Avidity Partners Management LP: ORUKA THERAPEUTICS INC (ORKA): Quarterly 13F Position History
As of Q2 2026, Avidity Partners Management LP reported 760,424 shares of ORUKA THERAPEUTICS INC (ORKA), worth $72.4M and representing 11.6% of its 13F equity book. The position first appeared in Q3 2024 and has been disclosed across 8 13F-HR filings in Pactolio's tracked window.
- 760,424Shares Held (Latest Filing)
- $72.4MReported Market Value (Latest Filing)
- 11.6%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$20.3MQuarter-over-Quarter Value Change
- 790,926Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 760,424 | 0 | – | $72.4M | 11.6% | $95.2 |
| Q1 2026 | 760,424 | +100,000 | +15.1% | $52.0M | 11.8% | $68.4 |
| Q4 2025 | 660,424 | 0 | – | $20.0M | 5.8% | $30.3 |
| Q3 2025 | 660,424 | +308,300 | +87.6% | $12.7M | 2.9% | $19.2 |
| Q2 2025 | 352,124 | 0 | – | $3.9M | 0.8% | $11.2 |
| Q1 2025 | 352,124 | 0 | – | $3.6M | 0.7% | $10.3 |
| Q4 2024 | 352,124 | 438,802 | -55.5% | $6.8M | 0.7% | $19.4 |
| Q3 2024 | 790,926 | – | – | $19.4M | 1.0% | $24.5 |
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 rather than 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 8 reported quarters within Pactolio's tracked window.
What was Avidity Partners Management LP's most recent quarter-over-quarter share-count change in ORKA?
Avidity Partners Management LP held the same 760,424 shares of ORKA between Q1 2026 and Q2 2026, so the reported share count was unchanged quarter-over-quarter.
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.