Avidity Partners Management LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$524.7B
Holdings
64
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (64 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HUMHUMANA INC | 161,000 | $42.6B | 8.12% | Call |
| 2 | BSXBOSTON SCIENTIFIC CORP | 336,000 | $33.9B | 6.46% | |
| 3 | DNTHDIANTHUS THERAPEUTICS INC | 1,720,902 | $31.2B | 5.95% | |
| 4 | UNHUNITEDHEALTH GROUP INC | 50,500 | $26.4B | 5.04% | |
| 5 | CGONCG ONCOLOGY INC | 980,942 | $24.0B | 4.58% | |
| 6 | NTRANATERA INC | 119,200 | $16.9B | 3.21% | |
| 7 | SNDXSYNDAX PHARMACEUTICALS INC | 1,325,000 | $16.3B | 3.10% | Call |
| 8 | REGNREGENERON PHARMACEUTICALS | 25,400 | $16.1B | 3.07% | |
| 9 | EXASEXACT SCIENCES CORP | 353,000 | $15.3B | 2.91% | |
| 10 | BEAMBEAM THERAPEUTICS INC | 709,517 | $13.9B | 2.64% | |
| 11 | GKOSGLAUKOS CORP | 134,000 | $13.2B | 2.51% | |
| 12 | DC4DEXCOM INC | 180,000 | $12.3B | 2.34% | |
| 13 | RAREULTRAGENYX PHARMACEUTICAL IN | 322,100 | $11.7B | 2.22% | |
| 14 | ABGCENCORA INC | 39,300 | $10.9B | 2.08% | |
| 15 | JAZZJAZZ PHARMACEUTICALS PLC | 80,000 | $9.9B | 1.89% | |
| 16 | THCTENET HEALTHCARE CORP | 72,000 | $9.7B | 1.85% | |
| 17 | NBIXNEUROCRINE BIOSCIENCES INC | 85,700 | $9.5B | 1.81% | |
| 18 | DHRDANAHER CORPORATION | 44,500 | $9.1B | 1.74% | |
| 19 | AXSMAXSOME THERAPEUTICS INC | 77,000 | $9.0B | 1.71% | |
| 20 | GMABGENMAB A/S | 433,100 | $8.5B | 1.62% | Call |
| 21 | ARVNARVINAS INC | 1,163,162 | $8.2B | 1.56% | Call |
| 22 | IM8NINSMED INC | 107,000 | $8.2B | 1.56% | |
| 23 | OGNORGANON & CO | 535,000 | $8.0B | 1.52% | |
| 24 | TMOTHERMO FISHER SCIENTIFIC INC | 15,500 | $7.7B | 1.47% | |
| 25 | XENEXENON PHARMACEUTICALS INC | 229,000 | $7.7B | 1.46% | |
| 26 | XBISPDR SER TR | 94,000 | $7.6B | 1.45% | |
| 27 | CNTACENTESSA PHARMACEUTICALS PLC | 529,000 | $7.6B | 1.45% | |
| 28 | RVMDREVOLUTION MEDICINES INC | 213,000 | $7.5B | 1.44% | |
| 29 | TEVATEVA PHARMACEUTICAL INDS LTD | 481,000 | $7.4B | 1.41% | |
| 30 | AVTRAVANTOR INC | 453,000 | $7.3B | 1.40% | |
| 31 | IDYAIDEAYA BIOSCIENCES INC | 445,000 | $7.3B | 1.39% | |
| 32 | DOCSDOXIMITY INC | 122,500 | $7.1B | 1.35% | |
| 33 | JANXJANUX THERAPEUTICS INC | 258,000 | $7.0B | 1.33% | |
| 34 | HQYHEALTHEQUITY INC | 78,000 | $6.9B | 1.31% | |
| 35 | 2L9BLUEPRINT MEDICINES CORP | 68,500 | $6.1B | 1.16% | |
| 36 | UTHUNITED THERAPEUTICS CORP DEL | 16,800 | $5.2B | 0.99% | |
| 37 | PHATPHATHOM PHARMACEUTICALS INC | 800,000 | $5.0B | 0.96% | |
| 38 | IMUXIMMUNIC INC | 4,454,408 | $4.9B | 0.93% | |
| 39 | BRKRBRUKER CORP | 115,000 | $4.8B | 0.91% | |
| 40 | CATXPERSPECTIVE THERAPEUTICS INC | 2,197,270 | $4.7B | 0.89% | |
| 41 | CNTXCONTEXT THERAPEUTICS INC | 7,477,200 | $4.6B | 0.87% | |
| 42 | ORKAORUKA THERAPEUTICS INC | 352,124 | $3.6B | 0.69% | |
| 43 | QUREUNIQURE NV | 336,200 | $3.6B | 0.68% | |
| 44 | BHVNBIOHAVEN LTD | 145,000 | $3.5B | 0.66% | |
| 45 | ACADACADIA PHARMACEUTICALS INC | 169,000 | $2.8B | 0.54% | |
| 46 | RPRXROYALTY PHARMA PLC | 87,000 | $2.7B | 0.52% | |
| 47 | BBIOBRIDGEBIO PHARMA INC | 75,000 | $2.6B | 0.49% | |
| 48 | KZRKEZAR LIFE SCIENCES INC | 502,600 | $2.5B | 0.47% | |
| 49 | AKROAKERO THERAPEUTICS INC | 57,000 | $2.3B | 0.44% | |
| 50 | SLNOSOLENO THERAPEUTICS INC | 32,000 | $2.3B | 0.44% | |
| 51 | CAPRCAPRICOR THERAPEUTICS INC | 239,000 | $2.3B | 0.43% | |
| 52 | LXEOLEXEO THERAPEUTICS INC | 645,000 | $2.2B | 0.43% | |
| 53 | VERAVERA THERAPEUTICS INC | 91,000 | $2.2B | 0.42% | |
| 54 | RGNXREGENXBIO INC | 260,000 | $1.9B | 0.35% | |
| 55 | ISIIONIS PHARMACEUTICALS INC | 60,000 | $1.8B | 0.35% | |
| 56 | MIRMMIRUM PHARMACEUTICALS INC | 40,000 | $1.8B | 0.34% | |
| 57 | NAMSNEWAMSTERDAM PHARMA COMPANY | 68,000 | $1.4B | 0.27% | |
| 58 | AGLAGILON HEALTH INC | 305,100 | $1.3B | 0.25% | |
| 59 | SCYXSCYNEXIS INC | 1,228,910 | $1.2B | 0.22% | |
| 60 | PCVXVAXCYTE INC | 23,000 | $868.5M | 0.17% | |
| 61 | KPTIKARYOPHARM THERAPEUTICS INC | 134,566 | $503.3M | 0.10% | |
| 62 | ELVNENLIVEN THERAPEUTICS INC | 11,300 | $222.4M | 0.04% | |
| 63 | HYPRHYPERFINE INC | 222,174 | $159.1M | 0.03% | |
| 64 | —REVIVA PHARMACEUTCLS HLDGS I | 138,000 | $131.6M | 0.03% |