Avidity Partners Management LP — ORUKA THERAPEUTICS INC ORKA: Quarterly 13F Position History
Avidity Partners Management LP has reported ORUKA THERAPEUTICS INC (ORKA) on 7 13F-HR filings in Pactolio's tracked window, first appearing in Q3 2024. As of Q1 2026, the position is sized at 760,424 shares ($52.0M market value, 11.77% of the equity book). Quarter-over-quarter share count change: + 100,000 (+15.1%) .
- 760,424Shares Held (Latest Filing)
- $52.0MReported Market Value (Latest Filing)
- 11.77%Portfolio Weight (% of 13F Equity Book)
- +100,000Quarter-over-Quarter Share Change
- +$32.0MQuarter-over-Quarter Value Change
- 790,926Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 7 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 760,424 | +100,000 | +15.1% | $52.0M | 11.77% | $68.41 |
| Q4 2025 | 660,424 | 0 | — | $20.0M | 5.77% | $30.31 |
| Q3 2025 | 660,424 | +308,300 | +87.6% | $12.7M | 2.89% | $19.23 |
| Q2 2025 | 352,124 | 0 | — | $3.9M | 0.79% | $11.21 |
| Q1 2025 | 352,124 | 0 | — | $3.6M | 0.75% | $10.26 |
| Q4 2024 | 352,124 | 438,802 | -55.5% | $6.8M | 0.68% | $19.39 |
| Q3 2024 | 790,926 | — | — | $19.4M | 0.99% | $24.51 |
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 ORKA position in 13F-HR filings?
Avidity Partners Management LP first reported ORUKA THERAPEUTICS INC (ORKA) on its 13F-HR filing for the period ending 2024-09-30 (Q3 2024). The position has appeared on 7 reported quarters within Pactolio's tracked window.
What was Avidity Partners Management LP's most recent quarter-over-quarter share-count change in ORKA?
Between Q4 2025 and Q1 2026, Avidity Partners Management LP added 100,000 shares of ORKA (+15.1%), bringing the total reported position to 760,424 shares at a market value of $52.0M.
Does the implied price-per-share represent Avidity Partners Management LP's cost basis in ORKA?
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.