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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 97 项
建仓 32
增持 18
减持 29
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
—
INTRA-CELLULAR THERAPIES INC
+$230.1M
1,200,000
+69%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$75.6M
36,600
-80%
增持
DNTH
DIANTHUS THERAPEUTICS INC
+$68.9M
2,717,554
+123%
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
MRK
MERCK & CO INC
+$66.2M
502,000
清仓
—
KARUNA THERAPEUTICS INC
-$65.2M
0
-100%
建仓
CGON
CG ONCOLOGY INC
+$63.9M
1,454,765
建仓
ILMN
ILLUMINA INC
+$63.7M
464,100
增持
ISRG
INTUITIVE SURGICAL INC
+$61.5M
226,000
+166%
清仓
—
IMMUNOGEN INC
-$54.2M
0
-100%
建仓
CYTK
CYTOKINETICS INC
+$53.7M
766,000
清仓
ZTS
ZOETIS INC
-$47.4M
0
-100%
建仓
—
ALPINE IMMUNE SCIENCES INC
+$46.6M
1,174,700
清仓
HUM
HUMANA INC
-$45.8M
0
-100%
减持
—
BIOHAVEN LTD
-$45.0M
75,000
-93%
清仓
BDX
BECTON DICKINSON & CO
-$40.4M
0
-100%
减持
CI
THE CIGNA GROUP
-$37.8M
184,500
-47%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$36.3M
243,000
减持
DHR
DANAHER CORPORATION
-$31.2M
143,800
-50%
清仓
UNH
UNITEDHEALTH GROUP INC
-$30.8M
0
-100%
减持
SNDX
SYNDAX PHARMACEUTICALS INC
-$27.9M
2,412,500
-39%
建仓
RGNX
REGENXBIO INC
+$27.4M
1,300,064
建仓
APGE
APOGEE THERAPEUTICS INC
+$25.6M
384,893
减持
GPCR
STRUCTURE THERAPEUTICS INC
-$25.0M
1,014,000
-40%
增持
BSX
BOSTON SCIENTIFIC CORP
+$24.7M
1,956,000
+3%
建仓
DXCM
DEXCOM INC
+$24.5M
176,900
减持
RCKT
ROCKET PHARMACEUTICALS INC
-$23.9M
1,025,000
-40%
建仓
JSPR
JASPER THERAPEUTICS INC
+$22.3M
760,000
清仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$21.8M
0
-100%
减持
MCK
MCKESSON CORP
-$21.7M
33,300
-61%
建仓
GKOS
GLAUKOS CORP
+$21.1M
224,000
增持
AVTR
AVANTOR INC
+$20.5M
2,695,000
+27%
增持
ANTX
AN2 THERAPEUTICS INC
-$19.6M
1,150,000
+1%
增持
ALGN
ALIGN TECHNOLOGY INC
+$19.3M
189,000
+21%
减持
IDYA
IDEAYA BIOSCIENCES INC
-$19.0M
799,700
-47%
清仓
CRNX
CRINETICS PHARMACEUTICALS IN
-$18.8M
0
-100%
增持
RVMD
REVOLUTION MEDICINES INC
+$18.7M
635,000
+958%
建仓
VERA
VERA THERAPEUTICS INC
+$16.5M
383,500
减持
PCVX
VAXCYTE INC
-$16.4M
284,000
-50%
减持
—
BLUEPRINT MEDICINES CORP
-$16.3M
426,000
-31%
清仓
—
VERONA PHARMA PLC
-$15.5M
0
-100%
减持
CVS
CVS HEALTH CORP
-$15.0M
545,000
-26%
减持
PRVA
PRIVIA HEALTH GROUP INC
-$14.7M
764,200
-41%
减持
NGNE
NEUROGENE INC
+$14.6M
465,237
-0%
建仓
JANX
JANUX THERAPEUTICS INC
+$14.5M
384,245
建仓
—
CYBIN INC
+$14.4M
34,884,000
建仓
PRME
PRIME MEDICINE INC
+$13.9M
1,990,000
建仓
KROS
KEROS THERAPEUTICS INC
+$13.9M
209,700
建仓
—
ASTRIA THERAPEUTICS INC
+$13.8M
982,000
清仓
A
AGILENT TECHNOLOGIES INC
-$13.8M
0
-100%
清仓
NTLA
INTELLIA THERAPEUTICS INC
-$13.6M
0
-100%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$12.7M
536,500
-18%
清仓
ARGX
ARGENX SE
-$11.8M
0
-100%
建仓
—
IMMUNIC INC
+$11.8M
8,902,972
清仓
—
CEREVEL THERAPEUTICS HLDNG I
-$11.7M
0
-100%
建仓
RDNT
RADNET INC
+$11.6M
238,000
建仓
—
ESTABLISHMENT LABS HLDGS INC
+$11.5M
225,000
建仓
—
NEWAMSTERDAM PHARMA COMPANY
+$11.2M
475,000
建仓
ACAD
ACADIA PHARMACEUTICALS INC
+$10.9M
588,500
建仓
—
ASTRAZENECA PLC
+$10.8M
160,000
减持
ACHC
ACADIA HEALTHCARE COMPANY IN
-$10.3M
1,005,000
-13%
增持
—
JAZZ PHARMACEUTICALS PLC
+$10.2M
584,000
+19%
减持
NMRA
NEUMORA THERAPEUTICS INC.
