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Disclosery

13F-HR filed by Avidity Partners Management LP

Avidity Partners Management LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-13, with 39 holding rows worth $346,693,009.

Accession
0001791827-26-000002
Filer
CIK 1791827
Filed
2026-02-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 39 entries on the cover page, a total value of $346,693,009 stated on the cover page (in dollars after the unit check, H1), rows summing to $346,693,009 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 filedCUSIPClassAmountValueValue read asType
DIANTHUS THERAPEUTICS INC252828108COM2,104,184$86,713,423dollars as filed
CG ONCOLOGY INC156944100COMMON STOCK1,472,699$61,146,462dollars as filed
JADE BIOSCIENCES INC008064206COM NEW1,400,708$21,612,924dollars as filed
ORUKA THERAPEUTICS INC COM687604108Stock660,424$20,017,451dollars as filed
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS881624209ADR417,300$13,023,933dollars as filed
Boston Scientific Corporation101137107COM114,500$10,917,575dollars as filed
Medtronic PlcG5960L103COM107,600$10,336,056dollars as filed
PERSPECTIVE THERAPEUTICS INC46489V302COMMON STOCK3,210,733$8,829,516dollars as filed
ALNYLAM PHARMACEUTICALS INC COM02043Q107Stock21,000$8,350,650dollars as filed
REPLIGEN CORP COM759916109Stock50,300$8,242,158dollars as filed
CONTEXT THERAPEUTICS INC21077P108COM5,504,855$8,092,137dollars as filed
MCKESSON CORP COM58155Q103Stock9,520$7,809,161dollars as filed
ICON PUB LTD CO SHSG4705A100Stock33,100$6,031,482dollars as filed
AGILENT TECHNOLOGIES INC COM00846U101Stock41,500$5,646,905dollars as filed
Pfizer Inc.717081103COM203,600$5,069,640dollars as filed
CENTENE CORP DEL COM15135B101Stock119,400$4,913,310dollars as filed
KENVUE INC49177J102COM232,800$4,015,800dollars as filed
Danaher Corporation235851102COM17,000$3,891,640dollars as filed
Thermo Fisher Scientific Inc.883556102COM6,700$3,882,315dollars as filed
NOVO-NORDISK A S ADR670100205ADR67,300$3,424,224dollars as filed
PHATHOM PHARMACEUTICALS INC71722W107COMMON STOCK206,076$3,418,801dollars as filed
ENCOMPASS HEALTH CORP COM29261A100Stock31,600$3,354,024dollars as filed
Cigna Corporation125523100COM11,600$3,192,668dollars as filed
CENCORA INC COM03073E105Stock9,400$3,174,850dollars as filed
INSMED INC COM PAR $.01457669307Stock17,700$3,080,508dollars as filed
WATERS CORP COM941848103Stock8,100$3,076,623dollars as filed
ACADIA PHARMACEUTICALS INC004225108COM106,900$2,855,299dollars as filed
GENMAB A/S372303206Ordinary Shares, nominal value DKK 1 per share92,000$2,833,600dollars as filed
NATERA INC COM632307104Stock11,800$2,703,262dollars as filed
IMMUNIC INC4525EP101COM4,699,411$2,508,076dollars as filed
ACADIA HEALTHCARE COMPANY INC COM00404A109Stock169,000$2,398,110dollars as filed
INTEGER HLDGS CORP45826H109COM29,800$2,337,214dollars as filed
ENLIVEN THERAPEUTICS INC COM29337E102Stock140,300$2,160,620dollars as filed
PALVELLA THERAPEUTICS INC697947109COMMON STOCK19,300$2,020,131dollars as filed
HEALTHEQUITY INC COM42226A107Stock16,900$1,548,209dollars as filed
SCYNEXIS INC811292200COM NEW2,081,660$1,316,442dollars as filed
IQVIA HLDGS INC COM46266C105Stock4,400$991,804dollars as filed
KARYOPHARM THERAPEUTICS INC48576U205COMMON STOCK134,566$990,406dollars as filed
CORCEPT THERAPEUTICS INC218352102COM22,000$765,600dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001791827-26-000002this filing2026-02-13acceptance time not in the bulk data set