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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 79 项
建仓 21
增持 4
减持 35
清仓 19
方向
标的
Δ市值
现股数(环比)
清仓
ISRG
INTUITIVE SURGICAL INC
-$33.8M
0
-100%
减持
JANX
JANUX THERAPEUTICS INC
-$32.8M
258,000
-65%
减持
DNTH
DIANTHUS THERAPEUTICS INC
-$31.4M
1,720,902
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。
-40%
减持
ARVN
ARVINAS INC
-$31.3M
1,163,162
-43%
清仓
ACHC
ACADIA HEALTHCARE COMPANY IN
-$26.1M
0
-100%
减持
MIRM
MIRUM PHARMACEUTICALS INC
-$25.7M
40,000
-94%
减持
IDYA
IDEAYA BIOSCIENCES INC
-$21.7M
445,000
-61%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$20.6M
85,700
-61%
清仓
KYMR
KYMERA THERAPEUTICS INC
-$20.1M
0
-100%
增持
HUM
HUMANA INC
+$20.0M
161,000
+80%
减持
—
JAZZ PHARMACEUTICALS PLC
-$18.9M
80,000
-66%
减持
EXAS
EXACT SCIENCES CORP
-$18.6M
353,000
-41%
减持
NTRA
NATERA INC
-$18.6M
119,200
-47%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$15.5M
15,500
-65%
清仓
ILMN
ILLUMINA INC
-$14.7M
0
-100%
清仓
ABBV
ABBVIE INC
-$14.3M
0
-100%
建仓
BEAM
BEAM THERAPEUTICS INC
+$13.9M
709,517
清仓
RCKT
ROCKET PHARMACEUTICALS INC
-$13.2M
0
-100%
减持
AVTR
AVANTOR INC
-$12.6M
453,000
-52%
减持
DXCM
DEXCOM INC
-$12.4M
180,000
-43%
减持
GKOS
GLAUKOS CORP
-$12.3M
134,000
-21%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$12.2M
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
-$12.1M
336,000
-35%
清仓
TMDX
TRANSMEDICS GROUP INC
-$12.0M
0
-100%
减持
RVMD
REVOLUTION MEDICINES INC
-$12.0M
213,000
-52%
减持
—
CENTESSA PHARMACEUTICALS PLC
-$11.9M
529,000
-55%
建仓
COR
CENCORA INC
+$10.9M
39,300
减持
XENE
XENON PHARMACEUTICALS INC
-$10.9M
229,000
-52%
清仓
SGRY
SURGERY PARTNERS INC
-$10.9M
0
-100%
清仓
ORIC
ORIC PHARMACEUTICALS INC
-$10.2M
0
-100%
增持
REGN
REGENERON PHARMACEUTICALS
+$10.1M
25,400
+202%
减持
—
BLUEPRINT MEDICINES CORP
-$9.3M
68,500
-61%
清仓
INCY
INCYTE CORP
-$9.0M
0
-100%
清仓
—
ASCENDIS PHARMA A/S
-$8.5M
0
-100%
建仓
GMAB
GENMAB A/S
+$8.5M
433,100
清仓
—
INTRA-CELLULAR THERAPIES INC
-$8.1M
0
-100%
建仓
OGN
ORGANON & CO
+$8.0M
535,000
减持
INSM
INSMED INC
-$7.9M
107,000
-54%
减持
—
NEWAMSTERDAM PHARMA COMPANY
-$7.7M
68,000
-81%
建仓
XBI
SPDR SER TR
+$7.6M
94,000
减持
THC
TENET HEALTHCARE CORP
-$7.6M
72,000
-47%
减持
CGON
CG ONCOLOGY INC
-$7.5M
980,942
-11%
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$7.4M
481,000
建仓
DOCS
DOXIMITY INC
+$7.1M
122,500
减持
AXSM
AXSOME THERAPEUTICS INC
-$6.9M
77,000
-59%
建仓
HQY
HEALTHEQUITY INC
+$6.9M
78,000
减持
PHAT
PHATHOM PHARMACEUTICALS INC
-$6.3M
800,000
-42%
减持
DHR
DANAHER CORPORATION
-$6.3M
44,500
-34%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$5.2M
16,800
减持
—
BIOHAVEN LTD
-$4.8M
145,000
-35%
减持
CATX
PERSPECTIVE THERAPEUTICS INC
-$3.9M
2,197,270
-18%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.9M
50,500
-16%
减持
SNDX
SYNDAX PHARMACEUTICALS INC
-$3.6M
1,325,000
-12%
清仓
KROS
KEROS THERAPEUTICS INC
-$3.3M
0
-100%
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$3.1M
322,100
-8%
减持
—
IMMUNIC INC
-$3.1M
4,454,408
-44%
建仓
ACAD
ACADIA PHARMACEUTICALS INC
+$2.8M
169,000
建仓
—
ROYALTY PHARMA PLC
+$2.7M
87,000
建仓
BBIO
BRIDGEBIO PHARMA INC
+$2.6M
75,000
建仓
—
SOLENO THERAPEUTICS INC
+$2.3M
32,000
建仓
CAPR
CAPRICOR THERAPEUTICS INC
+$2.3M
239,000
清仓
DYN
DYNE THERAPEUTICS INC
-$2.3M
0
-100%
减持
RGNX
REGENXBIO INC
-$2.3M
260,000
-51%
清仓
COGT
COGENT BIOSCIENCES INC
-$2.2M
0
-100%
建仓
LXEO
LEXEO THERAPEUTICS INC
+$2.2M
645,000
减持
VERA
VERA THERAPEUTICS INC
-$2.0M
91,000
-9%
建仓
IONS
IONIS PHARMACEUTICALS INC
+$1.8M
60,000
清仓
NMRA
NEUMORA THERAPEUTICS INC.
-$1.6M
0
-100%
清仓
—
KARYOPHARM THERAPEUTICS INC
-$1.4M
0
-100%
建仓
—
AGILON HEALTH INC
+$1.3M
305,100
减持
HYPR
HYPERFINE INC
-$886.5K
222,174
-81%
建仓
PCVX
VAXCYTE INC
+$868.5K
23,000
清仓
—
BLUEBIRD BIO INC
-$680.2K
0
-100%
建仓
KPTI
KARYOPHARM THERAPEUTICS INC
+$503.3K
134,566
增持
—
UNIQURE NV
-$356.8K
336,200
+51%
增持
BRKR
BRUKER CORP
+$327.4K
115,000
+51%
建仓
ELVN
ENLIVEN THERAPEUTICS INC
+$222.4K
11,300
建仓
—
REVIVA PHARMACEUTCLS HLDGS I
+$131.6K
138,000
减持
—
AKERO THERAPEUTICS INC
+$26.1K
57,000
-30%