Avidity Partners Management LP Portfolio Holdings by Sector

Avidity Partners Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Biotechnology \| Healthcare JAZZ SNDX IDYA INSM RARE ARVN RVMD CNTA 39 stocks	$793,022 48.74% of portfolio	18	16	11	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare NTRA TMO EXAS ILMN DHR 5 stocks	$217,670 13.38% of portfolio	1	4	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare BSX GKOS DXCM ESTA TMDX HYPR 6 stocks	$154,552 9.5% of portfolio	2	3	1	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare ACHC THC SGRY 3 stocks	$131,168 8.06% of portfolio	-	3	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH HUM 2 stocks	$92,180 5.67% of portfolio	2	-	2	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare NBIX ITCI ZTS SCYX 4 stocks	$86,024 5.29% of portfolio	1	2	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$72,812 4.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV BMY SNY 3 stocks	$39,124 2.4% of portfolio	1	2	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials AVTR 1 stocks	$31,937 1.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare PRVA 1 stocks	$8,495 0.52% of portfolio	-	1	-	-	0 Calls 0 Puts

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