Avidity Partners Management Lp Top Holdings and 13F Report (2024) About Avidity Partners Management LpInvestment ActivityAvidity Partners Management Lp has $1.96 billion in total holdings as of September 30, 2024.Avidity Partners Management Lp owns shares of 81 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 20.59% of the portfolio was purchased this quarter.About 49.81% of the portfolio was sold this quarter.This quarter, Avidity Partners Management Lp has purchased 85 new stocks and bought additional shares in 13 stocks.Avidity Partners Management Lp sold shares of 37 stocks and completely divested from 24 stocks this quarter.Largest Holdings Boston Scientific $80,615,600DIANTHUS THERAPEUTICS INC $79,873,785Intuitive Surgical $72,806,214Natera $70,634,980CG ONCOLOGY INC $62,480,880 Largest New Holdings this Quarter UnitedHealth Group $51,101,032 HoldingHumana $41,081,178 HoldingCentessa Pharmaceuticals $34,090,680 HoldingKymera Therapeutics $23,665,000 HoldingBioMarin Pharmaceutical $22,492,800 Holding Largest Purchases this Quarter UnitedHealth Group 87,400 shares (about $51.10M)Humana 129,700 shares (about $41.08M)Centessa Pharmaceuticals 2,132,000 shares (about $34.09M)Kymera Therapeutics 500,000 shares (about $23.67M)BioMarin Pharmaceutical 320,000 shares (about $22.49M) Largest Sales this Quarter Avantor 1,851,000 shares (about $47.89M)Intuitive Surgical 96,800 shares (about $47.55M)Arvinas 1,490,845 shares (about $36.72M)AbbVie 177,800 shares (about $35.11M)Structure Therapeutics 644,100 shares (about $28.27M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAvidity Partners Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBSXBoston Scientific$80,615,600$17,438,780 ▼-17.8%962,0004.1%MedicalDIANTHUS THERAPEUTICS INC$79,873,7850.0%2,917,2314.1%COMISRGIntuitive Surgical$72,806,214$47,554,936 ▼-39.5%148,2003.7%MedicalNTRANatera$70,634,980$26,672,195 ▼-27.4%556,4003.6%MedicalCG ONCOLOGY INC$62,480,880$13,574,311 ▲27.8%1,656,0003.2%COMACHCAcadia Healthcare$62,458,850$8,560,350 ▼-12.1%985,0003.2%MedicalNBIXNeurocrine Biosciences$53,001,200$3,571,820 ▼-6.3%460,0002.7%MedicalUNHUnitedHealth Group$51,101,032$51,101,032 ▲New Holding87,4002.6%MedicalJAZZJazz Pharmaceuticals$48,017,710$12,645,035 ▼-20.8%431,0002.4%MedicalSNDXSyndax Pharmaceuticals$47,258,750$16,940,000 ▼-26.4%2,455,0002.4%MedicalPERSPECTIVE THERAPEUTICS INC$45,977,427$5,424,559 ▲13.4%3,444,0022.3%COM NEWGKOSGlaukos$44,933,572$15,750,852 ▲54.0%344,9002.3%MedicalIDYAIDEAYA Biosciences$43,496,640$8,110,080 ▲22.9%1,373,0002.2%MedicalINSMInsmed$43,216,000$11,826,000 ▲37.7%592,0002.2%MedicalTMOThermo Fisher Scientific$42,433,902$7,051,698 ▼-14.3%68,6002.2%MedicalTHCTenet