Avidity Partners Management LP
DALLAS TX · SEC CIK 0001791827
$6.24亿2026Q2 申报市值
45持仓数
81.9%前十大占比 · 第一大 32.8%
8 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MOBIA MED INC 新建仓+$1,069.70万
IMUX 新建仓+$1,029.70万
SENSEONICS HLDGS 新建仓+$908.80万
CGON 加仓+$781.55万
NVCT 新建仓+$367.80万
2026Q2 卖出最多 按季末市值估算
DNTH 减仓-$2.05亿
ORKA 减仓-$7,236.96万
JBIO 减仓-$2,445.77万
CATX 减仓-$1,977.80万
SCYNEXIS INC 减仓-$1,588.57万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DNTH | DIANTHUS THERAPEUTICS INC | $2.05亿 | 32.85% | 2,104,184 | -2,104,184 | -50.0% | -$2.05亿 | 减仓 |
| CGON | CG ONCOLOGY INC | $9,939.53万 | 15.92% | 1,398,948 | 110,000 | 8.5% | $781.55万 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC | $7,236.96万 | 11.59% | 760,424 | -760,424 | -50.0% | -$7,236.96万 | 减仓 |
| JBIO | JADE BIOSCIENCES INC | $3,778.97万 | 6.05% | 1,700,708 | -1,100,708 | -39.3% | -$2,445.77万 | 减仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $2,791.25万 | 4.47% | 550,000 | -250,000 | -31.2% | -$1,268.75万 | 减仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $2,148.30万 | 3.44% | 6,299,999 | -5,799,999 | -47.9% | -$1,977.80万 | 减仓 |
| AKTS | AKTIS ONCOLOGY INC | $1,560.58万 | 2.50% | 484,200 | -452,932 | -48.3% | -$1,459.80万 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $1,069.74万 | 1.71% | 70,000 | -70,000 | -50.0% | -$1,069.74万 | 减仓 |
| — | MOBIA MED INC | $1,069.70万 | 1.71% | 798,282 | 798,282 | — | $1,069.70万 | 新建仓 |
| RGEN | REPLIGEN CORP | $1,061.50万 | 1.70% | 77,800 | -77,800 | -50.0% | -$1,061.50万 | 减仓 |
| IMUX | IMMUNIC INC | $1,029.70万 | 1.65% | 669,941 | 669,941 | — | $1,029.70万 | 新建仓 |
| — | SENSEONICS HLDGS INC | $908.80万 | 1.46% | 1,600,000 | 1,600,000 | — | $908.80万 | 新建仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $903.22万 | 1.45% | 924,487 | -2,995 | -0.3% | -$2.93万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $677.60万 | 1.09% | 200,000 | -450,100 | -69.2% | -$1,524.94万 | 减仓 |
| DXCM | DEXCOM INC | $673.50万 | 1.08% | 100,000 | -90,000 | -47.4% | -$606.15万 | 减仓 |
| TEM | TEMPUS AI INC | $608.26万 | 0.97% | 105,000 | 15,000 | 16.7% | $86.89万 | 加仓 |
| MDT | MEDTRONIC PLC | $547.61万 | 0.88% | 70,000 | -130,000 | -65.0% | -$1,016.99万 | 减仓 |
| VIR | VIR BIOTECHNOLOGY INC | $529.17万 | 0.85% | 519,300 | -1,050,000 | -66.9% | -$1,069.95万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $525.97万 | 0.84% | 98,000 | 20,000 | 25.6% | $107.34万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $424.54万 | 0.68% | 42,000 | -42,000 | -50.0% | -$424.54万 | 减仓 |
| TENX | TENAX THERAPEUTICS INC | $386.93万 | 0.62% | 265,934 | -215,934 | -44.8% | -$314.18万 | 减仓 |
| NVCT | NUVECTIS PHARMA INC | $367.80万 | 0.59% | 200,000 | 200,000 | — | $367.80万 | 新建仓 |
| PODD | INSULET CORP | $365.40万 | 0.59% | 24,000 | 14,000 | 140.0% | $213.15万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $341.44万 | 0.55% | 80,000 | -40,000 | -33.3% | -$170.72万 | 减仓 |
| — | SATELLOS BIOSCIENCE INC | $301.49万 | 0.48% | 387,769 | -387,769 | -50.0% | -$301.49万 | 减仓 |
| ALMR | ALAMAR BIOSCIENCES INC | $297.99万 | 0.48% | 110,000 | 110,000 | — | $297.99万 | 新建仓 |
| — | CONTEXT THERAPEUTICS INC | $276.85万 | 0.44% | 4,998,267 | -4,998,267 | -50.0% | -$276.85万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $252.68万 | 0.40% | 20,000 | -20,000 | -50.0% | -$252.68万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $226.79万 | 0.36% | 10,000 | 0 | 0.0% | — | 不变 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $217.00万 | 0.35% | 200,000 | -298,780 | -59.9% | -$324.18万 | 减仓 |
| AVLN | AVALYN PHARMACEUTICALS INC | $197.52万 | 0.32% | 60,000 | 60,000 | — | $197.52万 | 新建仓 |
| KLRA | KAILERA THERAPEUTICS INC | $176.24万 | 0.28% | 80,000 | 80,000 | — | $176.24万 | 新建仓 |
| GMAB | GENMAB A/S | $137.35万 | 0.22% | 50,000 | -50,000 | -50.0% | -$137.35万 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $126.90万 | 0.20% | 75,000 | -75,000 | -50.0% | -$126.90万 | 减仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $119.52万 | 0.19% | 80,000 | -150,000 | -65.2% | -$224.10万 | 减仓 |
| ODD | ODDITY TECH LTD | $105.91万 | 0.17% | 70,000 | -70,000 | -50.0% | -$105.91万 | 减仓 |
| — | SCYNEXIS INC | $105.90万 | 0.17% | 260,206 | -3,903,114 | -93.8% | -$1,588.57万 | 减仓 |
| EVMN | EVOMMUNE INC | $99.67万 | 0.16% | 75,000 | 75,000 | — | $99.67万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $90.74万 | 0.15% | 10,000 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC | $74.48万 | 0.12% | 10,000 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $59.10万 | 0.09% | 100,000 | -300,000 | -75.0% | -$177.30万 | 减仓 |
| LEGN | LEGEND BIOTECH CORP | $43.32万 | 0.07% | 15,000 | 0 | 0.0% | — | 不变 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $33.42万 | 0.05% | 43,853 | -43,853 | -50.0% | -$33.42万 | 减仓 |
| SVRA | SAVARA INC | $30.80万 | 0.05% | 50,000 | 0 | 0.0% | — | 不变 |
| TRVI | TREVI THERAPEUTICS INC | $12.42万 | 0.02% | 6,660 | -6,660 | -50.0% | -$12.42万 | 减仓 |
| — | IMMUNIC INC | $0 | 0.00% | 0 | -7,369,352 | -100.0% | -$1,388.12万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$591.10万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -32,000 | -100.0% | -$366.38万 | 清仓 |
| NTRA | NATERA INC | $0 | 0.00% | 0 | -18,000 | -100.0% | -$365.54万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -125,000 | -100.0% | -$291.55万 | 清仓 |
| CORT | CORCEPT THERA | $0 | 0.00% | 0 | -60,000 | -100.0% | -$260.49万 | 清仓 |
| CNC | CENTENE CORP | $0 | 0.00% | 0 | -70,000 | -100.0% | -$229.18万 | 清仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $0 | 0.00% | 0 | -300,000 | -100.0% | -$175.50万 | 清仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $0 | 0.00% | 0 | -100,000 | -100.0% | -$175.10万 | 清仓 |
| KVUE | KENVUE INC ORD | $0 | 0.00% | 0 | -100,000 | -100.0% | -$172.40万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$145.88万 | 清仓 |
| ABVX | ABIVAX SA-ADR | $0 | 0.00% | 0 | -10,000 | -100.0% | -$111.35万 | 清仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $0 | 0.00% | 0 | -250,000 | -100.0% | -$108.75万 | 清仓 |
| UNH | UNITEDHEALTH GRP | $0 | 0.00% | 0 | -3,800 | -100.0% | -$102.82万 | 清仓 |
| ACAD | ACADIA PHARM | $0 | 0.00% | 0 | -25,934 | -100.0% | -$57.98万 | 清仓 |