Avidity Partners Management Lp Top Holdings and 13F Report (2025) About Avidity Partners Management LpInvestment ActivityAvidity Partners Management Lp has $1.02 billion in total holdings as of December 31, 2024.Avidity Partners Management Lp owns shares of 62 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 6.14% of the portfolio was purchased this quarter.About 79.20% of the portfolio was sold this quarter.This quarter, Avidity Partners Management Lp has purchased 81 new stocks and bought additional shares in 7 stocks.Avidity Partners Management Lp sold shares of 46 stocks and completely divested from 25 stocks this quarter.Largest Holdings DIANTHUS THERAPEUTICS INC $62,631,400Boston Scientific $45,999,800Janux Therapeutics $39,721,326Arvinas $39,451,860Natera $35,427,540 Largest New Holdings this Quarter Regeneron Pharmaceuticals $5,983,572 HoldingBruker $4,472,706 HoldingVera Therapeutics $4,229,000 HoldingKEZAR LIFE SCIENCES INC $3,377,472 HoldingAkero Therapeutics $2,281,240 Holding Largest Purchases this Quarter Arvinas 561,000 shares (about $10.75M)TransMedics Group 164,800 shares (about $10.28M)Janux Therapeutics 179,900 shares (about $9.63M)DexCom 78,000 shares (about $6.07M)Regeneron Pharmaceuticals 8,400 shares (about $5.98M) Largest Sales this Quarter Natera 332,600 shares (about $52.65M)Intuitive Surgical 83,400 shares (about $43.53M)Boston Scientific 447,000 shares (about $39.93M)Neurocrine Biosciences 239,600 shares (about $32.71M)Glaukos 174,900 shares (about $26.22M) 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 PortfolioSectorDIANTHUS THERAPEUTICS INC$62,631,400$964,236 ▼-1.5%2,873,0006.2%COMBSXBoston Scientific$45,999,800$39,926,040 ▼-46.5%515,0004.5%MedicalJANXJanux Therapeutics$39,721,326$9,631,846 ▲32.0%741,9003.9%MedicalARVNArvinas$39,451,860$10,754,370 ▲37.5%2,058,0003.9%MedicalNTRANatera$35,427,540$52,650,580 ▼-59.8%223,8003.5%MedicalEXASExact Sciences$33,883,188$843,468 ▲2.6%603,0113.3%MedicalISRGIntuitive Surgical$33,823,008$43,531,464 ▼-56.3%64,8003.3%MedicalCG ONCOLOGY INC$31,484,904$16,009,176 ▼-33.7%1,097,8003.1%COMUNHUnitedHealth Group$30,351,600$13,860,564 ▼-31.4%60,0003.0%MedicalNBIXNeurocrine Biosciences$30,084,600$32,705,400 ▼-52.1%220,4003.0%MedicalIDYAIDEAYA Biosciences$28,956,190$6,329,910 ▼-17.9%1,126,7002.8%MedicalJAZZJazz Pharmaceuticals$28,878,675$24,198,975 ▼-45.6%234,5002.8%MedicalMIRMMirum Pharmaceuticals$27,547,370$2,683,780 ▼-8.9%666,2002.7%MedicalACHCAcadia Healthcare$26,089,700$12,965,550 ▼-33.2%658,0002.6%MedicalGKOSGlaukos$25,489,800$26,224,506 ▼-50.7%170,0002.5%MedicalDXCMDexCom$24,730,860$6,066,060 ▲32.5%318,0002.4%MedicalTMOThermo Fisher Scientific$23,202,258$12,485,520 ▼-35.0%44,6002.3%MedicalHUMHumana$22,630,932$10,275,255 ▼-31.2%89,2002.2%MedicalKYMRKymera Therapeutics$20,115,0000.0%500,0002.0%MedicalAVTRAvantor$19,953,290$6,068,160 ▼-23.3%947,0002.0%MedicalSNDXSyndax Pharmaceuticals$19,830,000$12,625,100 ▼-38.9%1,500,0001.9%MedicalCNTACentessa Pharmaceuticals$19,527,150$16,183,850 ▼-45.3%1,165,8001.9%MedicalRVMDRevolution Medicines$19,516,788$15,037,812 ▼-43.5%446,2001.9%MedicalXENEXenon Pharmaceuticals$18,580,800$13,484,800 ▼-42.1%474,0001.8%MedicalTHCTenet Healthcare$17,293,510$14,642,680 ▼-45.8%137,0001.7%MedicalINSMInsmed$16,072,512$24,799,168 ▼-60.7%232,8001.6%MedicalAXSMAxsome Therapeutics$15,906,680$9,146,341 ▼-36.5%188,0001.6%MedicalBPMCBlueprint Medicines$15,403,052$12,071,248 ▼-43.9%176,6001.5%MedicalDHRDanaher$15,379,850$6,427,400 ▼-29.5%67,0001.5%MedicalRAREUltragenyx