13F-HR filed by Avidity Partners Management LP
Avidity Partners Management LP filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 56 holding rows worth $501,976,646.
- Accession
- 0001791827-25-000007
- Filer
- CIK 1791827
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 56 entries on the cover page, a total value of $501,976,646 stated on the cover page (in dollars after the unit check, H1), rows summing to $501,976,646 with VALUE read as dollars as filed, 13F file number 028-20028. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CG ONCOLOGY INC | 156944100 | COMMON STOCK | 1,499,942 | $38,998,492 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 321,800 | $34,564,538 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 199,300 | $33,669,742 | dollars as filed | |
| DIANTHUS THERAPEUTICS INC | 252828108 | COM | 1,742,902 | $32,470,264 | dollars as filed | |
| EXACT SCIENCES CORP COM | 30063P105 | Stock | 355,000 | $18,864,700 | dollars as filed | |
| TENET HEALTHCARE CORP COM NEW | 88033G407 | Stock | 106,000 | $18,656,000 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 210,500 | $18,374,545 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 89,700 | $17,719,338 | dollars as filed | |
| HINGE HEALTH INC A | 433313103 | COMMON STOCK | 322,344 | $16,681,302 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 27,100 | $14,726,411 | dollars as filed | |
| GENMAB A/S | 372303206 | Ordinary Shares, nominal value DKK 1 per share | 650,000 | $13,429,000 | dollars as filed | |
| REPLIGEN CORP COM | 759916109 | Stock | 106,500 | $13,246,470 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 29,600 | $12,001,616 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 689,500 | $11,556,020 | dollars as filed | |
| JADE BIOSCIENCES INC | 008064206 | COM NEW | 1,127,186 | $11,260,588 | dollars as filed | |
| PHATHOM PHARMACEUTICALS INC | 71722W107 | COMMON STOCK | 1,064,500 | $10,208,555 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 32,000 | $9,983,040 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 13,500 | $9,892,530 | dollars as filed | |
| AXSOME THERAPEUTICS INC. COM | 05464T104 | Stock | 94,500 | $9,864,855 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 32,800 | $9,835,080 | dollars as filed | |
| HEALTHEQUITY INC COM | 42226A107 | Stock | 92,000 | $9,637,920 | dollars as filed | |
| ENCOMPASS HEALTH CORP COM | 29261A100 | Stock | 74,000 | $9,074,620 | dollars as filed | |
| REVOLUTION MEDICINES INC COM | 76155X100 | Stock | 228,600 | $8,410,194 | dollars as filed | |
| AKERO THERAPEUTICS INC | 00973Y108 | COM | 134,000 | $7,150,240 | dollars as filed | |
| OMADA HEALTH INC | 68170A108 | COM | 390,600 | $7,147,980 | dollars as filed | |
| BEAM THERAPEUTICS INC | 07373V105 | COM | 409,400 | $6,963,894 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 27,600 | $6,747,648 | dollars as filed | |
| PERSPECTIVE THERAPEUTICS INC | 46489V302 | COMMON STOCK | 1,858,596 | $6,393,570 | dollars as filed | |
| ORGANON & CO COMMON STOCK | 68622V106 | Stock | 640,000 | $6,195,200 | dollars as filed | |
| BRIDGEBIO PHARMA INC | 10806X102 | COM | 140,000 | $6,045,200 | dollars as filed | |
| INSMED INC COM PAR $.01 | 457669307 | Stock | 59,000 | $5,937,760 | dollars as filed | |
| MADRIGAL PHARMACEUTICALS INC COM | 558868105 | Stock | 19,000 | $5,750,160 | dollars as filed | |
| ULTRAGENYX PHARMACEUTICAL IN | 90400D108 | COM | 154,000 | $5,599,440 | dollars as filed | |
| CONTEXT THERAPEUTICS INC | 21077P108 | COM | 7,477,255 | $4,899,097 | dollars as filed | |
| ORUKA THERAPEUTICS INC COM | 687604108 | Stock | 352,124 | $3,947,310 | dollars as filed | |
| IMMUNIC INC | 4525EP101 | COM | 5,615,811 | $3,917,028 | dollars as filed | |
| ARCUTIS BIOTHERAPEUTICS INC | 03969K108 | COM | 268,000 | $3,757,360 | dollars as filed | |
| DOXIMITY INC CL A | 26622P107 | Stock | 60,000 | $3,680,400 | dollars as filed | |
| XENON PHARMACEUTICALS INC COM | 98420N105 | Stock | 107,891 | $3,376,988 | dollars as filed | |
| VERONA PHARMA PLC | 925050106 | SPONSORED ADS | 33,800 | $3,196,804 | dollars as filed | |
| SYNDAX PHARMACEUTICALS INC | 87164F105 | COM | 340,000 | $3,184,100 | dollars as filed | call |
| UNIQURE NV | N90064101 | SHS | 207,000 | $2,885,580 | dollars as filed | |
| APOGEE THERAPEUTICS INC COM | 03770N101 | Stock | 65,000 | $2,822,950 | dollars as filed | |
| SOLENO THERAPEUTICS INC | 834203309 | COM | 32,000 | $2,680,960 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 15,000 | $2,520,000 | dollars as filed | |
| ARS PHARMACEUTICALS INC | 82835W108 | COM | 140,000 | $2,443,000 | dollars as filed | |
| KEZAR LIFE SCIENCES INC | 49372L209 | COM NEW | 502,600 | $2,301,908 | dollars as filed | |
| INTELLIA THERAPEUTICS INC | 45826J105 | COM | 232,000 | $2,176,160 | dollars as filed | |
| MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD | 61559X104 | Stock | 39,000 | $1,840,800 | dollars as filed | |
| ARVINAS INC | 04335A105 | COM | 243,162 | $1,789,672 | dollars as filed | |
| SYNDAX PHARMACEUTICALS INC | 87164F105 | COM | 150,000 | $1,404,750 | dollars as filed | |
| SCYNEXIS INC | 811292200 | COM NEW | 1,228,910 | $829,268 | dollars as filed | |
| KARYOPHARM THERAPEUTICS INC | 48576U205 | COMMON STOCK | 134,566 | $579,979 | dollars as filed | |
| ALTIMMUNE INC | 02155H200 | COM NEW | 105,000 | $406,350 | dollars as filed | |
| ENLIVEN THERAPEUTICS INC COM | 29337E102 | Stock | 11,300 | $226,678 | dollars as filed | |
| Reviva Pharmaceuticals Holdings Inc | 76152G100 | Common Stock | 138,000 | $52,592 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001791827-25-000007 | this filing | 2025-08-14 | acceptance time not in the bulk data set |