Q2 2026 13F · SEC CIK 1791827

Avidity Partners Management LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $624.4M
Reported positions: 45
Top holdings a year, 3 yrs: +37.1%
Assets under management: $1.1B

Avidity Partners Management LP is a hedge fund that reported 45 positions worth $624.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Dianthus Therapeutics Inc (DNTH, 32.8%), Cg Oncology Inc (CGON, 15.9%), Oruka Therapeutics Inc (ORKA, 11.6%). A portfolio copying its top holdings returned 37.1% a year over the last 3 years, against 20.4% for the S&P 500.

Avidity Partners Management LP holdings all 45 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Avidity Partners Management LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DNTHDianthus Therapeutics Inc	32.8%	41.8%	2,104,184	+0.0%	$205.1M
CGONCg Oncology Inc	15.9%	New	1,398,948	—	$99.4M
ORKAOruka Therapeutics Inc	11.6%	11.8%	760,424	+0.0%	$72.4M
008064206Jade Biosciences Inc	6.1%	7.7%	1,700,708	+21.4%	$37.8M
ELVNEnliven Therapeutics Inc	4.5%	3.7%	550,000	+37.5%	$27.9M
CATXPerspective Therapeutics Inc	3.4%	5.3%	6,299,999	+4.1%	$21.5M
AKTSAktis Oncology Inc	2.5%	2.0%	484,200	+3.3%	$15.6M
PVLAPalvella Therapeutics Inc Ne	1.7%	2.0%	70,000	+0.0%	$10.7M
MOBIMobia Medical, Inc	1.7%	New	798,282	—	$10.7M
RGENRepligen Corp	1.7%	2.1%	77,800	+0.0%	$10.6M
4525EP200Immunic Inc	1.6%	New	669,941	—	$10.3M
SENSSenseonics Hldgs Inc	1.5%	New	1,600,000	—	$9.1M
KPTIKaryopharm Therapeutics Inc	1.4%	0.9%	924,487	+99.4%	$9.0M
TEVATeva Pharmaceutical Inds Ltd	1.1%	1.6%	200,000	+0.0%	$6.8M
DXCMDexcom Inc	1.1%	1.3%	100,000	+0.0%	$6.7M
TEMTempus Ai Inc	1.0%	0.8%	105,000	+61.5%	$6.1M
MDTMedtronic PLC	0.9%	1.8%	70,000	-30.0%	$5.5M
VIRVir Biotechnology Inc	0.8%	1.4%	519,300	-16.1%	$5.3M
GPCRStructure Therapeutics F Unspo	0.8%	0.5%	98,000	+104.2%	$5.3M
EHCEncompass Health Corp	0.7%	0.9%	42,000	+0.0%	$4.2M
TENXTenax Therapeutics Inc	0.6%	0.8%	265,934	+0.0%	$3.9M
NVCTNuvectis Pharma Inc	0.6%	New	200,000	—	$3.7M
PODDInsulet Corp	0.6%	0.4%	24,000	+140.0%	$3.7M
BSXBoston Scientific Corp	0.5%	0.8%	80,000	+33.3%	$3.4M
MSLESatellos Bioscience Inc	0.5%	0.7%	387,769	+0.0%	$3.0M
ALMRAlamar Biosciences Inc	0.5%	New	110,000	—	$3.0M
CNTXContext Therapeutics Inc	0.4%	2.7%	4,998,267	+0.0%	$2.8M
GILDGilead Sciences Inc	0.4%	0.6%	20,000	+0.0%	$2.5M
CRLCharles Riv Labs Intl Inc	0.4%	0.4%	10,000	+0.0%	$2.3M
PHATPhathom Pharmaceuticals Inc Com	0.3%	0.6%	200,000	-19.8%	$2.2M
AVLNAvalyn Pharmaceuticals Inc	0.3%	New	60,000	—	$2.0M
KLRAKailera Therapeutics Inc	0.3%	New	80,000	—	$1.8M
GMABGenmab A/s	0.2%	0.3%	50,000	+0.0%	$1.4M
NTLAIntellia Therapeutics Inc	0.2%	0.2%	75,000	+0.0%	$1.3M
CRVSCorvus Pharmaceuticals Inc Com	0.2%	0.4%	80,000	-30.4%	$1.2M
ODDOddity Tech Ltd	0.2%	0.2%	70,000	+0.0%	$1.1M
SCYXScynexis Inc	0.2%	New	260,206	—	$1.1M
EVMNEvommune Inc	0.2%	New	75,000	—	$997K
ABTAbbott Laboratories	0.1%	0.2%	10,000	+0.0%	$907K
BBIOBridgebio Pharma Inc	0.1%	0.2%	10,000	+0.0%	$745K
PTONPeloton Interactive Inc	0.1%	0.2%	100,000	-50.0%	$591K
LEGNLegend Biotech Corp	0.1%	0.1%	15,000	+0.0%	$433K
BBOTBridgebio Oncology Therapeut	0.1%	0.1%	43,853	+0.0%	$334K
SVRASavara Inc	0.0%	0.1%	50,000	+0.0%	$308K
TRVITrevi Therapeutics Inc	0.0%	0.0%	6,660	+0.0%	$124K

