13F-HR filed by Avidity Partners Management LP
Avidity Partners Management LP filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 43 holding rows worth $439,394,999.
- Accession
- 0001791827-25-000008
- Filer
- CIK 1791827
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 43 entries on the cover page, a total value of $439,394,999 stated on the cover page (in dollars after the unit check, H1), rows summing to $439,394,999 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 |
|---|---|---|---|---|---|---|
| DIANTHUS THERAPEUTICS INC | 252828108 | COM | 3,204,184 | $126,084,640 | dollars as filed | |
| CG ONCOLOGY INC | 156944100 | COMMON STOCK | 1,600,899 | $64,484,212 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 190,600 | $18,152,744 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 164,300 | $16,040,609 | dollars as filed | |
| ORUKA THERAPEUTICS INC COM | 687604108 | Stock | 660,424 | $12,699,954 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 257,600 | $11,617,760 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 70,400 | $11,332,288 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 54,700 | $10,844,822 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 510,000 | $10,302,000 | dollars as filed | |
| PERSPECTIVE THERAPEUTICS INC | 46489V302 | COMMON STOCK | 2,994,033 | $10,269,533 | dollars as filed | |
| JADE BIOSCIENCES INC | 008064206 | COM NEW | 1,127,186 | $9,727,615 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 366,400 | $9,335,872 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 18,900 | $9,166,878 | dollars as filed | |
| CONTEXT THERAPEUTICS INC | 21077P108 | COM | 8,981,855 | $8,701,621 | dollars as filed | |
| GENMAB A/S | 372303206 | Ordinary Shares, nominal value DKK 1 per share | 248,100 | $7,609,227 | dollars as filed | |
| METSERA INC | 59267L107 | COM | 140,500 | $7,352,365 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 17,800 | $6,146,340 | dollars as filed | |
| ARVINAS INC | 04335A105 | COM | 698,363 | $5,950,053 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 19,000 | $5,938,070 | dollars as filed | |
| ENCOMPASS HEALTH CORP COM | 29261A100 | Stock | 41,900 | $5,322,138 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 26,800 | $4,969,256 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 16,600 | $4,784,950 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 19,800 | $4,584,492 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 5,800 | $4,480,732 | dollars as filed | |
| CARLSMED INC | 14280C105 | COMMON STOCK | 321,912 | $4,310,402 | dollars as filed | |
| KENVUE INC | 49177J102 | COM | 265,200 | $4,304,196 | dollars as filed | |
| IMMUNIC INC | 4525EP101 | COM | 4,699,411 | $4,143,001 | dollars as filed | |
| ARCUTIS BIOTHERAPEUTICS INC | 03969K108 | COM | 214,400 | $4,041,440 | dollars as filed | |
| EXACT SCIENCES CORP COM | 30063P105 | Stock | 73,600 | $4,026,656 | dollars as filed | |
| PHATHOM PHARMACEUTICALS INC | 71722W107 | COMMON STOCK | 306,000 | $3,601,620 | dollars as filed | |
| REPLIGEN CORP COM | 759916109 | Stock | 23,300 | $3,114,511 | dollars as filed | |
| ACADIA PHARMACEUTICALS INC | 004225108 | COM | 144,000 | $3,072,960 | dollars as filed | |
| ASCENDIS PHARMA A/S DKK 1.0 AD | 04351P101 | SPONSORED ADR | 14,500 | $2,882,745 | dollars as filed | |
| ENLIVEN THERAPEUTICS INC COM | 29337E102 | Stock | 140,300 | $2,871,941 | dollars as filed | |
| BEAM THERAPEUTICS INC | 07373V105 | COM | 112,000 | $2,718,240 | dollars as filed | |
| SCYNEXIS INC | 811292200 | COM NEW | 3,350,528 | $2,579,907 | dollars as filed | |
| HEALTHEQUITY INC COM | 42226A107 | Stock | 25,300 | $2,397,681 | dollars as filed | |
| WAVE LIFE SCIENCES LTD SHS | Y95308105 | Stock | 297,500 | $2,177,700 | dollars as filed | |
| XENON PHARMACEUTICALS INC COM | 98420N105 | Stock | 53,400 | $2,144,010 | dollars as filed | |
| AKERO THERAPEUTICS INC | 00973Y108 | COM | 40,500 | $1,922,940 | dollars as filed | |
| INSMED INC COM PAR $.01 | 457669307 | Stock | 11,600 | $1,670,516 | dollars as filed | |
| KARYOPHARM THERAPEUTICS INC | 48576U205 | COMMON STOCK | 134,566 | $880,062 | dollars as filed | |
| IMMUNEERING CORP | 45254E107 | CLASS A COM | 90,900 | $636,300 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001791827-25-000008 | this filing | 2025-11-14 | acceptance time not in the bulk data set |