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Avidity Partners Management LP - Q42025 Holdings

Avidity Partners Management LP holds 39 stocks with a total portfolio value of $ 346.69M as of Q42025. In Q42025, Avidity Partners Management LP added 11 new positions, increased stakes in 5 stocks, reduced 19 holdings, and fully exited 15 positions. The largest holding is Dianthus Therapeutics Inc (DNTH), representing 25.01% of the total portfolio.

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