What Avidity Partners Management LP bought and sold in Q2 2026, against Q1 2026.

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +155.0% /yr; S&P 500 +20.1%
3 years: +37.1% /yr; S&P 500 +20.4%
5 years: +17.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$624.4M	45
Q1 2026	$441.9M	46
Q4 2025	$346.7M	39
Q3 2025	$439.4M	43
Q2 2025	$498.8M	55
Q1 2025	$484.9M	63
Q4 2024	$1.0B	61
Q3 2024	$2.0B	81
Q2 2024	$2.4B	85
Q1 2024	$2.8B	87
Q4 2023	$2.6B	72
Q3 2023	$2.5B	83

Questions about Avidity Partners Management LP's portfolio

What stocks does Avidity Partners Management LP own?

Avidity Partners Management LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 45 positions worth $624.4M. The largest are Dianthus Therapeutics Inc (DNTH) at 32.8%, Cg Oncology Inc (CGON) at 15.9%, Oruka Therapeutics Inc (ORKA) at 11.6%, Jade Biosciences Inc at 6.1% and Enliven Therapeutics Inc (ELVN) at 4.5%.

What did Avidity Partners Management LP buy last quarter?

In Q2 2026, Avidity Partners Management LP added a new position in Cg Oncology Inc (CGON), a new position in Mobia Medical, Inc (MOBI), a new position in Immunic Inc, a new position in Senseonics Hldgs Inc (SENS), a new position in Nuvectis Pharma Inc (NVCT), Insulet Corp (PODD) (+140.0% shares), Structure Therapeutics F Unspo (GPCR) (+104.2% shares) and Karyopharm Therapeutics Inc (KPTI) (+99.4% shares), compared with its Q1 2026 filing.

What did Avidity Partners Management LP sell last quarter?

In Q2 2026, Avidity Partners Management LP sold all of Immunic Inc, sold all of Humana Inc (HUM), sold all of Scynexis Inc (SCYX), sold all of Icon Plc (ICLR), sold all of Natera Inc (NTRA), Peloton Interactive Inc (PTON) (-50.0% shares), Corvus Pharmaceuticals Inc Com (CRVS) (-30.4% shares) and Medtronic PLC (MDT) (-30.0% shares), compared with its Q1 2026 filing.

How has Avidity Partners Management LP's portfolio performed?

A portfolio copying Avidity Partners Management LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +37.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +155.0% against +20.1%. Over 5 years: +17.6% a year against +11.6%.

When is Avidity Partners Management LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Avidity Partners Management LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Avidity Partners Management LP manage?

Avidity Partners Management LP reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $624.4M.