Avoro Capital Advisors LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings26 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
UNITED THERAPEUTICS CORP | 2.8M | $1.5B | 13.5% | — | — | — | Increased 67 |
| 5.1M | $1.4B | 12.2% | $266.72 | -6.83% | 1 qtr | New 99 | |
Krystal Biotech, Inc. | 2.9M | $1.1B | 9.6% | — | — | — | Unchanged 0 |
MADRIGAL PHARMACEUTICALS INC | 1.8M | $984.4M | 8.8% | — | — | — | Increased 63 |
ARGENX SE - ADR | 1M | $927.8M | 8.3% | — | — | — | Unchanged 0 |
ARROWHEAD PHARMACEUTICALS IN | 11.4M | $925.6M | 8.3% | — | — | — | Increased 67 |
KYMERA THERAPEUTICS INC | 7.5M | $857.1M | 7.7% | — | — | — | Unchanged 0 |
REVOLUTION MEDICINES INC | 2.3M | $430.2M | 3.9% | — | — | — | Decreased 0 |
CYTOKINETICS INC | 5M | $425.9M | 3.8% | — | — | — | Increased 80 |
CELCUITY INC | 3.4M | $355.7M | 3.2% | — | — | — | Increased 58 |
STRUCTURE THERAPEUTICS INC | 6.6M | $351.8M | 3.2% | — | — | — | Unchanged 0 |
XENON PHARMACEUTICALS INC | 5.8M | $348.7M | 3.1% | — | — | — | Unchanged 0 |
Definium Therapeutics, Inc. | 7.2M | $338.2M | 3.0% | — | — | — | Increased 78 |
uniQure N.V. | 6.7M | $309.9M | 2.8% | — | — | — | Increased 61 |
VERA THERAPEUTICS INC | 5.7M | $245.6M | 2.2% | — | — | — | Decreased 0 |
TAYSHA GENE THERAPIES INC | 23.9M | $162.7M | 1.5% | — | — | — | Increased 54 |
OCULAR THERAPEUTIX INC | 12.5M | $123.1M | 1.1% | — | — | — | Increased 49 |
DAMORA THERAPEUTICS INC | 3.8M | $98.4M | 0.9% | — | — | — | Unchanged 0 |
| 1.9M | $70.7M | 0.6% | $36.73 | +49.58% | 1 qtr | New 59 | |
GH RESEARCH PLC | 1.8M | $48.4M | 0.4% | — | — | — | Unchanged 0 |
Avoro Capital Advisors LLC manages $11.1B across 26 positions as of Q2 2026. Top holdings: UTHR (13.5%), ASND (12.2%), KRYS (9.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 3 new positions, 7 exits, 11 increased. Top move: ASND (NEW, conviction 99). Portfolio: $11.1B across 26 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer