0001791827-23-000004.txt : 20230814 0001791827-23-000004.hdr.sgml : 20230814 20230814162652 ACCESSION NUMBER: 0001791827-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Avidity Partners Management LP CENTRAL INDEX KEY: 0001791827 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20028 FILM NUMBER: 231170810 BUSINESS ADDRESS: STREET 1: 2828 N HARWOOD STREET STREET 2: SUITE 1220 CITY: DALLAS STATE: TX ZIP: 75201 BUSINESS PHONE: 214-550-1822 MAIL ADDRESS: STREET 1: 2828 N HARWOOD STREET STREET 2: SUITE 1220 CITY: DALLAS STATE: TX ZIP: 75201 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001791827 XXXXXXXX 06-30-2023 06-30-2023 Avidity Partners Management LP
2828 N HARWOOD STREET SUITE 1220 DALLAS TX 75201
13F HOLDINGS REPORT 028-20028 000304628 801-118809 N
Delmer Dee Raibourn III Chief Compliance Officer 214-550-1934 /s/ Delmer Dee Raibourn III Dallas TX 08-14-2023 0 93 2863157697 false
INFORMATION TABLE 2 xml.xml INFORMATION TABLE 2SEVENTY BIO INC COMMON STOCK 901384107 13581040 1342000 SH SOLE 0 1342000 0 0 89BIO INC COM 282559103 9974825 526376 SH SOLE 0 526376 0 0 ABBVIE INC COM 00287Y109 69844032 518400 SH SOLE 0 518400 0 0 AC IMMUNE SA SHS H00263105 8579187 2903278 SH SOLE 0 2903278 0 0 ACADIA HEALTHCARE COMPANY IN COM 00404A109 43802000 550000 SH SOLE 0 550000 0 0 ACELYRIN INC COM 00445A100 15675000 750000 SH SOLE 0 750000 0 0 AKERO THERAPEUTICS INC COM 00973Y108 47857250 1025000 SH SOLE 0 1025000 0 0 ALPHATEC HLDGS INC COM NEW 02081G201 7066140 393000 SH SOLE 0 393000 0 0 ALPINE IMMUNE SCIENCES INC COM 02083G100 10881380 1058500 SH SOLE 0 1058500 0 0 ALTIMMUNE INC COM NEW 02155H200 4144573 1174100 SH SOLE 0 1174100 0 0 AMERISOURCEBERGEN CORP COM 03073E105 57729000 300000 SH SOLE 0 300000 0 0 AMYLYX PHARMACEUTICALS INC COM 03237H101 19443198 901400 SH SOLE 0 901400 0 0 AN2 THERAPEUTICS INC COM 037326105 5586200 657200 SH SOLE 0 657200 0 0 APELLIS PHARMACEUTICALS INC COM 03753U106 42698570 468700 SH SOLE 0 468700 0 0 ARGENX SE SPONSORED ADR 04016X101 71827239 184300 SH SOLE 0 184300 0 0 ARROWHEAD PHARMACEUTICALS IN COM 04280A100 32985500 925000 SH SOLE 0 925000 0 0 ARTERIS INC COM 04302A104 514910 75500 SH SOLE 0 75500 0 0 ARVINAS INC COM 04335A105 68830551 2773189 SH SOLE 0 2773189 0 0 AXONICS INC COM 05465P101 19163459 379700 SH SOLE 0 379700 0 0 AXSOME THERAPEUTICS INC COM 05464T104 39163700 545000 SH SOLE 0 545000 0 0 BAUSCH HEALTH COS INC COM 071734107 1720800 215100 SH SOLE 0 215100 0 0 BAXTER INTL INC COM 071813109 27550132 604700 SH SOLE 0 604700 0 0 BECTON DICKINSON & CO COM 075887109 105089181 398050 SH SOLE 0 398050 0 0 BIO RAD LABS INC CL A 