§ 13F · FUND PROFILE
Avidity Partners Management LP.
AUM · $624M (13F)Positions · 45Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$43M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DNTH | DIANTHUS THERAPEUTICS INC | 2.10M | $205M | 32.8% | −50% |
| 2 | CGON | CG ONCOLOGY INC | 1.40M | $99M | 15.9% | +9% |
| 3 | ORKA | ORUKA THERAPEUTICS INC | 760K | $72M | 11.6% | −50% |
| 4 | JBIO | JADE BIOSCIENCES INC | 1.70M | $38M | 6.1% | −39% |
| 5 | ELVN | ENLIVEN THERAPEUTICS INC | 550K | $28M | 4.5% | −31% |
| 6 | CATX | PERSPECTIVE THERAPEUTICS INC | 6.30M | $21M | 3.4% | −48% |
| 7 | AKTS | AKTIS ONCOLOGY INC | 484K | $16M | 2.5% | −48% |
| 8 | PVLA | PALVELLA THERAPEUTICS INC NE | 70K | $11M | 1.7% | −50% |
| 9 | MOBI | MOBIA MED INC | 798K | $11M | 1.7% | NEW |
| 10 | RGEN | REPLIGEN CORP | 78K | $11M | 1.7% | −50% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AVIDITY SIGNAL
AC read
Avidity Partners Management LP is a Other fund managing $624 million in assets. The fund runs a portfolio of 45 positions.
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