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Avidity Partners Management LP - Portfolio Stock Holdings

Avidity Partners Management LP disclosed 54 stock positions in a recent SEC 13F filing. $624,441,478 of stock holdings were filed, with the largest holdings including DNTH, CGON, and ORKA. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $1,059,191,006 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

54

Est. Stock Holding Value:

$624,441,478

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Avidity Partners Management LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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