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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 93 项
建仓 30
增持 28
减持 20
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
—
SPDR SER TR
+$321.4M
4,052,000
减持
—
ASTRAZENECA PLC
-$200.3M
563,200
-84%
清仓
JNJ
JOHNSON & JOHNSON
-$159.8M
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
LLY
LILLY ELI & CO
+$127.8M
1,007,000
+65%
清仓
MCK
MCKESSON CORP
-$126.8M
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$124.4M
0
-100%
建仓
—
PROTHENA CORP PLC
+$119.3M
1,967,000
减持
ELV
ELEVANCE HEALTH INC
-$118.5M
207,600
-53%
减持
AVTR
AVANTOR INC
-$118.3M
4,522,600
-32%
清仓
ABBV
ABBVIE INC
-$115.6M
0
-100%
建仓
—
AKERO THERAPEUTICS INC
+$106.3M
3,122,000
建仓
SRPT
SAREPTA THERAPEUTICS INC
+$104.8M
948,200
减持
HUM
HUMANA INC
-$90.1M
212,000
-49%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$75.0M
512,800
-35%
增持
—
KARUNA THERAPEUTICS INC
+$71.2M
431,800
+111%
增持
BIIB
BIOGEN INC
+$70.4M
600,000
+36%
建仓
AXSM
AXSOME THERAPEUTICS INC
+$68.7M
1,538,600
建仓
BIO
BIO RAD LABS INC
+$60.4M
144,800
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$57.7M
288,500
减持
—
HORIZON THERAPEUTICS PUB L
-$56.4M
1,482,200
-20%
清仓
LEGN
LEGEND BIOTECH CORP
-$55.0M
0
-100%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$54.0M
1,855,700
+26%
增持
ARVN
ARVINAS INC
+$52.0M
4,343,500
+29%
增持
—
APELLIS PHARMACEUTICALS INC
+$47.9M
844,000
+293%
增持
IMCR
IMMUNOCORE HLDGS PLC
+$47.2M
2,079,100
+54%
减持
ARGX
ARGENX SE
-$43.3M
491,800
-14%
建仓
ZLAB
ZAI LAB LTD
+$42.2M
1,234,000
建仓
PLRX
PLIANT THERAPEUTICS INC
+$41.4M
1,981,100
增持
ACHC
ACADIA HEALTHCARE COMPANY IN
+$38.6M
1,389,200
+34%
建仓
DXCM
DEXCOM INC
+$37.7M
467,600
建仓
SYK
STRYKER CORPORATION
+$37.4M
184,700
减持
—
SEAGEN INC
-$36.4M
445,500
-19%
建仓
VERV
VERVE THERAPEUTICS INC
+$35.8M
1,042,706
减持
—
CATALENT INC
-$34.4M
940,000
-2%
建仓
CNC
CENTENE CORP DEL
+$33.6M
432,400
增持
—
JAZZ PHARMACEUTICALS PLC
+$32.8M
318,300
+413%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$32.2M
970,200
+34%
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$29.4M
5,586,900
+3%
增持
NTRA
NATERA INC
+$27.5M
1,735,000
+27%
清仓
ARKG
ARK ETF TR
-$23.6M
0
-100%
建仓
—
NGM BIOPHARMACEUTICALS INC
+$23.5M
1,798,100
减持
XBI
SPDR SER TR
-$21.9M
1,480,000
-21%
建仓
—
POINT BIOPHARMA GLOBAL INC
+$21.8M
2,820,000
增持
—
INTRA-CELLULAR THERAPIES INC
+$21.0M
1,402,500
+81%
建仓
COGT
COGENT BIOSCIENCES INC
