account_balance
Investment manager · 13F filer · SEC CIK 1791827
Avidity Partners Management LP
Reported value$624Mas of Jun 30, 2026
Positions45 10 new, 11 sold out
Top 10 weight81.9%DNTH alone is 33%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DNTHDianthus Therapeutics Inc
32.8%
CGONCg Oncology Inc
15.9%New
ORKAOruka Therapeutics Inc
11.6%
JBIOJade Biosciences Inc
6.1%Added +21%
ELVNEnliven Therapeutics Inc
4.5%Added +38%
CATXPerspective Therapeutics Inc
3.4%Added +4%
AKTSAktis Oncology Inc
2.5%Added +3%
PVLAPalvella Therapeutics Inc Ne
1.7%
MOBIMobia Med Inc
1.7%New
RGEN1.7%IMUX1.6%SENS1.5%DNTHDianthus Therapeutics Inc
32.8%
CGONCg Oncology Inc
15.9%New
ORKAOruka Therapeutics Inc
11.6%
JBIO6.1%ELVN4.5%CATX3.4%AKTS2.5%PVLAMOBIRGEN1.7%IMUX1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DNTH Dianthus Therapeutics Inc 32.8% HeldCGON Cg Oncology Inc 15.9% NewORKA Oruka Therapeutics Inc 11.6% HeldJBIO Jade Biosciences Inc 6.1% Added +21%ELVN Enliven Therapeutics Inc 4.5% Added +38%CATX Perspective Therapeutics Inc 3.4% Added +4%AKTS Aktis Oncology Inc 2.5% Added +3%PVLA Palvella Therapeutics Inc Ne 1.7% HeldMOBI Mobia Med Inc 1.7% NewRGEN Repligen Corp 1.7% HeldIMUX Immunic Inc 1.6% NewSENS Senseonics Hldgs Inc 1.5% New
What changed