Avidity Partners Management LP holds a concentrated book of 52 stocks worth $505.3M as of Q1 2026 (disclosed May 28, 2026, a ~45-day 13F lag). This quarter they opened Vir Biotechnology Inc and trimmed CG Oncology Inc. Their largest long position is Dianthus Therapeutics Inc at 35% of the equity book. Cloning the disclosed picks since 2020 would be +61% (+8.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1791827/holdings"
Use Arkolith to show Avidity Partners Management LP's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.8 points over this window.
Growth of $10,000 cloning Avidity Partners Management LP's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Avidity Partners Management LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 67 / 52 | $34.4B |
| UBS Group AG | 67 / 52 | $11.7B |
| BlackRock, Inc. | 66 / 52 | $168.7B |
| GEODE CAPITAL MANAGEMENT, LLC | 66 / 52 | $45.7B |
| STATE STREET CORP | 65 / 52 | $88.1B |
| GOLDMAN SACHS GROUP INC | 65 / 52 | $17.3B |
| ROYAL BANK OF CANADA | 65 / 52 | $11.0B |
| FMR LLC | 64 / 52 | $56.0B |
Ranked by how many of Avidity Partners Management LP's top 52 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dianthus Therapeutics Inc COM | $176.6M | 2.10M | 34.9% | —Held | |
| 2 | CG Oncology Inc COM | $87.2M | 1.29M | 17.3% | ▼−12% Reduced · −184K sh | |
| 3 | Oruka Therapeutics Inc COM | $37.3M | 760.4K | 7.4% | ▲+15% Added · +100K sh | |
| 4 | Perspective Therapeutics Inc COM NEW | $25.2M | 6.05M | 5.0% | ▲+88% Added · +2.8M sh | |
| 5 | Jade Biosciences Inc COM NEW | $19.7M | 1.40M | 3.9% | —Held | |
| 6 | Enliven Therapeutics Inc COM | $15.7M | 400.0K | 3.1% | ▲+185% Added · +260K sh | |
| 7 | Teva Pharm ADR COM | $13.6M | 450.1K | 2.7% | ▲+7.9% Added · +33K sh | |
| 8 | Context Therapeutics Inc COM | $13.1M | 5.00M | 2.6% | ▼−9.2% Reduced · −507K sh | |
| 9 | Repligen Corp COM | $9.2M | 77.8K | 1.8% | ▲+55% Added · +28K sh | |
| 10 | Palvella Therapeutics Inc COM | $8.7M | 70.0K | 1.7% | ▲+263% Added · +51K sh | |
| 11 | Medtronic Inc SHS | $8.7M | 100.0K | 1.7% | ▼−7.1% Reduced · −8K sh | |
| 12 | Vir Biotechnology Inc COM | $8.5M | 950.0K | 1.7% | ▲New New position | |
| 13 | Aktis Oncology Inc COM | $8.4M | 468.6K | 1.7% | ▲New New position | |
| 14 | Immunic Inc COM | $7.4M | 6.70M | 1.5% | ▲+43% Added · +2.0M sh | |
| 15 | Humana Inc COM | $5.9M | 25.0K | 1.2% | ▲New New position | |
| 16 | Dexcom COM | $5.7M | 90.0K | 1.1% | ▲New New position | |
| 17 | Encompass Health Corp COM | $4.1M | 42.0K | 0.8% | ▲+33% Added · +10K sh | |
| 18 | Boston Scientific Corporation COM | $3.8M | 60.0K | 0.7% | ▼−48% Reduced · −55K sh | |
| 19 | Tenax Therapeutics Inc COM NEW | $3.5M | 215.9K | 0.7% | ▲New New position | |
| 20 | Gilead Sciences Inc COM | $2.8M | 20.0K | 0.6% | ▲New New position | |
| 21 | Phathom Pharmaceuticals Inc COM | $2.8M | 249.4K | 0.5% | ▲+21% Added · +43K sh | |
| 22 | Karyopharm Therapeutics Inc COM NEW | $2.6M | 463.7K | 0.5% | ▲+245% Added · +329K sh | |
| 23 | Centene Corp COM | $2.3M | 70.0K | 0.5% | ▼−41% Reduced · −49K sh | |
| 24 | Satellos Bioscience Inc COM | $2.2M | 387.8K | 0.4% | ▲New New position | |
| 25 | Scynexis Inc COM NEW | $1.9M | 2.08M | 0.4% | —Held | |
| 26 | Natera Inc COM | $1.8M | 9.0K | 0.4% | ▼−24% Reduced · −3K sh | |
| 27 | Icon PLC SHS | $1.8M | 16.0K | 0.4% | ▼−52% Reduced · −17K sh | |
