Avidity Partners Management’s Incyte INCY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-129,600	Closed	-$8.95M	–	73
2024 Q4	$8.95M	Sell	129,600 -178,510	-58%	-$12.3M	0.88%	40
2024 Q3	$20.4M	Sell	308,110 -220,890	-42%	-$14.6M	1.04%	38
2024 Q2	$32.1M	Buy	+529,000	New	+$32.1M	1.36%	27