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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 101 项
建仓 21
增持 16
减持 41
清仓 23
方向
标的
Δ市值
现股数(环比)
清仓
XBI
SPDR SER TR
-$337.1M
0
-100%
清仓
UTHR
UNITED THERAPEUTICS CORP DEL
-$218.4M
0
-100%
减持
ARGX
ARGENX SE
-$132.2M
280,700
-55%
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
NBIX
NEUROCRINE BIOSCIENCES INC
-$130.0M
815,700
-54%
减持
—
PROTHENA CORP PLC
-$126.1M
1,068,200
-64%
清仓
MDGL
MADRIGAL PHARMACEUTICALS INC
-$124.8M
0
-100%
减持
—
AKERO THERAPEUTICS INC
-$116.0M
2,447,000
-36%
减持
BSX
BOSTON SCIENTIFIC CORP
-$108.2M
850,000
-74%
建仓
REGN
REGENERON PHARMACEUTICALS
+$97.9M
119,100
清仓
—
ASTRAZENECA PLC
-$81.4M
0
-100%
清仓
LLY
LILLY ELI & CO
-$79.4M
0
-100%
减持
SRPT
SAREPTA THERAPEUTICS INC
-$79.4M
416,000
-61%
建仓
BDX
BECTON DICKINSON & CO
+$71.3M
288,000
减持
DXCM
DEXCOM INC
-$68.5M
148,000
-80%
建仓
ZTS
ZOETIS INC
+$67.8M
407,500
减持
SNDX
SYNDAX PHARMACEUTICALS INC
-$67.5M
3,865,300
-34%
增持
BIO
BIO RAD LABS INC
+$67.3M
221,500
+140%
建仓
MRK
MERCK & CO INC
+$63.8M
600,000
减持
ALT
ALTIMMUNE INC
-$60.1M
1,315,200
-67%
减持
NTRA
NATERA INC
-$58.4M
249,900
-86%
减持
PCVX
VAXCYTE INC
-$58.3M
510,000
-68%
减持
ZNTL
ZENTALIS PHARMACEUTICALS INC
-$53.3M
2,929,300
-43%
减持
—
AVIDITY BIOSCIENCES INC
-$53.2M
1,265,545
-61%
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$53.2M
2,126,900
-29%
减持
ARVN
ARVINAS INC
-$52.6M
4,273,900
-14%
增持
THC
TENET HEALTHCARE CORP
+$52.5M
1,472,000
+105%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$49.7M
0
-100%
建仓
PACB
PACIFIC BIOSCIENCES CALIF IN
+$44.1M
3,812,600
清仓
DGX
QUEST DIAGNOSTICS INC
-$40.4M
0
-100%
建仓
ABT
ABBOTT LABS
+$35.8M
354,000
建仓
BIIB
BIOGEN INC
+$35.8M
128,800
清仓
BNTX
BIONTECH SE
-$32.4M
0
-100%
减持
UHS
UNIVERSAL HLTH SVCS INC
-$31.2M
670,000
-19%
减持
RVMD
REVOLUTION MEDICINES INC
-$29.8M
1,344,800
-46%
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$29.2M
300,575
增持
SGRY
SURGERY PARTNERS INC
+$29.0M
3,355,900
+8%
建仓
—
89BIO INC
+$28.1M
1,842,976
减持
IMCR
IMMUNOCORE HLDGS PLC
-$27.8M
769,800
-33%
增持
PLRX
PLIANT THERAPEUTICS INC
+$27.6M
2,665,000
+19%
增持
—
IVERIC BIO INC
+$27.5M
1,869,200
+123%
减持
—
KEZAR LIFE SCIENCES INC
-$27.3M
6,519,400
-4%
清仓
—
INTRA-CELLULAR THERAPIES INC
-$26.7M
0
-100%
建仓
AMLX
AMYLYX PHARMACEUTICALS INC
+$26.4M
900,000
建仓
—
CUREVAC N V
+$24.7M
3,550,000
建仓
AVTR
AVANTOR INC
+$23.8M
1,125,000
清仓
—
PROMETHEUS BIOSCIENCES INC
-$22.4M
0
-100%
增持
—
VENTYX BIOSCIENCES INC
+$22.1M
1,917,800
+49%
建仓
—
FUSION PHARMACEUTICALS INC
+$21.5M
5,700,000
建仓
COR
AMERISOURCEBERGEN CORP
+$20.3M
126,600
建仓
MLYS
