Delmer Dee Raibourn III
@Avidity Partners Management Lp
Latest period2024 - Q3ReportedManaged Assets$1.96BTotal holdings81
Assets growth rate-16.7%Assets growth rate (2-Q avg)-20.41%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Avidity Partners Management Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 81 positions.
Assets under management
The assets under management (AUM) of Avidity Partners Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.96B in assets, with a quarterly growth rate of -16.7% and a 2-quarter average growth rate of -20.41%. The portfolio is managed by Delmer Dee Raibourn III, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BSXBoston Scientific Corp
| 4.12% | $80.616M 962,000 shares@ $83.8 avg price | Decreased -17.78% |
DNTHDianthus Therapeutics Inc
| 4.08% | $79.874M 2.917M shares@ $27.39 avg price | |
ISRGIntuitive Surgical Inc
| 3.72% | $72.806M 148,200 shares@ $491.27 avg price | Decreased -39.51% |
NTRANatera Inc
| 3.61% | $70.635M 556,400 shares@ $126.95 avg price | Decreased -27.41% |
CGONCg Oncology Inc
| 3.19% | $62.481M 1.656M shares@ $37.73 avg price | Increased 27.76% |
ACHCAcadia Healthcare Company In
| 3.19% | $62.459M 985,000 shares@ $63.41 avg price | Decreased -12.05% |
NBIXNeurocrine Biosciences Inc
| 2.71% | $53.001M 460,000 shares@ $115.22 avg price | Decreased -6.31% |
UNHUnitedhealth Group Inc
| 2.61% | $51.101M 87,400 shares@ $584.68 avg price | New Position |
JAZZJazz Pharmaceuticals Plc
| 2.45% | $48.018M 431,000 shares@ $111.41 avg price | Decreased -20.84% |
SNDXSyndax Pharmaceuticals Inc
| 2.42% | $47.259M 2.455M shares@ $19.25 avg price | Decreased -26.38% |