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Avidity Partners Management LP

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13F filer, CIK 1791827, DALLAS, TX

Avidity Partners Management LP reported $624,441,478 across 45 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 81.94% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001791827-26-000005

Period
2026-06-30
Reported value
$624M
Holdings
45
Top 10 weight
81.94%
New
15
Sold out
15

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MOBInew+798,282$10.7M
IMUXnew+669,941$10.3M
SENSnew+1,600,000$9.09M
CGONadded+110,000$7.82M
ELVNadded+150,000$7.61M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TEVAreduced-250,100-$8.47M
IMUXexited-6,699,411-$7.44M
VIRreduced-430,700-$4.39M
MDTreduced-30,000-$2.35M
CNCexited-70,000-$2.29M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001791827-26-000005, largest first. % of portfolio is the value over $624,441,478, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DNTHDIANTHUS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,917,231 shares; 2024Q4: 2,873,000 shares; 2025Q1: 1,720,902 shares; 2025Q2: 1,742,902 shares; 2025Q3: 3,204,184 shares; 2025Q4: 2,104,184 shares; 2026Q1: 2,104,184 shares; 2026Q2: 2,104,184 shares 2,104,184$205M32.85%0Timeline
CGONCG ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,656,000 shares; 2024Q4: 1,097,800 shares; 2025Q1: 980,942 shares; 2025Q2: 1,499,942 shares; 2025Q3: 1,600,899 shares; 2025Q4: 1,472,699 shares; 2026Q1: 1,288,948 shares; 2026Q2: 1,398,948 shares 1,398,948$99.4M15.92%+110,000Timeline
ORKAORUKA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 790,926 shares; 2024Q4: 352,124 shares; 2025Q1: 352,124 shares; 2025Q2: 352,124 shares; 2025Q3: 660,424 shares; 2025Q4: 660,424 shares; 2026Q1: 760,424 shares; 2026Q2: 760,424 shares 760,424$72.4M11.59%0Timeline
JBIOJADE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,127,186 shares; 2025Q3: 1,127,186 shares; 2025Q4: 1,400,708 shares; 2026Q1: 1,400,708 shares; 2026Q2: 1,700,708 shares 1,700,708$37.8M6.05%+300,000Timeline
ELVNENLIVEN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,300 shares; 2025Q2: 11,300 shares; 2025Q3: 140,300 shares; 2025Q4: 140,300 shares; 2026Q1: 400,000 shares; 2026Q2: 550,000 shares 550,000$27.9M4.47%+150,000Timeline
CATXPERSPECTIVE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,444,002 shares; 2024Q4: 2,694,600 shares; 2025Q1: 2,197,270 shares; 2025Q2: 1,858,596 shares; 2025Q3: 2,994,033 shares; 2025Q4: 3,210,733 shares; 2026Q1: 6,049,999 shares; 2026Q2: 6,299,999 shares 6,299,999$21.5M3.44%+250,000Timeline
AKTSAKTIS ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 468,566 shares; 2026Q2: 484,200 shares 484,200$15.6M2.5%+15,634Timeline
PVLAPALVELLA THERAPEUTICS INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,300 shares; 2026Q1: 70,000 shares; 2026Q2: 70,000 shares 70,000$10.7M1.71%0Timeline
MOBIMOBIA MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 798,282 shares 798,282$10.7M1.71%newTimeline
RGENREPLIGEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106,500 shares; 2025Q3: 23,300 shares; 2025Q4: 50,300 shares; 2026Q1: 77,800 shares; 2026Q2: 77,800 shares 77,800$10.6M1.7%0Timeline
IMUXIMMUNIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 669,941 shares 669,941$10.3M1.65%newTimeline
SENSSENSEONICS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,600,000 shares 1,600,000$9.09M1.46%newTimeline
KPTIKARYOPHARM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 134,566 shares; 2025Q2: 134,566 shares; 2025Q3: 134,566 shares; 2025Q4: 134,566 shares; 2026Q1: 463,741 shares; 2026Q2: 924,487 shares 924,487$9.03M1.45%+460,746Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 481,000 shares; 2025Q2: 689,500 shares; 2025Q3: 510,000 shares; 2025Q4: 417,300 shares; 2026Q1: 450,100 shares; 2026Q2: 200,000 shares 200,000$6.78M1.09%-250,100Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,000 shares; 2024Q4: 318,000 shares; 2025Q1: 180,000 shares; 2025Q2: 210,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,000 shares; 2026Q2: 100,000 shares 100,000$6.74M1.08%+10,000Timeline
TEMTEMPUS AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares; 2026Q2: 105,000 shares 105,000$6.08M0.97%+80,000Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 190,600 shares; 2025Q4: 107,600 shares; 2026Q1: 100,000 shares; 2026Q2: 70,000 shares 70,000$5.48M0.88%-30,000Timeline
VIRVIR BIOTECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 950,000 shares; 2026Q2: 519,300 shares 519,300$5.29M0.85%-430,700Timeline
