Avidity Partners Management LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$439.4B
Holdings
43
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (43 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DNTHDIANTHUS THERAPEUTICS INC | 3,204,184 | $126.1B | 28.70% | |
| 2 | CGONCG ONCOLOGY INC | 1,600,899 | $64.5B | 14.68% | |
| 3 | MDTMEDTRONIC PLC | 190,600 | $18.2B | 4.13% | |
| 4 | BSXBOSTON SCIENTIFIC CORP | 164,300 | $16.0B | 3.65% | |
| 5 | ORKAORUKA THERAPEUTICS INC | 660,424 | $12.7B | 2.89% | |
| 6 | BMYBRISTOL-MYERS SQUIBB CO | 257,600 | $11.6B | 2.64% | |
| 7 | NTRANATERA INC | 70,400 | $11.3B | 2.58% | |
| 8 | DHRDANAHER CORPORATION | 54,700 | $10.8B | 2.47% | |
| 9 | TEVATEVA PHARMACEUTICAL INDS LTD | 510,000 | $10.3B | 2.34% | |
| 10 | CATXPERSPECTIVE THERAPEUTICS INC | 2,994,033 | $10.3B | 2.34% | |
| 11 | JBIOJADE BIOSCIENCES INC | 1,127,186 | $9.7B | 2.21% | |
| 12 | PFEPFIZER INC | 366,400 | $9.3B | 2.12% | |
| 13 | TMOTHERMO FISHER SCIENTIFIC INC | 18,900 | $9.2B | 2.09% | |
| 14 | CNTXCONTEXT THERAPEUTICS INC | 8,981,855 | $8.7B | 1.98% | |
| 15 | GMABGENMAB A/S | 248,100 | $7.6B | 1.73% | |
| 16 | MTSRMETSERA INC | 140,500 | $7.4B | 1.67% | |
| 17 | UNHUNITEDHEALTH GROUP INC | 17,800 | $6.1B | 1.40% | |
| 18 | ARVNARVINAS INC | 698,363 | $6.0B | 1.35% | |
| 19 | ABGCENCORA INC | 19,000 | $5.9B | 1.35% | |
| 20 | EHCENCOMPASS HEALTH CORP | 41,900 | $5.3B | 1.21% | |
| 21 | JNJJOHNSON & JOHNSON | 26,800 | $5.0B | 1.13% | |
| 22 | CITHE CIGNA GROUP | 16,600 | $4.8B | 1.09% | |
| 23 | ABBVABBVIE INC | 19,800 | $4.6B | 1.04% | |
| 24 | MCKMCKESSON CORP | 5,800 | $4.5B | 1.02% | |
| 25 | CARLCARLSMED INC | 321,912 | $4.3B | 0.98% | |
| 26 | KVUEKENVUE INC | 265,200 | $4.3B | 0.98% | |
| 27 | IMUXIMMUNIC INC | 4,699,411 | $4.1B | 0.94% | |
| 28 | ARQTARCUTIS BIOTHERAPEUTICS INC | 214,400 | $4.0B | 0.92% | |
| 29 | EXASEXACT SCIENCES CORP | 73,600 | $4.0B | 0.92% | |
| 30 | PHATPHATHOM PHARMACEUTICALS INC | 306,000 | $3.6B | 0.82% | |
| 31 | RGENREPLIGEN CORP | 23,300 | $3.1B | 0.71% | |
| 32 | ACADACADIA PHARMACEUTICALS INC | 144,000 | $3.1B | 0.70% | |
| 33 | ASNDASCENDIS PHARMA A/S | 14,500 | $2.9B | 0.66% | |
| 34 | ELVNENLIVEN THERAPEUTICS INC | 140,300 | $2.9B | 0.65% | |
| 35 | BEAMBEAM THERAPEUTICS INC | 112,000 | $2.7B | 0.62% | |
| 36 | SCYXSCYNEXIS INC | 3,350,528 | $2.6B | 0.59% | |
| 37 | HQYHEALTHEQUITY INC | 25,300 | $2.4B | 0.55% | |
| 38 | WVEWAVE LIFE SCIENCES LTD | 297,500 | $2.2B | 0.50% | |
| 39 | XENEXENON PHARMACEUTICALS INC | 53,400 | $2.1B | 0.49% | |
| 40 | AKROAKERO THERAPEUTICS INC | 40,500 | $1.9B | 0.44% | |
| 41 | IM8NINSMED INC | 11,600 | $1.7B | 0.38% | |
| 42 | KPTIKARYOPHARM THERAPEUTICS INC | 134,566 | $880.1M | 0.20% | |
| 43 | IMRXIMMUNEERING CORP | 90,900 | $636.3M | 0.14% |