Avoro Capital Advisors LLC
13F Reported Value
ⓘ$11.1B
Holdings
26
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Avoro Capital Advisors LLC disclosed 26 positions worth $11.1B in its Form 13F-HR for Q2 2026, led by $UTHR (UNITED THERAPEUTICS Corp) at 13.5% of the equity portfolio, followed by $ASND and $KRYS. During the quarter the fund opened 2 new positions and exited 8 — including a new stake in $COAG and a full exit from $APLS. The portfolio is most concentrated in Healthcare (99.7% of disclosed assets). All figures are sourced directly from Avoro Capital Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1633313.
AI Fund Analysis
Concentrating
$UTHR
$KRYS
$MDGL
$ARGX
$ARWR
$OCUL$UTHR$MDGL$ARWR
$CELCSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 71.3#189
Quality
$1.5B2,777,777 sh - 44.8#1,898
Quality
$1.4B5,111,111 sh - 79.2#47
Quality
$1.1B2,888,888 sh - 40.7
Quality
$984.4M1,833,333 sh - —
Quality
$927.8M1,000,000 sh - 38.7
Quality
$925.6M11,355,555 sh - 28.4
Quality
$857.1M7,474,747 sh - —
Quality
$430.2M2,297,000 sh - 28.1
Quality
$425.9M4,999,999 sh - —
Quality
$355.7M3,400,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| UNITED THERAPEUTICS Corp$UTHR | 71.3#189 | $1.5B | 2,777,777 |
 Ascendis Pharma A/S$ASND | 44.8#1,898 | $1.4B | 5,111,111 |
| Krystal Biotech, Inc.$KRYS | 79.2#47 | $1.1B | 2,888,888 |
| MADRIGAL PHARMACEUTICALS, INC.$MDGL | 40.7 | $984.4M | 1,833,333 |
| ARGENX SE$ARGX | — | $927.8M | 1,000,000 |
| ARROWHEAD PHARMACEUTICALS, INC.$ARWR | 38.7 | $925.6M | 11,355,555 |
 Kymera Therapeutics, Inc.$KYMR | 28.4 | $857.1M | 7,474,747 |
 Revolution Medicines, Inc.$RVMD | — | $430.2M | 2,297,000 |
 CYTOKINETICS INC$CYTK | 28.1 | $425.9M | 4,999,999 |
| Celcuity Inc.$CELC | — | $355.7M | 3,400,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Avoro Capital Advisors LLC's 26 positions.
Showing top 10 of 26 holdings.
Sector Allocation
Healthcare
$11.1B
Other
$36.1M
Full Holdings — Avoro Capital Advisors LLC (Q2 2026)
All 26 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $UTHR | UNITED THERAPEUTICS Corp | $1.5B | 13.5% | +6% | 71.3 |
| 2 | $ASND | Ascendis Pharma A/S | $1.4B | 12.2% | +1% | 44.8 |
| 3 | $KRYS | Krystal Biotech, Inc. | $1.1B | 9.6% | +0% | 79.2 |
| 4 | $MDGL | MADRIGAL PHARMACEUTICALS, INC. | $984.4M | 8.8% | +1% | 40.7 |
| 5 | $ARGX | ARGENX SE | $927.8M | 8.3% | +0% | — |
| 6 | $ARWR | ARROWHEAD PHARMACEUTICALS, INC. | $925.6M | 8.3% | +6% | 38.7 |
| 7 | $KYMR | Kymera Therapeutics, Inc. | $857.1M | 7.7% | +0% | 28.4 |
| 8 | $RVMD | Revolution Medicines, Inc. | $430.2M | 3.9% | -2% | — |
| 9 | $CYTK | CYTOKINETICS INC | $425.9M | 3.8% | +50% | 28.1 |
| 10 | $CELC | Celcuity Inc. | $355.7M | 3.2% | +1% | — |
| 11 |  $GPCR | Structure Therapeutics Inc. | $351.8M | 3.2% | +0% | — |
| 12 |  $XENE | Xenon Pharmaceuticals Inc. | $348.7M | 3.1% | +0% | 24 |
| 13 |  $DFTX | Definium Therapeutics, Inc. | $338.2M | 3.0% | +44% | — |
| 14 |  $QURE | uniQure N.V. | $309.9M | 2.8% | +13% | — |
| 15 |  $VERA | Vera Therapeutics, Inc. | $245.6M | 2.2% | -3% | — |
| 16 |  $TSHA | Taysha Gene Therapies, Inc. | $162.7M | 1.5% | +10% | 4.9 |
| 17 | $OCUL | OCULAR THERAPEUTIX, INC | $123.1M | 1.1% | +2% | 8.4 |
| 18 |  $DMRA | Damora Therapeutics, Inc. | $98.4M | 0.9% | +0% | — |
| 19 |  $COAG | Hemab Therapeutics Holdings, Inc. | $70.7M | 0.6% | NEW | — |
| 20 |  $GHRS | GH Research PLC | $48.4M | 0.4% | +0% | — |
| 21 |  $VRDN | Viridian Therapeutics, Inc.\DE | $45.9M | 0.4% | +67% | 27.2 |
| 22 |  $SEPN | Septerna, Inc. | $44.8M | 0.4% | +0% | 59.2 |
| 23 |  $AVTX | Avalo Therapeutics, Inc. | $43.1M | 0.4% | +65% | 11.7 |
| 24 | — | FAETH THERAPEUTICS INC - COMMON | $36.1M | 0.3% | NEW | — |
| 25 |  $WHWK | Whitehawk Therapeutics, Inc. | $13.1M | 0.1% | +0% | 26.4 |
| 26 |  $LXEO | Lexeo Therapeutics, Inc. | $6.9M | 0.1% | -21% | — |
New Positions (2)
$COAG Hemab Therapeutics Holdings, Inc.$70.7M
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