Avidity Partners Management LP
Annual return '25
+30.1%
SPY '25
+17.7%
Alpha
+12.3ptsvs SPY
Invested
$441.9M
Holdings
46
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DNTH
DIANTHUS THERAPEUTICS INC
Held since at least Q1 2024
41.8%
02
$ORKA
ORUKA THERAPEUTICS INC
Held since at least Q1 2024
11.8%
03
$JBIO
JADE BIOSCIENCES INC
Held since at least Q1 2024
7.7%
04
$CATX
PERSPECTIVE THERAPEUTICS INC
Held since at least Q1 2024
5.3%
05
$ELVN
ENLIVEN THERAPEUTICS INC
Held since at least Q1 2024
3.7%
06
$CNTX
CONTEXT THERAPEUTICS INC
Held since at least Q1 2024
2.7%
07
$RGEN
REPLIGEN CORP
Held since at least Q1 2024
2.1%
08
$PVLA
PALVELLA THERAPEUTICS INC NE
Held since at least Q1 2024
2.0%
09
$AKTS
AKTIS ONCOLOGY INC
Held since at least Q1 2024
2.0%
10
$MDT
MEDTRONIC PLC
Held since at least Q1 2024
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:34 UTC.