Avidity Partners Management LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$502.0B
Holdings
55
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (55 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CGONCG ONCOLOGY INC | 1,499,942 | $39.0B | 7.77% | |
| 2 | BSXBOSTON SCIENTIFIC CORP | 321,800 | $34.6B | 6.89% | |
| 3 | NTRANATERA INC | 199,300 | $33.7B | 6.71% | |
| 4 | DNTHDIANTHUS THERAPEUTICS INC | 1,742,902 | $32.5B | 6.47% | |
| 5 | EXASEXACT SCIENCES CORP | 355,000 | $18.9B | 3.76% | |
| 6 | THCTENET HEALTHCARE CORP | 106,000 | $18.7B | 3.72% | |
| 7 | DC4DEXCOM INC | 210,500 | $18.4B | 3.66% | |
| 8 | DHRDANAHER CORPORATION | 89,700 | $17.7B | 3.53% | |
| 9 | HNGEHINGE HEALTH INC | 322,344 | $16.7B | 3.32% | |
| 10 | ISRGINTUITIVE SURGIVAL INC | 27,100 | $14.7B | 2.93% | |
| 11 | GMABGENMAB A/S | 650,000 | $13.4B | 2.68% | |
| 12 | RGENREPLIGEN CORP | 106,500 | $13.2B | 2.64% | |
| 13 | TMOTHERMO FISHER SCIENTIFIC INC | 29,600 | $12.0B | 2.39% | |
| 14 | TEVATEVA PHARMACEUTICAL INDS LTD | 689,500 | $11.6B | 2.30% | |
| 15 | JBIOJADE BIOSCIENCES INC | 1,127,186 | $11.3B | 2.24% | |
| 16 | PHATPHATHOM PHARMACEUTICALS INC | 1,064,500 | $10.2B | 2.03% | |
| 17 | UNHUNITEDHEALTH GROUP INC | 32,000 | $10.0B | 1.99% | |
| 18 | MCKMCKESSON CORP | 13,500 | $9.9B | 1.97% | |
| 19 | AXSMAXSOME THERAPEUTICS INC | 94,500 | $9.9B | 1.97% | |
| 20 | ABGCENCORA INC | 32,800 | $9.8B | 1.96% | |
| 21 | HQYHEALTHEQUITY INC | 92,000 | $9.6B | 1.92% | |
| 22 | EHCENCOMPASS HEALTH CORP | 74,000 | $9.1B | 1.81% | |
| 23 | RVMDREVOLUTION MEDICINES INC | 228,600 | $8.4B | 1.68% | |
| 24 | AKROAKERO THERAPEUTICS INC | 134,000 | $7.2B | 1.42% | |
| 25 | OMDAOMADA HEALTH INC | 390,600 | $7.1B | 1.42% | |
| 26 | BEAMBEAM THERAPEUTICS INC | 409,400 | $7.0B | 1.39% | |
| 27 | HUMHUMANA INC | 27,600 | $6.7B | 1.34% | |
| 28 | CATXPERSPECTIVE THERAPEUTICS INC | 1,858,596 | $6.4B | 1.27% | |
| 29 | OGNORGANON & CO | 640,000 | $6.2B | 1.23% | |
| 30 | BBIOBRIDGEBIO PHARMA INC | 140,000 | $6.0B | 1.20% | |
| 31 | IM8NINSMED INC | 59,000 | $5.9B | 1.18% | |
| 32 | MDGLMADRIGAL PHARMACEUTICALS INC | 19,000 | $5.8B | 1.15% | |
| 33 | RAREULTRAGENYX PHARMACEUTICAL IN | 154,000 | $5.6B | 1.12% | |
| 34 | CNTXCONTEXT THERAPEUTICS INC | 7,477,255 | $4.9B | 0.98% | |
| 35 | SNDXSYNDAX PHARMACEUTICALS INC | 490,000 | $4.6B | 0.91% | Call |
| 36 | ORKAORUKA THERAPEUTICS INC | 352,124 | $3.9B | 0.79% | |
| 37 | IMUXIMMUNIC INC | 5,615,811 | $3.9B | 0.78% | |
| 38 | ARQTARCUTIS BIOTHERAPEUTICS INC | 268,000 | $3.8B | 0.75% | |
| 39 | DOCSDOXIMITY INC | 60,000 | $3.7B | 0.73% | |
| 40 | XENEXENON PHARMACEUTICALS INC | 107,891 | $3.4B | 0.67% | |
| 41 | VRNAVERONA PHARMA PLC | 33,800 | $3.2B | 0.64% | |
| 42 | QUREUNIQURE NV | 207,000 | $2.9B | 0.57% | |
| 43 | APGEAPOGEE THERAPEUTICS INC | 65,000 | $2.8B | 0.56% | |
| 44 | SLNOSOLENO THERAPEUTICS INC | 32,000 | $2.7B | 0.53% | |
| 45 | CAHCARDINAL HEALTH INC | 15,000 | $2.5B | 0.50% | |
| 46 | SPRYARS PHARMACEUTICALS INC | 140,000 | $2.4B | 0.49% | |
| 47 | KZRKEZAR LIFE SCIENCES INC | 502,600 | $2.3B | 0.46% | |
| 48 | NTLAINTELLIA THERAPEUTICS INC | 232,000 | $2.2B | 0.43% | |
| 49 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 39,000 | $1.8B | 0.37% | |
| 50 | ARVNARVINAS INC | 243,162 | $1.8B | 0.36% | |
| 51 | SCYXSCYNEXIS INC | 1,228,910 | $829.3M | 0.17% | |
| 52 | KPTIKARYOPHARM THERAPEUTICS INC | 134,566 | $580.0M | 0.12% | |
| 53 | ALTALTIMMUNE INC | 105,000 | $406.4M | 0.08% | |
| 54 | ELVNENLIVEN THERAPEUTICS INC | 11,300 | $226.7M | 0.05% | |
| 55 | —REVIVA PHARMACEUTICALS HOLDING | 138,000 | $52.6M | 0.01% |