2026 Q1 Portfolio Activity
In 2026 Q1, Avidity Partners Management LP maintained a portfolio of 64 distinct positions. The most significant new addition was AKTIS ONCOLOGY INC, now representing 1.99% of the total fund value. They heavily accumulated shares in ORUKA THERAPEUTICS INC, increasing the position by 15.1%. Conversely, Avidity Partners Management LP completely exited their position in CG ONCOLOGY INC.
Position History
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Total Positions
64
Quarter
2026 Q1
Top Holding
DNTH (41.8%)
Top 10 Concentration
81.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 64
Avidity Partners Management LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DNTH
DIANTHUS THERAP...
|
Healthcare | 41.81% | 25.01% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
2,104,184 | $184,747,355 |
$116.98
-28.5%
|
2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | ||
|
ORKA
ORUKA THERAPEUT...
|
Healthcare | 11.77% | 5.77% |
#2
2
Prev: #4
|
7.5 |
—
|
100,000 | 15.1% |
P
S
|
760,424 | $52,020,606 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JBIO
JADE BIOSCIENCE...
|
Healthcare | 7.73% | 6.23% |
#3
Prev: #3
|
5.1 |
—
|
no change | no change |
P
S
|
1,400,708 | $34,177,275 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CATX
PERSPECTIVE THE...
|
Healthcare | 5.34% | 2.55% |
#4
4
Prev: #8
|
5.6 |
—
|
2,839,266 | 88.4% |
P
S
|
6,049,999 | $23,594,996 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ELVN
ENLIVEN THERAPE...
|
Healthcare | 3.73% | 0.62% |
#5
28
Prev: #33
|
5.0 |
—
|
259,700 | 185.1% |
P
S
|
400,000 | $16,492,000 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CNTX
CONTEXT THERAPE...
|
Healthcare | 2.67% | 2.33% |
#6
5
Prev: #11
|
1.6 |
—
|
-506,588 | -9.2% |
P
S
|
4,998,267 | $11,795,910 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
RGEN
REPLIGEN CORP
|
Healthcare | 2.08% | 2.38% |
#7
3
Prev: #10
|
3.8 |
—
|
27,500 | 54.7% |
P
S
|
77,800 | $9,204,518 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PVLA
PALVELLA THERAP...
|
Healthcare | 2.03% | 0.58% |
#8
26
Prev: #34
|
3.8 |
—
|
50,700 | 262.7% |
P
S
|
70,000 | $8,982,400 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
N/A
AKTIS ONCOLOGY ...
|
|
Unknown | 1.99% | — |
#9
Prev: #—
|
4.3 |
—
|
468,566 | — |
NEW
|
468,566 | $8,785,613 | — | 13F Filing | 2026-03-31 | 2026-05-13 | ||
|
MDT
MEDTRONIC PLC
|
Healthcare | 1.83% | 2.98% |
#10
3
Prev: #7
|
1.2 |
—
|
-7,600 | -7.1% |
P
S
|
100,000 | $8,097,000 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TEVA
TEVA PHARMACEUT...
|
Healthcare | 1.59% | 3.76% |
#11
6
Prev: #5
|
0.6 |
—
|
-217,300 | -52.1% |
P
S
|
200,000 | $7,014,000 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IMUX
IMMUNIC INC
|
Healthcare | 1.46% | 0.72% |
#12
18
Prev: #30
|
0.6 |
—
|
-4,029,470 | -85.7% |
P
S
|
669,941 | $6,444,832 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VIR
VIR BIOTECHNOLO...
|
Healthcare | 1.43% | — |
#13
Prev: #—
|
4.1 |
—
|
619,300 | — |
NEW
|
619,300 | $6,326,150 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DXCM
DEXCOM INC
|
Healthcare | 1.35% | — |
#14
Prev: #—
|
4.0 |
—
|
100,000 | — |
NEW
|
100,000 | $5,955,000 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
HUM
HUMANA INC
|
Healthcare | 1.34% | — |
#15
Prev: #—
|
4.0 |
—
|
25,000 | — |
NEW
|
25,000 | $5,911,000 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
EHC
ENCOMPASS HEALT...
|
Healthcare | 0.95% | 0.97% |
#16
6
Prev: #22
|
2.9 |
—
|
10,400 | 32.9% |
P
S
|
42,000 | $4,200,000 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
KPTI
KARYOPHARM THER...
|
Healthcare | 0.87% | 0.29% |
#17
21
Prev: #38
|
3.3 |
—
|
329,175 | 244.6% |
P
S
|
463,741 | $3,853,688 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TEM
TEMPUS AI INC
|
Healthcare | 0.82% | — |
#18
Prev: #—
|
3.8 |
—
|
65,000 | — |
NEW
|
65,000 | $3,606,200 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TENX
TENAX THERAPEUT...
|
Healthcare | 0.79% | — |
#19
Prev: #—
|
3.8 |
—
|
265,934 | — |
NEW
|
265,934 | $3,486,395 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 0.78% | 3.15% |
#20
14
Prev: #6
|
0.3 |
—
|
-54,500 | -47.6% |
P
S
|
60,000 | $3,456,600 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
N/A
SATELLOS BIOSCI...
|
|
Unknown | 0.70% | — |
#21
Prev: #—
|
3.8 |
—
|
387,769 | — |
NEW
|
387,769 | $3,082,764 | — | 13F Filing | 2026-03-31 | 2026-05-13 | ||
|
PHAT
PHATHOM PHARMAC...
|
Healthcare | 0.63% | 0.99% |
#22
1
Prev: #21
|
2.8 |
—
|
43,314 | 21.0% |
P
S
|
249,390 | $2,793,168 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 0.59% | — |
#23
Prev: #—
|
3.7 |
—
|
20,000 | — |
NEW
|
20,000 | $2,616,800 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GPCR
STRUCTURE THERA...
