Avidity Partners Management LP Portfolio Holdings by Sector
Avidity Partners Management LP
- $445 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Biotechnology | Healthcare
REGN BEAM RARE SNDX JAZZ AXSM GMAB INSM 33 stocks |
$189,279
42.55% of portfolio
|
  14  
|
  18  
|
  11  
|
- |
3
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH HUM HUM 3 stocks |
$69,049
15.52% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
1
Calls
0
Puts
|
Medical Devices | Healthcare
BSX GKOS DXCM BRKR HYPR 5 stocks |
$64,334
14.46% of portfolio
|
  1  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
NTRA EXAS DHR TMO 4 stocks |
$48,971
11.01% of portfolio
|
- |
  4  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
NBIX TEVA SCYX 3 stocks |
$18,037
4.05% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Health Information Services | Healthcare
DOCS HQY 2 stocks |
$14,000
3.15% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
THC AGL 2 stocks |
$11,005
2.47% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
OGN 1 stocks |
$7,966
1.79% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
ETFs | ETFs
XBI 1 stocks |
$7,623
1.71% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
AVTR 1 stocks |
$7,343
1.65% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
ABC 1 stocks |
$7,276
1.64% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|