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 |
---|---|---|---|
CNTXContext Therapeutics Inc
| 0.75% | $14.538M 7.417M shares@ $1.97 avg price | Decreased -0.02% |
ZTSZoetis Inc
| 0.71% | $13.872M 71,000 shares@ $195.38 avg price | New Position |
RCKTRocket Pharmaceuticals Inc
| 0.71% | $13.834M 749,000 shares@ $18.47 avg price | Decreased -31.9% |
IMUXImmunic Inc
| 0.7% | $13.639M 8.266M shares@ $1.65 avg price | Decreased -7.15% |
BMYBristol-myers Squibb Co
| 0.7% | $13.608M 263,000 shares@ $51.74 avg price | New Position |
IMNMImmunome Inc
| 0.66% | $12.776M 873,891 shares@ $14.62 avg price | |
RGNXRegenxbio Inc
| 0.61% | $11.881M 1.133M shares@ $10.49 avg price | Decreased -12.88% |
COGTCogent Biosciences Inc
| 0.56% | $10.811M 1.001M shares@ $10.8 avg price | Increased 0.03% |
APGEApogee Therapeutics Inc
| 0.47% | $9.046M 154,000 shares@ $58.74 avg price | Decreased -68.37% |
PRVAPrivia Health Group Inc
| 0.44% | $8.5M 466,800 shares@ $18.21 avg price | Decreased -38.91% |