Avidity Partners Management LP Portfolio Holdings by Sector

Avidity Partners Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Biotechnology \| Healthcare CNTX GMAB ARVN ARQT IMUX PHAT ACAD ASND 14 stocks	$50,953 26.28% of portfolio	6	8	4	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare NTRA DHR TMO EXAS 4 stocks	$35,368 18.24% of portfolio	-	4	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT BSX 2 stocks	$34,192 17.64% of portfolio	1	1	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare BMY PFE JNJ ABBV 4 stocks	$30,505 15.74% of portfolio	4	-	4	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare TEVA SCYX 2 stocks	$13,082 6.75% of portfolio	1	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CI 2 stocks	$10,930 5.64% of portfolio	1	1	1	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK ABC 2 stocks	$7,997 4.13% of portfolio	-	2	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare EHC 1 stocks	$5,322 2.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare RGEN 1 stocks	$3,114 1.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare HQY 1 stocks	$2,397 1.24% of portfolio	-	1	-	-	0 Calls 0 Puts

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