Avidity Partners Management LP 13F 持仓 · 2026年Q2
Avidity Partners Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 45 只证券，申报市值合计 6.24 亿美元。前几大持仓：DNTH（32.85%）、CGON（15.92%）、ORKA（11.59%）。本季前 25 大持仓中：新建仓 5 只、增持 10 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DNTH | DIANTHUS THERAPEUTICS INC | $205.1M | 32.85% | 2.1M | 持平 |
| 2 | CGON | CG ONCOLOGY INC | $99.4M | 15.92% | 1.4M | 增持 |
| 3 | ORKA | ORUKA THERAPEUTICS INC | $72.4M | 11.59% | 760,424 | 持平 |
| 4 | JBIO | JADE BIOSCIENCES INC | $37.8M | 6.05% | 1.7M | 增持 |
| 5 | ELVN | ENLIVEN THERAPEUTICS INC | $27.9M | 4.47% | 550,000 | 增持 |
| 6 | CATX | PERSPECTIVE THERAPEUTICS INC | $21.5M | 3.44% | 6.3M | 增持 |
| 7 | AKTS | AKTIS ONCOLOGY INC | $15.6M | 2.50% | 484,200 | 增持 |
| 8 | MOBI | MOBIA MED INC | $10.7M | 1.71% | 798,282 | 新建仓 |
| 9 | PVLA | PALVELLA THERAPEUTICS INC NE | $10.7M | 1.71% | 70,000 | 持平 |
| 10 | RGEN | REPLIGEN CORP | $10.6M | 1.70% | 77,800 | 持平 |
| 11 | IMUX | IMMUNIC INC | $10.3M | 1.65% | 669,941 | 新建仓 |
| 12 | SENS | SENSEONICS HLDGS INC | $9.1M | 1.46% | 1.6M | 新建仓 |
| 13 | KPTI | KARYOPHARM THERAPEUTICS INC | $9.0M | 1.45% | 924,487 | 增持 |
| 14 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $6.8M | 1.09% | 200,000 | 减持 |
| 15 | DXCM | DEXCOM INC | $6.7M | 1.08% | 100,000 | 减持 |
| 16 | TEM | TEMPUS AI INC | $6.1M | 0.97% | 105,000 | 增持 |
| 17 | MDT | MEDTRONIC PLC | $5.5M | 0.88% | 70,000 | 减持 |
| 18 | VIR | VIR BIOTECHNOLOGY INC | $5.3M | 0.85% | 519,300 | 减持 |
| 19 | GPCR | STRUCTURE THERAPEUTICS INC | $5.3M | 0.84% | 98,000 | 增持 |
| 20 | EHC | ENCOMPASS HEALTH CORP | $4.2M | 0.68% | 42,000 | 持平 |
| 21 | TENX | TENAX THERAPEUTICS INC | $3.9M | 0.62% | 265,934 | 减持 |
| 22 | NVCT | NUVECTIS PHARMA INC | $3.7M | 0.59% | 200,000 | 新建仓 |
| 23 | PODD | INSULET CORP | $3.7M | 0.59% | 24,000 | 增持 |
| 24 | BSX | BOSTON SCIENTIFIC CORP | $3.4M | 0.55% | 80,000 | 增持 |
| 25 | ALMR | ALAMAR BIOSCIENCES INC | $3.0M | 0.48% | 110,000 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR