Avoro Capital Advisors LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings26 positions
UNITED THERAPEUTICS CORP DEL | 2.8M | $1.5B | 13.5% | $247.71 | +118.65% | 23 qtrssince 2020-Q4 | Increased 67 |
ASCENDIS PHARMA A/S ORD SHS | 5.1M | $1.4B | 12.2% | $266.72 | -16.51% | 1 qtr | New 99 |
Krystal Biotech Inc | 2.9M | $1.1B | 9.6% | $104.94 | +211.88% | 19 qtrssince 2021-Q4 | Unchanged 0 |
MADRIGAL PHARMACEUTICALS INC COM | 1.8M | $984.4M | 8.8% | $162.41 | +193.65% | 30 qtrssince 2019-Q1 | Increased 63 |
ARGENX SE | 1M | $927.8M | 8.3% | $230.06 | +255.83% | 30 qtrssince 2019-Q1 | Unchanged 0 |
ARROWHEAD PHARMACEUTICALS IN | 11.4M | $925.6M | 8.3% | $30.45 | +99.50% | 13 qtrssince 2023-Q2 | Increased 67 |
KYMERA THERAPEUTICS INC COM | 7.5M | $857.1M | 7.7% | $39.18 | +179.00% | 20 qtrssince 2021-Q3 | Unchanged 0 |
REVOLUTION MEDICINES INC COM | 2.3M | $430.2M | 3.9% | $81.22 | +131.62% | 3 qtrssince 2025-Q4 | Decreased 0 |
CYTOKINETICS INC COM NEW | 5M | $425.9M | 3.8% | $72.34 | -14.28% | 2 qtrssince 2026-Q1 | Increased 80 |
CELCUITY INC COM | 3.4M | $355.7M | 3.2% | $100.54 | -32.49% | 3 qtrssince 2025-Q4 | Increased 58 |
STRUCTURE THERAPEUTICS INC SPONSORED ADS | 6.6M | $351.8M | 3.2% | $34.37 | -20.08% | 4 qtrssince 2025-Q3 | Unchanged 0 |
XENON PHARMACEUTICALS INC COM | 5.8M | $348.7M | 3.1% | $22.85 | +58.25% | 30 qtrssince 2019-Q1 | Unchanged 0 |
DEFINIUM THERAPEUTICS INC COM SHS | 7.2M | $338.2M | 3.0% | $26.63 | +33.78% | 2 qtrssince 2026-Q1 | Increased 78 |
UNIQURE NV | 6.7M | $309.9M | 2.8% | $26.47 | -14.85% | 7 qtrssince 2024-Q4 | Increased 61 |
VERA THERAPEUTICS INC CL A | 5.7M | $245.6M | 2.2% | $40.72 | -27.75% | 10 qtrssince 2024-Q1 | Decreased 0 |
TAYSHA GENE THERAPIES INC COM SHS | 23.9M | $162.7M | 1.5% | $3.16 | +40.21% | 12 qtrssince 2023-Q3 | Increased 54 |
OCULAR THERAPEUTIX INC COM | 12.5M | $123.1M | 1.1% | $10.08 | -25.46% | 10 qtrssince 2024-Q1 | Increased 49 |
DAMORA THERAPEUTICS INC | 3.8M | $98.4M | 0.9% | $25.90 | -20.62% | 2 qtrssince 2026-Q1 | Unchanged 0 |
HEMAB THERAPEUTICS HLDGS INC COM SHS | 1.9M | $70.7M | 0.6% | $36.73 | -15.90% | 1 qtr | New 59 |
GH RESEARCH PLC ORDINARY SHARES | 1.8M | $48.4M | 0.4% | $12.50 | +63.60% | 3 qtrssince 2025-Q4 | 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: Concentrated Value. HoldingsIntel Score: 2.5/5.0.
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
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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
Verify source filings on SEC EDGAR