小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 104 项
建仓 13
增持 24
减持 44
清仓 23
方向
标的
Δ市值
现股数(环比)
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$84.9M
0
-100%
清仓
ABBV
ABBVIE INC
-$69.8M
0
-100%
增持
BSX
BOSTON SCIENTIFIC CORP
+$66.6M
2,065,800
+163%
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。
建仓
CI
THE CIGNA GROUP
+$59.4M
207,700
清仓
BIO
BIO RAD LABS INC
-$57.9M
0
-100%
清仓
COR
AMERISOURCEBERGEN CORP
-$57.7M
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$56.6M
112,200
建仓
HUM
HUMANA INC
+$53.7M
110,300
减持
PACB
PACIFIC BIOSCIENCES CALIF IN
-$49.1M
1,034,294
-76%
减持
—
KARUNA THERAPEUTICS INC
-$47.4M
286,700
-35%
建仓
DHR
DANAHER CORPORATION
+$43.8M
176,600
清仓
—
APELLIS PHARMACEUTICALS INC
-$42.7M
0
-100%
建仓
—
INTRA-CELLULAR THERAPIES INC
+$41.7M
801,100
清仓
PFE
PFIZER INC
-$41.0M
0
-100%
建仓
MIRM
MIRUM PHARMACEUTICALS INC
+$36.1M
1,142,850
减持
UHS
UNIVERSAL HLTH SVCS INC
-$35.5M
182,000
-51%
建仓
DXCM
DEXCOM INC
+$35.2M
377,700
清仓
VIR
VIR BIOTECHNOLOGY INC
-$35.0M
0
-100%
减持
ARGX
ARGENX SE
-$32.2M
80,600
-56%
减持
BDX
BECTON DICKINSON & CO
-$30.9M
286,800
-28%
减持
SGRY
SURGERY PARTNERS INC
-$30.8M
1,338,000
-14%
增持
REGN
REGENERON PHARMACEUTICALS
+$29.9M
58,000
+134%
增持
MCK
MCKESSON CORP
+$29.1M
166,300
+64%
建仓
HCA
HCA HEALTHCARE INC
+$28.2M
114,800
清仓
BAX
BAXTER INTL INC
-$27.6M
0
-100%
建仓
NMRA
NEUMORA THERAPEUTICS INC.
+$25.4M
1,800,000
清仓
EDIT
EDITAS MEDICINE INC
-$24.7M
0
-100%
增持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$23.9M
777,172
+94%
减持
ZNTL
ZENTALIS PHARMACEUTICALS INC
-$23.7M
2,100,000
-10%
增持
GPCR
STRUCTURE THERAPEUTICS INC
+$23.6M
500,000
+1223%
减持
—
CUREVAC N V
-$23.5M
3,116,100
-28%
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$22.2M
544,000
-40%
减持
LLY
ELI LILLY & CO
-$22.1M
75,000
-44%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$20.5M
450,000
+51%
减持
BIIB
BIOGEN INC
-$19.9M
115,400
-34%
清仓
—
AXONICS INC
-$19.2M
0
-100%
减持
SNDX
SYNDAX PHARMACEUTICALS INC
-$19.2M
2,821,000
-2%
增持
NTRA
NATERA INC
+$18.7M
899,000
+108%
减持
AXSM
AXSOME THERAPEUTICS INC
-$18.4M
296,800
-46%
增持
LNTH
LANTHEUS HLDGS INC
+$18.2M
558,400
+128%
建仓
CRNX
CRINETICS PHARMACEUTICALS IN
+$18.1M
610,000
减持
—
PROTHENA CORP PLC
-$18.1M
382,305
-29%
减持
ARVN
ARVINAS INC
-$17.5M
2,614,960
-6%
增持
CRBU
CARIBOU BIOSCIENCES INC
+$17.2M
6,050,212
+119%
减持
THC
TENET HEALTHCARE CORP
-$17.1M
963,800
-3%
建仓
DNTH
DIANTHUS THERAPEUTICS INC
+$16.6M
1,217,554
清仓
PLRX
PLIANT THERAPEUTICS INC
-$16.6M
0
-100%
减持
IMCR
IMMUNOCORE HLDGS PLC
-$16.4M
348,200
-39%
增持
—
JAZZ PHARMACEUTICALS PLC
+$16.1M
797,500
+13%
清仓
—
ACELYRIN INC
-$15.7M
0
-100%
清仓
—
