# Avidity Partners Management LP: Form 13F holdings

An institutional investment manager in DALLAS, TX. SEC CIK 1791827.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $624.4m
- Positions: 45 (45 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1791827/000179182726000005/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [DIANTHUS THERAPEUTICS INC (DNTH)](/companies/dnth.md) | COM | $205.1m | 32.8% | 2,104,184 |  | Unchanged |
| [CG ONCOLOGY INC (CGON)](/companies/cgon.md) | COM | $99.4m | 15.9% | 1,398,948 |  | Added +110,000 |
| [ORUKA THERAPEUTICS INC (ORKA)](/companies/orka.md) | COM | $72.4m | 11.6% | 760,424 |  | Unchanged |
| [JADE BIOSCIENCES INC (JBIO)](/companies/jbio.md) | COM NEW | $37.8m | 6.1% | 1,700,708 |  | Added +300,000 |
| [ENLIVEN THERAPEUTICS INC (ELVN)](/companies/elvn.md) | COM | $27.9m | 4.5% | 550,000 |  | Added +150,000 |
| [PERSPECTIVE THERAPEUTICS INC (CATX)](/companies/catx.md) | COM NEW | $21.5m | 3.4% | 6,299,999 |  | Added +250,000 |
| [AKTIS ONCOLOGY INC (AKTS)](/companies/akts.md) | COM | $15.6m | 2.5% | 484,200 |  | Added +15,634 |
| [PALVELLA THERAPEUTICS INC NE (PVLA)](/companies/pvla.md) | COM | $10.7m | 1.7% | 70,000 |  | Unchanged |
| [MOBIA MED INC (MOBI)](/companies/mobi.md) | COMMON STOCK | $10.7m | 1.7% | 798,282 |  | New +798,282 |
| [REPLIGEN CORP (RGEN)](/companies/rgen.md) | COM | $10.6m | 1.7% | 77,800 |  | Unchanged |
| [IMMUNIC INC (IMUX)](/companies/imux.md) | COM NEW | $10.3m | 1.6% | 669,941 |  | New +669,941 |
| [SENSEONICS HLDGS INC (SENS)](/companies/sens.md) | COM | $9.1m | 1.5% | 1,600,000 |  | New +1,600,000 |
| [KARYOPHARM THERAPEUTICS INC (KPTI)](/companies/kpti.md) | COM NEW | $9.0m | 1.4% | 924,487 |  | Added +460,746 |
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | $6.8m | 1.1% | 200,000 |  | Unchanged |
| [DEXCOM INC (DXCM)](/companies/dxcm.md) | COM | $6.7m | 1.1% | 100,000 |  | Added +10,000 |
| [TEMPUS AI INC (TEM)](/companies/tem.md) | CL A | $6.1m | 1.0% | 105,000 |  | Added +40,000 |
| MEDTRONIC PLC | SHS | $5.5m | 0.9% | 70,000 |  | Reduced −30,000 |
| [VIR BIOTECHNOLOGY INC (VIR)](/companies/vir.md) | COM | $5.3m | 0.8% | 519,300 |  | Reduced −430,700 |
| [STRUCTURE THERAPEUTICS INC (GPCR)](/companies/gpcr.md) | SPONSORED ADS | $5.3m | 0.8% | 98,000 |  | Added +68,000 |
| [ENCOMPASS HEALTH CORP (EHC)](/companies/ehc.md) | COM | $4.2m | 0.7% | 42,000 |  | Unchanged |
| [TENAX THERAPEUTICS INC (TENX)](/companies/tenx.md) | COM NEW | $3.9m | 0.6% | 265,934 |  | Added +50,000 |
| [NUVECTIS PHARMA INC (NVCT)](/companies/nvct.md) | COM | $3.7m | 0.6% | 200,000 |  | New +200,000 |
| [INSULET CORP (PODD)](/companies/podd.md) | COM | $3.7m | 0.6% | 24,000 |  | Added +14,000 |
| [BOSTON SCIENTIFIC CORP (BSX)](/companies/bsx.md) | COM | $3.4m | 0.5% | 80,000 |  | Added +20,000 |
| [SATELLOS BIOSCIENCE INC (MSLE)](/companies/msle.md) | COM | $3.0m | 0.5% | 387,769 |  | Unchanged |
| [ALAMAR BIOSCIENCES INC (ALMR)](/companies/almr.md) | COMMON STOCK | $3.0m | 0.5% | 110,000 |  | New +110,000 |
| [CONTEXT THERAPEUTICS INC (CNTX)](/companies/cntx.md) | COM | $2.8m | 0.4% | 4,998,267 |  | Unchanged |
| [GILEAD SCIENCES INC (GILD)](/companies/gild.md) | COM | $2.5m | 0.4% | 20,000 |  | Unchanged |
| [CHARLES RIV LABS INTL INC (CRL)](/companies/crl.md) | COM | $2.3m | 0.4% | 10,000 |  | Unchanged |
| [PHATHOM PHARMACEUTICALS INC (PHAT)](/companies/phat.md) | COM | $2.2m | 0.3% | 200,000 |  | Reduced −49,390 |
| [AVALYN PHARMACEUTICALS INC (AVLN)](/companies/avln.md) | COM SHS | $2.0m | 0.3% | 60,000 |  | New +60,000 |
| [KAILERA THERAPEUTICS INC (KLRA)](/companies/klra.md) | COMMON STOCK | $1.8m | 0.3% | 80,000 |  | New +80,000 |
| [GENMAB A/S (GMAB)](/companies/gmab.md) | SPONSORED ADS | $1.4m | 0.2% | 50,000 |  | Unchanged |
