Avidity Partners Management LP Portfolio Holdings by Sector

Avidity Partners Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Biotechnology \| Healthcare JANX IDYA JAZZ MIRM ARVN KYMR SNDX CNTA 31 stocks	$421,621 47.64% of portfolio	7	22	4	-	1 Calls 0 Puts
Diagnostics & Research \| Healthcare NTRA EXAS TMO DHR ILMN 5 stocks	$122,550 13.85% of portfolio	1	4	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare BSX GKOS DXCM TMDX BRKR HYPR 6 stocks	$113,731 12.85% of portfolio	3	2	1	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare ACHC THC SGRY 3 stocks	$54,267 6.13% of portfolio	-	3	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH HUM 2 stocks	$52,981 5.99% of portfolio	-	2	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare NBIX ITCI SCYX 3 stocks	$39,598 4.47% of portfolio	-	3	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$33,823 3.82% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV BMY 2 stocks	$26,500 2.99% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials AVTR 1 stocks	$19,953 2.25% of portfolio	-	1	-	-	0 Calls 0 Puts

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