Avoro Capital Advisors LLC 13F holdings
Avoro Capital Advisors LLC reported 26 positions with a total reported value of $11.1B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: UTHR UNITED THERAPEUTICS CORP (13.5%), ASND ASCENDIS PHARMA (12.2%), KRYS KRYSTAL BIOTECH INC (9.6%), MDGL MADRIGAL PHARMACEUTICALS INC (8.8%), ARGX ARGENX SE (8.3%). Against 2026-03-31 it opened 2 new positions and exited 6. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| UTHR UNITED THERAPEUTICS CORP | 2,777,777 | $1.5B | 13.5% |
| ASND ASCENDIS PHARMA | 5,111,111 | $1.4B | 12.2% |
| KRYS KRYSTAL BIOTECH INC | 2,888,888 | $1.1B | 9.6% |
| MDGL MADRIGAL PHARMACEUTICALS INC | 1,833,333 | $984.4M | 8.8% |
| ARGX ARGENX SE | 1,000,000 | $927.8M | 8.3% |
| ARWR ARROWHEAD PHARMACEUTICALS INC | 11,355,555 | $925.6M | 8.3% |
| KYMR KYMERA THERAPEUTICS INC | 7,474,747 | $857.1M | 7.7% |
| RVMD REVOLUTION MEDICINES INC | 2,297,000 | $430.2M | 3.9% |
| CYTK CYTOKINETICS INC | 4,999,999 | $425.9M | 3.8% |
| CELC CELCUITY INC | 3,400,000 | $355.7M | 3.2% |
| GPCR STRUCTURE THERAPEUTICS INC | 6,555,555 | $351.8M | 3.2% |
| XENE XENON PHARMACEUTICALS INC | 5,777,777 | $348.7M | 3.1% |
| DFTX DEFINIUM THERAPEUTICS INC | 7,188,888 | $338.2M | 3.0% |
| QURE UNIQURE NV | 6,727,777 | $309.9M | 2.8% |
| VERA VERA THERAPEUTICS INC | 5,723,888 | $245.6M | 2.2% |
| TSHA TAYSHA GENE THERAPIES INC | 23,888,888 | $162.7M | 1.5% |
| OCUL OCULAR THERAPEUTIX INC | 12,540,000 | $123.1M | 1.1% |
| DMRA DAMORA THERAPEUTICS INC | 3,783,000 | $98.4M | 0.9% |
| COAG HEMAB THERAPEUTICS HLDGS INC | 1,925,150 | $70.7M | 0.6% |
| GHRS GH RESEARCH PLC | 1,800,000 | $48.4M | 0.4% |
| VIRIDIAN THERAPEUTICS INC | 2,500,000 | $45.9M | 0.4% |
| SEPN SEPTERNA INC | 1,337,500 | $44.8M | 0.4% |
| AVTX AVALO THERAPEUTICS | 2,333,333 | $43.1M | 0.4% |
| FTH FAETH THERAPEUTICS INC | 1,444,039 | $36.1M | 0.3% |
| WHWK WHITEHAWK THERAPEUTICS INC | 2,849,402 | $13.1M | 0.1% |
New positions this quarter
Sold out
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| APELLIS PHARMACEUTICALS INC | 12,222,222 | $491.7M | 4.8% |
| CENTESSA PHARMACEUTICALS PLC | 11,430,455 | $454.0M | 4.5% |
| TERNS PHARMACEUTICALS INC | 5,695,000 | $300.2M | 3.0% |
| SOLENO THERAPEUTICS INC | 2,300,000 | $77.0M | 0.8% |
| ALKS ALKERMES PLC | 1,200,000 | $42.4M | 0.4% |
| MNKD MANNKIND CORP | 2,200,000 | $5.4M | <0.1% |
Biggest increases and decreases
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CYTK CYTOKINETICS INC | 3,333,333 | 4,999,999 | +50.0% | $425.9M |
| DFTX DEFINIUM THERAPEUTICS INC | 5,000,000 | 7,188,888 | +43.8% | $338.2M |
| UTHR UNITED THERAPEUTICS CORP | 2,630,000 | 2,777,777 | +5.6% | $1.5B |
| ARWR ARROWHEAD PHARMACEUTICALS INC | 10,699,999 | 11,355,555 | +6.1% | $925.6M |
| QURE UNIQURE NV | 5,959,595 | 6,727,777 | +12.9% | $309.9M |
| VIRIDIAN THERAPEUTICS INC | 1,500,000 | 2,500,000 | +66.7% | $45.9M |
| AVTX AVALO THERAPEUTICS | 1,410,000 | 2,333,333 | +65.5% | $43.1M |
| TSHA TAYSHA GENE THERAPIES INC | 21,700,000 | 23,888,888 | +10.1% | $162.7M |
| ASND ASCENDIS PHARMA | 5,062,500 | 5,111,111 | +1.0% | $1.4B |
| MDGL MADRIGAL PHARMACEUTICALS INC | 1,818,181 | 1,833,333 | +0.8% | $984.4M |
| CELC CELCUITY INC | 3,375,000 | 3,400,000 | +0.7% | $355.7M |
| OCUL OCULAR THERAPEUTIX INC | 12,315,000 | 12,540,000 | +1.8% | $123.1M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| RVMD REVOLUTION MEDICINES INC | 2,344,444 | 2,297,000 | -2.0% | $430.2M |
| VERA VERA THERAPEUTICS INC | 5,888,888 | 5,723,888 | -2.8% | $245.6M |
| LXEO LEXEO THERAPEUTICS INC | 1,875,000 | 1,489,189 | -20.6% | $6.9M |
More 13F data
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
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