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 |
---|---|---|---|
GPCRStructure Therapeutics Inc
| 0.97% | $18.912M 430,900 shares@ $43.89 avg price | Decreased -59.91% |
NGNENeurogene Inc
| 0.91% | $17.835M 425,041 shares@ $41.96 avg price | Decreased -41.57% |
TERNTerns Pharmaceuticals Inc
| 0.91% | $17.796M 2.134M shares@ $8.34 avg price | New Position |
ASNDAscendis Pharma A S
| 0.91% | $17.768M 119,000 shares@ $149.31 avg price | New Position |
BNTXBiontech Se
| 0.88% | $17.222M 145,000 shares@ $118.77 avg price | New Position |
ITCIIntra-cellular Therapies Inc
| 0.87% | $17.049M 233,000 shares@ $73.17 avg price | Decreased -41.75% |
KROSKeros Therapeutics Inc
| 0.87% | $17.026M 293,200 shares@ $58.07 avg price | Decreased -14.56% |
DXCMDexcom Inc
| 0.83% | $16.09M 240,000 shares@ $67.04 avg price | Decreased -7.33% |
ORICOric Pharmaceuticals Inc
| 0.76% | $14.833M 1.447M shares@ $10.26 avg price | New Position |
NAMSNewamsterdam Pharma Company
| 0.76% | $14.769M 889,700 shares@ $16.6 avg price | Increased 59.08% |