+$20.3M
1,357,700
增持
RVMD
REVOLUTION MEDICINES INC
+$19.9M
2,321,200
+75%
清仓
VIR
VIR BIOTECHNOLOGY INC
-$19.3M
0
-100%
建仓
ONC
BEIGENE LTD
+$17.8M
132,000
增持
CRBU
CARIBOU BIOSCIENCES INC
+$17.5M
3,172,600
+8%
建仓
GOSS
GOSSAMER BIO INC
+$17.4M
1,450,000
建仓
CYTK
CYTOKINETICS INC
+$16.2M
335,000
清仓
NUVB
NUVATION BIO INC
-$15.7M
0
-100%
建仓
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$15.2M
794,500
建仓
PCVX
VAXCYTE INC
+$15.1M
628,700
建仓
—
KINNATE BIOPHARMA INC
+$14.5M
1,212,611
增持
IDYA
IDEAYA BIOSCIENCES INC
+$14.4M
3,715,400
+25%
清仓
XENE
XENON PHARMACEUTICALS INC
-$13.7M
0
-100%
增持
—
KEZAR LIFE SCIENCES INC
+$13.1M
5,414,400
+34%
建仓
TMDX
TRANSMEDICS GROUP INC
+$12.5M
300,000
增持
—
AVIDITY BIOSCIENCES INC
+$12.2M
2,600,000
+25%
建仓
SGMOQ
SANGAMO THERAPEUTICS INC
+$11.6M
2,360,800
建仓
STOK
STOKE THERAPEUTICS INC
+$11.4M
891,100
增持
ZNTL
ZENTALIS PHARMACEUTICALS INC
-$9.3M
4,223,100
+18%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$9.2M
1,255,374
-13%
建仓
—
NANOSTRING TECHNOLOGIES INC
+$8.9M
698,200
增持
ANTX
AN2 THERAPEUTICS INC
+$7.6M
742,630
+8%
增持
—
BELLUS HEALTH INC NEW
+$6.5M
4,346,700
+2%
减持
—
DECIPHERA PHARMACEUTICALS IN
+$6.3M
1,191,800
-1%
建仓
SGRY
SURGERY PARTNERS INC
+$6.3M
267,600
建仓
—
SYROS PHARMACEUTICALS INC
+$5.8M
900,000
增持
IPSC
CENTURY THERAPEUTICS INC
+$5.6M
1,303,600
+51%
减持
PHAT
PHATHOM PHARMACEUTICALS INC
+$4.9M
1,906,800
-1%
清仓
S
SENTINELONE INC
-$4.8M
0
-100%
增持
BSX
BOSTON SCIENTIFIC CORP
+$4.2M
2,538,600
+1%
减持
SIBN
SI-BONE INC
+$4.2M
996,700
-0%
清仓
—
IVERIC BIO INC
-$4.1M
0
-100%
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$3.3M
2,051,600
+39%
增持
—
GRAPHITE BIO INC
+$3.0M
1,575,000
+122%
清仓
—
FIELD TRIP HEALTH LTD
-$2.5M
0
-100%
减持
NTLA
INTELLIA THERAPEUTICS INC
-$2.3M
999,100
-11%
减持
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$2.1M
1,382,900
-1%
减持
ERAS
ERASCA INC
+$2.1M
982,500
-1%
清仓
—
OTONOMY INC
-$2.1M
0
-100%
减持
—
CYTEIR THERAPEUTICS INC
-$2.1M
1,806,200
-2%
清仓
—
SOCIAL CAP SUVRETTA HLD CRPI
-$2.0M
0
-100%
清仓
—
SOCIAL CAP SUVRETTA HLDS CRP
-$2.0M
0
-100%
减持
—
PHASEBIO PHARMACEUTICALS INC
-$1.9M
4,361,365
-1%
增持
—
ALPINE IMMUNE SCIENCES INC
-$1.3M
998,600
+0%
增持
—
SCYNEXIS INC
+$952.0K
1,140,600
+19%
建仓
—
AC IMMUNE SA
+$869.0K
274,876
建仓
—
REUNION NEUROSCIENCE INC
+$851.0K
595,200
增持
TNGX
TANGO THERAPEUTICS INC
-$740.0K
813,700
+0%
减持
ALT
ALTIMMUNE INC
-$603.0K
2,684,000
-10%