Healthcare$42,048,600$19,777,800 ▼-32.0%253,0002.1%MedicalRAREUltragenyx Pharmaceutical$41,773,600$11,554,400 ▼-21.7%752,0002.1%MedicalHUMHumana$41,081,178$41,081,178 ▲New Holding129,7002.1%MedicalEXASExact Sciences$40,054,560$16,995,940 ▲73.7%588,0002.0%MedicalILMNIllumina$38,079,720$24,256,260 ▼-38.9%292,0001.9%MedicalARVNArvinas$36,871,110$36,719,512 ▼-49.9%1,497,0001.9%MedicalRVMDRevolution Medicines$35,826,500$1,587,250 ▲4.6%790,0001.8%MedicalCNTACentessa Pharmaceuticals$34,090,680$34,090,680 ▲New Holding2,132,0001.7%MedicalPHATPhathom Pharmaceuticals$32,625,233$3,335,633 ▲11.4%1,804,4931.7%MedicalXENEXenon Pharmaceuticals$32,204,660$2,519,680 ▲8.5%818,0001.6%MedicalAVTRAvantor$31,949,450$47,885,370 ▼-60.0%1,235,0001.6%MedicalBPMCBlueprint Medicines$29,137,500$6,290,000 ▼-17.8%315,0001.5%MedicalMIRMMirum Pharmaceuticals$28,513,0560.0%731,1041.5%MedicalSGRYSurgery Partners$26,662,480$15,458,338 ▼-36.7%827,0001.4%MedicalAXSMAxsome Therapeutics$26,610,507$7,180,613 ▼-21.3%296,1001.4%MedicalDHRDanaher$26,411,900$15,291,100 ▼-36.7%95,0001.3%Multi-Sector ConglomeratesJANXJanux Therapeutics$25,531,660$12,639,489 ▼-33.1%562,0001.3%MedicalNEUMORA THERAPEUTICS INC.$23,778,0000.0%1,800,0001.2%COMKYMRKymera Therapeutics$23,665,000$23,665,000 ▲New Holding500,0001.2%MedicalBHVNBiohaven$23,236,050$749,550 ▲3.3%465,0001.2%MedicalBMRNBioMarin Pharmaceutical$22,492,800$22,492,800 ▲New Holding320,0001.1%MedicalARGXargenx$20,707,456$12,088,384 ▼-36.9%38,2001.1%MedicalINCYIncyte$20,366,071$14,600,829 ▼-41.8%308,1101.0%MedicalABBVAbbVie$19,748,000$35,111,944 ▼-64.0%100,0001.0%MedicalORUKA THERAPEUTICS INC$19,385,596$19,385,596 ▲New Holding790,9261.0%COMGPCRStructure Therapeutics$18,912,201$28,269,549 ▼-59.9%430,9001.0%MedicalNEUROGENE INC$17,834,720$12,692,732 ▼-41.6%425,0410.9%COMTERNTerns Pharmaceuticals$17,796,492$17,796,492 ▲New Holding2,133,8720.9%MedicalASNDAscendis Pharma A/S$17,767,890$17,767,890 ▲New Holding119,0000.9%MedicalBNTXBioNTech$17,221,650$17,221,650 ▲New Holding145,0000.9%MedicalITCIIntra-Cellular Therapies$17,048,610$12,219,390 ▼-41.8%233,0000.9%MedicalKROSKeros Therapeutics$17,026,124$2,903,500 ▼-14.6%293,2000.9%MedicalDXCMDexCom$16,089,600$1,273,760 ▼-7.3%240,0000.8%MedicalORICORIC Pharmaceuticals$14,832,970$14,832,970 ▲New Holding1,447,1190.8%MedicalNAMSNewAmsterdam Pharma$14,769,020$5,484,640 ▲59.1%889,7000.8%MedicalCNTXContext Therapeutics$14,537,624$4,312 ▼0.0%7,417,1550.7%MedicalZTSZoetis$13,871,980$13,871,980 ▲New Holding71,0000.7%MedicalRCKTRocket Pharmaceuticals$13,834,030$6,482,970 ▼-31.9%749,0000.7%MedicalIMUXImmunic$13,638,900$1,051,004 ▼-7.2%8,266,0000.7%MedicalBMYBristol-Myers Squibb$13,607,620$13,607,620 ▲New