Avidity Partners Management LP: 13F holdings
CIK 17918272026Q2
| Positions | 45 |
|---|
| Reported value | $624.4m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 45 (-7 vs prior quarter) |
|---|
| Reported value | $624.4m (-33.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DNTH DIANTHUS THERAPEUTICS INC | 2,104,184 | $205.1m | 32.8% |
| CGON CG ONCOLOGY INC | 1,398,948 | $99.4m | 15.9% |
| ORKA ORUKA THERAPEUTICS INC | 760,424 | $72.4m | 11.6% |
| JBIO JADE BIOSCIENCES INC | 1,700,708 | $37.8m | 6.1% |
| ELVN ENLIVEN THERAPEUTICS INC | 550,000 | $27.9m | 4.5% |
| CATX PERSPECTIVE THERAPEUTICS INC | 6,299,999 | $21.5m | 3.4% |
| AKTIS ONCOLOGY INC | 484,200 | $15.6m | 2.5% |
| PVLA PALVELLA THERAPEUTICS INC NE | 70,000 | $10.7m | 1.7% |
| MOBIA MED INC | 798,282 | $10.7m | 1.7% |
| RGEN REPLIGEN CORP | 77,800 | $10.6m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1791827")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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