POINT BIOPHARMA GLOBAL INC
-$15.1M
0
-100%
清仓
—
2SEVENTY BIO INC
-$13.6M
0
-100%
清仓
MLYS
MINERALYS THERAPEUTICS INC
-$13.1M
0
-100%
增持
AMLX
AMYLYX PHARMACEUTICALS INC
+$12.7M
1,756,940
+95%
减持
VERV
VERVE THERAPEUTICS INC
-$12.7M
285,334
-68%
清仓
—
MERSANA THERAPEUTICS INC
-$12.5M
0
-100%
减持
IDYA
IDEAYA BIOSCIENCES INC
-$12.3M
2,144,971
-28%
增持
ANTX
AN2 THERAPEUTICS INC
+$11.9M
1,089,400
+66%
建仓
TVTX
TRAVERE THERAPEUTICS INC
+$11.8M
1,323,000
增持
—
FUSION PHARMACEUTICALS INC
-$11.6M
5,781,850
+1%
增持
—
BLUEPRINT MEDICINES CORP
+$11.5M
751,600
+81%
减持
PHAT
PHATHOM PHARMACEUTICALS INC
-$11.1M
1,617,300
-17%
建仓
—
RAYZEBIO INC
+$11.1M
500,000
减持
NBIX
NEUROCRINE BIOSCIENCES INC
+$10.6M
652,100
-2%
减持
RVMD
REVOLUTION MEDICINES INC
-$10.6M
657,200
-39%
减持
—
AKERO THERAPEUTICS INC
-$10.5M
739,100
-28%
减持
—
VENTYX BIOSCIENCES INC
-$10.4M
354,900
-49%
清仓
—
INARI MED INC
-$10.2M
0
-100%
清仓
—
89BIO INC
-$10.0M
0
-100%
增持
LEGN
LEGEND BIOTECH CORP
+$9.8M
967,000
+21%
清仓
DNLI
DENALI THERAPEUTICS INC
-$8.3M
0
-100%
增持
ZTS
ZOETIS INC
+$8.2M
262,100
+21%
减持
—
KEZAR LIFE SCIENCES INC
-$7.7M
6,011,100
-1%
减持
XENE
XENON PHARMACEUTICALS INC
-$7.6M
321,400
-33%
增持
PRVA
PRIVIA HEALTH GROUP INC
+$7.3M
1,545,100
+43%
减持
—
IMMUNOGEN INC
-$7.3M
1,917,907
-4%
减持
—
NANOSTRING TECHNOLOGIES INC
-$7.0M
2,299,100
-15%
减持
—
VERONA PHARMA PLC
-$6.6M
830,300
-13%
增持
ACHC
ACADIA HEALTHCARE COMPANY IN
+$6.5M
715,000
+30%
增持
RCKT
ROCKET PHARMACEUTICALS INC
+$6.2M
1,587,429
+20%
减持
IMVT
IMMUNOVANT INC
+$5.5M
1,173,662
-44%
减持
PCVX
VAXCYTE INC
-$5.1M
756,165
-14%
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$4.4M
1,063,897
+15%
减持
NTLA
INTELLIA THERAPEUTICS INC
-$4.2M
379,100
-4%
减持
—
KARYOPHARM THERAPEUTICS INC
-$3.9M
8,298,570
-1%
减持
—
ALPINE IMMUNE SCIENCES INC
-$3.4M
657,280
-38%
减持
ATEC
ALPHATEC HLDGS INC
-$3.1M
309,400
-21%
增持
SDGR
SCHRODINGER INC
-$2.4M
399,000
+45%
减持
—
SCYNEXIS INC
-$2.1M
1,319,444
-24%
减持
CMPX
COMPASS THERAPEUTICS INC
-$2.0M
1,599,600
-1%
清仓
SLP
SIMULATIONS PLUS INC
-$2.0M
0
-100%
增持
—
CEREVEL THERAPEUTICS HLDNG I
-$1.9M
643,000
+28%
减持
—
BIOHAVEN LTD
+$1.7M
1,285,400
-3%
清仓
BHC
BAUSCH HEALTH COS INC
-$1.7M
0
-100%
增持
—
SYROS PHARMACEUTICALS INC
+$1.6M
1,581,142
+8%
减持
IPSC
CENTURY THERAPEUTICS INC
-$1.3M
1,098,500
-1%
减持
ALT
ALTIMMUNE INC
-$1.1M
1,159,900
-1%
清仓
—
EXSCIENTIA PLC
-$755.4K
0
-100%
减持
—
GRITSTONE BIO INC
-$690.6K
2,733,800
-1%
减持
—
ROIVANT SCIENCES LTD
+$548.6K
1,503,302
-11%
清仓
AIP
ARTERIS INC
-$514.9K
0
-100%
减持
COLL
COLLEGIUM PHARMACEUTICAL INC
+$217.4K
350,200
-1%
增持
—
AC IMMUNE SA
-$115.3K
2,969,800
+2%
减持
—
NUVATION BIO INC
-$6.0K
89,543
-1%
