1y return+129.7%S&P 500 +20.9%
3y return+110.7%S&P 500 +68.5%
5y return+80.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $229 against $232 in the S&P 500.2
Avidity Partners Management LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DNTHDianthus Therapeutics Inc | $205.1M | 32.8% | −50.0% |
| CGONCg Oncology Inc | $99.4M | 15.9% | +8.5% |
| ORKAOruka Therapeutics Inc | $72.4M | 11.6% | −50.0% |
| JBIOJade Biosciences Inc | $37.8M | 6.1% | −39.3% |
| ELVNEnliven Therapeutics Inc | $27.9M | 4.5% | −31.2% |
| CATXPerspective Therapeutics Inc | $21.5M | 3.4% | −47.9% |
| AKTSAktis Oncology Inc | $15.6M | 2.5% | −48.3% |
| PVLAPalvella Therapeutics Inc Ne | $10.7M | 1.7% | −50.0% |
| MOBIMobia Med Inc | $10.7M | 1.7% | New |
| RGENRepligen Corp | $10.6M | 1.7% | −50.0% |
| IMUXImmunic Inc | $10.3M | 1.6% | New |
| SENSSenseonics Hldgs Inc | $9.1M | 1.5% | New |
| KPTIKaryopharm Therapeutics Inc | $9.0M | 1.4% | |
| Teva Pharmaceutical Inds LtdCUSIP 881624209 | $6.8M | 1.1% | −69.2% |
| DXCMDexcom Inc | $6.7M | 1.1% | −47.4% |
| TEMTempus Ai Inc | $6.1M | 1.0% | +16.7% |
| Medtronic PLCCUSIP G5960L103 | $5.5M | 0.9% | −65.0% |
| VIRVir Biotechnology Inc | $5.3M | 0.8% | −66.9% |
| GPCRStructure Therapeutics Inc | $5.3M | 0.8% | +25.6% |
| EHCEncompass Health Corp | $4.2M | 0.7% | −50.0% |
| TENXTenax Therapeutics Inc | $3.9M | 0.6% | −44.8% |
| NVCTNuvectis Pharma Inc | $3.7M | 0.6% | New |
| PODDInsulet Corp | $3.7M | 0.6% | +140.0% |
| BSXBoston Scientific Corp | $3.4M | 0.5% | −33.3% |
| MSLESatellos Bioscience Inc | $3.0M | 0.5% | −50.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| DNTHDianthus Therapeutics Inc | September 30, 2023 | +613.1% | $205.1M |
| ORKAOruka Therapeutics Inc | September 30, 2024 | +288.3% | $72.4M |
| KPTIKaryopharm Therapeutics Inc | March 31, 2025 | +161.2% | $9.0M |
| ELVNEnliven Therapeutics Inc | March 31, 2025 | +157.9% | $27.9M |
| JBIOJade Biosciences Inc | June 30, 2025 | +122.4% | $37.8M |
| Teva Pharmaceutical Inds LtdCUSIP 881624209 | March 31, 2025 | +120.4% | $6.8M |
| AKTSAktis Oncology Inc | March 31, 2026 | +80.2% | $15.6M |
| CGONCg Oncology Inc | March 31, 2024 | +61.8% | $99.4M |
| PVLAPalvella Therapeutics Inc Ne | December 31, 2025 | +46.0% | $10.7M |
| MSLESatellos Bioscience Inc | March 31, 2026 | +38.1% | $3.0M |
Sold off last quarter
- Immunic IncCUSIP 4525EP101 was $13.9M
- HUMHumana Inc was $5.9M
- Scynexis IncCUSIP 811292200 was $3.8M
- Icon PLCCUSIP G4705A100 was $3.7M
- NTRANatera Inc was $3.7M
- HIMSHims & Hers Health Inc was $2.9M
- CORTCorcept Thera was $2.6M
- CNCCentene Corp was $2.3M
- AVRAnteris Technologies Global was $1.8M
- MLTXMoonlake Immunotherapeutics was $1.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +23.9% | +14.8% |
| March 31, 2026 | +40.4% | −4.6% |
| December 31, 2025 | +12.1% | +2.4% |
| September 30, 2025 | +17.8% | +7.8% |
| June 30, 2025 | +1.6% | +10.5% |
| March 31, 2025 | −13.5% | −4.6% |
| December 31, 2024 | −10.4% | +2.1% |
| September 30, 2024 | +9.1% | +5.4% |
| June 30, 2024 | −6.0% | +4.0% |
| March 31, 2024 | +10.5% | +10.0% |
| December 31, 2023 | +14.3% | +11.2% |
| September 30, 2023 | −10.0% | −3.6% |
| June 30, 2023 | +10.8% | +8.3% |
| March 31, 2023 | −9.6% | +7.0% |
| December 31, 2022 | +7.7% | +7.1% |
| September 30, 2022 | −3.1% | −5.3% |
| June 30, 2022 | −9.7% | −16.5% |
| March 31, 2022 | −13.1% | −4.9% |
| December 31, 2021 | +1.0% | +10.7% |
| September 30, 2021 | +3.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Avidity Partners Management LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1791827&type=13F-HR&dateb=&owner=include&count=40CIK 1791827
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1791827/000179182726000005/Filed August 14, 2026 · accession 0001791827-26-000005