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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 91 项
建仓 18
增持 28
减持 25
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
—
INTRA-CELLULAR THERAPIES INC
-$253.6M
400,000
-67%
清仓
—
FUSION PHARMACEUTICALS INC
-$138.6M
0
-100%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$62.0M
0
-100%
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
LLY
ELI LILLY & CO
-$54.5M
0
-100%
清仓
CYTK
CYTOKINETICS INC
-$53.7M
0
-100%
清仓
—
ALPINE IMMUNE SCIENCES INC
-$46.6M
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
-$43.9M
1,170,100
-40%
增持
ARVN
ARVINAS INC
-$43.7M
2,987,845
+0%
清仓
CVS
CVS HEALTH CORP
-$43.5M
0
-100%
建仓
INCY
INCYTE CORP
+$32.1M
529,000
建仓
CATX
PERSPECTIVE THERAPEUTICS INC
+$30.3M
3,037,668
清仓
CRBU
CARIBOU BIOSCIENCES INC
-$29.7M
0
-100%
建仓
INSM
INSMED INC
+$28.8M
430,000
建仓
CGEM
CULLINAN THERAPEUTICS INC
+$27.2M
1,559,826
建仓
ARGX
ARGENX SE
+$26.0M
60,500
减持
MRK
MERCK & CO INC
-$26.0M
325,000
-35%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$23.0M
80,000
+119%
减持
CGON
CG ONCOLOGY INC
-$22.9M
1,296,225
-11%
增持
JANX
JANUX THERAPEUTICS INC
+$20.7M
840,219
+119%
减持
LEGN
LEGEND BIOTECH CORP
-$19.9M
398,000
-40%
增持
ISRG
INTUITIVE SURGICAL INC
+$18.8M
245,000
+8%
清仓
MCK
MCKESSON CORP
-$17.9M
0
-100%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$17.6M
222,000
-9%
建仓
GILD
GILEAD SCIENCES INC
+$17.5M
255,000
清仓
VERA
VERA THERAPEUTICS INC
-$16.5M
0
-100%
建仓
SNY
SANOFI
+$15.3M
315,000
减持
REGN
REGENERON PHARMACEUTICALS
-$15.0M
48,000
-29%
建仓
CNTX
CONTEXT THERAPEUTICS INC
+$14.9M
7,419,355
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$14.8M
110,000
-49%
建仓
EXAS
EXACT SCIENCES CORP
+$14.3M
338,500
增持
ILMN
ILLUMINA INC
-$13.8M
478,000
+3%
清仓
—
ASTRIA THERAPEUTICS INC
-$13.8M
0
-100%
减持
THC
TENET HEALTHCARE CORP
-$13.7M
372,000
-38%
增持
—
ESTABLISHMENT LABS HLDGS INC
+$12.7M
531,000
+136%
减持
—
JAZZ PHARMACEUTICALS PLC
-$12.2M
544,500
-7%
减持
SGRY
SURGERY PARTNERS INC
-$12.0M
1,306,477
-10%
减持
IMCR
IMMUNOCORE HLDGS PLC
-$11.8M
200,000
-30%
清仓
RDNT
RADNET INC
-$11.6M
0
-100%
增持
—
BIOHAVEN LTD
+$11.5M
450,000
+500%
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$11.1M
3,335,000
+38%
清仓
ACAD
ACADIA PHARMACEUTICALS INC
-$10.9M
0
-100%
减持
—
KARYOPHARM THERAPEUTICS INC
-$10.8M
2,018,500
-76%
减持
PRME
PRIME MEDICINE INC
-$10.4M
