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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 74 项
建仓 10
增持 31
减持 13
清仓 20
方向
标的
Δ市值
现股数(环比)
清仓
—
SPDR SER TR
-$296.6M
0
-100%
建仓
LLY
LILLY ELI & CO
+$197.8M
610,000
清仓
MRK
MERCK & CO INC
-$194.5M
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。
增持
ARGX
ARGENX SE
+$161.4M
572,500
+225%
清仓
BAX
BAXTER INTL INC
-$148.5M
0
-100%
清仓
—
BIOHAVEN PHARMACTL HLDG CO L
-$146.0M
0
-100%
减持
ABBV
ABBVIE INC
-$122.0M
755,000
-49%
清仓
—
MIRATI THERAPEUTICS INC
-$114.5M
0
-100%
增持
HUM
HUMANA INC
+$106.4M
412,300
+107%
减持
—
IVERIC BIO INC
-$104.8M
430,117
-93%
增持
XBI
SPDR SER TR
+$99.7M
1,875,000
+326%
清仓
ISRG
INTUITIVE SURGICAL INC
-$98.0M
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$97.1M
900,200
+154%
减持
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$85.2M
1,392,300
-77%
增持
—
SEAGEN INC
+$82.9M
550,000
+450%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$81.1M
793,000
+45%
建仓
ACHC
ACADIA HEALTHCARE COMPANY IN
+$70.0M
1,035,000
增持
MCK
MCKESSON CORP
+$68.8M
388,800
+105%
清仓
—
ADICET BIO INC
-$62.3M
0
-100%
增持
ARVN
ARVINAS INC
-$55.0M
3,355,623
+15%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$51.8M
0
-100%
增持
ZNTL
ZENTALIS PHARMACEUTICALS INC
-$45.8M
3,585,881
+13%
建仓
—
INTRA-CELLULAR THERAPIES INC
+$44.3M
775,504
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$42.0M
725,600
+1%
增持
BSX
BOSTON SCIENTIFIC CORP
+$41.1M
2,525,000
+111%
清仓
BHC
BAUSCH HEALTH COS INC
-$38.7M
0
-100%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$34.3M
1,467,600
+27%
清仓
INSM
INSMED INC
-$31.8M
0
-100%
增持
NTLA
INTELLIA THERAPEUTICS INC
+$29.9M
1,125,194
+188%
清仓
—
CHEMOCENTRYX INC
-$29.5M
0
-100%
清仓
AXSM
AXSOME THERAPEUTICS INC
-$29.4M
0
-100%
增持
—
HORIZON THERAPEUTICS PUB L
+$29.1M
1,856,900
+64%
清仓
RCUS
ARCUS BIOSCIENCES INC
-$28.8M
0
-100%
建仓
—
KARUNA THERAPEUTICS INC
+$25.9M
204,570
建仓
RVMD
REVOLUTION MEDICINES INC
+$25.8M
1,325,000
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$25.2M
1,479,500
+70%
增持
—
KEZAR LIFE SCIENCES INC
-$25.0M
4,050,000
+15%
建仓
ARKG
ARK ETF TR
+$23.6M
750,000
清仓
PEN
PENUMBRA INC
-$23.1M
0
-100%
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$21.0M
5,450,000
+13%
减持
ATEC
ALPHATEC HLDGS INC
-$20.2M
1,715,000
-37%
清仓
VRDN
VIRIDIAN THERAPEUTICS INC
-$19.2M
0
-100%
清仓
—
BLUEPRINT MEDICINES CORP
-$18.6M
0
-100%
增持
ALT
ALTIMMUNE INC
+$17.4M
2,981,000
+4%
建仓
NKTX
NKARTA INC
+$17.4M
1,414,082
增持
ELV
ELEVANCE HEALTH INC
+$16.6M
441,000
+10%
建仓
—
DECIPHERA PHARMACEUTICALS IN
+$15.8M
1,200,000
增持
—
CATALENT INC
+$15.7M
955,000
+22%
减持
LEGN
LEGEND BIOTECH CORP
+$15.2M
1,000,000
-9%
增持
AVTR
AVANTOR INC
+$15.2M
6,652,700
+17%
减持
—
ASTRAZENECA PLC
-$14.3M
3,499,000
-5%
增持
—
BELLUS HEALTH INC NEW
+$14.1M
4,265,000
+16%
建仓
XENE
XENON PHARMACEUTICALS INC
+$13.7M
450,000
清仓
LKFT
GALAPAGOS NV
-$13.3M
0
-100%
增持
BIIB
BIOGEN INC
+$13.0M
440,566
+21%
增持
IDYA
IDEAYA BIOSCIENCES INC
+$10.9M
2,972,947
+11%
减持
PHAT
PHATHOM PHARMACEUTICALS INC
-$10.3M
1,919,800
-1%
增持
CRBU
CARIBOU BIOSCIENCES INC
-$9.9M
2,950,000
+5%
减持
NUVB
NUVATION BIO INC
-$9.8M
4,855,000
-0%
建仓
—
JAZZ PHARMACEUTICALS PLC
+$9.7M
62,000
减持
IMCR
IMMUNOCORE HLDGS PLC
+$9.6M
1,350,000
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$8.0M
242,200
-7%
增持
—
AVIDITY BIOSCIENCES INC
-$7.5M
2,080,200
+2%
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$6.7M
1,438,999
+51%
清仓
—
DYNAMICS SPECIAL PURPOSE COR
-$4.9M
0
-100%
清仓
—
HELIX ACQUISITION CORP
-$4.4M
0
-100%
增持
NTRA
NATERA INC
-$4.4M
1,369,100
+5%
减持
—
ALPINE IMMUNE SCIENCES INC
-$2.3M
998,565
-17%
清仓
—
GRITSTONE BIO INC
-$2.3M
0
-100%
增持
TNGX
TANGO THERAPEUTICS INC
-$1.8M
813,640
+13%
减持
—
OTONOMY INC
-$1.2M
1,000,000
-26%
增持
—
APELLIS PHARMACEUTICALS INC
-$948.0K
215,000
+2%
减持
VIR
VIR BIOTECHNOLOGY INC
-$750.0K
758,211
-3%
增持
—
SCYNEXIS INC
-$342.0K
959,524
+76%