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Avidity Partners Management LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Avidity Partners Management LP
报告期 2026-03-31 · CIK 0001791827
持仓数
45
前50大市值合计
$493.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 98 项
建仓 16
增持 43
减持 16
清仓 23
方向
标的
Δ市值
现股数(环比)
清仓
XBI
SPDR SER TR
-$379.8M
0
-100%
清仓
—
ACCELERON PHARMA INC
-$217.4M
0
-100%
建仓
ELV
ANTHEM INC
+$148.8M
321,000
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$106.6M
280,000
-70%
增持
ABBV
ABBVIE INC
+$94.8M
1,985,000
+23%
清仓
REGN
REGENERON PHARMACEUTICALS
-$92.2M
0
-100%
增持
—
ASTRAZENECA PLC
+$82.2M
2,867,200
+103%
增持
BAX
BAXTER INTL INC
+$82.2M
1,765,000
+105%
增持
PFE
PFIZER INC
+$79.3M
2,090,000
+104%
减持
—
MIRATI THERAPEUTICS INC
-$69.7M
806,400
-24%
增持
AVTR
AVANTOR INC
+$69.1M
4,792,000
+48%
增持
ZNTL
ZENTALIS PHARMACEUTICALS INC
+$62.0M
2,715,000
+9%
建仓
UNH
UNITEDHEALTH GROUP INC
+$61.8M
123,100
增持
—
KEZAR LIFE SCIENCES INC
+$51.7M
3,228,200
+1142%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$50.8M
535,000
+52%
增持
—
IVERIC BIO INC
+$49.7M
6,955,000
+70%
增持
—
ARENA PHARMACEUTICALS INC
+$45.1M
1,215,500
+7%
减持
STTK
SHATTUCK LABS INC
-$39.9M
165,000
-92%
建仓
PHAT
PHATHOM PHARMACEUTICALS INC
+$37.3M
1,896,000
增持
IOVA
IOVANCE BIOTHERAPEUTICS INC
+$36.1M
3,780,000
+159%
增持
—
CATALENT INC
+$36.0M
695,000
+75%
清仓
EXAS
EXACT SCIENCES CORP
-$35.2M
0
-100%
清仓
CMPS
COMPASS PATHWAYS PLC
-$34.7M
0
-100%
建仓
AMN
AMN HEALTHCARE SVCS INC
+$34.3M
280,100
增持
—
ADICET BIO INC
+$34.1M
3,034,004
+25%
清仓
NTLA
INTELLIA THERAPEUTICS INC
-$33.7M
0
-100%
清仓
NBP
I MAB
-$32.9M
0
-100%
建仓
AXSM
AXSOME THERAPEUTICS INC
+$29.3M
775,000
增持
—
BIOHAVEN PHARMACTL HLDG CO L
+$27.3M
1,140,000
+22%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$25.9M
1,260,000
+48%
建仓
VRDN
VIRIDIAN THERAPEUTICS INC
+$25.3M
1,278,261
建仓
—
GLOBAL BLOOD THERAPEUTICS IN
+$25.2M
862,000
增持
ARVN
ARVINAS INC
+$24.0M
2,527,973
+13%
建仓
—
CHEMOCENTRYX INC
+$23.5M
644,400
增持
—
BLUEPRINT MEDICINES CORP
+$21.0M
995,000
+20%
增持
LLY
LILLY ELI & CO
+$19.0M
344,800
+4%
增持
CRBU
CARIBOU BIOSCIENCES INC
-$18.7M
2,674,067
+8%
增持
—
HORIZON THERAPEUTICS PUB L
+$18.6M
1,012,000
+23%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$17.9M
370,000
-13%
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$17.8M
700,000
+54%
清仓
SANA
SANA BIOTECHNOLOGY INC
-$17.4M
0
-100%
清仓
PATH
UIPATH INC
-$16.8M
0
-100%
增持
NTRA
NATERA INC
+$16.6M
940,000
+47%
建仓
RLMD
RELMADA THERAPEUTICS INC
+$16.5M
731,536
