Avidity Partners Management LP 13F: Quarter-over-Quarter Portfolio Changes
Avidity Partners Management LP reported a disclosed portfolio value of approximately $624.4 million in its latest SEC Form 13F-HR filing for Q2 2026, up 41.3% quarter on quarter. Over the quarter, the fund initiated 9 new positions, bought more shares in 9 holdings, trimmed 5 holdings, and exited 10 positions.
Avidity Partners Management LP's top buy was a new stake in Cg Oncology INC (CGON) , equal to 15.9% of the disclosed portfolio. Its top sell was Humana INC (HUM) . The fund exited the position completely after it had accounted for 1.3% of the previous portfolio.
New PositionsQ2 2026
Securities disclosed for the first time in Q2 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| CG ONCOLOGY INC | CGON | 15.9% | History → |
| MOBIA MED INC | MOBI | 1.7% | History → |
| SENSEONICS HLDGS INC | SENS | 1.5% | Holders → |
| NUVECTIS PHARMA INC | NVCT | 0.6% | Holders → |
| ALAMAR BIOSCIENCES INC | ALMR | 0.5% | Holders → |
| AVALYN PHARMACEUTICALS INC | AVLN | 0.3% | Holders → |
| KAILERA THERAPEUTICS INC | KLRA | 0.3% | Holders → |
| SCYNEXIS INC | SCYX | 0.2% | Holders → |
| EVOMMUNE INC | EVMN | 0.2% | Holders → |
Top BuysQ2 2026
The fund's top buys among existing positions in Q2 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| INSULET CORP | PODD | +0.2% | +140.0% | Holders → |
| STRUCTURE THERAPEUTICS INC | GPCR | +0.4% | +104.2% | Holders → |
| KARYOPHARM THERAPEUTICS INC | KPTI | +0.6% | +99.4% | Holders → |
| TEMPUS AI INC | TEM | +0.2% | +61.5% | Holders → |
| ENLIVEN THERAPEUTICS INC | ELVN | +0.7% | +37.5% | History → |
| BOSTON SCIENTIFIC CORP | BSX | +-0.2% | +33.3% | Holders → |
| JADE BIOSCIENCES INC | JBIO | +-1.7% | +21.4% | History → |
| PERSPECTIVE THERAPEUTICS INC | CATX | +-1.9% | +4.1% | History → |
| AKTIS ONCOLOGY INC | AKTS | +0.5% | +3.3% | History → |
Top SellsQ2 2026
The fund's top sells among positions it retained in Q2 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| PELOTON INTERACTIVE INC | PTON | -0.2% | 50.0% | Holders → |
| CORVUS PHARMACEUTICALS INC | CRVS | -0.2% | 30.4% | Holders → |
| MEDTRONIC PLC | MDT | -1.0% | 30.0% | Holders → |
| PHATHOM PHARMACEUTICALS INC | PHAT | -0.3% | 19.8% | Holders → |
| VIR BIOTECHNOLOGY INC | VIR | -0.6% | 16.1% | Holders → |
Full ExitsQ2 2026
Positions present in the prior 13F-HR filing that no longer appear in Q2 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| HUMANA INC | HUM | 1.3% |
| SCYNEXIS INC | SCYXEUR | 0.4% |
| ICON PUB LTD CO | ICLR | 0.4% |
| NATERA INC | NTRA | 0.4% |
| CORCEPT THERAPEUTICS INC | CORT | 0.3% |
| HIMS & HERS HEALTH INC | HIMS | 0.3% |
| ANTERIS TECHNOLOGIES GLOBAL CO | AVR | 0.2% |
| MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 0.2% |
| ARBUTUS BIOPHARMA CORP | ABUS | 0.1% |
| ACADIA PHARMACEUTICALS INC | ACAD | 0.1% |
Net Portfolio Value ChangeQ2 2026
- $0.4BPrior quarter
- $0.6BCurrent quarter
- +$0.2BNet delta
- +41.3%% change
Methodology & FAQ
How Avidity Partners Management LP Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for Avidity Partners Management LP: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description, including how confidential treatment filings are handled, is documented in the Methodology.
What stocks did Avidity Partners Management LP buy in Q2 2026?
In Q2 2026, Avidity Partners Management LP initiated 9 new positions (CG ONCOLOGY INC (CGON), MOBIA MED INC (MOBI), SENSEONICS HLDGS INC (SENS), NUVECTIS PHARMA INC (NVCT), ALAMAR BIOSCIENCES INC (ALMR), AVALYN PHARMACEUTICALS INC (AVLN), KAILERA THERAPEUTICS INC (KLRA), SCYNEXIS INC (SCYX), EVOMMUNE INC (EVMN)); bought more shares of INSULET CORP (PODD), STRUCTURE THERAPEUTICS INC (GPCR), KARYOPHARM THERAPEUTICS INC (KPTI), TEMPUS AI INC (TEM), ENLIVEN THERAPEUTICS INC (ELVN) (the largest 5 of 9 adds).
