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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 96 项
建仓 20
增持 33
减持 18
清仓 25
方向
标的
Δ市值
现股数(环比)
建仓
—
SPDR SER TR
+$296.6M
3,300,000
建仓
MRK
MERCK & CO INC
+$194.5M
2,370,000
清仓
PFE
PFIZER INC
-$123.4M
0
-100%
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。
清仓
—
ARENA PHARMACEUTICALS INC
-$113.0M
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$98.0M
325,000
清仓
LLY
LILLY ELI & CO
-$95.2M
0
-100%
减持
—
SEAGEN INC
-$91.5M
100,000
-85%
减持
—
BLUEPRINT MEDICINES CORP
-$88.0M
291,184
-71%
建仓
HUM
HUMANA INC
+$86.6M
198,900
增持
ZNTL
ZENTALIS PHARMACEUTICALS INC
-$81.6M
3,176,999
+17%
清仓
—
HOLOGIC INC
-$81.5M
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS
+$80.9M
545,600
+95%
增持
—
ASTRAZENECA PLC
+$78.4M
3,700,000
+29%
建仓
BIIB
BIOGEN INC
+$76.9M
365,000
增持
UNH
UNITEDHEALTH GROUP INC
+$70.6M
259,600
+111%
清仓
SHC
SOTERA HEALTH CO
-$69.7M
0
-100%
清仓
ALNY
ALNYLAM PHARMACEUTICALS INC
-$62.7M
0
-100%
建仓
JNJ
JOHNSON & JOHNSON
+$62.7M
354,000
建仓
MCK
MCKESSON CORP
+$58.0M
189,500
清仓
—
STEVANATO GROUP S P A
-$57.1M
0
-100%
建仓
ARGX
ARGENX SE
+$55.5M
176,000
减持
—
GRITSTONE BIO INC
-$53.9M
560,000
-87%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$53.0M
1,196,100
建仓
EW
EDWARDS LIFESCIENCES CORP
+$51.8M
440,000
增持
ELV
ANTHEM INC
+$47.4M
399,400
+24%
清仓
KYMR
KYMERA THERAPEUTICS INC
-$42.5M
0
-100%
建仓
XBI
SPDR SER TR
+$39.5M
440,000
建仓
BHC
BAUSCH HEALTH COS INC
+$38.7M
1,694,700
清仓
—
ORTHO CLINICAL DIAGNOSTICS H
-$38.3M
0
-100%
减持
NUVB
NUVATION BIO INC
-$37.2M
4,855,006
-34%
增持
NTRA
NATERA INC
-$34.9M
1,300,000
+38%
清仓
AMN
AMN HEALTHCARE SVCS INC
-$34.3M
0
-100%
减持
ABBV
ABBVIE INC
-$31.1M
1,466,100
-26%
增持
IDYA
IDEAYA BIOSCIENCES INC
-$30.3M
2,690,000
+5%
建仓
RCUS
ARCUS BIOSCIENCES INC
+$28.8M
912,000
增持
IOVA
IOVANCE BIOTHERAPEUTICS INC
+$28.5M
6,043,219
+60%
建仓
NTLA
INTELLIA THERAPEUTICS INC
+$28.3M
390,075
清仓
—
GLOBAL BLOOD THERAPEUTICS IN
-$25.2M
0
-100%
建仓
PEN
PENUMBRA INC
+$23.1M
104,000
清仓
RLMD
RELMADA THERAPEUTICS INC
-$16.5M
0
-100%
增持
CRBU
CARIBOU BIOSCIENCES INC
-$14.5M
2,819,067
+5%
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$14.1M
955,000
+9%
增持
—
CYTEIR THERAPEUTICS INC
-$14.1M
1,850,000
+0%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$13.4M
718,946
+34%
建仓
LKFT
GALAPAGOS NV
+$13.3M
215,000
减持
—
SCYNEXIS INC
