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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
26Q1 调仓
2025-06-30 → 2026-03-31 · 共 78 项
建仓 23
增持 9
减持 13
清仓 33
方向
标的
Δ市值
现股数(环比)
增持
DNTH
DIANTHUS THERAPEUTICS INC
+$144.1M
2,104,184
+21%
减持
CGON
CG ONCOLOGY INC
+$48.2M
1,288,948
-14%
增持
ORKA
ORUKA THERAPEUTICS INC
+$33.4M
760,424
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。
+116%
减持
NTRA
NATERA INC
-$31.9M
9,000
-95%
减持
BSX
BOSTON SCIENTIFIC CORPORATION
-$30.8M
60,000
-81%
清仓
EXAS
EXACT SCIENCES CORP
-$18.9M
0
-100%
增持
CATX
PERSPECTIVE THERAPEUTICS INC
+$18.8M
6,049,999
+226%
清仓
THC
TENET HEALTHCARE CORP
-$18.7M
0
-100%
清仓
DHR
DANAHER CORPORATION
-$17.7M
0
-100%
清仓
HNGE
HINGE HEALTH INC
-$16.7M
0
-100%
增持
ELVN
ENLIVEN THERAPEUTICS INC
+$15.5M
400,000
+3440%
清仓
ISRG
INTUITIVE SURGIVAL INC
-$14.7M
0
-100%
减持
DXCM
DEXCOM
-$12.7M
90,000
-57%
减持
GMAB
GENMAB A/S -SP ADR
-$12.1M
50,000
-92%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$12.0M
0
-100%
清仓
MCK
MCKESSON CORP
-$9.9M
0
-100%
清仓
AXSM
AXSOME THERAPEUTICS INC
-$9.9M
0
-100%
清仓
COR
CENCORA INC
-$9.8M
0
-100%
清仓
HQY
HEALTHEQUITY INC
-$9.6M
0
-100%
减持
UNH
UNITEDHEALTH GRP
-$9.0M
3,800
-88%
建仓
PVLA
PALVELLA THERAPEUTICS INC
+$8.7M
70,000
建仓
—
MEDTRONIC INC
+$8.7M
100,000
建仓
VIR
VIR BIOTECHNOLOGY INC
+$8.5M
950,000
增持
JBIO
JADE BIOSCIENCES INC
+$8.4M
1,400,708
+24%
建仓
AKTS
AKTIS ONCOLOGY INC
+$8.4M
468,566
减持
CNTX
CONTEXT THERAPEUTICS INC
+$8.2M
4,998,267
-33%
减持
PHAT
PHATHOM PHARMACEUTICALS INC
-$7.4M
249,390
-77%
清仓
—
AKERO THERAPEUTICS INC
-$7.2M
0
-100%
清仓
OMDA
OMADA HEALTH INC
-$7.1M
0
-100%
清仓
BEAM
BEAM THERAPEUTICS INC
-$7.0M
0
-100%
减持
RVMD
REVOLUTION MEDICINES INC
-$7.0M
15,000
-93%
清仓
HUM
HUMANA INC
-$6.7M
0
-100%
清仓
OGN
ORGANON & CO
-$6.2M
0
-100%
清仓
BBIO
BRIDGEBIO PHARMA INC
-$6.0M
0
-100%
清仓
INSM
INSMED INC
-$5.9M
0
-100%
清仓
MDGL
MADRIGAL PHARMACEUTICALS INC
-$5.8M
0
-100%
清仓
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$5.6M
0
-100%
减持
EHC
ENCOMPASS HEALTH CORP
-$5.0M
42,000
-43%
清仓
SNDX
SYNDAX PHARMACEUTICALS INC
-$4.6M
0
-100%
减持
RGEN
REPLIGEN CORP
-$4.1M
77,800
-27%
清仓
ARQT
ARCUTIS BIOTHERAPEUTICS INC
-$3.8M
0
-100%
清仓
DOCS
DOXIMITY INC
-$3.7M
0
-100%
增持
—
IMMUNIC INC
+$3.5M
6,699,411
+19%
建仓
TENX
TENAX THERAPEUTICS INC
+$3.5M
215,934
清仓
XENE
XENON PHARMACEUTICALS INC
-$3.4M
0
-100%
清仓
—
VERONA PHARMA PLC
-$3.2M
0
-100%
清仓
—
UNIQURE NV
-$2.9M
0
-100%
清仓
APGE
APOGEE THERAPEUTICS INC
-$2.8M
0
-100%
建仓
GILD
GILEAD SCIENCES INC
+$2.8M
20,000
清仓
—
SOLENO THERAPEUTICS INC
-$2.7M
0
-100%
清仓
CAH
CARDINAL HEALTH INC
-$2.5M
0
-100%
清仓
SPRY
ARS PHARMACEUTICALS INC
-$2.4M
0
-100%
清仓
—
KEZAR LIFE SCIENCES INC
-$2.3M
0
-100%
建仓
CNC
CENTENE CORP
+$2.3M
70,000
建仓
MSLE
SATELLOS BIOSCIENCE INC
+$2.2M
387,769
增持
KPTI
KARYOPHARM THERAPEUTICS INC
+$2.0M
463,741
+245%
减持
TEVA
TEVA PHARM ADR
+$2.0M
450,100
-35%
清仓
ARVN
ARVINAS INC
-$1.8M
0
-100%
建仓
—
ICON PLC
+$1.8M
16,000
建仓
KVUE
KENVUE INC ORD
+$1.7M
100,000
建仓
CRVS
CORVUS PHARMACEUTICALS INC
+$1.7M
115,000
建仓
HIMS
HIMS & HERS HEALTH INC
+$1.6M
75,000
建仓
GPCR
STRUCTURE THERAPEUTICS INC
+$1.4M
30,000
减持
NTLA
INTELLIA THERAPEUTICS INC
-$1.2M
75,000
-68%
建仓
CORT
CORCEPT THERA
+$1.2M
30,000
建仓
TEM
TEMPUS AI INC
+$1.1M
25,000
建仓
ABVX
ABIVAX SA-ADR
+$1.1M
10,000
增持
—
SCYNEXIS INC
+$1.1M
2,081,660
+69%
建仓
—
ODDITY TECH LTD-CL A
+$936.6K
70,000
增持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-$908.8K
50,000
+28%
建仓
PTON
PELOTON INTERACTIVE INC-A
+$858.0K
200,000
建仓
AVR
ANTERIS TECHNOLOGIES GLOBAL
+$832.5K
150,000
建仓
ABUS
ARBUTUS BIOPHARMA CORP
+$562.5K
125,000
清仓
ALT
ALTIMMUNE INC
-$406.4K
0
-100%
建仓
BBOT
BRIDGEBIO ONCOLOGY THERAPEUTIC
+$392.5K
43,853
建仓
ACAD
ACADIA PHARM
+$288.6K
12,967
建仓
TRVI
TREVI THERAPEUTICS INC
+$79.5K
6,660
清仓
—
REVIVA PHARMACEUTICALS HOLDING
-$52.6K
0
-100%