Avidity Partners Management LP Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$346.7M
Holdings
39
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DNTHDIANTHUS THERAPEUTICS INC | 2,104,184 | $86.7M | 25.01% | |
| 2 | CGONCG ONCOLOGY INC | 1,472,699 | $61.1M | 17.64% | |
| 3 | JBIOJADE BIOSCIENCES INC | 1,400,708 | $21.6M | 6.23% | |
| 4 | ORKAORUKA THERAPEUTICS INC | 660,424 | $20.0M | 5.77% | |
| 5 | TEVATEVA PHARMACEUTICAL INDS LTD | 417,300 | $13.0M | 3.76% | |
| 6 | BSXBOSTON SCIENTIFIC CORP | 114,500 | $10.9M | 3.15% | |
| 7 | MDTMEDTRONIC PLC | 107,600 | $10.3M | 2.98% | |
| 8 | CATXPERSPECTIVE THERAPEUTICS INC | 3,210,733 | $8.8M | 2.55% | |
| 9 | ALNYALNYLAM PHARMACEUTICALS INC | 21,000 | $8.3M | 2.41% | |
| 10 | RGENREPLIGEN CORP | 50,300 | $8.2M | 2.38% | |
| 11 | CNTXCONTEXT THERAPEUTICS INC | 5,504,855 | $8.1M | 2.33% | |
| 12 | MCKMCKESSON CORP | 9,520 | $7.8M | 2.25% | |
| 13 | ICLRICON PLC | 33,100 | $6.0M | 1.74% | |
| 14 | AG8AGILENT TECHNOLOGIES INC | 41,500 | $5.6M | 1.63% | |
| 15 | PFEPFIZER INC | 203,600 | $5.1M | 1.46% | |
| 16 | CNCCENTENE CORP DEL | 119,400 | $4.9M | 1.42% | |
| 17 | KVUEKENVUE INC | 232,800 | $4.0M | 1.16% | |
| 18 | DHRDANAHER CORPORATION | 17,000 | $3.9M | 1.12% | |
| 19 | TMOTHERMO FISHER SCIENTIFIC INC | 6,700 | $3.9M | 1.12% | |
| 20 | NVONOVO-NORDISK A S | 67,300 | $3.4M | 0.99% | |
| 21 | PHATPHATHOM PHARMACEUTICALS INC | 206,076 | $3.4M | 0.99% | |
| 22 | EHCENCOMPASS HEALTH CORP | 31,600 | $3.4M | 0.97% | |
| 23 | CITHE CIGNA GROUP | 11,600 | $3.2M | 0.92% | |
| 24 | ABGCENCORA INC | 9,400 | $3.2M | 0.92% | |
| 25 | IM8NINSMED INC | 17,700 | $3.1M | 0.89% | |
| 26 | WATWATERS CORP | 8,100 | $3.1M | 0.89% | |
| 27 | ACADACADIA PHARMACEUTICALS INC | 106,900 | $2.9M | 0.82% | |
| 28 | GMABGENMAB A/S | 92,000 | $2.8M | 0.82% | |
| 29 | NTRANATERA INC | 11,800 | $2.7M | 0.78% | |
| 30 | IMUXIMMUNIC INC | 4,699,411 | $2.5M | 0.72% | |
| 31 | ACHCACADIA HEALTHCARE COMPANY IN | 169,000 | $2.4M | 0.69% | |
| 32 | ITGRINTEGER HLDGS CORP | 29,800 | $2.3M | 0.67% | |
| 33 | ELVNENLIVEN THERAPEUTICS INC | 140,300 | $2.2M | 0.62% | |
| 34 | PVLAPALVELLA THERAPEUTICS INC NE | 19,300 | $2.0M | 0.58% | |
| 35 | HQYHEALTHEQUITY INC | 16,900 | $1.5M | 0.45% | |
| 36 | SCYXSCYNEXIS INC | 2,081,660 | $1.3M | 0.38% | |
| 37 | IQVIQVIA HLDGS INC | 4,400 | $991K | 0.29% | |
| 38 | KPTIKARYOPHARM THERAPEUTICS INC | 134,566 | $990K | 0.29% | |
| 39 | HTDCORCEPT THERAPEUTICS INC | 22,000 | $765K | 0.22% |