| 28 | Kenvue Inc Ord COM | $1.7M | 100.0K | 0.3% | ▼−57% Reduced · −133K sh | |
| 29 | Insulet Corp COM | $1.7M | 10.0K | 0.3% | ▲New New position | |
| 30 | Corvus Pharmaceuticals Inc COM | $1.7M | 115.0K | 0.3% | ▲New New position | |
| 31 | Charles Riv Labs Intl Inc COM | $1.7M | 10.0K | 0.3% | ▲New New position | |
| 32 | Hims & Hers Health Inc COM CL A | $1.6M | 75.0K | 0.3% | ▲New New position | |
| 33 | Revolution Medicines Inc COM | $1.5M | 15.0K | 0.3% | ▲New New position | |
| 34 | Structure Therapeutics Inc SPONSORED ADS | $1.4M | 30.0K | 0.3% | ▲New New position | |
| 35 | Genmab A/s -SP ADR SPONSORED ADS | $1.3M | 50.0K | 0.3% | ▼−46% Reduced · −42K sh | |
| 36 | Corcept Thera COM | $1.2M | 30.0K | 0.2% | ▲+36% Added · +8K sh | |
| 37 | Tempus AI Inc CL A | $1.1M | 25.0K | 0.2% | ▲New New position | |
| 38 | Abivax Sa-ADR SPONSORED ADS | $1.1M | 10.0K | 0.2% | ▲New New position | |
| 39 | Unitedhealth Grp COM | $1.0M | 3.8K | 0.2% | ▲New New position | |
| 40 | Intellia Therapeutics Inc COM | $962K | 75.0K | 0.2% | ▲New New position | |
| 41 | Oddity Tech Ltd-CL A SHS CL A | $937K | 70.0K | 0.2% | ▲New New position | |
| 42 | Moonlake Immunotherapeutics CLASS A ORD | $932K | 50.0K | 0.2% | ▲New New position | |
| 43 | Abbott Laboratories COM | $908K | 10.0K | 0.2% | ▲New New position | |
| 44 | Peloton Interactive Inc-A CL A COM | $858K | 200.0K | 0.2% | ▲New New position | |
| 45 | Anteris Technologies Global COM | $833K | 150.0K | 0.2% | ▲New New position | |
| 46 | Bridgebio Pharma Inc COM | $711K | 10.0K | 0.1% | ▲New New position | |
| 47 | Arbutus Biopharma Corp COM | $563K | 125.0K | 0.1% | ▲New New position | |
| 48 | Bridgebio Oncology Therapeutic COM | $392K | 43.9K | 0.1% | ▲New New position | |
| 49 | Legend Biotech Corp SPONSORED ADS | $353K | 15.0K | 0.1% | ▲New New position | |
| 50 | Acadia Pharm COM | $289K | 13.0K | 0.1% | ▼−88% Reduced · −94K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 28, 2026 | 52 | $505.3M | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 39 | $346.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 43 | $439.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 56 | $502.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 67 | $524.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 63 | $1.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 81 | $2.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 85 | $2.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 90 | $3.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 74 | $2.7B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 83 | $2.5B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 93 | $2.9B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 83 | $3.0B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 85 | $4.6B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 98 | $4.9B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 82 | $4.4B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 92 | $4.8B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 97 | $4.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 105 | $4.5B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 112 | $3.7B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 94 | $3.6B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 96 | $3.1B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 68 | $2.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.