|
Healthcare | 0.45% | — |
#24
Prev: #—
|
3.7 |
—
|
48,000 | — |
NEW
|
48,000 | $1,989,600 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SCYX
SCYNEXIS INC
|
Healthcare | 0.44% | 0.38% |
#25
11
Prev: #36
|
1.2 |
—
|
no change | no change |
P
S
|
2,081,660 | $1,935,944 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ICLR
ICON PLC
|
Healthcare | 0.43% | 1.74% |
#26
13
Prev: #13
|
0.2 |
—
|
-17,100 | -51.7% |
P
S
|
16,000 | $1,893,280 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NTRA
NATERA INC
|
Healthcare | 0.42% | 0.78% |
#27
2
Prev: #29
|
0.2 |
—
|
-2,800 | -23.7% |
P
S
|
9,000 | $1,855,440 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CRVS
CORVUS PHARMACE...
|
Healthcare | 0.40% | — |
#28
Prev: #—
|
3.7 |
—
|
115,000 | — |
NEW
|
115,000 | $1,746,850 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PODD
INSULET CORP
|
Healthcare | 0.39% | — |
#29
Prev: #—
|
3.7 |
—
|
10,000 | — |
NEW
|
10,000 | $1,721,400 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CRL
CHARLES RIV LAB...
|
Healthcare | 0.38% | — |
#30
Prev: #—
|
3.7 |
—
|
10,000 | — |
NEW
|
10,000 | $1,669,700 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CORT
CORCEPT THERAPE...
|
Healthcare | 0.32% | 0.22% |
#31
8
Prev: #39
|
2.6 |
—
|
8,000 | 36.4% |
P
S
|
30,000 | $1,395,600 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
HIMS
HIMS & HERS HEA...
|
Healthcare | 0.31% | — |
#32
Prev: #—
|
3.6 |
—
|
50,000 | — |
NEW
|
50,000 | $1,358,500 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GMAB
GENMAB A/S
|
Healthcare | 0.30% | 0.82% |
#33
5
Prev: #28
|
0.1 |
—
|
-42,000 | -45.7% |
P
S
|
50,000 | $1,326,000 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PTON
PELOTON INTERAC...
|
Consumer Cyclical | 0.25% | — |
#34
Prev: #—
|
3.6 |
—
|
200,000 | — |
NEW
|
200,000 | $1,090,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NTLA
INTELLIA THERAP...
|
Healthcare | 0.23% | — |
#35
Prev: #—
|
3.6 |
—
|
75,000 | — |
NEW
|
75,000 | $1,011,000 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ODD
ODDITY TECH LTD
|
Consumer Defensive | 0.23% | — |
#36
Prev: #—
|
3.6 |
—
|
70,000 | — |
NEW
|
70,000 | $1,002,400 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AVR
ANTERIS TECHNOL...
|
Healthcare | 0.21% | — |
#37
Prev: #—
|
3.6 |
—
|
150,000 | — |
NEW
|
150,000 | $922,500 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 0.21% | — |
#38
Prev: #—
|
3.6 |
—
|
10,000 | — |
NEW
|
10,000 | $907,900 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MLTX
MOONLAKE IMMUNO...
|
Healthcare | 0.19% | — |
#39
Prev: #—
|
3.6 |
—
|
50,000 | — |
NEW
|
50,000 | $819,000 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BBIO
BRIDGEBIO PHARM...
|
Healthcare | 0.16% | — |
#40
Prev: #—
|
3.6 |
—
|
10,000 | — |
NEW
|
10,000 | $711,100 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ABUS
ARBUTUS BIOPHAR...
|
Healthcare | 0.12% | — |
#41
Prev: #—
|
3.5 |
—
|
125,000 | — |
NEW
|
125,000 | $525,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BBOT
BRIDGEBIO ONCOL...
|
Healthcare | 0.08% | — |
#42
Prev: #—
|
3.5 |
—
|
43,853 | — |
NEW
|
43,853 | $368,804 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
LEGN
LEGEND BIOTECH ...
|
Healthcare | 0.08% | — |
#43
Prev: #—
|
3.5 |
—
|
15,000 | — |
NEW
|
15,000 | $352,800 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ACAD
ACADIA PHARMACE...
|
Healthcare | 0.07% | 0.82% |
#44
17
Prev: #27
|
0.0 |
—
|
-93,933 | -87.9% |
P
S
|
12,967 | $291,109 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SVRA
SAVARA INC
|
Healthcare | 0.06% | — |
#45
Prev: #—
|
3.5 |
—
|
50,000 | — |
NEW
|
50,000 | $262,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TRVI
TREVI THERAPEUT...
|
Healthcare | 0.02% | — |
#46
Prev: #—
|
3.5 |
—
|
6,660 | — |
NEW
|
6,660 | $91,642 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IQV
IQVIA HLDGS INC
|
Healthcare | 0.00% | 0.29% |
Sold All 😨
(Was: #37) |
0.0 |
—
|
-4,400 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
HQY
HEALTHEQUITY IN...
|
Healthcare | 0.00% | 0.45% |
Sold All 😨
(Was: #35) |
0.0 |
—
|
-16,900 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ITGR
INTEGER HLDGS C...
|
Healthcare | 0.00% | 0.67% |
Sold All 😨
(Was: #32) |
0.0 |
—
|
-29,800 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ACHC
ACADIA HEALTHCA...
|
Healthcare | 0.00% | 0.69% |
Sold All 😨
(Was: #31) |
0.0 |
—
|
-169,000 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-50 of 64 holdings