-$9.2M
1,800,000
-10%
增持
—
AC IMMUNE SA
-$9.1M
4,470,000
+0%
清仓
TVTX
TRAVERE THERAPEUTICS INC
-$7.4M
0
-100%
减持
IMNM
IMMUNOME INC
+$7.3M
873,891
-34%
减持
XENE
XENON PHARMACEUTICALS INC
-$7.0M
710,000
-13%
减持
CRBU
CARIBOU BIOSCIENCES INC
-$6.7M
5,785,352
-9%
增持
LNTH
LANTHEUS HLDGS INC
+$6.3M
480,000
+26%
增持
IMVT
IMMUNOVANT INC
+$6.0M
505,000
+106%
增持
SGRY
SURGERY PARTNERS INC
+$5.8M
1,445,000
+24%
建仓
IONS
IONIS PHARMACEUTICALS INC
+$5.6M
130,000
清仓
—
AKERO THERAPEUTICS INC
-$5.5M
0
-100%
建仓
KYTX
KYVERNA THERAPEUTICS INC
+$5.0M
202,333
减持
LLY
ELI LILLY & CO
+$4.9M
70,000
-18%
建仓
EBS
EMERGENT BIOSOLUTIONS INC
+$4.8M
1,908,000
减持
NTRA
NATERA INC
+$3.9M
803,300
-28%
减持
LEGN
LEGEND BIOTECH CORP
-$3.7M
668,300
-2%
建仓
DNA
GINKGO BIOWORKS HOLDINGS INC
+$3.5M
3,000,000
建仓
—
X4 PHARMACEUTICALS INC
+$3.4M
2,413,000
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$3.2M
933,500
+11%
建仓
COGT
COGENT BIOSCIENCES INC
+$3.0M
445,706
增持
COLL
COLLEGIUM PHARMACEUTICAL INC
+$2.9M
361,400
+0%
减持
ABBV
ABBVIE INC
-$2.7M
227,000
-20%
增持
PHAT
PHATHOM PHARMACEUTICALS INC
+$2.7M
1,735,000
+1%
减持
THC
TENET HEALTHCARE CORP
-$2.7M
601,000
-31%
建仓
PACB
PACIFIC BIOSCIENCES CALIF IN
+$2.5M
675,000
清仓
CMPX
COMPASS THERAPEUTICS INC
-$2.5M
0
-100%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$2.3M
217,000
-9%
减持
AXSM
AXSOME THERAPEUTICS INC
-$2.2M
431,000
-6%
减持
IMCR
IMMUNOCORE HLDGS PLC
-$1.9M
286,400
-5%
建仓
KOD
KODIAK SCIENCES INC
+$1.6M
300,000
清仓
AMLX
AMYLYX PHARMACEUTICALS INC
-$949.5K
0
-100%
减持
IPSC
CENTURY THERAPEUTICS INC
+$607.5K
1,221,555
-10%
增持
ARVN
ARVINAS INC
+$361.2K
2,985,190
+0%
清仓
—
CAREMAX INC
-$316.9K
0
-100%
增持
—
KEZAR LIFE SCIENCES INC
-$229.7K
5,026,000
+0%
建仓
—
CAREMAX INC
+$102.2K
21,200
