Avidity Partners Management LP Portfolio Holdings

Avidity Partners Management LP

  • $885 Million
  • Q4 2024

Avidity Partners Management LP has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $885 Million distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Boston Scientific Corp with a value of $46M, Janux Therapeutics, Inc. with a value of $39.7M, Natera, Inc. with a value of $35.4M, Exact Sciences Corp with a value of $33.9M, and Intuitive Surgical Inc with a value of $33.8M.

Examining the 13F form we can see an decrease of $745M in the current position value, from $1.63B to 885M.

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 $885 Million
Healthcare: $865 Million
Basic Materials: $20 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$210B
$33.8 Million 3.82% of portfolio
64,800
Q4 2024 Reduced 56.28%
$490B
$30.4 Million 3.43% of portfolio
60,000
Q4 2024 Reduced 31.35%
$208B
$23.2 Million 2.62% of portfolio
44,600
Q4 2024 Reduced 34.99%
$341B
$14.3 Million 1.62% of portfolio
80,700
Q4 2024 Reduced 19.3%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $885 Million
  • Prior Value $1.63 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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