13F HOLDINGS REPORT
Avidity Partners Management LP
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001791827-26-000002
Total Value
$346.7M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIANTHUS THERAPEUTICS INC | DNTH | 2,104,184 | $86.7M | 25.01% |
| 2 | CG ONCOLOGY INC | CGON | 1,472,699 | $61.1M | 17.64% |
| 3 | JADE BIOSCIENCES INC | JBIO | 1,400,708 | $21.6M | 6.23% |
| 4 | ORUKA THERAPEUTICS INC | ORKA | 660,424 | $20.0M | 5.77% |
| 5 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 417,300 | $13.0M | 3.76% |
| 6 | BOSTON SCIENTIFIC CORP | BSX | 114,500 | $10.9M | 3.15% |
| 7 | MEDTRONIC PLC | MDT | 107,600 | $10.3M | 2.98% |
| 8 | PERSPECTIVE THERAPEUTICS INC | CATX | 3,210,733 | $8.8M | 2.55% |
| 9 | ALNYLAM PHARMACEUTICALS INC | ALNY | 21,000 | $8.4M | 2.41% |
| 10 | REPLIGEN CORP | RGEN | 50,300 | $8.2M | 2.38% |
| 11 | CONTEXT THERAPEUTICS INC | CNTX | 5,504,855 | $8.1M | 2.33% |
| 12 | MCKESSON CORP | MCK | 9,520 | $7.8M | 2.25% |
| 13 | ICON PLC | ICLR | 33,100 | $6.0M | 1.74% |
| 14 | AGILENT TECHNOLOGIES INC | A | 41,500 | $5.6M | 1.63% |
| 15 | PFIZER INC | PFE | 203,600 | $5.1M | 1.46% |
| 16 | CENTENE CORP DEL | CNC | 119,400 | $4.9M | 1.42% |
| 17 | KENVUE INC | KVUE | 232,800 | $4.0M | 1.16% |
| 18 | DANAHER CORPORATION | 235851102 | 17,000 | $3.9M | 1.12% |
| 19 | THERMO FISHER SCIENTIFIC INC | TMO | 6,700 | $3.9M | 1.12% |
| 20 | NOVO-NORDISK A S | NONOF | 67,300 | $3.4M | 0.99% |
| 21 | PHATHOM PHARMACEUTICALS INC | PHAT | 206,076 | $3.4M | 0.99% |
| 22 | ENCOMPASS HEALTH CORP | EHC | 31,600 | $3.4M | 0.97% |
| 23 | THE CIGNA GROUP | 125523100 | 11,600 | $3.2M | 0.92% |
| 24 | CENCORA INC | COR | 9,400 | $3.2M | 0.92% |
| 25 | INSMED INC | INSM | 17,700 | $3.1M | 0.89% |
| 26 | WATERS CORP | 941848103 | 8,100 | $3.1M | 0.89% |
| 27 | ACADIA PHARMACEUTICALS INC | ACAD | 106,900 | $2.9M | 0.82% |
| 28 | GENMAB A/S | GNMSF | 92,000 | $2.8M | 0.82% |
| 29 | NATERA INC | NTRA | 11,800 | $2.7M | 0.78% |
| 30 | IMMUNIC INC | IMUX | 4,699,411 | $2.5M | 0.72% |
| 31 | ACADIA HEALTHCARE COMPANY IN | ACHC | 169,000 | $2.4M | 0.69% |
| 32 | INTEGER HLDGS CORP | ITGR | 29,800 | $2.3M | 0.67% |
| 33 | ENLIVEN THERAPEUTICS INC | ELVN | 140,300 | $2.2M | 0.62% |
| 34 | PALVELLA THERAPEUTICS INC NE | PVLA | 19,300 | $2.0M | 0.58% |
| 35 | HEALTHEQUITY INC | HQY | 16,900 | $1.5M | 0.45% |
| 36 | SCYNEXIS INC | SCYX | 2,081,660 | $1.3M | 0.38% |
| 37 | IQVIA HLDGS INC | IQV | 4,400 | $991,804 | 0.29% |
| 38 | KARYOPHARM THERAPEUTICS INC | KPTI | 134,566 | $990,406 | 0.29% |
| 39 | CORCEPT THERAPEUTICS INC | CORT | 22,000 | $765,600 | 0.22% |