Avidity Partners Management LP
DALLAS TX · SEC CIK 0001791827
$9.36亿2026Q1 申报市值
52持仓数
80.6%前十大占比 · 第一大 38.6%
27 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DNTH 加仓+$1.81亿
ORKA 加仓+$5,053.27万
CATX 加仓+$3,586.82万
JBIO 加仓+$2,692.86万
ELVN 加仓+$2,652.98万
2026Q1 卖出最多 按季末市值估算
CGON 减仓-$1,243.63万
ALNY 清仓-$835.07万
MCK 清仓-$780.92万
A 清仓-$564.69万
PFE 清仓-$506.96万
2026Q1 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 | $3.61亿 | 38.62% | 4,208,368 | 2,104,184 | 100.0% | $1.81亿 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC | $8,931.94万 | 9.55% | 1,520,848 | 860,424 | 130.3% | $5,053.27万 | 加仓 |
| CGON | CG ONCOLOGY INC | $8,723.60万 | 9.32% | 1,288,948 | -183,751 | -12.5% | -$1,243.63万 | 减仓 |
| JBIO | JADE BIOSCIENCES INC | $5,385.72万 | 5.76% | 2,801,416 | 1,400,708 | 100.0% | $2,692.86万 | 加仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $4,882.35万 | 5.22% | 12,099,998 | 8,889,265 | 276.9% | $3,586.82万 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $3,217.20万 | 3.44% | 800,000 | 659,700 | 470.2% | $2,652.98万 | 加仓 |
| — | CONTEXT THERAPEUTICS INC | $2,489.14万 | 2.66% | 9,996,534 | 4,491,679 | 81.6% | $1,118.43万 | 加仓 |
| — | TEVA PHARM ADR | $2,057.10万 | 2.20% | 650,100 | 232,800 | 55.8% | $736.65万 | 加仓 |
| RGEN | REPLIGEN CORP | $1,837.09万 | 1.96% | 155,600 | 105,300 | 209.3% | $1,243.22万 | 加仓 |
| PVLA | PALVELLA THERAPEUTICS INC | $1,770.79万 | 1.89% | 140,000 | 120,700 | 625.4% | $1,526.67万 | 加仓 |
| AKTS | AKTIS ONCOLOGY INC | $1,716.83万 | 1.83% | 937,132 | 937,132 | — | $1,716.83万 | 新建仓 |
| MDT | MEDTRONIC INC | $1,676.20万 | 1.79% | 200,000 | 92,400 | 85.9% | $774.40万 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC | $1,483.82万 | 1.59% | 1,569,300 | 1,569,300 | — | $1,483.82万 | 新建仓 |
| — | IMMUNIC INC | $1,388.12万 | 1.48% | 7,369,352 | 2,669,941 | 56.8% | $502.92万 | 加仓 |
| DXCM | DEXCOM | $1,160.70万 | 1.24% | 190,000 | 190,000 | — | $1,160.70万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $826.27万 | 0.88% | 84,000 | 52,400 | 165.8% | $515.43万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORPORATION | $722.16万 | 0.77% | 120,000 | 5,500 | 4.8% | $33.10万 | 加仓 |
| TENX | TENAX THERAPEUTICS INC | $693.92万 | 0.74% | 481,868 | 481,868 | — | $693.92万 | 新建仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $643.67万 | 0.69% | 927,482 | 792,916 | 589.2% | $550.28万 | 加仓 |
| HUM | HUMANA INC | $591.10万 | 0.63% | 25,000 | 25,000 | — | $591.10万 | 新建仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $556.39万 | 0.59% | 498,780 | 292,704 | 142.0% | $326.51万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $540.42万 | 0.58% | 40,000 | 40,000 | — | $540.42万 | 新建仓 |
| — | SATELLOS BIOSCIENCE INC | $526.59万 | 0.56% | 775,538 | 775,538 | — | $526.59万 | 新建仓 |
| TEM | TEMPUS AI INC | $473.67万 | 0.51% | 90,000 | 90,000 | — | $473.67万 | 新建仓 |
| — | SCYNEXIS INC | $384.46万 | 0.41% | 4,163,320 | 2,081,660 | 100.0% | $192.23万 | 加仓 |
| ICLR | ICON PLC | $366.38万 | 0.39% | 32,000 | -1,100 | -3.3% | -$12.59万 | 减仓 |
| NTRA | NATERA INC | $365.54万 | 0.39% | 18,000 | 6,200 | 52.5% | $125.91万 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $343.56万 | 0.37% | 78,000 | 78,000 | — | $343.56万 | 新建仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $342.93万 | 0.37% | 230,000 | 230,000 | — | $342.93万 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC | $291.55万 | 0.31% | 125,000 | 125,000 | — | $291.55万 | 新建仓 |
