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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 86 项
建仓 10
增持 25
减持 31
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$96.9M
182,600
增持
ARVN
ARVINAS INC
+$71.5M
2,985,117
+14%
建仓
CVS
CVS HEALTH CORP
+$58.4M
740,000
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
SRPT
SAREPTA THERAPEUTICS INC
-$54.5M
0
-100%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$52.2M
237,202
建仓
AVTR
AVANTOR INC
+$48.4M
2,121,844
增持
—
FUSION PHARMACEUTICALS INC
+$47.4M
6,500,328
+12%
增持
CI
THE CIGNA GROUP
+$45.4M
350,000
+69%
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$44.4M
3,950,000
+40%
清仓
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-$44.3M
0
-100%
建仓
ABBV
ABBVIE INC
+$44.1M
284,405
增持
GPCR
STRUCTURE THERAPEUTICS INC
+$43.3M
1,680,000
+236%
减持
—
JAZZ PHARMACEUTICALS PLC
-$43.1M
489,119
-39%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$42.7M
155,800
清仓
ZNTL
ZENTALIS PHARMACEUTICALS INC
-$42.1M
0
-100%
增持
ACHC
ACADIA HEALTHCARE COMPANY IN
+$39.7M
1,156,692
+62%
清仓
DXCM
DEXCOM INC
-$35.2M
0
-100%
减持
IMVT
IMMUNOVANT INC
-$34.7M
245,000
-79%
减持
BDX
BECTON DICKINSON & CO
-$33.7M
165,706
-42%
减持
MCK
MCKESSON CORP
-$32.7M
85,500
-49%
减持
—
AKERO THERAPEUTICS INC
-$31.9M
235,000
-68%
减持
AMLX
AMYLYX PHARMACEUTICALS INC
-$31.2M
64,501
-96%
增持
NTRA
NATERA INC
+$29.7M
1,110,000
+23%
清仓
BIIB
BIOGEN INC
-$29.7M
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$28.7M
85,000
清仓
HCA
HCA HEALTHCARE INC
-$28.2M
0
-100%
减持
ARGX
ARGENX SE
-$27.8M
31,000
-62%
增持
XENE
XENON PHARMACEUTICALS INC
+$26.6M
815,993
+154%
减持
UNH
UNITEDHEALTH GROUP INC
-$25.8M
58,500
-48%
减持
—
IMMUNOGEN INC
+$23.8M
1,829,215
-5%
减持
LEGN
LEGEND BIOTECH CORP
-$23.7M
685,000
-29%
增持
DHR
DANAHER CORPORATION
+$23.3M
290,000
+64%
清仓
UHS
UNIVERSAL HLTH SVCS INC
-$22.9M
0
-100%
清仓
—
CUREVAC N V
-$21.3M
0
-100%
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$21.0M
844,500
+55%
增持
RCKT
ROCKET PHARMACEUTICALS INC
+$19.0M
1,719,103
+8%
减持
—
BLUEPRINT MEDICINES CORP
+$19.0M
615,000
-18%
清仓
—
PROTHENA CORP PLC
-$18.4M
0
-100%
清仓
—
ROIVANT SCIENCES LTD
-$17.6M
0
-100%
减持
—
KARUNA THERAPEUTICS INC
+$16.7M
206,000
-28%
减持
RVMD
REVOLUTION MEDICINES INC
-$16.5M
60,000
-91%
增持
AXSM
AXSOME THERAPEUTICS INC
+$15.8M
459,400
+55%
减持
—
BIOHAVEN LTD
+$15.7M
1,148,308
-11%
减持
LNTH
LANTHEUS HLDGS INC
-$15.2M
380,000
-32%
建仓
IMNM
IMMUNOME INC
+$14.3M
1,333,479
增持
—
AC IMMUNE SA
+$13.9M
4,469,080
+50%
建仓
A
AGILENT TECHNOLOGIES INC
+$13.8M
99,000
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$13.3M
658,000
+1%
清仓
—
VENTYX BIOSCIENCES INC
-$12.3M
0
-100%
增持
REGN
REGENERON PHARMACEUTICALS
+$12.0M
68,000
+17%
清仓
SDGR
SCHRODINGER INC
-$11.3M
0
-100%
清仓
—
RAYZEBIO INC
-$11.1M
0
-100%
增持
LLY
ELI LILLY & CO
+$9.3M
85,000
+13%
减持
—
INTRA-CELLULAR THERAPIES INC
+$9.1M
710,000
-11%
建仓
NGNE
NEUROGENE INC
+$9.0M
466,243
清仓
PACB
PACIFIC BIOSCIENCES CALIF IN
-$8.6M
0
-100%
增持
NMRA
NEUMORA THERAPEUTICS INC.
+$8.5M
1,990,632
+11%
减持
HUM
HUMANA INC
-$7.9M
100,000
-9%
清仓
—
ALPINE IMMUNE SCIENCES INC
-$7.5M
0
-100%
增持
CRBU
CARIBOU BIOSCIENCES INC
+$7.5M
6,360,212
+5%
增持
—
SYROS PHARMACEUTICALS INC
+$6.8M
1,673,538
+6%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$6.7M
714,000
-33%
减持
PRVA
PRIVIA HEALTH GROUP INC
-$5.9M
1,287,000
-17%
增持
ANTX
AN2 THERAPEUTICS INC
+$5.8M
1,140,000
+5%
清仓
—
GRITSTONE BIO INC
-$4.7M
0
-100%
减持
TVTX
TRAVERE THERAPEUTICS INC
-$4.4M
827,010
-37%
清仓
ATEC
ALPHATEC HLDGS INC
-$4.0M
0
-100%
清仓
—
NANOSTRING TECHNOLOGIES INC
-$4.0M
0
-100%
减持
IDYA
IDEAYA BIOSCIENCES INC
-$3.8M
1,520,000
-29%
清仓
VERV
VERVE THERAPEUTICS INC
-$3.8M
0
-100%
增持
COLL
COLLEGIUM PHARMACEUTICAL INC
+$3.3M
361,363
+3%
清仓
ALT
ALTIMMUNE INC
-$3.0M
0
-100%
减持
PCVX
VAXCYTE INC
-$2.7M
570,137
-25%
减持
IMCR
IMMUNOCORE HLDGS PLC
+$2.4M
300,200
-14%
减持
—
KEZAR LIFE SCIENCES INC
-$2.4M
5,025,454
-16%
减持
THC
TENET HEALTHCARE CORP
+$2.3M
871,000
-10%
增持
IPSC
CENTURY THERAPEUTICS INC
+$2.3M
1,355,000
+23%
减持
—
CEREVEL THERAPEUTICS HLDNG I
-$2.3M
276,888
-57%
减持
—
VERONA PHARMA PLC
+$2.0M
780,900
-6%
减持
SGRY
SURGERY PARTNERS INC
-$1.8M
1,165,932
-13%
减持
ZTS
ZOETIS INC
+$1.8M
240,000
-8%
增持
NTLA
INTELLIA THERAPEUTICS INC
+$1.7M
447,434
+18%
增持
PHAT
PHATHOM PHARMACEUTICALS INC
-$1.1M
1,721,580
+6%
减持
CRNX
CRINETICS PHARMACEUTICALS IN
+$680.4K
529,000
-13%
增持
—
SCYNEXIS INC
+$222.3K
1,448,728
+10%
减持
BSX
BOSTON SCIENTIFIC CORP
+$186.7K
1,890,000
-9%