090572207 57853712 152600 SH SOLE 0 152600 0 0 BIOGEN INC COM 09062X103 49563900 174000 SH SOLE 0 174000 0 0 BIOHAVEN LTD COM G1110E107 31694000 1325000 SH SOLE 0 1325000 0 0 BLUEPRINT MEDICINES CORP COM 09627Y109 26228000 415000 SH SOLE 0 415000 0 0 BOSTON SCIENTIFIC CORP COM 101137107 42498513 785700 SH SOLE 0 785700 0 0 CAREMAX INC COM CL A 14171W103 1977960 636000 SH SOLE 0 636000 0 0 CARIBOU BIOSCIENCES INC COM 142038108 11724050 2758600 SH SOLE 0 2758600 0 0 CENTURY THERAPEUTICS INC COM 15673T100 3510444 1110900 SH SOLE 0 1110900 0 0 CEREVEL THERAPEUTICS HLDNG I COM 15678U128 15933148 501200 SH SOLE 0 501200 0 0 COLLEGIUM PHARMACEUTICAL INC COM 19459J104 7609609 354100 SH SOLE 0 354100 0 0 COMPASS THERAPEUTICS INC COM 20454B104 5152236 1620200 SH SOLE 0 1620200 0 0 CUREVAC N V COM N2451R105 44806000 4300000 SH SOLE 0 4300000 0 0 DENALI THERAPEUTICS INC COM 24823R105 8344012 282752 SH SOLE 0 282752 0 0 EDITAS MEDICINE INC COM 28106W103 24690000 3000000 SH SOLE 0 3000000 0 0 EXSCIENTIA PLC ADS 30223G102 755392 127600 SH SOLE 0 127600 0 0 FUSION PHARMACEUTICALS INC COM 36118A100 26619000 5700000 SH SOLE 0 5700000 0 0 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 84928296 1045400 SH SOLE 0 1045400 0 0 GRITSTONE BIO INC COM 39868T105 5392725 2765500 SH SOLE 0 2765500 0 0 HYPERFINE INC COM CL A 44916K106 2554583 1188178 SH SOLE 0 1188178 0 0 IDEAYA BIOSCIENCES INC COM 45166A102 70163950 2985700 SH SOLE 0 2985700 0 0 IMMUNOCORE HLDGS PLC ADS 45258D105 34477000 575000 SH SOLE 0 575000 0 0 IMMUNOGEN INC COM 45253H101 37698486 1997800 SH SOLE 0 1997800 0 0 IMMUNOVANT INC COM 45258J102 39552450 2085000 SH SOLE 0 2085000 0 0 INARI MED INC COM 45332Y109 10174500 175000 SH SOLE 0 175000 0 0 INTELLIA THERAPEUTICS INC COM 45826J105 16142967 395855 SH SOLE 0 395855 0 0 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 87123389 702778 SH SOLE 0 702778 0 0 KARUNA THERAPEUTICS INC COM 48576A100 95891070 442200 SH SOLE 0 442200 0 0 KARYOPHARM THERAPEUTICS INC COM 48576U106 14982479 8370100 SH SOLE 0 8370100 0 0 KEZAR LIFE SCIENCES INC COM 49372L100 14896000 6080000 SH SOLE 0 6080000 0 0 LANTHEUS HLDGS INC COM 516544103 20568792 245100 SH SOLE 0 245100 0 0 LEGEND BIOTECH CORP SPONSORED ADS 52490G102 55148067 798900 SH SOLE 0 798900 0 0 LILLY ELI & CO COM 532457108 62374340 133000 SH SOLE 0 133000 0 0 MCKESSON CORP COM 58155Q103 43243772 101200 SH SOLE 0 101200 0 0 MERSANA THERAPEUTICS INC COM 59045L106 12469100 3790000 SH SOLE 0 3790000 0 0 MINERALYS THERAPEUTICS INC COM 603170101 13072235 766700 SH SOLE 0 766700 0 0 MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104 