StockDriftsStockDriftsTop 39 Avidity Partners Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DNTH | DIANTHUS THERAPEUTICS INC | 32.85% | 2.10M | $205.1M | +0.00%(+0) | $22.85(+407.39%) | 2026-06-30 | |
| CGON | CG ONCOLOGY INC | 15.92% | 1.40M | $99.4M | +8.53%(+110.00K) | $38.71(+95.29%) | 2026-06-30 | |
| ORKA | ORUKA THERAPEUTICS INC | 11.59% | 760.4K | $72.4M | +0.00%(+0) | $27.70(+306.03%) | 2026-06-30 | |
| JBIO | JADE BIOSCIENCES INC | 6.05% | 1.70M | $37.8M | +21.42%(+300.00K) | $37.72(-34.49%) | 2026-06-30 | |
| ELVN | ENLIVEN THERAPEUTICS INC | 4.47% | 550.0K | $27.9M | +37.50%(+150.00K) | $29.99(+96.15%) | 2026-06-30 | |
| CATX | PERSPECTIVE THERAPEUTICS INC | 3.44% | 6.30M | $21.5M | +4.13%(+250.00K) | $5.68(-43.66%) | 2026-06-30 | |
| AKTS | AKTIS ONCOLOGY INC | 2.5% | 484.2K | $15.6M | +3.34%(+15.63K) | $18.10(+37.74%) | 2026-06-30 | |
| PVLA | PALVELLA THERAPEUTICS INC NE | 1.71% | 70.0K | $10.7M | +0.00%(+0) | $106.12(+47.13%) | 2026-06-30 | |
| RGEN | REPLIGEN CORP | 1.7% | 77.8K | $10.6M | +0.00%(+0) | $140.01(+19.15%) | 2026-06-30 | |
| SENS | SENSEONICS HLDGS INC | 1.46% | 1.60M | $9.1M | new | $5.93(+31.70%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.43% | +97.35% | +12.04% | +76.53% |
| Top 20 Holdings Unweighted | +11.93% | +40.22% | +4.37% | +23.86% |
Avidity Partners Management LP reports $624.44M in US-listed equity holdings across 45 positions in its most recent 13F filing. Its largest disclosed positions are DNTH (32.9%), CGON (15.9%) and ORKA (11.6%). The top 20 holdings account for 90.74% of reported assets. Its disclosed equity book has returned +97.35% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Avidity Partners Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1791827). View Avidity Partners Management LP’s 13F filings on SEC