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$16.0M
875,000
+30%
增持
—
ESSA PHARMA INC
+$15.3M
2,460,000
+0%
增持
—
SEAGEN INC
+$14.7M
685,000
+28%
清仓
LFST
LIFESTANCE HEALTH GROUP INC
-$14.5M
0
-100%
清仓
—
GH RESEARCH PLC
-$12.4M
0
-100%
增持
KYMR
KYMERA THERAPEUTICS INC
+$12.3M
670,000
+30%
减持
LEGN
LEGEND BIOTECH CORP
-$12.0M
711,900
-20%
增持
—
HOLOGIC INC
+$11.7M
1,064,000
+13%
清仓
—
AC IMMUNE SA
-$11.7M
0
-100%
建仓
HYPR
HYPERFINE INC
+$11.0M
1,514,410
增持
NUVB
NUVATION BIO INC
-$9.4M
7,382,488
+2%
清仓
—
HARPOON THERAPEUTICS INC
-$9.4M
0
-100%
清仓
—
ENGAGESMART INC
-$9.4M
0
-100%
清仓
—
ORCHARD THERAPEUTICS PLC
-$8.8M
0
-100%
减持
—
FIELD TRIP HEALTH LTD
-$8.6M
3,205,000
-10%
增持
—
CYTEIR THERAPEUTICS INC
-$8.5M
1,849,538
+10%
减持
—
SEMA4 HOLDINGS CORP
-$8.4M
950,000
-43%
减持
—
GRITSTONE BIO INC
+$8.1M
4,370,000
-2%
清仓
ZETA
ZETA GLOBAL HOLDINGS CORP
-$7.6M
0
-100%
增持
SHC
SOTERA HEALTH CO
+$7.5M
2,960,000
+24%
增持
VIR
VIR BIOTECHNOLOGY INC
+$6.9M
700,000
+36%
建仓
DH
DEFINITIVE HEALTHCARE CORP
+$6.8M
250,000
建仓
—
EQRX INC
+$6.8M
1,000,000
建仓
CMPX
COMPASS THERAPEUTICS INC
+$6.3M
2,000,000
减持
—
ORTHO CLINICAL DIAGNOSTICS H
-$6.0M
1,790,000
-25%
清仓
KROS
KEROS THERAPEUTICS INC
-$5.7M
0
-100%
增持
IPSC
CENTURY THERAPEUTICS INC
-$5.1M
851,522
+15%
减持
HOWL
WEREWOLF THERAPEUTICS INC
-$5.0M
485,000
-22%
清仓
—
HEALTHCOR CATALIO ACQU CORP
-$5.0M
0
-100%
建仓
—
SCIENCE 37 HOLDINGS INC
+$4.9M
394,000
减持
—
ZIOPHARM ONCOLOGY INC
-$4.8M
590,000
-80%
建仓
TRDA
ENTRADA THERAPEUTICS INC
+$4.4M
255,000
增持
SIBN
SI-BONE INC
+$4.1M
987,400
+19%
清仓
—
LIFESCI ACQUISITION II CORP
-$3.9M
0
-100%
增持
INSM
INSMED INC
+$3.9M
1,450,000
+12%
增持
TNGX
TANGO THERAPEUTICS INC
+$3.8M
705,000
+135%
清仓
ZLAB
ZAI LAB LTD
-$3.8M
0
-100%
清仓
NAUT
NAUTILUS BIOTECHNOLOGY INC
-$3.7M
0
-100%
减持
—
GRAPHITE BIO INC
-$3.5M
710,000
-5%
清仓
SGHT
SIGHT SCIENCES INC
-$3.3M
0
-100%
建仓
—
MERUS N V
+$3.3M
103,000
清仓
—
ATAI LIFE SCIENCES NV
-$3.2M
0
-100%
增持
—
SEASPINE HLDGS CORP
-$3.2M
2,010,000
+3%
增持
—
SCYNEXIS INC
+$2.7M
2,239,278
+9%
增持
—
AVIDITY BIOSCIENCES INC
+$2.6M
1,815,000
+10%
减持
ATEC
ALPHATEC HLDGS INC
-$2.3M
2,773,000
-0%
减持
ACAD
ACADIA PHARMACEUTICALS INC
-$2.1M
300,000
-45%
减持
—
ALPINE IMMUNE SCIENCES INC
-$2.0M
1,345,000
-30%
增持
IDYA
IDEAYA BIOSCIENCES INC
-$1.8M
2,553,000
+5%
增持
IMCR
IMMUNOCORE HLDGS PLC
+$1.5M
1,230,000
+12%
增持
ALT
ALTIMMUNE INC
+$808.0K
2,765,000
+28%
增持
—
TALARIS THERAPEUTICS INC
+$788.0K
455,037
+0%
增持
S
SENTINELONE INC
-$212.0K
208,000
+4%
减持
—
BELLUS HEALTH INC NEW
+$45.0K
3,775,000
-24%
