Avidity Partners Management LP holds a concentrated book of 45 reported positions worth $624.4M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Mobia Medical Inc first appears in 13F filings (one of 4 new listings in the book), a listing rather than a purchase; they opened Immunic Inc and trimmed Teva Pharmaceutical-SP ADR. Their largest long position is Dianthus Therapeutics Inc at 33% of the reported non-option book. Cloning the disclosed picks since 2020 would be +98% (+11.6%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +104.4%, a 6.7-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Avidity Partners Management LP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with 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.
100% mapped to company sectors
+2 sectors below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Avidity Partners Management LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Fairmount Funds Management LLC | 4 / 45 | $795.3M |
| Acorn Capital Advisors, LLC | 4 / 45 | $157.2M |
| Catalio Capital Management, LP | 9 / 45 | $179.2M |
| Foresite Capital Management VI LLC | 4 / 45 | $216.2M |
| NEA Management Company, LLC | 4 / 45 | $424.2M |
| Superstring Capital Management LP | 4 / 45 | $36.3M |
| Bellevue Group AG | 20 / 45 | $1.1B |
| Venrock Adviser, LLC | 5 / 45 | $698.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Avidity Partners Management LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dianthus Therapeutics Inc COM | $205.1M | 2.10M | 32.8% | —Held | |
| 2 | CG Oncology Inc COM | $99.4M | 1.40M | 15.9% | ▼−5.0% Reduced · −74K sh | |
| 3 | Oruka Therapeutics Inc COM | $72.4M | 760.4K | 11.6% | ▲+15% Added · +100K sh | |
| 4 | Jade Biosciences Inc COM NEW | $37.8M | 1.70M | 6.1% | ▲+21% Added · +300K sh | |
| 5 | Enliven Therapeutics Inc COM | $27.9M | 550.0K | 4.5% | ▲+292% Added · +410K sh | |
| 6 | Perspective Therapeutics Inc COM NEW | $21.5M | 6.30M | 3.4% | ▲+96% Added · +3.1M sh | |
| 7 | Aktis Oncology Inc COM | $15.6M | 484.2K | 2.5% | ▲New New position | |
| 8 | Palvella Therapeutics Inc Ne COM | $10.7M | 70.0K | 1.7% | ▲+263% Added · +51K sh | |
| 9 | Mobia Med Inc COMMON STOCK | $10.7M | 798.3K | 1.7% | →Listed Newly reportable | |
| 10 | Repligen Corp COM | $10.6M | 77.8K | 1.7% | ▲+55% Added · +28K sh | |
| 11 | Immunic Inc COM NEW | $10.3M | 669.9K | 1.6% | ▲New New position | |
| 12 | Senseonics Hldgs Inc COM | $9.1M | 1.60M | 1.5% | ▲New New position | |
| 13 | Karyopharm Therapeutics Inc COM NEW | $9.0M | 924.5K | 1.4% | ▲+587% Added · +790K sh | |
| 14 | Teva Pharmaceutical Inds Ltd SPONSORED ADS | $6.8M | 200.0K | 1.1% | ▼−52% Reduced · −217K sh | |
| 15 | Dexcom Inc COM | $6.7M | 100.0K | 1.1% | ▲New New position | |
| 16 | Tempus AI Inc CL A | $6.1M | 105.0K | 1.0% | ▲New New position | |
| 17 | Medtronic PLC SHS | $5.5M | 70.0K | 0.9% | ▼−35% Reduced · −38K sh | |
| 18 | Vir Biotechnology Inc COM | $5.3M | 519.3K | 0.8% | ▲New New position | |
| 19 | Structure Therapeutics Inc SPONSORED ADS | $5.3M | 98.0K | 0.8% | ▲New New position | |
| 20 | Encompass Health Corp COM | $4.2M | 42.0K | 0.7% | ▲+33% Added · +10K sh | |
| 21 | Tenax Therapeutics Inc COM NEW | $3.9M | 265.9K | 0.6% | ▲New New position | |
| 22 | Nuvectis Pharma Inc COM | $3.7M | 200.0K | 0.6% | ▲New New position | |
| 23 | Insulet Corp COM | $3.7M | 24.0K | 0.6% | ▲New New position | |
| 24 | Boston Scientific Corp COM | $3.4M | 80.0K | 0.5% | ▼−30% Reduced · −35K sh | |
| 25 | Satellos Bioscience Inc COM | $3.0M | 387.8K | 0.5% | ▲New New position | |
| 26 | Alamar Biosciences Inc COMMON STOCK | $3.0M | 110.0K | 0.5% | →Listed Newly reportable | |
| 27 | Context Therapeutics Inc COM | $2.8M | 5.00M | 0.4% | ▼−9.2% Reduced · −507K sh | |
| 28 | Gilead Sciences Inc COM | $2.5M | 20.0K | 0.4% | ▲New New position | |
| 29 | Charles Riv Labs Intl Inc COM | $2.3M | 10.0K | 0.4% | ▲New New position | |
| 30 | Phathom Pharmaceuticals Inc COM | $2.2M | 200.0K | 0.3% | ▼−2.9% Reduced · −6K sh | |
| 31 | Avalyn Pharmaceuticals Inc COM SHS | $2.0M | 60.0K | 0.3% | →Listed Newly reportable | |
| 32 | Kailera Therapeutics Inc COMMON STOCK | $1.8M | 80.0K | 0.3% | →Listed Newly reportable | |
| 33 | Genmab A/s SPONSORED ADS | $1.4M | 50.0K | 0.2% | ▼−46% Reduced · −42K sh | |
| 34 | Intellia Therapeutics Inc COM | $1.3M | 75.0K | 0.2% | ▲New New position | |
| 35 | Corvus Pharmaceuticals Inc COM | $1.2M | 80.0K | 0.2% | ▲New New position | |
| 36 | Oddity Tech Ltd SHS CL A | $1.1M | 70.0K | 0.2% | ▲New New position | |
| 37 | Scynexis Inc COM | $1.1M | 260.2K | 0.2% | ▲New New position | |
| 38 | Evommune Inc COM SHS | $997K | 75.0K | 0.2% | ▲New New position | |
| 39 | Abbott Laboratories COM | $907K | 10.0K | 0.1% | ▲New New position | |
| 40 | Bridgebio Pharma Inc COM | $745K | 10.0K | 0.1% | ▲New New position | |
| 41 | Peloton Interactive Inc CL A COM | $591K | 100.0K | 0.1% | ▲New New position | |
| 42 | Legend Biotech Corp SPONSORED ADS | $433K | 15.0K | 0.1% | ▲New New position | |
| 43 | Bridgebio Oncology Therapeut COM NEW | $334K | 43.9K | 0.1% | ▲New New position | |
| 44 | Savara Inc COM | $308K | 50.0K | <0.1% | ▲New New position | |
| 45 | Trevi Therapeutics Inc COM | $124K | 6.7K | <0.1% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Avidity Partners Management LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45d | 45 | $624.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 28, 2026 | 58d | 52 | $505.3M | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 39 | $346.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 43 | $439.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 56 | $502.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 67 | $524.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 63 | $1.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 81 | $2.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 45d | 85 | $2.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 45d | 90 | $3.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 45d | 74 | $2.7B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 45d | 83 | $2.5B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 45d | 93 | $2.9B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 45d | 83 | $3.0B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 45d | 85 | $4.6B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 45d | 98 | $4.9B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 46d | 82 | $4.4B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 46d | 92 | $4.8B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 45d | 97 | $4.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 46d | 105 | $4.5B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 47d | 112 | $3.7B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 47d | 94 | $3.6B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 47d | 96 | $3.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.