Avidity Partners Management LP Portfolio Holdings

Avidity Partners Management LP

  • $445 Million
  • Q1 2025

Avidity Partners Management LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $445 Million distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Boston Scientific Corp with a value of $33.9M, Unitedhealth Group Inc with a value of $26.4M, Humana Inc with a value of $21.4M, Natera, Inc. with a value of $16.9M, and Regeneron Pharmaceuticals, Inc. with a value of $16.1M.

Examining the 13F form we can see an decrease of $440M in the current position value, from $885M to 445M.

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 $445 Million
Healthcare: $430 Million
ETFs: $7.62 Million
Basic Materials: $7.34 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.62 Million 1.71% of portfolio
94,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $445 Million
  • Prior Value $885 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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