Avidity Partners Management as of Dec. 31, 2025
Portfolio Holdings for Avidity Partners Management
Avidity Partners Management holds 39 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dianthus Therapeutics (DNTH) | 25.0 | $87M | 2.1M | 41.21 | |
| Cg Oncology (CGON) | 17.6 | $61M | 1.5M | 41.52 | |
| Jade Biosciences Com New (JBIO) | 6.2 | $22M | 1.4M | 15.43 | |
| Oruka Therapeutics (ORKA) | 5.8 | $20M | 660k | 30.31 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 3.8 | $13M | 417k | 31.21 | |
| Boston Scientific Corporation (BSX) | 3.1 | $11M | 115k | 95.35 | |
| Medtronic SHS (MDT) | 3.0 | $10M | 108k | 96.06 | |
| Perspective Therapeutics Com New (CATX) | 2.5 | $8.8M | 3.2M | 2.75 | |
| Alnylam Pharmaceuticals (ALNY) | 2.4 | $8.4M | 21k | 397.65 | |
| Repligen Corporation (RGEN) | 2.4 | $8.2M | 50k | 163.86 | |
| Context Therapeutics (CNTX) | 2.3 | $8.1M | 5.5M | 1.47 | |
| McKesson Corporation (MCK) | 2.3 | $7.8M | 9.5k | 820.29 | |
| Icon SHS (ICLR) | 1.7 | $6.0M | 33k | 182.22 | |
| Agilent Technologies Inc C ommon (A) | 1.6 | $5.6M | 42k | 136.07 | |
| Pfizer (PFE) | 1.5 | $5.1M | 204k | 24.90 | |
| Centene Corporation (CNC) | 1.4 | $4.9M | 119k | 41.15 | |
| Kenvue (KVUE) | 1.2 | $4.0M | 233k | 17.25 | |
| Danaher Corporation (DHR) | 1.1 | $3.9M | 17k | 228.92 | |
| Thermo Fisher Scientific (TMO) | 1.1 | $3.9M | 6.7k | 579.45 | |
| Novo-nordisk A S Adr (NVO) | 1.0 | $3.4M | 67k | 50.88 | |
| Phathom Pharmaceuticals (PHAT) | 1.0 | $3.4M | 206k | 16.59 | |
| Encompass Health Corp (EHC) | 1.0 | $3.4M | 32k | 106.14 | |
| Cigna Corp (CI) | 0.9 | $3.2M | 12k | 275.23 | |
| AmerisourceBergen (COR) | 0.9 | $3.2M | 9.4k | 337.75 | |
| Insmed Com Par $.01 (INSM) | 0.9 | $3.1M | 18k | 174.04 | |
| Waters Corporation (WAT) | 0.9 | $3.1M | 8.1k | 379.83 | |
| ACADIA Pharmaceuticals (ACAD) | 0.8 | $2.9M | 107k | 26.71 | |
| Genmab A/s Sponsored Ads (GMAB) | 0.8 | $2.8M | 92k | 30.80 | |
| Natera (NTRA) | 0.8 | $2.7M | 12k | 229.09 | |
| Immunic (IMUX) | 0.7 | $2.5M | 4.7M | 0.53 | |
| Acadia Healthcare (ACHC) | 0.7 | $2.4M | 169k | 14.19 | |
| Integer Hldgs (ITGR) | 0.7 | $2.3M | 30k | 78.43 | |
| Enliven Therapeutics (ELVN) | 0.6 | $2.2M | 140k | 15.40 | |
| Palvella Therapeutics Inc Ne (PVLA) | 0.6 | $2.0M | 19k | 104.67 | |
| Healthequity (HQY) | 0.4 | $1.5M | 17k | 91.61 | |
| Scynexis Com New (SCYX) | 0.4 | $1.3M | 2.1M | 0.63 | |
| Iqvia Holdings (IQV) | 0.3 | $992k | 4.4k | 225.41 | |
| Karyopharm Therapeutics Com New (KPTI) | 0.3 | $990k | 135k | 7.36 | |
| Corcept Therapeutics Incorporated (CORT) | 0.2 | $766k | 22k | 34.80 |