| GMAB | GENMAB A/S -SP ADR | $266.75万 | 0.29% | 100,000 | 8,000 | 8.7% | $21.34万 | 加仓 |
| CORT | CORCEPT THERA | $260.49万 | 0.28% | 60,000 | 38,000 | 172.7% | $164.98万 | 加仓 |
| CNC | CENTENE CORP | $229.18万 | 0.24% | 70,000 | -49,400 | -41.4% | -$161.74万 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $197.25万 | 0.21% | 150,000 | 150,000 | — | $197.25万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC-A | $194.80万 | 0.21% | 400,000 | 400,000 | — | $194.80万 | 新建仓 |
| ODD | ODDITY TECH LTD-CL A | $193.90万 | 0.21% | 140,000 | 140,000 | — | $193.90万 | 新建仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $175.50万 | 0.19% | 300,000 | 300,000 | — | $175.50万 | 新建仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $175.10万 | 0.19% | 100,000 | 100,000 | — | $175.10万 | 新建仓 |
| KVUE | KENVUE INC ORD | $172.40万 | 0.18% | 100,000 | -132,800 | -57.0% | -$228.95万 | 减仓 |
| PODD | INSULET CORP | $172.14万 | 0.18% | 10,000 | 10,000 | — | $172.14万 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC | $166.97万 | 0.18% | 10,000 | 10,000 | — | $166.97万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $145.88万 | 0.16% | 15,000 | 15,000 | — | $145.88万 | 新建仓 |
| ABVX | ABIVAX SA-ADR | $111.35万 | 0.12% | 10,000 | 10,000 | — | $111.35万 | 新建仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $108.75万 | 0.12% | 250,000 | 250,000 | — | $108.75万 | 新建仓 |
| UNH | UNITEDHEALTH GRP | $102.82万 | 0.11% | 3,800 | -14,000 | -78.7% | -$378.83万 | 重新持有 |
| ABT | ABBOTT LABORATORIES | $90.79万 | 0.10% | 10,000 | 10,000 | — | $90.79万 | 新建仓 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUTIC | $76.13万 | 0.08% | 87,706 | 87,706 | — | $76.13万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $71.11万 | 0.08% | 10,000 | 10,000 | — | $71.11万 | 新建仓 |
| ACAD | ACADIA PHARM | $57.98万 | 0.06% | 25,934 | -80,966 | -75.7% | -$181.00万 | 减仓 |
| LEGN | LEGEND BIOTECH CORP | $35.28万 | 0.04% | 15,000 | 15,000 | — | $35.28万 | 新建仓 |
| SVRA | SAVARA INC | $26.20万 | 0.03% | 50,000 | 50,000 | — | $26.20万 | 新建仓 |
| TRVI | TREVI THERAPEUTICS INC | $17.11万 | 0.02% | 13,320 | 13,320 | — | $17.11万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -21,000 | -100.0% | -$835.07万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -9,520 | -100.0% | -$780.92万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -41,500 | -100.0% | -$564.69万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -203,600 | -100.0% | -$506.96万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -17,000 | -100.0% | -$389.16万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -6,700 | -100.0% | -$388.23万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -67,300 | -100.0% | -$342.42万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -11,600 | -100.0% | -$319.27万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -9,400 | -100.0% | -$317.49万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -17,700 | -100.0% | -$308.05万 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -8,100 | -100.0% | -$307.66万 | 清仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $0 | 0.00% | 0 | -169,000 | -100.0% | -$239.81万 | 清仓 |
| ITGR | INTEGER HLDGS CORP | $0 | 0.00% | 0 | -29,800 | -100.0% | -$233.72万 | 清仓 |
| HQY | HEALTHEQUITY INC | $0 | 0.00% | 0 | -16,900 | -100.0% | -$154.82万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -4,400 | -100.0% | -$99.18万 | 清仓 |