 | $222,384 | 0.04% |
| 66 | HYPERFINE INC | HYPR | 222,174 | $159,143 | 0.03% |
| 67 | REVIVA PHARMACEUTCLS HLDGS I | 76152G100 | 138,000 | $131,624 | 0.03% |