Avidity Partners Management LP — 13F holdings

Avidity Partners Management LP reported 45 holdings worth $624M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. DNTH Dianthus Therapeutics Inc — $205M (32.8%)
2. CGON CG ONCOLOGY INC — $99.4M (15.9%)
3. ORKA ORUKA THERAPEUTICS INC — $72.4M (11.6%)
4. JBIO JADE BIOSCIENCES INC — $37.8M (6.1%)
5. ELVN ENLIVEN THERAPEUTICS INC — $27.9M (4.5%)
6. CATX PERSPECTIVE THERAPEUTICS INC — $21.5M (3.4%)
7. AKTS AKTIS ONCOLOGY INC — $15.6M (2.5%)
8. PVLA PALVELLA THERAPEUTICS INC NE — $10.7M (1.7%)
9. MOBI MOBIA MED INC — $10.7M (1.7%)
10. RGEN REPLIGEN CORP — $10.6M (1.7%)