Holding263,0000.7%MedicalIMNMImmunome$12,776,2860.0%873,8910.7%MedicalRGNXREGENXBIO$11,880,596$1,757,075 ▼-12.9%1,132,5640.6%MedicalCOGTCogent Biosciences$10,810,800$3,175 ▲0.0%1,001,0000.6%MedicalAPOGEE THERAPEUTICS INC$9,045,960$19,560,420 ▼-68.4%154,0000.5%COMPRVAPrivia Health Group$8,500,428$5,415,654 ▼-38.9%466,8000.4%MedicalCYBIN INC$8,161,020$8,161,020 ▲New Holding918,0000.4%COM NEWESTAEstablishment Labs$7,312,630$15,663,740 ▼-68.2%169,0000.4%MedicalCGEMCullinan Therapeutics$7,114,500$18,996,987 ▼-72.8%425,0000.4%MedicalIMCRImmunocore$6,226,0000.0%200,0000.3%MedicalDYNE THERAPEUTICS INC$5,926,800$5,926,800 ▲New Holding165,0000.3%COMSNYSanofi$5,763,000$12,390,450 ▼-68.3%100,0000.3%MedicalEDITEditas Medicine$4,995,650$2,213,090 ▲79.5%1,465,0000.3%MedicalTMDXTransMedics Group$4,333,200$4,333,200 ▲New Holding27,6000.2%MedicalKZRKezar Life Sciences$3,886,1030.0%5,026,0000.2%MedicalQUREuniQure$3,320,937$3,320,937 ▲New Holding673,6180.2%MedicalIMVTImmunovant$2,822,490$23,064,590 ▼-89.1%99,0000.1%MedicalALTO NEUROSCIENCE INC$2,745,600$2,745,600 ▲New Holding240,0000.1%COM SHSPRMEPrime Medicine$2,685,7800.0%694,0000.1%MedicalSYRSSyros Pharmaceuticals$2,285,450$1,312,657 ▼-36.5%1,063,0000.1%MedicalSCYXSCYNEXIS$2,158,6050.0%1,448,7280.1%MedicalINSTIL BIO INC$1,959,012$1,959,012 ▲New Holding29,1000.1%COM NEWPRLDPrelude Therapeutics$1,842,300$1,842,300 ▲New Holding890,0000.1%MedicalKPTIKaryopharm Therapeutics$1,675,3550.0%2,018,5000.1%MedicalHYPRHyperfine$1,283,2320.0%1,188,1780.1%MedicalBLUEbluebird bio$847,379$847,379 ▲New Holding1,631,1430.0%MedicalCAREMAX INC$36,0400.0%21,2000.0%CL A NEWCIThe Cigna Group$0$60,990,165 ▼-100.0%00.0%MedicalALNYAlnylam Pharmaceuticals$0$53,946,000 ▼-100.0%00.0%MedicalREGNRegeneron Pharmaceuticals$0$50,449,440 ▼-100.0%00.0%MedicalMRKMerck & Co., Inc.$0$40,235,000 ▼-100.0%00.0%MedicalUTHRUnited Therapeutics$0$35,040,500 ▼-100.0%00.0%MedicalLNTHLantheus$0$23,284,100 ▼-100.0%00.0%MedicalPCVXVaxcyte$0$21,444,840 ▼-100.0%00.0%MedicalJASPER THERAPEUTICS INC$0$17,751,400 ▼-100.0%00.0%COM NEWLEGNLegend Biotech$0$17,627,420 ▼-100.0%00.0%MedicalGILDGilead Sciences$0$17,495,550 ▼-100.0%00.0%MedicalAZNAstraZeneca$0$15,987,950 ▼-100.0%00.0%MedicalCRBPCorbus Pharmaceuticals$0$9,755,900 ▼-100.0%00.0%MedicalCYBIN INC$0$9,453,564 ▼-100.0%00.0%COMTYRATyra Biosciences$0$5,964,270 ▼-100.0%00.0%MedicalPATHUiPath$0$4,590,160 ▼-100.0%00.0%Business ServicesSPYRE THERAPEUTICS INC$0$4,584,450 ▼-100.0%00.0%COM NEWIMTXImmatics$0$4,567,822 ▼-100.0%00.0%MedicalIONSIonis Pharmaceuticals$0$4,432,380 ▼-100.0%00.0%MedicalABIOARCA biopharma$0$3,830,000 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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