| [INTELLIA THERAPEUTICS INC (NTLA)](/companies/ntla.md) | COM | $1.3m | 0.2% | 75,000 |  | Unchanged |
| [CORVUS PHARMACEUTICALS INC (CRVS)](/companies/crvs.md) | COM | $1.2m | 0.2% | 80,000 |  | Reduced −35,000 |
| ODDITY TECH LTD | SHS CL A | $1.1m | 0.2% | 70,000 |  | Unchanged |
| [SCYNEXIS INC (SCYX)](/companies/scyx.md) | COM | $1.1m | 0.2% | 260,206 |  | New +260,206 |
| [EVOMMUNE INC (EVMN)](/companies/evmn.md) | COM SHS | $996.8k | 0.2% | 75,000 |  | New +75,000 |
| [ABBOTT LABORATORIES (ABT)](/companies/abt.md) | COM | $907.4k | 0.1% | 10,000 |  | Unchanged |
| [BRIDGEBIO PHARMA INC (BBIO)](/companies/bbio.md) | COM | $744.8k | 0.1% | 10,000 |  | Unchanged |
| [PELOTON INTERACTIVE INC (PTON)](/companies/pton.md) | CL A COM | $591.0k | <0.1% | 100,000 |  | Reduced −100,000 |
| [LEGEND BIOTECH CORP (LEGN)](/companies/legn.md) | SPONSORED ADS | $433.2k | <0.1% | 15,000 |  | Unchanged |
| [BRIDGEBIO ONCOLOGY THERAPEUT (BBOT)](/companies/bbot.md) | COM NEW | $334.2k | <0.1% | 43,853 |  | Unchanged |
| [SAVARA INC (SVRA)](/companies/svra.md) | COM | $308.0k | <0.1% | 50,000 |  | Unchanged |
| [TREVI THERAPEUTICS INC (TRVI)](/companies/trvi.md) | COM | $124.2k | <0.1% | 6,660 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ABIVAX SA-ADR (ABVX)](/companies/abvx.md) | SPONSORED ADS | $0 | 0.0% | 0 |  | Sold out −10,000 |
| [ACADIA PHARM (ACAD)](/companies/acad.md) | COM | $0 | 0.0% | 0 |  | Sold out −12,967 |
| [ACADIA PHARMACEUTICALS INC (ACAD)](/companies/acad.md) | COM | $0 | 0.0% | 0 |  | Sold out −12,967 |
| [ANTERIS TECHNOLOGIES GLOBAL (AVR)](/companies/avr.md) | COM | $0 | 0.0% | 0 |  | Sold out −150,000 |
| [ANTERIS TECHNOLOGIES GLOBAL (AVR)](/companies/avr.md) | COM | $0 | 0.0% | 0 |  | Sold out −150,000 |
| [ARBUTUS BIOPHARMA CORP (ABUS)](/companies/abus.md) | COM | $0 | 0.0% | 0 |  | Sold out −125,000 |
| [ARBUTUS BIOPHARMA CORP (ABUS)](/companies/abus.md) | COM | $0 | 0.0% | 0 |  | Sold out −125,000 |
| [CENTENE CORP (CNC)](/companies/cnc.md) | COM | $0 | 0.0% | 0 |  | Sold out −70,000 |
| [CORCEPT THERA (CORT)](/companies/cort.md) | COM | $0 | 0.0% | 0 |  | Sold out −30,000 |
| [CORCEPT THERAPEUTICS INC (CORT)](/companies/cort.md) | COM | $0 | 0.0% | 0 |  | Sold out −30,000 |
| [HIMS & HERS HEALTH INC (HIMS)](/companies/hims.md) | COM CL A | $0 | 0.0% | 0 |  | Sold out −50,000 |
| [HIMS & HERS HEALTH INC (HIMS)](/companies/hims.md) | COM CL A | $0 | 0.0% | 0 |  | Sold out −75,000 |
| [HUMANA INC (HUM)](/companies/hum.md) | COM | $0 | 0.0% | 0 |  | Sold out −25,000 |
| ICON PLC | SHS | $0 | 0.0% | 0 |  | Sold out −16,000 |
| ICON PLC | SHS | $0 | 0.0% | 0 |  | Sold out −16,000 |
| IMMUNIC INC | COM | $0 | 0.0% | 0 |  | Sold out −669,941 |
| IMMUNIC INC | COM | $0 | 0.0% | 0 |  | Sold out −6,699,411 |
| [KENVUE INC ORD (KVUE)](/companies/kvue.md) | COM | $0 | 0.0% | 0 |  | Sold out −100,000 |
| [MOONLAKE IMMUNOTHERAPEUTICS (MLTX)](/companies/mltx.md) | CLASS A ORD | $0 | 0.0% | 0 |  | Sold out −50,000 |
| [MOONLAKE IMMUNOTHERAPEUTICS (MLTX)](/companies/mltx.md) | CLASS A ORD | $0 | 0.0% | 0 |  | Sold out −50,000 |
| [NATERA INC (NTRA)](/companies/ntra.md) | COM | $0 | 0.0% | 0 |  | Sold out −9,000 |
| [NATERA INC (NTRA)](/companies/ntra.md) | COM | $0 | 0.0% | 0 |  | Sold out −9,000 |
| [REVOLUTION MEDICINES INC (RVMD)](/companies/rvmd.md) | COM | $0 | 0.0% | 0 |  | Sold out −15,000 |
| SCYNEXIS INC | COM NEW | $0 | 0.0% | 0 |  | Sold out −2,081,660 |
| SCYNEXIS INC | COM NEW | $0 | 0.0% | 0 |  | Sold out −2,081,660 |
| [UNITEDHEALTH GRP (UNH)](/companies/unh.md) | COM | $0 | 0.0% | 0 |  | Sold out −3,800 |

Source: SEC EDGAR, Form 13F-HR, accession 0001791827-26-000005. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.