GPCRSTRUCTURE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430,900 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,000 shares; 2026Q2: 98,000 shares 98,000$5.26M0.84%+68,000Timeline
EHCENCOMPASS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,000 shares; 2025Q3: 41,900 shares; 2025Q4: 31,600 shares; 2026Q1: 42,000 shares; 2026Q2: 42,000 shares 42,000$4.25M0.68%0Timeline
TENXTENAX THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 215,934 shares; 2026Q2: 265,934 shares 265,934$3.87M0.62%+50,000Timeline
NVCTNUVECTIS PHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200,000 shares 200,000$3.68M0.59%newTimeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,000 shares 24,000$3.65M0.59%newTimeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 962,000 shares; 2024Q4: 515,000 shares; 2025Q1: 336,000 shares; 2025Q2: 321,800 shares; 2025Q3: 164,300 shares; 2025Q4: 114,500 shares; 2026Q1: 60,000 shares; 2026Q2: 80,000 shares 80,000$3.41M0.55%+20,000Timeline
MSLESATELLOS BIOSCIENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 387,769 shares; 2026Q2: 387,769 shares 387,769$3.01M0.48%0Timeline
ALMRALAMAR BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 110,000 shares 110,000$2.98M0.48%newTimeline
CNTXCONTEXT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,417,155 shares; 2024Q4: 7,477,200 shares; 2025Q1: 7,477,200 shares; 2025Q2: 7,477,255 shares; 2025Q3: 8,981,855 shares; 2025Q4: 5,504,855 shares; 2026Q1: 4,998,267 shares; 2026Q2: 4,998,267 shares 4,998,267$2.77M0.44%0Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000$2.53M0.4%0Timeline
CRLCHARLES RIV LABS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000$2.27M0.36%newTimeline
PHATPHATHOM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,804,493 shares; 2024Q4: 1,390,100 shares; 2025Q1: 800,000 shares; 2025Q2: 1,064,500 shares; 2025Q3: 306,000 shares; 2025Q4: 206,076 shares; 2026Q1: 249,390 shares; 2026Q2: 200,000 shares 200,000$2.17M0.35%-49,390Timeline
AVLNAVALYN PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,000 shares 60,000$1.98M0.32%newTimeline
KLRAKAILERA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80,000 shares 80,000$1.76M0.28%newTimeline
GMABGENMAB A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 650,000 shares; 2025Q3: 248,100 shares; 2025Q4: 92,000 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares 50,000$1.37M0.22%0Timeline
NTLAINTELLIA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 232,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,000 shares; 2026Q2: 75,000 shares 75,000$1.27M0.2%0Timeline
CRVSCORVUS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115,000 shares; 2026Q2: 80,000 shares 80,000$1.2M0.19%-35,000Timeline
ODDODDITY TECH LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,000 shares; 2026Q2: 70,000 shares 70,000$1.06M0.17%0Timeline
SCYXSCYNEXIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 260,206 shares 260,206$1.06M0.17%newTimeline
EVMNEVOMMUNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75,000 shares 75,000$997K0.16%newTimeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000$907K0.15%newTimeline
BBIOBRIDGEBIO PHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,000 shares; 2025Q2: 140,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000$745K0.12%newTimeline
PTONPELOTON INTERACTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200,000 shares; 2026Q2: 100,000 shares 100,000$591K0.09%-100,000Timeline
LEGNLEGEND BIOTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,000 shares 15,000$433K0.07%newTimeline
BBOTBRIDGEBIO ONCOLOGY THERAPEUTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,853 shares; 2026Q2: 43,853 shares 43,853$334K0.05%0Timeline
SVRASAVARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,000 shares 50,000$308K0.05%newTimeline
TRVITREVI THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,660 shares; 2026Q2: 6,660 shares 6,660$124K0.02%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IMUXIMMUNIC INC6,699,411$7.44Mshares
CNCCENTENE CORP DEL70,000$2.29Mshares
SCYXSCYNEXIS INC2,081,660$1.91Mshares
NTRANATERA INC9,000$1.8Mshares
ICLRICON PUB LTD CO16,000$1.77Mshares
KVUEKENVUE INC100,000$1.72Mshares
HIMSHIMS & HERS HEALTH INC75,000$1.56Mshares
RVMDREVOLUTION MEDICINES INC15,000$1.46Mshares
CORTCORCEPT THERAPEUTICS INC30,000$1.21Mshares
ABVXABIVAX SA10,000$1.11Mshares
UNHUNITEDHEALTH GROUP INC3,800$1.03Mshares
MLTXMOONLAKE IMMUNOTHERAPEUTICS50,000$932Kshares
AVRANTERIS TECHNOLOGIES GLOBAL150,000$832Kshares
ABUSARBUTUS BIOPHARMA CORP125,000$562Kshares
ACADACADIA PHARMACEUTICALS INC12,967$289Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001791827-26-000005 base2026-08-14acceptance time not in the bulk data set