Avidity Partners Management LP Portfolio Holdings by Sector
Avidity Partners Management LP
- $370 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Biotechnology | Healthcare
GMAB PHAT AXSM RVMD AKRO BEAM BBIO INSM 24 stocks |
$112,287
30.32% of portfolio
|
  15  
|
  8  
|
  8  
|
- |
1
Calls
0
Puts
|
Diagnostics & Research | Healthcare
NTRA EXAS DHR TMO 4 stocks |
$82,253
22.21% of portfolio
|
  4  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
BSX DXCM 2 stocks |
$52,938
14.3% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG RGEN 2 stocks |
$27,972
7.55% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
THC EHC 2 stocks |
$27,730
7.49% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
MCK ABC CAH 3 stocks |
$18,484
4.99% of portfolio
|
  2  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH HUM 2 stocks |
$16,730
4.52% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
HQY DOCS 2 stocks |
$13,317
3.6% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
TEVA SCYX 2 stocks |
$12,379
3.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
OGN 1 stocks |
$6,195
1.67% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|