Avidity Partners Management LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$1.0T
Holdings
62
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (62 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DNTHDIANTHUS THERAPEUTICS INC | 2,873,000 | $62.6B | 6.15% | |
| 2 | BSXBOSTON SCIENTIFIC CORP | 515,000 | $46.0B | 4.52% | |
| 3 | JANXJANUX THERAPEUTICS INC | 741,900 | $39.7B | 3.90% | |
| 4 | ARVNARVINAS INC | 2,058,000 | $39.5B | 3.87% | Call |
| 5 | NTRANATERA INC | 223,800 | $35.4B | 3.48% | |
| 6 | EXASEXACT SCIENCES CORP | 603,011 | $33.9B | 3.33% | |
| 7 | ISRGINTUITIVE SURGICAL INC | 64,800 | $33.8B | 3.32% | |
| 8 | CGONCG ONCOLOGY INC | 1,097,800 | $31.5B | 3.09% | |
| 9 | UNHUNITEDHEALTH GROUP INC | 60,000 | $30.4B | 2.98% | |
| 10 | NBIXNEUROCRINE BIOSCIENCES INC | 220,400 | $30.1B | 2.95% | |
| 11 | IDYAIDEAYA BIOSCIENCES INC | 1,126,700 | $29.0B | 2.84% | |
| 12 | JAZZJAZZ PHARMACEUTICALS PLC | 234,500 | $28.9B | 2.84% | |
| 13 | MIRMMIRUM PHARMACEUTICALS INC | 666,200 | $27.5B | 2.71% | |
| 14 | ACHCACADIA HEALTHCARE COMPANY IN | 658,000 | $26.1B | 2.56% | |
| 15 | GKOSGLAUKOS CORP | 170,000 | $25.5B | 2.50% | |
| 16 | DC4DEXCOM INC | 318,000 | $24.7B | 2.43% | |
| 17 | TMOTHERMO FISHER SCIENTIFIC INC | 44,600 | $23.2B | 2.28% | |
| 18 | HUMHUMANA INC | 89,200 | $22.6B | 2.22% | |
| 19 | KYMRKYMERA THERAPEUTICS INC | 500,000 | $20.1B | 1.98% | |
| 20 | AVTRAVANTOR INC | 947,000 | $20.0B | 1.96% | |
| 21 | SNDXSYNDAX PHARMACEUTICALS INC | 1,500,000 | $19.8B | 1.95% | |
| 22 | CNTACENTESSA PHARMACEUTICALS PLC | 1,165,800 | $19.5B | 1.92% | |
| 23 | RVMDREVOLUTION MEDICINES INC | 446,200 | $19.5B | 1.92% | |
| 24 | XENEXENON PHARMACEUTICALS INC | 474,000 | $18.6B | 1.82% | |
| 25 | THCTENET HEALTHCARE CORP | 137,000 | $17.3B | 1.70% | |
| 26 | IM8NINSMED INC | 232,800 | $16.1B | 1.58% | |
| 27 | AXSMAXSOME THERAPEUTICS INC | 188,000 | $15.9B | 1.56% | |
| 28 | 2L9BLUEPRINT MEDICINES CORP | 176,600 | $15.4B | 1.51% | |
| 29 | DHRDANAHER CORPORATION | 67,000 | $15.4B | 1.51% | |
| 30 | RAREULTRAGENYX PHARMACEUTICAL IN | 352,000 | $14.8B | 1.45% | |
| 31 | ILMNILLUMINA INC | 109,700 | $14.7B | 1.44% | |
| 32 | ABBVABBVIE INC | 80,700 | $14.3B | 1.41% | |
| 33 | RCKTROCKET PHARMACEUTICALS INC | 1,053,300 | $13.2B | 1.30% | |
| 34 | BMYBRISTOL-MYERS SQUIBB CO | 215,000 | $12.2B | 1.19% | |
| 35 | TMDXTRANSMEDICS GROUP INC | 192,400 | $12.0B | 1.18% | |
| 36 | PHATPHATHOM PHARMACEUTICALS INC | 1,390,100 | $11.3B | 1.11% | |
| 37 | SGRYSURGERY PARTNERS INC | 514,200 | $10.9B | 1.07% | |
| 38 | ORICORIC PHARMACEUTICALS INC | 1,265,200 | $10.2B | 1.00% | |
| 39 | NAMSNEWAMSTERDAM PHARMA COMPANY | 354,000 | $9.1B | 0.89% | |
| 40 | INCYINCYTE CORP | 129,600 | $9.0B | 0.88% | |
| 41 | CATXPERSPECTIVE THERAPEUTICS INC | 2,694,600 | $8.6B | 0.84% | |
| 42 | ASNDASCENDIS PHARMA A/S | 62,000 | $8.5B | 0.84% | |
| 43 | BHVNBIOHAVEN LTD | 222,900 | $8.3B | 0.82% | |
| 44 | ITCIEURINTRA-CELLULAR THERAPIES INC | 97,000 | $8.1B | 0.80% | |
| 45 | IMUXIMMUNIC INC | 7,966,400 | $8.0B | 0.78% | |
| 46 | CNTXCONTEXT THERAPEUTICS INC | 7,477,200 | $7.9B | 0.77% | |
| 47 | ORKAORUKA THERAPEUTICS INC | 352,124 | $6.8B | 0.67% | |
| 48 | REGNREGENERON PHARMACEUTICALS | 8,400 | $6.0B | 0.59% | |
| 49 | BRKRBRUKER CORP | 76,300 | $4.5B | 0.44% | |
| 50 | VERAVERA THERAPEUTICS INC | 100,000 | $4.2B | 0.42% | |
| 51 | RGNXREGENXBIO INC | 532,000 | $4.1B | 0.40% | |
| 52 | QUREUNIQURE NV | 222,000 | $3.9B | 0.39% | |
| 53 | KZRKEZAR LIFE SCIENCES INC | 502,600 | $3.4B | 0.33% | |
| 54 | KROSKEROS THERAPEUTICS INC | 210,000 | $3.3B | 0.33% | |
| 55 | AKROAKERO THERAPEUTICS INC | 82,000 | $2.3B | 0.22% | |
| 56 | DYNDYNE THERAPEUTICS INC | 96,000 | $2.3B | 0.22% | |
| 57 | COGTCOGENT BIOSCIENCES INC | 287,104 | $2.2B | 0.22% | |
| 58 | NMRANEUMORA THERAPEUTICS INC. | 150,000 | $1.6B | 0.16% | Call |
| 59 | SCYXSCYNEXIS INC | 1,228,910 | $1.5B | 0.15% | |
| 60 | KPTIEURKARYOPHARM THERAPEUTICS INC | 2,018,500 | $1.4B | 0.13% | |
| 61 | HYPRHYPERFINE INC | 1,188,178 | $1.0B | 0.10% | |
| 62 | BLE0BLUEBIRD BIO INC | 81,555 | $680.2M | 0.07% |