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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 100 项
建仓 18
增持 33
减持 19
清仓 30
方向
标的
Δ市值
现股数(环比)
清仓
—
SPDR SER TR
-$321.4M
0
-100%
减持
LLY
LILLY ELI & CO
-$246.2M
217,000
-78%
增持
XBI
SPDR SER TR
+$219.8M
4,062,000
+174%
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
BIIB
BIOGEN INC
-$160.2M
0
-100%
建仓
MDGL
MADRIGAL PHARMACEUTICALS INC
+$124.8M
430,000
建仓
UHS
UNIVERSAL HLTH SVCS INC
+$116.3M
825,600
增持
—
AKERO THERAPEUTICS INC
+$103.3M
3,825,000
+23%
清仓
HUM
HUMANA INC
-$102.9M
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$98.8M
172,000
-66%
清仓
ELV
ELEVANCE HEALTH INC
-$94.3M
0
-100%
清仓
—
HORIZON THERAPEUTICS PUB L
-$91.7M
0
-100%
清仓
AVTR
AVANTOR INC
-$88.6M
0
-100%
增持
SGRY
SURGERY PARTNERS INC
+$80.4M
3,112,000
+1063%
增持
—
JAZZ PHARMACEUTICALS PLC
+$73.5M
727,541
+129%
清仓
—
CATALENT INC
-$68.0M
0
-100%
增持
ARGX
ARGENX SE
+$63.1M
625,000
+27%
增持
PCVX
VAXCYTE INC
+$62.4M
1,615,400
+157%
清仓
—
SEAGEN INC
-$61.0M
0
-100%
增持
—
PROTHENA CORP PLC
+$58.7M
2,953,000
+50%
清仓
ALNY
ALNYLAM PHARMACEUTICALS INC
-$57.7M
0
-100%
清仓
—
APELLIS PHARMACEUTICALS INC
-$57.6M
0
-100%
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$53.6M
2,990,000
+46%
增持
BSX
BOSTON SCIENTIFIC CORP
+$52.4M
3,256,700
+28%
增持
—
ASTRAZENECA PLC
+$50.5M
1,200,000
+113%
建仓
LEGN
LEGEND BIOTECH CORP
+$48.4M
970,000
增持
DXCM
DEXCOM INC
+$48.0M
756,800
+62%
建仓
—
VENTYX BIOSCIENCES INC
+$42.1M
1,285,000
建仓
—
ICON PLC
+$41.8M
215,000
减持
ZLAB
ZAI LAB LTD
-$41.2M
31,309
-97%
建仓
DGX
QUEST DIAGNOSTICS INC
+$40.4M
258,000
减持
—
INTRA-CELLULAR THERAPIES INC
-$38.6M
504,000
-64%
减持
—
KARUNA THERAPEUTICS INC
-$38.4M
299,000
-31%
清仓
SYK
STRYKER CORPORATION
-$37.4M
0
-100%
建仓
THC
TENET HEALTHCARE CORP
+$35.0M
717,300
清仓
CNC
CENTENE CORP DEL
-$33.6M
0
-100%
减持
NTLA
INTELLIA THERAPEUTICS INC
-$33.6M
638,200
-36%
建仓
—
KARYOPHARM THERAPEUTICS INC
+$32.8M
9,633,911
建仓
BNTX
BIONTECH SE
+$32.4M
215,400
增持
SRPT
SAREPTA THERAPEUTICS INC
+$31.9M
1,055,000
+11%
减持
IMCR
IMMUNOCORE HLDGS PLC
-$31.7M
1,154,000
-44%
增持
ALT
ALTIMMUNE INC
+$31.4M
3,990,000
+49%
增持
—
AVIDITY BIOSCIENCES INC
+$30.2M
3,275,000
+26%
建仓
RCKT
ROCKET PHARMACEUTICALS INC
+$29.9M
1,527,087
增持
ARVN
ARVINAS INC
-$23.9M
4,950,000
+14%
清仓
—
NGM BIOPHARMACEUTICALS INC
-$23.5M
0
-100%
建仓
—
PROMETHEUS BIOSCIENCES INC
+$22.4M
204,000
减持
BIO
BIO RAD LABS INC
-$21.6M
92,200
-36%
建仓
VIR
VIR BIOTECHNOLOGY INC
+$21.5M
850,000
建仓
—
BIOHAVEN LTD
+$20.7M
1,492,000
清仓
COGT
COGENT BIOSCIENCES INC
-$20.3M
0
-100%
清仓
NKTX