20400000 400000 SH SOLE 0 400000 0 0 NANOSTRING TECHNOLOGIES INC COM 63009R109 10936620 2700400 SH SOLE 0 2700400 0 0 NATERA INC COM 632307104 21064914 432900 SH SOLE 0 432900 0 0 NEUROCRINE BIOSCIENCES INC COM 64125C109 62739299 665316 SH SOLE 0 665316 0 0 NUVATION BIO INC *W EXP 07/07/202 67080N119 14978 90560 SH SOLE 0 90560 0 0 PACIFIC BIOSCIENCES CALIF IN COM 69404D108 57687420 4337400 SH SOLE 0 4337400 0 0 PFIZER INC COM 717081103 40988690 1117467 SH SOLE 0 1117467 0 0 PHATHOM PHARMACEUTICALS INC COM 71722W107 27919704 1949700 SH SOLE 0 1949700 0 0 PLIANT THERAPEUTICS INC COM 729139105 16608792 916600 SH SOLE 0 916600 0 0 POINT BIOPHARMA GLOBAL INC COM 730541109 15146508 1671800 SH SOLE 0 1671800 0 0 PRIVIA HEALTH GROUP INC COM 74276R102 28193735 1079806 SH SOLE 0 1079806 0 0 PROTHENA CORP PLC SHS G72800108 36529800 535000 SH SOLE 0 535000 0 0 REGENERON PHARMACEUTICALS COM 75886F107 17819792 24800 SH SOLE 0 24800 0 0 REVOLUTION MEDICINES INC COM 76155X100 28756250 1075000 SH SOLE 0 1075000 0 0 ROCKET PHARMACEUTICALS INC COM 77313F106 26347620 1326000 SH SOLE 0 1326000 0 0 ROIVANT SCIENCES LTD SHS G76279101 17010000 1687500 SH SOLE 0 1687500 0 0 SAREPTA THERAPEUTICS INC COM 803607100 34069700 297500 SH SOLE 0 297500 0 0 SCHRODINGER INC COM 80810D103 13723008 274900 SH SOLE 0 274900 0 0 SCYNEXIS INC COM NEW 811292200 5129265 1738734 SH SOLE 0 1738734 0 0 SIMULATIONS PLUS INC COM 829214105 1988847 45900 SH SOLE 0 45900 0 0 STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106 1571346 37800 SH SOLE 0 37800 0 0 SURGERY PARTNERS INC COM 86881A100 69959450 1555000 SH SOLE 0 1555000 0 0 SYNDAX PHARMACEUTICALS INC COM 87164F105 60110960 2872000 SH SOLE 0 2872000 0 0 SYROS PHARMACEUTICALS INC COM NEW 87184Q206 4611707 1464034 SH SOLE 0 1464034 0 0 TENET HEALTHCARE CORP COM NEW 88033G407 80606890 990500 SH SOLE 0 990500 0 0 ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 41549291 900700 SH SOLE 0 900700 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 58390677 370100 SH SOLE 0 370100 0 0 VAXCYTE INC COM 92243G108 43697500 875000 SH SOLE 0 875000 0 0 VENTYX BIOSCIENCES INC COM 92332V107 22714000 692500 SH SOLE 0 692500 0 0 VERONA PHARMA PLC SPONSORED ADS 925050106 20178130 954500 SH SOLE 0 954500 0 0 VERVE THERAPEUTICS INC COM 92539P101 16473750 878600 SH SOLE 0 878600 0 0 VIR BIOTECHNOLOGY INC COM 92764N102 34955250 1425000 SH SOLE 0 1425000 0 0 XENON PHARMACEUTICALS INC COM 98420N105 18530050 481300 SH SOLE 0 481300 0 0 ZENTALIS PHARMACEUTICALS INC COM 98943L107 65842140 2334000 SH SOLE 0 2334000 0 0 ZOETIS INC CL A 98978V103 37369570 217000 SH SOLE 0 217000 0 0