Pharmaceutical$14,808,640$16,828,000 ▼-53.2%352,0001.5%MedicalILMNIllumina$14,659,211$24,360,749 ▼-62.4%109,7001.4%MedicalABBVAbbVie$14,340,390$3,429,610 ▼-19.3%80,7001.4%MedicalRCKTRocket Pharmaceuticals$13,239,981$3,825,051 ▲40.6%1,053,3001.3%MedicalBMYBristol-Myers Squibb$12,160,400$2,714,880 ▼-18.3%215,0001.2%MedicalTMDXTransMedics Group$11,996,140$10,275,280 ▲597.1%192,4001.2%MedicalPHATPhathom Pharmaceuticals$11,287,612$3,364,871 ▼-23.0%1,390,1001.1%MedicalSGRYSurgery Partners$10,885,614$6,621,976 ▼-37.8%514,2001.1%MedicalORICORIC Pharmaceuticals$10,210,164$1,468,086 ▼-12.6%1,265,2001.0%MedicalNAMSNewAmsterdam Pharma$9,097,800$13,767,490 ▼-60.2%354,0000.9%MedicalINCYIncyte$8,951,472$12,329,686 ▼-57.9%129,6000.9%MedicalPERSPECTIVE THERAPEUTICS INC$8,595,774$2,390,592 ▼-21.8%2,694,6000.8%COM NEWASNDAscendis Pharma A/S$8,535,540$7,847,190 ▼-47.9%62,0000.8%MedicalBHVNBiohaven$8,325,315$9,042,435 ▼-52.1%222,9000.8%MedicalITCIIntra-Cellular Therapies$8,101,440$11,358,720 ▼-58.4%97,0000.8%MedicalIMUXImmunic$7,966,400$299,600 ▼-3.6%7,966,4000.8%MedicalCNTXContext Therapeutics$7,851,060$63,047 ▲0.8%7,477,2000.8%MedicalORUKA THERAPEUTICS INC$6,827,684$8,508,370 ▼-55.5%352,1240.7%COMREGNRegeneron Pharmaceuticals$5,983,572$5,983,572 ▲New Holding8,4000.6%MedicalBRKRBruker$4,472,706$4,472,706 ▲New Holding76,3000.4%Computer and TechnologyVERAVera Therapeutics$4,229,000$4,229,000 ▲New Holding100,0000.4%MedicalRGNXREGENXBIO$4,112,360$4,642,360 ▼-53.0%532,0000.4%MedicalQUREuniQure$3,920,520$7,975,574 ▼-67.0%222,0000.4%MedicalKEZAR LIFE SCIENCES INC$3,377,472$3,377,472 ▲New Holding502,6000.3%COM NEWKROSKeros Therapeutics$3,324,300$1,317,056 ▼-28.4%210,0000.3%MedicalAKROAkero Therapeutics$2,281,240$2,281,240 ▲New Holding82,0000.2%MedicalDYNE THERAPEUTICS INC$2,261,760$1,625,640 ▼-41.8%96,0000.2%COMCOGTCogent Biosciences$2,239,411$5,568,388 ▼-71.3%287,1040.2%MedicalNEUMORA THERAPEUTICS INC.$1,590,000$17,490,000 ▼-91.7%150,0000.2%COMSCYXSCYNEXIS$1,486,981$265,980 ▼-15.2%1,228,9100.1%MedicalKPTIKaryopharm Therapeutics$1,365,1120.0%2,018,5000.1%MedicalHYPRHyperfine$1,045,5970.0%1,188,1780.1%MedicalBLUEBIRD BIO INC$680,169$680,169 ▲New Holding81,5550.1%COM NEWBMRNBioMarin Pharmaceutical$0$22,492,800 ▼-100.0%00.0%MedicalARGXargenx$0$20,707,456 ▼-100.0%00.0%MedicalGPCRStructure Therapeutics$0$18,912,201 ▼-100.0%00.0%MedicalNEUROGENE INC$0$17,834,720 ▼-100.0%00.0%COMTERNTerns Pharmaceuticals$0$17,796,492 ▼-100.0%00.0%MedicalBNTXBioNTech$0$17,221,650 ▼-100.0%00.0%MedicalZTSZoetis$0$13,871,980 ▼-100.0%00.0%MedicalIMNMImmunome$0$12,776,286 ▼-100.0%00.0%MedicalAPOGEE THERAPEUTICS INC$0$9,045,960 ▼-100.0%00.0%COMPRVAPrivia Health Group$0$8,500,428 ▼-100.0%00.0%MedicalCYBIN INC$0$8,161,020 ▼-100.0%00.0%COM NEWESTAEstablishment Labs$0$7,312,630 ▼-100.0%00.0%MedicalCGEMCullinan Therapeutics$0$7,114,500 ▼-100.0%00.0%MedicalIMCRImmunocore$0$6,226,000 ▼-100.0%00.0%MedicalSNYSanofi$0$5,763,000 ▼-100.0%00.0%MedicalEDITEditas Medicine$0$4,995,650 ▼-100.0%00.0%MedicalKZRKezar Life Sciences$0$3,886,103 ▼-100.0%00.0%MedicalIMVTImmunovant$0$2,822,490 ▼-100.0%00.0%MedicalALTO NEUROSCIENCE INC$0$2,745,600 ▼-100.0%00.0%COM SHSPRMEPrime Medicine$0$2,685,780 ▼-100.0%00.0%MedicalSYRSSyros Pharmaceuticals$0$2,285,450 ▼-100.0%00.0%MedicalINSTIL BIO INC$0$1,959,012 ▼-100.0%00.0%COM NEWPRLDPrelude Therapeutics$0$1,842,300 ▼-100.0%00.0%MedicalBLUEbluebird bio$0$847,379 ▼-100.0%00.0%MedicalCAREMAX INC$0$36,040 ▼-100.0%00.0%CL A NEWShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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