Avoro Capital Advisors LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings32 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
UNITED THERAPEUTICS CORP | 2.6M | $1.6B | 15.3% | $231.18 | +115.70% | 22 qtrssince 2020-Q4 | Increased 63 |
ASCENDIS PHARMA A/S | 5.1M | $1.2B | 11.4% | $129.53 | +90.99% | 20 qtrssince 2021-Q2 | Decreased 0 |
MADRIGAL PHARMACEUTICALS INC | 1.8M | $951.8M | 9.4% | $158.77 | +168.21% | 29 qtrssince 2019-Q1 | Increased 63 |
Krystal Biotech, Inc. | 2.9M | $746.3M | 7.3% | $104.94 | +151.37% | 18 qtrssince 2021-Q4 | Unchanged 0 |
ARGENX SE - ADR | 1M | $730.3M | 7.2% | $230.02 | +225.51% | 29 qtrssince 2019-Q1 | Increased 63 |
ARROWHEAD PHARMACEUTICALS IN | 10.7M | $670.9M | 6.6% | $27.28 | +134.97% | 12 qtrssince 2023-Q2 | Increased 63 |
KYMERA THERAPEUTICS INC | 7.5M | $622.6M | 6.1% | $39.66 | +117.73% | 19 qtrssince 2021-Q3 | Unchanged 0 |
APELLIS PHARMACEUTICALS INC | 12.2M | $491.7M | 4.8% | $42.79 | — | 21 qtrssince 2021-Q1 | Unchanged 0 |
CENTESSA PHARMACEUTICALS PLC | 11.4M | $454M | 4.5% | $21.02 | — | 5 qtrssince 2025-Q1 | Decreased 0 |
CELCUITY INC | 3.4M | $385.2M | 3.8% | $100.50 | +6.86% | 2 qtrssince 2025-Q4 | Increased 63 |
XENON PHARMACEUTICALS INC | 5.8M | $336M | 3.3% | $22.85 | +91.64% | 29 qtrssince 2019-Q1 | Increased 62 |
STRUCTURE THERAPEUTICS INC | 6.6M | $316M | 3.1% | $34.37 | +83.38% | 3 qtrssince 2025-Q3 | Unchanged 0 |
TERNS PHARMACEUTICALS INC | 5.7M | $300.2M | 3.0% | $40.81 | — | 2 qtrssince 2025-Q4 | Increased 68 |
VERA THERAPEUTICS INC | 5.9M | $236.9M | 2.3% | $40.72 | -3.48% | 9 qtrssince 2024-Q1 | Unchanged 0 |
REVOLUTION MEDICINES INC | 2.3M | $228M | 2.2% | $81.22 | +23.73% | 2 qtrssince 2025-Q4 | Increased 58 |
CYTOKINETICS INC | 3.3M | $219.7M | 2.2% | $65.91 | 0.00% | 1 qtr | New 80 |
OCULAR THERAPEUTIX INC | 12.3M | $104.3M | 1.0% | $10.08 | +6.74% | 9 qtrssince 2024-Q1 | Increased 55 |
DAMORA THERAPEUTICS INC | 3.8M | $98M | 1.0% | $28.08 | 0.00% | 1 qtr | New 59 |
uniQure N.V. | 6M | $97.4M | 1.0% | $23.87 | -62.17% | 6 qtrssince 2024-Q4 | Decreased 0 |
TAYSHA GENE THERAPIES INC | 21.7M | $97M | 1.0% | $2.79 | +62.29% | 11 qtrssince 2023-Q3 | Unchanged 0 |
Avoro Capital Advisors LLC manages $10.2B across 32 positions as of Q1 2026. Top holdings: UTHR (15.3%), ASND (11.4%), MDGL (9.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 4 new positions, 7 exits, 9 increased. Top move: CYTK (NEW, conviction 80). Portfolio: $10.2B across 32 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 Winners
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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