Avidity Partners Management LP: DIANTHUS THERAPEUTICS IN (DNTH): Quarterly 13F Position History
As of Q1 2026, Avidity Partners Management LP reported 2,104,184 shares of DIANTHUS THERAPEUTICS IN (DNTH), worth $184.7M and representing 41.8% of its 13F equity book. The position first appeared in Q3 2023 and has been disclosed across 11 13F-HR filings in Pactolio's tracked window.
- 2,104,184Shares Held (Latest Filing)
- $184.7MReported Market Value (Latest Filing)
- 41.8%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$98.0MQuarter-over-Quarter Value Change
- 3,204,184Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 11 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,104,184 | 0 | — | $184.7M | 41.8% | $87.8 |
| Q4 2025 | 2,104,184 | 1,100,000 | -34.3% | $86.7M | 25.0% | $41.2 |
| Q3 2025 | 3,204,184 | +1,461,282 | +83.8% | $126.1M | 28.7% | $39.4 |
| Q2 2025 | 1,742,902 | +22,000 | +1.3% | $32.5M | 6.5% | $18.6 |
| Q1 2025 | 1,720,902 | 1,152,098 | -40.1% | $31.2M | 6.4% | $18.1 |
| Q4 2024 | 2,873,000 | 44,231 | -1.5% | $62.6M | 6.2% | $21.8 |
| Q3 2024 | 2,917,231 | 0 | — | $79.9M | 4.1% | $27.4 |
| Q2 2024 | 2,917,231 | +199,677 | +7.3% | $75.5M | 3.2% | $25.9 |
| Q1 2024 | 2,717,554 | +1,500,000 | +123.2% | $81.5M | 2.9% | $30.0 |
| Q4 2023 | 1,217,554 | 0 | — | $12.7M | 0.5% | $10.4 |
| Q3 2023 | 1,217,554 | — | — | $16.6M | 0.7% | $13.7 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Avidity Partners Management LP first disclose a DNTH position in 13F-HR filings?
Avidity Partners Management LP first reported DIANTHUS THERAPEUTICS IN (DNTH) on its 13F-HR filing for the period ending 2023-09-30 (Q3 2023). The position has appeared on 11 reported quarters within Pactolio's tracked window.
What was Avidity Partners Management LP's most recent quarter-over-quarter share-count change in DNTH?
Avidity Partners Management LP held the same 2,104,184 shares of DNTH between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent Avidity Partners Management LP's cost basis in DNTH?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.