694,000
-65%
减持
COLL
COLLEGIUM PHARMACEUTICAL INC
-$10.3M
117,000
-68%
减持
—
AC IMMUNE SA
-$9.9M
825,000
-82%
建仓
CRBP
CORBUS PHARMACEUTICALS HLDGS
+$9.8M
215,600
减持
NTRA
NATERA INC
+$9.5M
766,500
-5%
增持
RVMD
REVOLUTION MEDICINES INC
+$8.8M
755,000
+19%
增持
IMVT
IMMUNOVANT INC
+$7.7M
908,000
+80%
减持
LNTH
LANTHEUS HLDGS INC
-$6.6M
290,000
-40%
增持
APGE
APOGEE THERAPEUTICS INC
-$6.4M
487,000
+27%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$6.4M
491,000
-8%
增持
ABBV
ABBVIE INC
+$6.3M
277,800
+22%
增持
DNTH
DIANTHUS THERAPEUTICS INC
-$6.0M
2,917,231
+7%
建仓
TYRA
TYRA BIOSCIENCES INC
+$6.0M
373,000
增持
COGT
COGENT BIOSCIENCES INC
+$5.4M
1,000,706
+125%
增持
—
ASTRAZENECA PLC
+$5.1M
205,000
+28%
清仓
IPSC
CENTURY THERAPEUTICS INC
-$5.1M
0
-100%
清仓
KYTX
KYVERNA THERAPEUTICS INC
-$5.0M
0
-100%
增持
DXCM
DEXCOM INC
+$4.8M
259,000
+46%
清仓
EBS
EMERGENT BIOSOLUTIONS INC
-$4.8M
0
-100%
建仓
PATH
UIPATH INC
+$4.6M
362,000
建仓
SYRE
SPYRE THERAPEUTICS INC
+$4.6M
195,000
建仓
—
IMMATICS N.V
+$4.6M
393,100
增持
JSPR
JASPER THERAPEUTICS INC
-$4.6M
782,000
+3%
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$4.1M
960,000
+3%
增持
IDYA
IDEAYA BIOSCIENCES INC
+$4.1M
1,117,000
+40%
减持
AXSM
AXSOME THERAPEUTICS INC
-$4.1M
376,000
-13%
增持
ACHC
ACADIA HEALTHCARE COMPANY IN
-$4.0M
1,120,000
+11%
增持
RCKT
ROCKET PHARMACEUTICALS INC
-$3.9M
1,100,000
+7%
建仓
—
ARCA BIOPHARMA INC
+$3.8M
1,000,000
建仓
EDIT
EDITAS MEDICINE INC
+$3.8M
816,000
建仓
NTLA
INTELLIA THERAPEUTICS INC
+$3.8M
170,000
清仓
ANTX
AN2 THERAPEUTICS INC
-$3.7M
0
-100%
减持
MIRM
MIRUM PHARMACEUTICALS INC
-$3.7M
731,104
-36%
增持
AVTR
AVANTOR INC
-$3.5M
3,086,000
+15%
清仓
DNA
GINKGO BIOWORKS HOLDINGS INC
-$3.5M
0
-100%
清仓
—
X4 PHARMACEUTICALS INC
-$3.4M
0
-100%
增持
NGNE
NEUROGENE INC
+$2.8M
727,537
+56%
清仓
PACB
PACIFIC BIOSCIENCES CALIF IN
-$2.5M
0
-100%
增持
KROS
KEROS THERAPEUTICS INC
+$1.8M
343,200
+64%
建仓
—
WAVE LIFE SCIENCES LTD
+$1.7M
350,000
减持
PHAT
PHATHOM PHARMACEUTICALS INC
-$1.7M
1,620,000
-7%
清仓
KOD
KODIAK SCIENCES INC
-$1.6M
0
-100%
增持
DHR
DANAHER CORPORATION
+$1.6M
150,000
+4%
增持
GPCR
STRUCTURE THERAPEUTICS INC
-$1.2M
1,075,000
+6%
减持
IONS
IONIS PHARMACEUTICALS INC
-$1.2M
93,000
-28%
增持
XENE
XENON PHARMACEUTICALS INC
-$1.2M
754,000
+6%
减持
—
BLUEPRINT MEDICINES CORP
+$869.4K
383,000
-10%
增持
—
NEWAMSTERDAM PHARMA COMPANY
-$489.6K
559,300
+18%
减持
—
NUVATION BIO INC
-$25.1K
12,136
-86%
