Avidity Partners 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Avidity Partners disclosed 45 US equity positions worth $624.4m in its Q2 2026 13F filing. The largest position was DNTH at 32.8% of the reported book, followed by CGON and ORKA. Against the Q1 2026 filing, it opened 15 new positions, added to 11 and reduced 6 among the top 45 holdings.
What did Avidity Partners own in Q2 2026? Top 45 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 32.8% | $205.1m | 2,104,184 | 0% | held |
| 2 | CGON CG ONCOLOGY INC | Healthcare | 15.9% | $99.4m | 1,398,948 | 9% | added |
| 3 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 11.6% | $72.4m | 760,424 | 0% | held |
| 4 | JBIO JADE BIOSCIENCES INC | 6.1% | $37.8m | 1,700,708 | 21% | added | |
| 5 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 4.5% | $27.9m | 550,000 | 38% | added |
| 6 | CATX PERSPECTIVE THERAPEUTICS INC | 3.4% | $21.5m | 6,299,999 | 4% | added | |
| 7 | AKTS AKTIS ONCOLOGY INC | 2.5% | $15.6m | 484,200 | 3% | added | |
| 8 | PALVELLA THERAPEUTICS INC NE | 1.7% | $10.7m | 70,000 | 0% | held | |
| 9 | MOBIA MED INC | 1.7% | $10.7m | 798,282 | – | new | |
| 10 | RGEN REPLIGEN CORP | Healthcare | 1.7% | $10.6m | 77,800 | 0% | held |
| 11 | IMUX IMMUNIC INC | 1.6% | $10.3m | 669,941 | – | new | |
| 12 | SENS SENSEONICS HLDGS INC | 1.5% | $9.1m | 1,600,000 | – | new | |
| 13 | KPTI KARYOPHARM THERAPEUTICS INC | 1.4% | $9.0m | 924,487 | 99% | added | |
| 14 | TEVA TEVA PHARMACEUTICAL INDS LTD | Healthcare | 1.1% | $6.8m | 200,000 | -56% | reduced |
| 15 | DXCM DEXCOM INC | Healthcare | 1.1% | $6.7m | 100,000 | 11% | added |
| 16 | TEM TEMPUS AI INC | Healthcare | 1.0% | $6.1m | 105,000 | 320% | added |
| 17 | MDT MEDTRONIC PLC | Healthcare | 0.9% | $5.5m | 70,000 | -30% | reduced |
| 18 | VIR VIR BIOTECHNOLOGY INC | Healthcare | 0.8% | $5.3m | 519,300 | -45% | reduced |
| 19 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 0.8% | $5.3m | 98,000 | 227% | added |
| 20 | EHC ENCOMPASS HEALTH CORP | Healthcare | 0.7% | $4.2m | 42,000 | 0% | held |
| 21 | TENX TENAX THERAPEUTICS INC | 0.6% | $3.9m | 265,934 | 23% | added | |
| 22 | NVCT NUVECTIS PHARMA INC | 0.6% | $3.7m | 200,000 | – | new | |
| 23 | PODD INSULET CORP | Healthcare | 0.6% | $3.7m | 24,000 | – | new |
| 24 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 0.5% | $3.4m | 80,000 | 33% | added |
| 25 | MSLE SATELLOS BIOSCIENCE INC | 0.5% | $3.0m | 387,769 | 0% | held | |
| 26 | ALMR ALAMAR BIOSCIENCES INC | 0.5% | $3.0m | 110,000 | – | new | |
| 27 | CNTX CONTEXT THERAPEUTICS INC | 0.4% | $2.8m | 4,998,267 | 0% | held | |
| 28 | GILD GILEAD SCIENCES INC | Healthcare | 0.4% | $2.5m | 20,000 | 0% | held |
| 29 | CRL CHARLES RIV LABS INTL INC | Healthcare | 0.4% | $2.3m | 10,000 | – | new |
| 30 | PHAT PHATHOM PHARMACEUTICALS INC | 0.3% | $2.2m | 200,000 | -20% | reduced | |
| 31 | AVALYN PHARMACEUTICALS INC | 0.3% | $2.0m | 60,000 | – | new | |
| 32 | KAILERA THERAPEUTICS INC | 0.3% | $1.8m | 80,000 | – | new | |
| 33 | GMAB GENMAB A/S | Healthcare | 0.2% | $1.4m | 50,000 | 0% | held |
| 34 | NTLA INTELLIA THERAPEUTICS INC | Healthcare | 0.2% | $1.3m | 75,000 | 0% | held |
| 35 | CRVS CORVUS PHARMACEUTICALS INC | Healthcare | 0.2% | $1.2m | 80,000 | -30% | reduced |
| 36 | ODD ODDITY TECH LTD | Consumer Defensive | 0.2% | $1.1m | 70,000 | 0% | held |
| 37 | SCYX SCYNEXIS INC | 0.2% | $1.1m | 260,206 | – | new | |
| 38 | EVMN EVOMMUNE INC | 0.2% | $996.8k | 75,000 | – | new | |
| 39 | ABT ABBOTT LABORATORIES | Healthcare | 0.1% | $907.4k | 10,000 | – | new |
| 40 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 0.1% | $744.8k | 10,000 | – | new |
| 41 | PTON PELOTON INTERACTIVE INC | Consumer Cyclical | 0.1% | $591.0k | 100,000 | -50% | reduced |
| 42 | LEGN LEGEND BIOTECH CORP | Healthcare | 0.1% | $433.2k | 15,000 | – | new |
| 43 | BRIDGEBIO ONCOLOGY THERAPEUT | 0.1% | $334.2k | 43,853 | 0% | held | |
| 44 | SVRA SAVARA INC | Healthcare | 0.0% | $308.0k | 50,000 | – | new |
| 45 | TRVI TREVI THERAPEUTICS INC | Healthcare | 0.0% | $124.2k | 6,660 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.