Avoro Capital Advisors LLC
Institutional investor · Portfolio as of Q1 2026
Below Average(2.0 / 5.0)
$10.2B
AUM
30
Positions
4
New
Q1 2026
Filing Period
Quarterly Portfolio Change
SEC EDGAR SourceSEC Filings
Avoro Capital Advisors LLC manages $10.2B across 30 positions as of Q1 2026. Top holdings: UTHR (15.3%), ASND (11.4%), MDGL (9.4%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Q1 2026 Summary
Active quarter - 4 new positions, 7 exits, 9 increased. Top move: UTHR (INCREASED, conviction 63). Portfolio: $10.2B across 30 positions.
Top holdings by portfolio weight
UTHR15.34%
ASND11.39%
MDGL9.36%
KRYS7.34%
ARGX7.18%
ARWR6.60%
KYMR6.12%
APLS4.84%
CNTA4.47%
CELC3.79%
Other3.31%
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Position Outcomes
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Top Holdings32 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
UNITED THERAPEUTICS CORP DEL | 2.6M | $1.6B | 15.3% | $231.18 | +145.50% | 22 qtrssince 2020-Q4 | Increased 63 | |
ASCENDIS PHARMA A/S | 5.1M | $1.2B | 11.4% | $129.53 | +85.67% | 20 qtrssince 2021-Q2 | Decreased 0 | |
MADRIGAL PHARMACEUTICALS INC | 1.8M | $951.8M | 9.4% | $158.77 | +229.84% | 29 qtrssince 2019-Q1 | Increased 63 | |
KRYSTAL BIOTECH INC | 2.9M | $746.3M | 7.3% | $104.94 | +191.86% | 18 qtrssince 2021-Q4 | Unchanged 0 | |
ARGENX SE | 1M | $730.3M | 7.2% | $230.02 | +253.05% | 29 qtrssince 2019-Q1 | Increased 63 | |
ARROWHEAD PHARMACEUTICALS IN | 10.7M | $670.9M | 6.6% | $27.28 | +181.05% | 12 qtrssince 2023-Q2 | Increased 63 | |
KYMERA THERAPEUTICS INC | 7.5M | $622.6M | 6.1% | $39.66 | +107.30% | 19 qtrssince 2021-Q3 | Unchanged 0 | |
APELLIS PHARMACEUTICALS INC | 12.2M | $491.7M | 4.8% | $42.79 | -4.12% | 21 qtrssince 2021-Q1 | Unchanged 0 | |
CENTESSA PHARMACEUTICALS PLC | 11.4M | $454M | 4.5% | $21.02 | +88.32% | 5 qtrssince 2025-Q1 | Decreased 0 | |
CELCUITY INC | 3.4M | $385.2M | 3.8% | $100.50 | +36.99% | 2 qtrssince 2025-Q4 | Increased 63 | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer