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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 94 项
建仓 20
增持 13
减持 37
清仓 24
方向
标的
Δ市值
现股数(环比)
清仓
CI
THE CIGNA GROUP
-$61.0M
0
-100%
清仓
ALNY
ALNYLAM PHARMACEUTICALS INC
-$53.9M
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$51.1M
87,400
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
REGN
REGENERON PHARMACEUTICALS
-$50.4M
0
-100%
减持
ARVN
ARVINAS INC
-$42.7M
1,497,000
-50%
建仓
HUM
HUMANA INC
+$41.1M
129,700
清仓
MRK
MERCK & CO INC
-$40.2M
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
-$36.2M
148,200
-40%
清仓
UTHR
UNITED THERAPEUTICS CORP DEL
-$35.0M
0
-100%
建仓
—
CENTESSA PHARMACEUTICALS PLC
+$34.1M
2,132,000
减持
AVTR
AVANTOR INC
-$33.5M
1,235,000
-60%
减持
ABBV
ABBVIE INC
-$27.9M
100,000
-64%
增持
EXAS
EXACT SCIENCES CORP
+$25.8M
588,000
+74%
建仓
KYMR
KYMERA THERAPEUTICS INC
+$23.7M
500,000
减持
GPCR
STRUCTURE THERAPEUTICS INC
-$23.3M
430,900
-60%
清仓
LNTH
LANTHEUS HLDGS INC
-$23.3M
0
-100%
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$22.5M
320,000
增持
CGON
CG ONCOLOGY INC
+$21.6M
1,656,000
+28%
清仓
PCVX
VAXCYTE INC
-$21.4M
0
-100%
减持
SNDX
SYNDAX PHARMACEUTICALS INC
-$21.2M
2,455,000
-26%
减持
IMVT
IMMUNOVANT INC
-$21.1M
99,000
-89%
减持
CGEM
CULLINAN THERAPEUTICS INC
-$20.1M
425,000
-73%
建仓
ORKA
ORUKA THERAPEUTICS INC
+$19.4M
790,926
增持
GKOS
GLAUKOS CORP
+$18.4M
344,900
+54%
建仓
—
TERNS PHARMACEUTICALS INC
+$17.8M
2,133,872
建仓
—
ASCENDIS PHARMA A/S
+$17.8M
119,000
清仓
JSPR
JASPER THERAPEUTICS INC
-$17.8M
0
-100%
清仓
LEGN
LEGEND BIOTECH CORP
-$17.6M
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$17.5M
0
-100%
建仓
BNTX
BIONTECH SE
+$17.2M
145,000
减持
—
ESTABLISHMENT LABS HLDGS INC
-$16.8M
169,000
-68%
清仓
—
ASTRAZENECA PLC
-$16.0M
0
-100%
增持
PHAT
PHATHOM PHARMACEUTICALS INC
+$15.9M
1,804,493
+11%
增持
CATX
PERSPECTIVE THERAPEUTICS INC
+$15.7M
3,444,002
+13%
建仓
ORIC
ORIC PHARMACEUTICALS INC
+$14.8M
1,447,119
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$14.6M
460,000
-6%
增持
INSM
INSMED INC
+$14.4M
592,000
+38%
建仓
ZTS
ZOETIS INC
+$13.9M
71,000
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$13.6M
263,000
减持
DXCM
DEXCOM INC
-$13.3M
240,000
-7%
减持
ACHC
ACADIA HEALTHCARE COMPANY IN
-$13.2M
985,000
-12%
减持
NTRA
NATERA INC
-$12.4M
556,400
-27%
减持
—
BLUEPRINT MEDICINES CORP
-$12.1M
315,000
-18%
减持
ILMN
ILLUMINA INC
-$11.8M
292,000
-39%
减持
INCY
INCYTE CORP
-$11.7M
308,110
-42%
减持
DHR
DANAHER CORPORATION
-$11.1M
95,000
-37%
减持
—
INTRA-CELLULAR THERAPIES INC
-$10.3M
233,000
-42%
减持
APGE
APOGEE THERAPEUTICS INC
-$10.1M
154,000
-68%
减持
—
JAZZ PHARMACEUTICALS PLC
-$10.1M
431,000
-21%
减持
RCKT
ROCKET PHARMACEUTICALS INC
-$9.8M
749,000
-32%
清仓
CRBP
CORBUS PHARMACEUTICALS HLDGS
-$9.8M
0
-100%
减持
JANX
JANUX THERAPEUTICS INC
-$9.7M
562,000
-33%
减持
SNY
SANOFI
-$9.5M
100,000
-68%
减持
BSX
BOSTON SCIENTIFIC CORP
-$9.5M
962,000
-18%
清仓
—
CYBIN INC
-$9.5M
0
-100%
减持
NGNE
NEUROGENE INC
-$8.6M
425,041
-42%
建仓
HELP
CYBIN INC
+$8.2M
918,000
增持
—
BIOHAVEN LTD
+$7.6M
465,000
+3%
减持
THC
TENET HEALTHCARE CORP
-$7.4M
253,000
-32%
增持
RVMD
REVOLUTION MEDICINES INC
+$6.5M
790,000
+5%
减持
—
SYROS PHARMACEUTICALS INC
-$6.4M
1,063,000
-36%
清仓
TYRA
TYRA BIOSCIENCES INC
-$6.0M
0
-100%
建仓
DYN
DYNE THERAPEUTICS INC
+$5.9M
165,000
减持
ARGX
ARGENX SE
-$5.3M
38,200
-37%
减持
PRVA
PRIVIA HEALTH GROUP INC
-$4.8M
466,800
-39%
清仓
PATH
UIPATH INC
-$4.6M
0
-100%
清仓
SYRE
SPYRE THERAPEUTICS INC
-$4.6M
0
-100%
清仓
—
IMMATICS N.V
-$4.6M
0
-100%
清仓
IONS
IONIS PHARMACEUTICALS INC
-$4.4M
0
-100%
减持
SGRY
SURGERY PARTNERS INC
-$4.4M
827,000
-37%
建仓
TMDX
TRANSMEDICS GROUP INC
+$4.3M
27,600
增持
IDYA
IDEAYA BIOSCIENCES INC
+$4.3M
1,373,000
+23%
增持
—
NEWAMSTERDAM PHARMA COMPANY
+$4.0M
889,700
+59%
清仓
—
ARCA BIOPHARMA INC
-$3.8M
0
-100%
清仓
NTLA
INTELLIA THERAPEUTICS INC
-$3.8M
0
-100%
清仓
COLL
COLLEGIUM PHARMACEUTICAL INC
-$3.8M
0
-100%
减持
—
IMMUNIC INC
+$3.8M
8,266,000
-7%
减持
AXSM
AXSOME THERAPEUTICS INC
-$3.7M
296,100
-21%
减持
RGNX
REGENXBIO INC
-$3.3M
1,132,564
-13%
建仓
—
UNIQURE NV
+$3.3M
673,618
清仓
—
AC IMMUNE SA
-$3.3M
0
-100%
增持
XENE
XENON PHARMACEUTICALS INC
+$2.8M
818,000
+8%
建仓
ANRO
ALTO NEUROSCIENCE INC
+$2.7M
240,000
增持
COGT
COGENT BIOSCIENCES INC
+$2.4M
1,001,000
+0%
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$2.3M
752,000
-22%
建仓
TIL
INSTIL BIO INC
+$2.0M
29,100
建仓
PRLD
PRELUDE THERAPEUTICS INC
+$1.8M
890,000
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.8M
68,600
-14%
清仓
—
WAVE LIFE SCIENCES LTD
-$1.7M
0
-100%
减持
KROS
KEROS THERAPEUTICS INC
+$1.3M
293,200
-15%
增持
EDIT
EDITAS MEDICINE INC
+$1.2M
1,465,000
+80%
建仓
—
BLUEBIRD BIO INC
+$847.4K
1,631,143
减持
CNTX
CONTEXT THERAPEUTICS INC
-$338.2K
7,417,155
-0%
清仓
—
NUVATION BIO INC
-$1.9K
0
-100%