Avidity Partners Management LP Holdings & Portfolio - 13F Filings Analysis - Stocknear

Avidity Partners Management LP

CIK Number: 0001791827

501.98M
Market Value
54
# of Holdings
5 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 CGON CG Oncology, In...
39.82
-0.09% 1.5M +52.91% 39M 36.25 7.77% Share
2 BSX Boston Scientif...
97.31
+1.13% 321.8K -4.23% 34.56M 49.29 6.89% Share
3 NTRA Natera, Inc.
167.35
+4.46% 199.3K +67.20% 33.67M 99.88 6.71% Share
4 DNTH Dianthus Therap...
34.94
-5.39% 1.74M +1.28% 32.47M 22.91 6.47% Share
5 EXAS Exact Sciences ...
56.72
+0.94% 355K +0.57% 18.86M 53.4 3.76% Share
6 THC Tenet Healthcar...
202.96
-0.21% 106K +47.22% 18.66M 93.3 3.72% Share
7 DXCM DexCom, Inc.
67.05
+0.92% 210.5K +16.94% 18.37M 112.71 3.66% Share
8 DHR Danaher Corpora...
214.72
+2.09% 89.7K +101.57% 17.72M 210.85 3.53% Share
9 HNGE Hinge Health, I...
51.24
-2.99% 322.34K +100.00% 16.68M 51.75 3.32% Share
10 ISRG Intuitive Surgi...
452.35
+2.11% 27.1K +100.00% 14.73M 543.41 2.93% Share
11 GMAB Genmab A/S
33.56
+4.48% 650K +100.00% 13.43M 20.66 2.68% Share
12 RGEN Repligen Corpor...
148.73
+2.41% 106.5K +100.00% 13.25M 124.38 2.64% Share
13 TMO Thermo Fisher S...
543.55
+3.54% 29.6K +90.97% 12M 474.19 2.39% Share
14 TEVA Teva Pharmaceut...
20.00
-0.27% 689.5K +43.35% 11.56M 15.79 2.30% Share
15 JBIO Jade Bioscience...
8.86
+6.36% 1.13M +100.00% 11.26M 9.99 2.24% Share
16 PHAT Phathom Pharmac...
12.21
+3.30% 1.06M +33.06% 10.21M 15.91 2.03% Share
17 UNH UnitedHealth Gr...
360.28
+1.85% 32K -36.63% 9.98M 584.68 1.99% Share
18 MCK McKesson Corpor...
738.14
-2.71% 13.5K +100.00% 9.89M 732.78 1.97% Share
19 AXSM Axsome Therapeu...
120.30
+0.30% 94.5K +22.73% 9.86M 65.77 1.97% Share
20 COR Cencora, Inc.
302.72
-1.9% 32.8K -16.54% 9.84M 278.09 1.96% Share
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