APM
Avidity Partners Management Portfolio holdings
AUM
$439M
1-Year Est. Return
34.53%
1 Year Est. Return
+34.53%
AUM
$499M
AUM Growth
+$13.9M
(+2.9%)
Holding
80
Top Buys
| 1 | +$16.7M | |
| 2 | +$14.7M | |
| 3 | +$13.5M | |
| 4 |
CG Oncology
CGON
|
+$13.5M |
| 5 |
Genmab
GMAB
|
+$13.4M |
Top Sells
| 1 | +$16.1M | |
| 2 | +$13.2M | |
| 3 | +$13.1M | |
| 4 |
Jazz Pharmaceuticals
JAZZ
|
+$9.93M |
| 5 |
Neurocrine Biosciences
NBIX
|
+$9.48M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Royalty Pharma
RPRX
$16.7B
| – | – |
-87,000
|
|
||
77
United Therapeutics
UTHR
$20.1B
| – | – |
-16,800
|
|
||
78
Vera Therapeutics
VERA
$1.81B
| – | – |
-91,000
|
|
||
79
State Street SPDR S&P Biotech ETF
XBI
$6.6B
| – | – |
-94,000
|
|
||
80
Lexeo Therapeutics
LXEO
$660M
| – | – |
-645,000
|
|