MINERALYS THERAPEUTICS INC
+$19.8M
1,263,800
减持
IDYA
IDEAYA BIOSCIENCES INC
-$19.1M
3,673,400
-4%
清仓
—
DECIPHERA PHARMACEUTICALS IN
-$18.5M
0
-100%
建仓
—
VERONA PHARMA PLC
+$17.6M
878,800
减持
—
JAZZ PHARMACEUTICALS PLC
-$16.7M
677,900
-7%
增持
VIR
VIR BIOTECHNOLOGY INC
+$16.7M
1,640,200
+93%
建仓
BBIO
BRIDGEBIO PHARMA INC
+$16.6M
1,000,000
建仓
IMVT
IMMUNOVANT INC
+$16.2M
1,043,000
增持
—
KARUNA THERAPEUTICS INC
+$14.6M
403,800
+35%
建仓
—
MERSANA THERAPEUTICS INC
+$14.1M
3,433,233
减持
AXSM
AXSOME THERAPEUTICS INC
-$13.5M
619,200
-8%
增持
ACHC
ACADIA HEALTHCARE COMPANY IN
-$11.7M
1,165,300
+0%
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$11.5M
1,741,300
+27%
减持
—
ICON PLC
-$11.2M
142,900
-34%
减持
VERV
VERVE THERAPEUTICS INC
-$10.8M
1,351,700
-14%
减持
CYTK
CYTOKINETICS INC
-$10.4M
252,000
-40%
减持
—
BIOATLA INC
-$8.8M
602,500
-52%
减持
RCKT
ROCKET PHARMACEUTICALS INC
-$8.6M
1,244,400
-19%
增持
COLL
COLLEGIUM PHARMACEUTICAL INC
+$8.4M
385,500
+917%
减持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
-$8.1M
1,628,500
-7%
减持
NTLA
INTELLIA THERAPEUTICS INC
-$6.7M
417,000
-35%
增持
PHAT
PHATHOM PHARMACEUTICALS INC
-$6.7M
2,048,600
+8%
增持
LEGN
LEGEND BIOTECH CORP
+$5.6M
1,120,500
+16%
增持
—
NANOSTRING TECHNOLOGIES INC
+$5.6M
2,217,000
+8%
清仓
—
MEDICUS SCIENCES ACQUISITION
-$5.2M
0
-100%
清仓
—
GRAPHITE BIO INC
-$5.2M
0
-100%
清仓
—
ARYA SCIENCES ACQU CORP IV
-$5.0M
0
-100%
减持
—
BELLUS HEALTH INC NEW
-$5.0M
4,553,577
-1%
清仓
—
PANACEA ACQUISITION CORP II
-$5.0M
0
-100%
清仓
—
ESSA PHARMA INC
-$4.7M
0
-100%
建仓
GERN
GERON CORP
+$4.6M
2,128,000
减持
SGMOQ
SANGAMO THERAPEUTICS INC
-$4.3M
2,470,000
-10%
减持
CMPX
COMPASS THERAPEUTICS INC
-$4.1M
1,825,000
-9%
清仓
—
HEALTH SCIENCES ACQ CORP 2
-$4.0M
0
-100%
建仓
—
PRAXIS PRECISION MEDICINES I
+$3.5M
4,281,700
减持
CRBU
CARIBOU BIOSCIENCES INC
-$3.5M
2,758,600
-4%
减持
IPSC
CENTURY THERAPEUTICS INC
-$2.3M
1,268,100
-3%
增持
TWST
TWIST BIOSCIENCE CORP
-$2.2M
819,000
+34%
清仓
—
SOCIAL CAP SUVRETTA HLDS CRP
-$2.0M
0
-100%
清仓
—
SOCIAL CAP SUVRETTA HLDS CP
-$2.0M
0
-100%
清仓
—
SCYNEXIS INC
-$1.8M
0
-100%
清仓
FATE
FATE THERAPEUTICS INC
-$1.1M
0
-100%
清仓
ZLAB
ZAI LAB LTD
-$961.2K
0
-100%
增持
—
SYROS PHARMACEUTICALS INC
-$815.6K
904,630
+1%
减持
—
REUNION NEUROSCIENCE INC
-$400.0K
151,098
-73%
减持
—
BIOHAVEN LTD
-$393.8K
1,487,200
-0%
减持
—
CYTEIR THERAPEUTICS INC
+$247.6K
1,764,100
-2%
减持
—
POINT BIOPHARMA GLOBAL INC
-$199.9K
2,411,600
-1%
减持
—
KINNATE BIOPHARMA INC
-$147.5K
1,160,000
-4%
减持
—
ALPINE IMMUNE SCIENCES INC
+$81.7K
989,500
-4%
减持
ANTX
AN2 THERAPEUTICS INC
+$51.5K
723,200
-3%
清仓
—
MEDICUS SCIENCES ACQUISITION
-$5.2K
0
-100%