-$11.5M
544,043
-76%
增持
ARVN
ARVINAS INC
-$11.4M
2,915,300
+15%
增持
—
BIOHAVEN PHARMACTL HLDG CO L
-$11.1M
1,231,000
+8%
增持
PHAT
PHATHOM PHARMACEUTICALS INC
-$10.8M
1,946,000
+3%
建仓
—
APELLIS PHARMACEUTICALS INC
+$10.7M
210,000
建仓
ANTX
AN2 THERAPEUTICS INC
+$10.4M
688,330
增持
AVTR
AVANTOR INC
-$10.2M
5,668,300
+18%
增持
—
HORIZON THERAPEUTICS PUB L
+$10.0M
1,131,400
+12%
增持
VIR
VIR BIOTECHNOLOGY INC
-$9.2M
780,000
+11%
增持
—
ADICET BIO INC
+$9.2M
3,120,000
+3%
建仓
ERAS
ERASCA INC
+$8.6M
995,000
增持
ALT
ALTIMMUNE INC
-$7.9M
2,865,000
+4%
减持
—
ALPINE IMMUNE SCIENCES INC
-$7.8M
1,207,000
-10%
减持
INSM
INSMED INC
-$7.7M
1,354,539
-7%
减持
—
IVERIC BIO INC
-$7.3M
6,475,400
-7%
清仓
ACAD
ACADIA PHARMACEUTICALS INC
-$7.0M
0
-100%
清仓
—
INSTIL BIO INC
-$7.0M
0
-100%
清仓
—
TALARIS THERAPEUTICS INC
-$7.0M
0
-100%
清仓
DH
DEFINITIVE HEALTHCARE CORP
-$6.8M
0
-100%
清仓
—
EQRX INC
-$6.8M
0
-100%
增持
LEGN
LEGEND BIOTECH CORP
+$6.6M
1,095,000
+54%
清仓
GLUE
MONTE ROSA THERAPEUTICS INC
-$6.1M
0
-100%
减持
VRDN
VIRIDIAN THERAPEUTICS INC
-$6.0M
1,040,000
-19%
增持
—
CHEMOCENTRYX INC
+$6.0M
1,175,000
+82%
清仓
HOWL
WEREWOLF THERAPEUTICS INC
-$5.8M
0
-100%
减持
HYPR
HYPERFINE INC
-$5.7M
1,503,754
-1%
增持
—
AVIDITY BIOSCIENCES INC
-$5.4M
2,045,000
+13%
减持
—
BELLUS HEALTH INC NEW
-$5.0M
3,685,000
-2%
增持
—
KEZAR LIFE SCIENCES INC
+$4.5M
3,518,000
+9%
清仓
TRDA
ENTRADA THERAPEUTICS INC
-$4.4M
0
-100%
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$4.2M
869,000
+24%
减持
—
FIELD TRIP HEALTH LTD
-$3.9M
2,976,000
-7%
清仓
—
SOMALOGIC INC
-$3.8M
0
-100%
增持
—
MIRATI THERAPEUTICS INC
-$3.8M
1,393,000
+73%
清仓
—
MERUS N V
-$3.3M
0
-100%
建仓
—
OTONOMY INC
+$3.2M
1,349,905
增持
BAX
BAXTER INTL INC
-$3.0M
1,915,500
+9%
增持
IPSC
CENTURY THERAPEUTICS INC
-$2.6M
865,000
+2%
增持
—
SCIENCE 37 HOLDINGS INC
-$2.6M
430,000
+9%
减持
S
SENTINELONE INC
-$2.6M
204,500
-2%
增持
—
CATALENT INC
-$2.3M
782,000
+13%
增持
TNGX
TANGO THERAPEUTICS INC
-$2.2M
721,000
+2%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
+$1.4M
1,160,000
-8%
清仓
STTK
SHATTUCK LABS INC
-$1.4M
0
-100%
增持
IMCR
IMMUNOCORE HLDGS PLC
-$1.3M
1,363,800
+11%
减持
—
CAREMAX INC
-$712.0K
755,329
-9%
增持
SIBN
SI-BONE INC
+$670.0K
1,000,000
+1%
清仓
—
ZIOPHARM ONCOLOGY INC
-$643.0K
0
-100%
减持
ATEC
ALPHATEC HLDGS INC
-$236.0K
2,735,600
-1%
清仓
—
SOMALOGIC INC
-$220.0K
0
-100%
减持
AXSM
AXSOME THERAPEUTICS INC
+$148.0K
711,000
-8%
