Avidity Partners Management LP Portfolio Holdings

Avidity Partners Management LP

  • $194 Million
  • Q3 2025

Avidity Partners Management LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $194 Million distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Medtronic PLC with a value of $18.2M, Boston Scientific Corp with a value of $16M, Bristol Myers Squibb CO with a value of $11.6M, Natera, Inc. with a value of $11.3M, and Danaher Corp with a value of $10.8M.

Examining the 13F form we can see an decrease of $176M in the current position value, from $370M to 194M.

Avidity Partners Management LP is based out at Dallas, TX

Below you can find more details about Avidity Partners Management LP portfolio as well as his latest detailed transactions.

Portfolio value $194 Million
Healthcare: $194 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$128B
$18.2 Million 9.36% of portfolio
190,600
Q3 2025 New
$147B
$16 Million 8.27% of portfolio
164,300
Q3 2025 Reduced 48.94%
$99.5B
$11.6 Million 5.99% of portfolio
257,600
Q3 2025 New
$19.8B
$11.3 Million 5.85% of portfolio
70,400
Q3 2025 Reduced 64.68%
$160B
$10.8 Million 5.59% of portfolio
54,700
Q3 2025 Reduced 39.02%
$28.2B
$10.3 Million 5.31% of portfolio
510,000
Q3 2025 Reduced 26.03%
$141B
$9.34 Million 4.82% of portfolio
366,400
Q3 2025 New
$222B
$9.17 Million 4.73% of portfolio
18,900
Q3 2025 Reduced 36.15%
$18.5M
$8.71 Million 4.49% of portfolio
8,981,855
Q3 2025 Added 20.12%
$19.9B
$7.61 Million 3.92% of portfolio
248,100
Q3 2025 Reduced 61.83%
$300B
$6.15 Million 3.17% of portfolio
17,800
Q3 2025 Reduced 44.38%
$562M
$5.95 Million 3.07% of portfolio
698,363
Q3 2025 Added 187.2%
$11.3B
$5.32 Million 2.75% of portfolio
41,900
Q3 2025 Reduced 43.38%
$522B
$4.97 Million 2.56% of portfolio
26,800
Q3 2025 New
$82.8B
$4.78 Million 2.47% of portfolio
16,600
Q3 2025 New
$414B
$4.58 Million 2.36% of portfolio
19,800
Q3 2025 New
$11.9B
$4.03 Million 2.08% of portfolio
73,600
Q3 2025 Reduced 79.27%
$1.5B
$4.04 Million 2.08% of portfolio
214,400
Q3 2025 Reduced 20.0%
$22.9M
$3.99 Million 2.06% of portfolio
4,699,411
Q3 2025 Reduced 16.32%
$38.4B
$3.52 Million 1.81% of portfolio
19,000
Q3 2025 Reduced 42.07%
$575M
$3.5 Million 1.81% of portfolio
306,000
Q3 2025 Reduced 71.25%
$8.46B
$3.11 Million 1.61% of portfolio
23,300
Q3 2025 Reduced 78.12%
$3.89B
$3.07 Million 1.58% of portfolio
144,000
Q3 2025 New
$11.4B
$2.88 Million 1.49% of portfolio
14,500
Q3 2025 New
$19.3M
$2.78 Million 1.43% of portfolio
3,350,528
Q3 2025 Added 172.64%
$1.55B
$2.72 Million 1.4% of portfolio
112,000
Q3 2025 Reduced 72.64%
$8.6B
$2.4 Million 1.24% of portfolio
25,300
Q3 2025 Reduced 72.5%
$600M
$2.14 Million 1.11% of portfolio
297,500
Q3 2025 New
$2.54B
$2.14 Million 1.11% of portfolio
53,400
Q3 2025 Reduced 50.51%
$2.52B
$1.92 Million 0.99% of portfolio
40,500
Q3 2025 Reduced 69.78%
$26.2B
$1.67 Million 0.86% of portfolio
11,600
Q3 2025 Reduced 80.34%
$169M
$595,000 0.31% of portfolio
90,900
Q3 2025 New
Carlsmed Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Cg Oncology Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 6.73%
Dianthus Therapeutics Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 83.84%
Enliven Therapeutics Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 1,141.59%
Metsera Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Jade Biosciences Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Karyopharm Therapeutics Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
Oruka Therapeutics Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 87.55%
Kenvue Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Perspective Therapeutics Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 61.09%

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $194 Million
  • Prior Value $370 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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