NKARTA INC
-$18.6M
0
-100%
建仓
—
IVERIC BIO INC
+$18.0M
838,407
清仓
ONC
BEIGENE LTD
-$17.8M
0
-100%
清仓
SIBN
SI-BONE INC
-$17.4M
0
-100%
清仓
GOSS
GOSSAMER BIO INC
-$17.4M
0
-100%
减持
AXSM
AXSOME THERAPEUTICS INC
-$17.0M
670,000
-56%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
+$15.5M
1,780,000
-4%
减持
CRBU
CARIBOU BIOSCIENCES INC
-$15.4M
2,882,600
-9%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
+$15.3M
785,500
-19%
清仓
ATEC
ALPHATEC HLDGS INC
-$15.0M
0
-100%
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$14.9M
5,861,000
+5%
建仓
TWST
TWIST BIOSCIENCE CORP
+$14.5M
611,000
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$14.3M
1,375,000
+10%
增持
IDYA
IDEAYA BIOSCIENCES INC
+$14.1M
3,824,800
+3%
清仓
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$13.2M
0
-100%
增持
RVMD
REVOLUTION MEDICINES INC
+$13.2M
2,475,000
+7%
减持
ACHC
ACADIA HEALTHCARE COMPANY IN
-$12.7M
1,165,000
-16%
清仓
TMDX
TRANSMEDICS GROUP INC
-$12.5M
0
-100%
增持
ZNTL
ZENTALIS PHARMACEUTICALS INC
+$12.2M
5,150,000
+22%
清仓
STOK
STOKE THERAPEUTICS INC
-$11.4M
0
-100%
清仓
—
SEASPINE HLDGS CORP
-$11.4M
0
-100%
增持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$10.8M
1,755,000
+121%
建仓
—
BIOATLA INC
+$10.4M
1,260,000
增持
—
BELLUS HEALTH INC NEW
-$8.1M
4,599,998
+6%
清仓
ERAS
ERASCA INC
-$7.7M
0
-100%
增持
—
NANOSTRING TECHNOLOGIES INC
+$7.5M
2,057,200
+195%
增持
—
KINNATE BIOPHARMA INC
-$7.1M
1,212,700
+0%
增持
ANTX
AN2 THERAPEUTICS INC
-$5.8M
743,600
+0%
增持
VERV
VERVE THERAPEUTICS INC
-$5.5M
1,565,000
+50%
清仓
—
BCLS ACQUISITION CORP
-$5.0M
0
-100%
减持
—
POINT BIOPHARMA GLOBAL INC
-$4.1M
2,432,400
-14%
增持
NTRA
NATERA INC
-$3.8M
1,798,900
+4%
减持
—
DECIPHERA PHARMACEUTICALS IN
-$3.6M
1,126,000
-6%
增持
CYTK
CYTOKINETICS INC
+$3.0M
420,700
+26%
清仓
TNGX
TANGO THERAPEUTICS INC
-$2.9M
0
-100%
增持
SGMOQ
SANGAMO THERAPEUTICS INC
-$2.9M
2,748,300
+16%
增持
PLRX
PLIANT THERAPEUTICS INC
+$1.9M
2,240,400
+13%
清仓
—
ONCOSEC MED INC
-$1.4M
0
-100%
增持
—
KEZAR LIFE SCIENCES INC
+$1.1M
6,782,400
+25%
建仓
FATE
FATE THERAPEUTICS INC
+$1.1M
104,653
建仓
COLL
COLLEGIUM PHARMACEUTICAL INC
+$879.2K
37,898
清仓
—
SEMA4 HOLDINGS CORP
-$834.0K
0
-100%
清仓
—
PHASEBIO PHARMACEUTICALS INC
-$768.0K
0
-100%
清仓
—
SCIENCE 37 HOLDINGS INC
-$692.0K
0
-100%
减持
—
CYTEIR THERAPEUTICS INC
-$504.9K
1,795,800
-1%
增持
—
ALPINE IMMUNE SCIENCES INC
+$367.3K
1,028,200
+3%
减持
—
REUNION NEUROSCIENCE INC
-$346.7K
560,300
-6%
增持
—
AC IMMUNE SA
-$205.2K
325,400
+18%
减持
—
ESSA PHARMA INC
+$198.6K
1,855,400
-25%
减持
PHAT
PHATHOM PHARMACEUTICALS INC
+$191.0K
1,900,000
-0%
