Avidity Partners Management LP

CIK
1791827
City
DALLAS
State / Country
TX

Top Portfolio Positions

46 positions · $395,825,148 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
DNTH
Dianthus Therapeutics, Inc. /DE/
Healthcare
2,104,184 $176,583,121 44.61%
ORKA
Oruka Therapeutics, Inc.
Healthcare
760,424 $37,298,797 9.42%
CATX
Perspective Therapeutics, Inc.
Healthcare
6,049,999 $25,228,495 6.37%
JBIO
Jade Biosciences, Inc.
Healthcare
1,400,708 $19,679,947 4.97%
ELVN
Enliven Therapeutics, Inc.
Healthcare
400,000 $15,680,000 3.96%
CNTX
Context Therapeutics Inc.
Healthcare
4,998,267 $13,095,459 3.31%
RGEN
Repligen Corp
Healthcare
77,800 $9,166,396 2.32%
PVLA
Palvella Therapeutics, Inc.
Healthcare
70,000 $8,725,500 2.20%
MDT
Medtronic plc
Healthcare
100,000 $8,665,000 2.19%
AKTS
Aktis Oncology, Inc.
Healthcare
468,566 $8,382,645 2.12%

Portfolio Trend

25 quarters · across all stocks

Holdings in ODD

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Report Date Value (USD) Shares
2026-03-31 $936,600 70,000