Filer Name: AVIDITY PARTNERS MANAGEMENT LP
CIK: 1791827
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 63
Portfolio Value: $1.00B

Avidity Partners Management Lp Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DNTH US DIANTHUS THERAPEUTICS INC 2,873,000 $63M 6.15% -1.5% -
BSX US BOSTON SCIENTIFIC CORP 515,000 $46M 4.52% -46.5% -
JANX US JANUX THERAPEUTICS INC 741,900 $40M 3.90% 32.0% -
NTRA US NATERA INC 223,800 $35M 3.48% -59.8% -
EXAS US EXACT SCIENCES CORP 603,011 $34M 3.33% 2.6% -
ISRG US INTUITIVE SURGICAL INC 64,800 $34M 3.32% -56.3% -
CGON US CG ONCOLOGY INC 1,097,800 $31M 3.09% -33.7% -
UNH US UNITEDHEALTH GROUP INC 60,000 $30M 2.98% -31.4% -
NBIX US NEUROCRINE BIOSCIENCES INC 220,400 $30M 2.95% -52.1% -
JAZZ US JAZZ PHARMACEUTICALS PLC 234,500 $29M 2.84% -45.6% -
IDYA US IDEAYA BIOSCIENCES INC 1,126,700 $29M 2.84% -17.9% -
MIRM US MIRUM PHARMACEUTICALS INC 666,200 $28M 2.71% -8.9% -
ACHC US ACADIA HEALTHCARE CO INC 658,000 $26M 2.56% -33.2% -
ARVN US ARVINAS INC 1,358,000 $26M 2.56% -53.2% -
GKOS US GLAUKOS CORP 170,000 $25M 2.50% -50.7% -
DXCM US DEXCOM INC 318,000 $25M 2.43% 32.5% -
TMO US THERMO FISHER SCIENTIFIC INC 44,600 $23M 2.28% -35.0% -
HUM US HUMANA INC 89,200 $23M 2.22% -31.2% -
KYMR US KYMERA THERAPEUTICS INC 500,000 $20M 1.98% - -
AVTR US AVANTOR INC 947,000 $20M 1.96% -23.3% -
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