13F HOLDINGS REPORT
Avidity Partners Management LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001791827-25-000007
Total Value
$502.0M
Positions
56
Other Managers
0
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CG ONCOLOGY INC | CGON | 1,499,942 | $39.0M | 7.77% |
| 2 | BOSTON SCIENTIFIC CORP | BSX | 321,800 | $34.6M | 6.89% |
| 3 | NATERA INC | NTRA | 199,300 | $33.7M | 6.71% |
| 4 | DIANTHUS THERAPEUTICS INC | DNTH | 1,742,902 | $32.5M | 6.47% |
| 5 | EXACT SCIENCES CORP | 30063P105 | 355,000 | $18.9M | 3.76% |
| 6 | TENET HEALTHCARE CORP | THC | 106,000 | $18.7M | 3.72% |
| 7 | DEXCOM INC | DXCM | 210,500 | $18.4M | 3.66% |
| 8 | DANAHER CORPORATION | 235851102 | 89,700 | $17.7M | 3.53% |
| 9 | HINGE HEALTH INC | HNGE | 322,344 | $16.7M | 3.32% |
| 10 | INTUITIVE SURGIVAL INC | ISRG | 27,100 | $14.7M | 2.93% |
| 11 | GENMAB A/S | GNMSF | 650,000 | $13.4M | 2.68% |
| 12 | REPLIGEN CORP | RGEN | 106,500 | $13.2M | 2.64% |
| 13 | THERMO FISHER SCIENTIFIC INC | TMO | 29,600 | $12.0M | 2.39% |
| 14 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 689,500 | $11.6M | 2.30% |
| 15 | JADE BIOSCIENCES INC | JBIO | 1,127,186 | $11.3M | 2.24% |
| 16 | PHATHOM PHARMACEUTICALS INC | PHAT | 1,064,500 | $10.2M | 2.03% |
| 17 | UNITEDHEALTH GROUP INC | UNH | 32,000 | $10.0M | 1.99% |
| 18 | MCKESSON CORP | MCK | 13,500 | $9.9M | 1.97% |
| 19 | AXSOME THERAPEUTICS INC | AXSM | 94,500 | $9.9M | 1.97% |
| 20 | CENCORA INC | COR | 32,800 | $9.8M | 1.96% |
| 21 | HEALTHEQUITY INC | HQY | 92,000 | $9.6M | 1.92% |
| 22 | ENCOMPASS HEALTH CORP | EHC | 74,000 | $9.1M | 1.81% |
| 23 | REVOLUTION MEDICINES INC | RVMDW | 228,600 | $8.4M | 1.68% |
| 24 | AKERO THERAPEUTICS INC | 00973Y108 | 134,000 | $7.2M | 1.42% |
| 25 | OMADA HEALTH INC | OMDA | 390,600 | $7.1M | 1.42% |
| 26 | BEAM THERAPEUTICS INC | BEAM | 409,400 | $7.0M | 1.39% |
| 27 | HUMANA INC | HUM | 27,600 | $6.7M | 1.34% |
| 28 | PERSPECTIVE THERAPEUTICS INC | CATX | 1,858,596 | $6.4M | 1.27% |
| 29 | ORGANON & CO | OGN | 640,000 | $6.2M | 1.23% |
| 30 | BRIDGEBIO PHARMA INC | BBIO | 140,000 | $6.0M | 1.20% |
| 31 | INSMED INC | INSM | 59,000 | $5.9M | 1.18% |
| 32 | MADRIGAL PHARMACEUTICALS INC | MDGL | 19,000 | $5.8M | 1.15% |
| 33 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 154,000 | $5.6M | 1.12% |
| 34 | CONTEXT THERAPEUTICS INC | CNTX | 7,477,255 | $4.9M | 0.98% |
| 35 | ORUKA THERAPEUTICS INC | ORKA | 352,124 | $3.9M | 0.79% |
| 36 | IMMUNIC INC | IMUX | 5,615,811 | $3.9M | 0.78% |
| 37 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 268,000 | $3.8M | 0.75% |
| 38 | DOXIMITY INC | DOCS | 60,000 | $3.7M | 0.73% |
| 39 | XENON PHARMACEUTICALS INC | XENE | 107,891 | $3.4M | 0.67% |
| 40 | VERONA PHARMA PLC | 925050106 | 33,800 | $3.2M | 0.64% |
| 41 | SYNDAX PHARMACEUTICALS INC | SNDX | 340,000 | $3.2M | 0.63% |
| 42 | UNIQURE NV | QURE | 207,000 | $2.9M | 0.57% |
| 43 | APOGEE THERAPEUTICS INC | APGE | 65,000 | $2.8M | 0.56% |
| 44 | SOLENO THERAPEUTICS INC | SLNO | 32,000 | $2.7M | 0.53% |
| 45 | CARDINAL HEALTH INC | CAH | 15,000 | $2.5M | 0.50% |
| 46 | ARS PHARMACEUTICALS INC | SPRY | 140,000 | $2.4M | 0.49% |
| 47 | KEZAR LIFE SCIENCES INC | KZR | 502,600 | $2.3M | 0.46% |
| 48 | INTELLIA THERAPEUTICS INC | NTLA | 232,000 | $2.2M | 0.43% |
| 49 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 39,000 | $1.8M | 0.37% |
| 50 | ARVINAS INC | ARVN | 243,162 | $1.8M | 0.36% |
| 51 | SYNDAX PHARMACEUTICALS INC | SNDX | 150,000 | $1.4M | 0.28% |
| 52 | SCYNEXIS INC | SCYX | 1,228,910 | $829,268 | 0.17% |
| 53 | KARYOPHARM THERAPEUTICS INC | KPTI | 134,566 | $579,979 | 0.12% |
| 54 | ALTIMMUNE INC | ALT | 105,000 | $406,350 | 0.08% |
| 55 | ENLIVEN THERAPEUTICS INC | ELVN | 11,300 | $226,678 | 0.05% |
| 56 | REVIVA PHARMACEUTICALS HOLDING | 76152G100 | 138,000 | $52,592 | 0.01% |