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Avidity Partners Management LP
Avidity Partners Management LP is an SEC-registered investment adviser headquartered in Dallas, Texas. Founded in 2019, the firm specializes in investment management, primarily serving institutional clients. As of early 2025, it manages billions in client assets with a team of approximately 18 employees, the majority of whom are investment professionals.
Investment Strategy
Avidity Partners Management LP focuses on long and short investments primarily in the healthcare sector, leveraging fundamental research to identify opportunities in public equities. The firm aims to generate strong risk-adjusted returns by concentrating on sectors with high growth potential, significant innovation, and dynamic regulatory environments, deploying capital with a bottom-up stock selection approach tailored to healthcare and related industries.
Latest 13F Filing Activity
Avidity Partners Management LP filed their most recent 13F report on Jun 30, 2025 disclosing 53 equity positions and 1 options positions with a total 13F market value of $502M. The fund increased holdings in Natera Inc., Hinge Health Inc., CG Oncology Inc. among other positions. Avidity Partners Management LP reduced exposure to Unitedhealth Group Inc., Regeneron Pharmaceuticals, Humana Inc. among others.
Top Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGON | CG ONCOLOGY INC | 7.77% | $39.0M | 1,499,942 | $36.25 | $26.00 | +$15.0M |
B BSX | BOSTON SCIENTIFIC CORP | 6.89% | $34.6M | 321,800 | $49.29 | $107.41 | +$668.9K |
N NTRA | NATERA INC | 6.71% | $33.7M | 199,300 | $99.88 | $168.94 | +$16.8M |
D DNTH | DIANTHUS THERAPEUTICS INC | 6.47% | $32.5M | 1,742,902 | $22.91 | $18.63 | +$1.3M |
E EXAS | EXACT SCIENCES CORP | 3.76% | $18.9M | 355,000 | $53.40 | $53.14 | +$3.6M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SNDX | SYNDAX PHARMACEUTICALS INC | Sold | Call | $3.2M | 3,400 | $9.37 | $12.28 | -600 | -$1.7M |
Industry Allocation
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