Avidity Partners Management LP - Portfolio Stock Holdings

Avidity Partners Management LP disclosed 60 stock positions in a recent SEC 13F filing. $560,623,540 of stock holdings were filed, with the largest holdings including DNTH, CGON, and IMUX. This filing represented positions held on March 31, 2026, and was filed on May 13, 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.