13F HOLDINGS REPORT
Avidity Partners Management LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001791827-25-000008
Total Value
$439.4M
Positions
43
Other Managers
0
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIANTHUS THERAPEUTICS INC | DNTH | 3,204,184 | $126.1M | 28.70% |
| 2 | CG ONCOLOGY INC | CGON | 1,600,899 | $64.5M | 14.68% |
| 3 | MEDTRONIC PLC | MDT | 190,600 | $18.2M | 4.13% |
| 4 | BOSTON SCIENTIFIC CORP | BSX | 164,300 | $16.0M | 3.65% |
| 5 | ORUKA THERAPEUTICS INC | ORKA | 660,424 | $12.7M | 2.89% |
| 6 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 257,600 | $11.6M | 2.64% |
| 7 | NATERA INC | NTRA | 70,400 | $11.3M | 2.58% |
| 8 | DANAHER CORPORATION | 235851102 | 54,700 | $10.8M | 2.47% |
| 9 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 510,000 | $10.3M | 2.34% |
| 10 | PERSPECTIVE THERAPEUTICS INC | CATX | 2,994,033 | $10.3M | 2.34% |
| 11 | JADE BIOSCIENCES INC | JBIO | 1,127,186 | $9.7M | 2.21% |
| 12 | PFIZER INC | PFE | 366,400 | $9.3M | 2.12% |
| 13 | THERMO FISHER SCIENTIFIC INC | TMO | 18,900 | $9.2M | 2.09% |
| 14 | CONTEXT THERAPEUTICS INC | CNTX | 8,981,855 | $8.7M | 1.98% |
| 15 | GENMAB A/S | GNMSF | 248,100 | $7.6M | 1.73% |
| 16 | METSERA INC | 59267L107 | 140,500 | $7.4M | 1.67% |
| 17 | UNITEDHEALTH GROUP INC | UNH | 17,800 | $6.1M | 1.40% |
| 18 | ARVINAS INC | ARVN | 698,363 | $6.0M | 1.35% |
| 19 | CENCORA INC | COR | 19,000 | $5.9M | 1.35% |
| 20 | ENCOMPASS HEALTH CORP | EHC | 41,900 | $5.3M | 1.21% |
| 21 | JOHNSON & JOHNSON | JNJ | 26,800 | $5.0M | 1.13% |
| 22 | THE CIGNA GROUP | 125523100 | 16,600 | $4.8M | 1.09% |
| 23 | ABBVIE INC | ABBV | 19,800 | $4.6M | 1.04% |
| 24 | MCKESSON CORP | MCK | 5,800 | $4.5M | 1.02% |
| 25 | CARLSMED INC | CARL | 321,912 | $4.3M | 0.98% |
| 26 | KENVUE INC | KVUE | 265,200 | $4.3M | 0.98% |
| 27 | IMMUNIC INC | IMUX | 4,699,411 | $4.1M | 0.94% |
| 28 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 214,400 | $4.0M | 0.92% |
| 29 | EXACT SCIENCES CORP | 30063P105 | 73,600 | $4.0M | 0.92% |
| 30 | PHATHOM PHARMACEUTICALS INC | PHAT | 306,000 | $3.6M | 0.82% |
| 31 | REPLIGEN CORP | RGEN | 23,300 | $3.1M | 0.71% |
| 32 | ACADIA PHARMACEUTICALS INC | ACAD | 144,000 | $3.1M | 0.70% |
| 33 | ASCENDIS PHARMA A/S | ASND | 14,500 | $2.9M | 0.66% |
| 34 | ENLIVEN THERAPEUTICS INC | ELVN | 140,300 | $2.9M | 0.65% |
| 35 | BEAM THERAPEUTICS INC | BEAM | 112,000 | $2.7M | 0.62% |
| 36 | SCYNEXIS INC | SCYX | 3,350,528 | $2.6M | 0.59% |
| 37 | HEALTHEQUITY INC | HQY | 25,300 | $2.4M | 0.55% |
| 38 | WAVE LIFE SCIENCES LTD | WVE | 297,500 | $2.2M | 0.50% |
| 39 | XENON PHARMACEUTICALS INC | XENE | 53,400 | $2.1M | 0.49% |
| 40 | AKERO THERAPEUTICS INC | 00973Y108 | 40,500 | $1.9M | 0.44% |
| 41 | INSMED INC | INSM | 11,600 | $1.7M | 0.38% |
| 42 | KARYOPHARM THERAPEUTICS INC | KPTI | 134,566 | $880,062 | 0.20% |
| 43 | IMMUNEERING CORP | IMRX | 90,900 | $636,300 | 0.14% |