What stocks did Avidity Partners Management LP sell in Q2 2026?
In Q2 2026, Avidity Partners Management LP fully sold 10 positions (HUMANA INC (HUM), SCYNEXIS INC (SCYXEUR), ICON PUB LTD CO (ICLR), NATERA INC (NTRA), CORCEPT THERAPEUTICS INC (CORT), HIMS & HERS HEALTH INC (HIMS), ANTERIS TECHNOLOGIES GLOBAL CO (AVR), MOONLAKE IMMUNOTHERAPEUTICS (MLTX), ARBUTUS BIOPHARMA CORP (ABUS), ACADIA PHARMACEUTICALS INC (ACAD)); reduced holdings in PELOTON INTERACTIVE INC (PTON), CORVUS PHARMACEUTICALS INC (CRVS), MEDTRONIC PLC (MDT), PHATHOM PHARMACEUTICALS INC (PHAT), VIR BIOTECHNOLOGY INC (VIR).
Which positions did Avidity Partners Management LP initiate in Q2 2026?
Avidity Partners Management LP established 9 new positions in Q2 2026: CG ONCOLOGY INC (CGON, 15.9%), MOBIA MED INC (MOBI, 1.7%), SENSEONICS HLDGS INC (SENS, 1.5%), NUVECTIS PHARMA INC (NVCT, 0.6%), ALAMAR BIOSCIENCES INC (ALMR, 0.5%), AVALYN PHARMACEUTICALS INC (AVLN, 0.3%), KAILERA THERAPEUTICS INC (KLRA, 0.3%), SCYNEXIS INC (SCYX, 0.2%), EVOMMUNE INC (EVMN, 0.2%).
Which existing positions saw the largest allocation increases for Avidity Partners Management LP in Q2 2026?
Of 9 existing positions with share-count increases in Q2 2026, the largest were: INSULET CORP (PODD, +0.2% weight, +140.0% shares), STRUCTURE THERAPEUTICS INC (GPCR, +0.4% weight, +104.2% shares), KARYOPHARM THERAPEUTICS INC (KPTI, +0.6% weight, +99.4% shares), TEMPUS AI INC (TEM, +0.2% weight, +61.5% shares), ENLIVEN THERAPEUTICS INC (ELVN, +0.7% weight, +37.5% shares), BOSTON SCIENTIFIC CORP (BSX, +-0.2% weight, +33.3% shares), JADE BIOSCIENCES INC (JBIO, +-1.7% weight, +21.4% shares), PERSPECTIVE THERAPEUTICS INC (CATX, +-1.9% weight, +4.1% shares), AKTIS ONCOLOGY INC (AKTS, +0.5% weight, +3.3% shares).
Which positions did Avidity Partners Management LP fully exit in Q2 2026?
Avidity Partners Management LP fully exited 10 positions in Q2 2026: HUMANA INC (HUM, last-reported weight 1.3%), SCYNEXIS INC (SCYXEUR, last-reported weight 0.4%), ICON PUB LTD CO (ICLR, last-reported weight 0.4%), NATERA INC (NTRA, last-reported weight 0.4%), CORCEPT THERAPEUTICS INC (CORT, last-reported weight 0.3%), HIMS & HERS HEALTH INC (HIMS, last-reported weight 0.3%), ANTERIS TECHNOLOGIES GLOBAL CO (AVR, last-reported weight 0.2%), MOONLAKE IMMUNOTHERAPEUTICS (MLTX, last-reported weight 0.2%), ARBUTUS BIOPHARMA CORP (ABUS, last-reported weight 0.1%), ACADIA PHARMACEUTICALS INC (ACAD, last-reported weight 0.1%).
Which existing positions saw the largest allocation reductions for Avidity Partners Management LP in Q2 2026?
Of 5 existing positions with share-count reductions in Q2 2026, the largest were: PELOTON INTERACTIVE INC (PTON, -0.2% weight, -50.0% shares), CORVUS PHARMACEUTICALS INC (CRVS, -0.2% weight, -30.4% shares), MEDTRONIC PLC (MDT, -1.0% weight, -30.0% shares), PHATHOM PHARMACEUTICALS INC (PHAT, -0.3% weight, -19.8% shares), VIR BIOTECHNOLOGY INC (VIR, -0.6% weight, -16.1% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.