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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 84 项
建仓 6
增持 7
减持 46
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
ISRG
INTUITIVE SURGICAL INC
-$39.0M
64,800
-56%
减持
CATX
PERSPECTIVE THERAPEUTICS INC
-$37.4M
2,694,600
-22%
减持
ACHC
ACADIA HEALTHCARE COMPANY IN
-$36.4M
658,000
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。
-33%
减持
NTRA
NATERA INC
-$35.2M
223,800
-60%
减持
BSX
BOSTON SCIENTIFIC CORP
-$34.6M
515,000
-46%
减持
CGON
CG ONCOLOGY INC
-$31.0M
1,097,800
-34%
减持
SNDX
SYNDAX PHARMACEUTICALS INC
-$27.4M
1,500,000
-39%
减持
INSM
INSMED INC
-$27.1M
232,800
-61%
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$27.0M
352,000
-53%
减持
THC
TENET HEALTHCARE CORP
-$24.8M
137,000
-46%
减持
ILMN
ILLUMINA INC
-$23.4M
109,700
-62%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$22.9M
220,400
-52%
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$22.5M
0
-100%
减持
NMRA
NEUMORA THERAPEUTICS INC.
-$22.2M
150,000
-92%
减持
PHAT
PHATHOM PHARMACEUTICALS INC
-$21.3M
1,390,100
-23%
减持
UNH
UNITEDHEALTH GROUP INC
-$20.7M
60,000
-31%
清仓
ARGX
ARGENX SE
-$20.7M
0
-100%
减持
GKOS
GLAUKOS CORP
-$19.4M
170,000
-51%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$19.2M
44,600
-35%
减持
—
JAZZ PHARMACEUTICALS PLC
-$19.1M
234,500
-46%
清仓
GPCR
STRUCTURE THERAPEUTICS INC
-$18.9M
0
-100%
减持
HUM
HUMANA INC
-$18.5M
89,200
-31%
清仓
NGNE
NEUROGENE INC
-$17.8M
0
-100%
清仓
—
TERNS PHARMACEUTICALS INC
-$17.8M
0
-100%
减持
DNTH
DIANTHUS THERAPEUTICS INC
-$17.2M
2,873,000
-2%
清仓
BNTX
BIONTECH SE
-$17.2M
0
-100%
减持
RVMD
REVOLUTION MEDICINES INC
-$16.3M
446,200
-44%
减持
SGRY
SURGERY PARTNERS INC
-$15.8M
514,200
-38%
减持
—
BIOHAVEN LTD
-$14.9M
222,900
-52%
减持
—
CENTESSA PHARMACEUTICALS PLC
-$14.6M
1,165,800
-45%
减持
IDYA
IDEAYA BIOSCIENCES INC
-$14.5M
1,126,700
-18%
增持
JANX
JANUX THERAPEUTICS INC
+$14.2M
741,900
+32%
清仓
ZTS
ZOETIS INC
-$13.9M
0
-100%
减持
—
BLUEPRINT MEDICINES CORP
-$13.7M
176,600
-44%
减持
KROS
KEROS THERAPEUTICS INC
-$13.7M
210,000
-28%
减持
XENE
XENON PHARMACEUTICALS INC
-$13.6M
474,000
-42%
清仓
IMNM
IMMUNOME INC
-$12.8M
0
-100%
减持
ORKA
ORUKA THERAPEUTICS INC
-$12.6M
352,124
-55%
减持
AVTR
AVANTOR INC
-$12.0M
947,000
-23%
减持
INCY
INCYTE CORP
-$11.4M
129,600
-58%
减持
DHR
DANAHER CORPORATION
-$11.0M
67,000
-29%
减持
AXSM
AXSOME THERAPEUTICS INC
-$10.7M
188,000
-37%
减持
—
ASCENDIS PHARMA A/S
-$9.2M
62,000
-48%
清仓
APGE
APOGEE THERAPEUTICS INC
-$9.0M
0
-100%
减持
—
INTRA-CELLULAR THERAPIES INC
-$8.9M
97,000
-58%
增持
DXCM
DEXCOM INC
+$8.6M
318,000
+33%
减持
COGT
COGENT BIOSCIENCES INC
-$8.6M
287,104
-71%
清仓
PRVA
PRIVIA HEALTH GROUP INC
-$8.5M
0
-100%
清仓
HELP
CYBIN INC
-$8.2M
0
-100%
减持
RGNX
REGENXBIO INC
-$7.8M
532,000
-53%
增持
TMDX
TRANSMEDICS GROUP INC
+$7.7M
192,400
+597%
清仓
—
ESTABLISHMENT LABS HLDGS INC
-$7.3M
0
-100%
清仓
CGEM
CULLINAN THERAPEUTICS INC
-$7.1M
0
-100%
增持
CNTX
CONTEXT THERAPEUTICS INC
-$6.7M
7,477,200
+1%
清仓
IMCR
IMMUNOCORE HLDGS PLC
-$6.2M
0
-100%
增持
EXAS
EXACT SCIENCES CORP
-$6.2M
603,011
+3%
建仓
REGN
REGENERON PHARMACEUTICALS
+$6.0M
8,400
清仓
SNY
SANOFI
-$5.8M
0
-100%
减持
—
IMMUNIC INC
-$5.7M
7,966,400
-4%
减持
—
NEWAMSTERDAM PHARMA COMPANY
-$5.7M
354,000
-60%
减持
ABBV
ABBVIE INC
-$5.4M
80,700
-19%
清仓
EDIT
EDITAS MEDICINE INC
-$5.0M
0
-100%
减持
ORIC
ORIC PHARMACEUTICALS INC
-$4.6M
1,265,200
-13%
建仓
BRKR
BRUKER CORP
+$4.5M
76,300
建仓
VERA
VERA THERAPEUTICS INC
+$4.2M
100,000
清仓
—
KEZAR LIFE SCIENCES INC
-$3.9M
0
-100%
减持
DYN
DYNE THERAPEUTICS INC
-$3.7M
96,000
-42%
建仓
—
KEZAR LIFE SCIENCES INC
+$3.4M
502,600
清仓
IMVT
IMMUNOVANT INC
-$2.8M
0
-100%
清仓
ANRO
ALTO NEUROSCIENCE INC
-$2.7M
0
-100%
清仓
PRME
PRIME MEDICINE INC
-$2.7M
0
-100%
增持
ARVN
ARVINAS INC
+$2.6M
2,058,000
+37%
清仓
—
SYROS PHARMACEUTICALS INC
-$2.3M
0
-100%
建仓
—
AKERO THERAPEUTICS INC
+$2.3M
82,000
清仓
TIL
INSTIL BIO INC
-$2.0M
0
-100%
清仓
PRLD
PRELUDE THERAPEUTICS INC
-$1.8M
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.4M
215,000
-18%
减持
MIRM
MIRUM PHARMACEUTICALS INC
-$965.7K
666,200
-9%
清仓
—
BLUEBIRD BIO INC
-$847.4K
0
-100%
建仓
—
BLUEBIRD BIO INC
+$680.2K
81,555
减持
—
SCYNEXIS INC
-$671.6K
1,228,910
-15%
减持
—
UNIQURE NV
+$599.6K
222,000
-67%
增持
RCKT
ROCKET PHARMACEUTICALS INC
-$594.0K
1,053,300
+41%
清仓
—
CAREMAX INC
-$36.0K
0
-100%