Avoro Capital Advisors LLC: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1633313) · Explore on the interactive board
Avoro Capital Advisors LLC disclosed 26 US equity positions worth $11.1bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is UTHR at 13.5% of the reported book, followed by ASND, KRYS. The top ten holdings are 79.5% of the book, and the portfolio behaves like about 13 equal-weight positions. Versus the prior filing it opened 3 new positions, added to 11, reduced 3 and exited 7. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Avoro Capital Advisors LLC own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 3 new, 11 added, 3 reduced, 7 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | UTHR UNITED THERAPEUTICS CORP | Healthcare | 13.5% | $1.5bn | 2,777,777 | 6% | added |
| 2 | ASND ASCENDIS PHARMA | Healthcare | 12.2% | $1.4bn | 5,111,111 | – | new |
| 3 | KRYS KRYSTAL BIOTECH INC | Healthcare | 9.6% | $1.1bn | 2,888,888 | 0% | held |
| 4 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 8.8% | $984.4m | 1,833,333 | 1% | added |
| 5 | ARGX ARGENX SE | Healthcare | 8.3% | $927.8m | 1,000,000 | 0% | held |
| 6 | ARWR ARROWHEAD PHARMACEUTICALS INC | Healthcare | 8.3% | $925.6m | 11,355,555 | 6% | added |
| 7 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 7.7% | $857.1m | 7,474,747 | 0% | held |
| 8 | RVMD REVOLUTION MEDICINES INC | Healthcare | 3.9% | $430.2m | 2,297,000 | -2% | reduced |
| 9 | CYTK CYTOKINETICS INC | Healthcare | 3.8% | $425.9m | 4,999,999 | 50% | added |
| 10 | CELC CELCUITY INC | Healthcare | 3.2% | $355.7m | 3,400,000 | 1% | added |
| 11 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 3.2% | $351.8m | 6,555,555 | 0% | held |
| 12 | XENE XENON PHARMACEUTICALS INC | Healthcare | 3.1% | $348.7m | 5,777,777 | 0% | held |
| 13 | DFTX DEFINIUM THERAPEUTICS INC | Healthcare | 3.0% | $338.2m | 7,188,888 | 44% | added |
| 14 | UNIQURE NV | 2.8% | $309.9m | 6,727,777 | 13% | added | |
| 15 | VERA VERA THERAPEUTICS INC | Healthcare | 2.2% | $245.6m | 5,723,888 | -3% | reduced |
| 16 | TSHA TAYSHA GENE THERAPIES INC | Healthcare | 1.5% | $162.7m | 23,888,888 | 10% | added |
| 17 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 1.1% | $123.1m | 12,540,000 | 2% | added |
| 18 | DMRA DAMORA THERAPEUTICS INC | Healthcare | 0.9% | $98.4m | 3,783,000 | 0% | held |
| 19 | HEMAB THERAPEUTICS HLDGS INC | 0.6% | $70.7m | 1,925,150 | – | new | |
| 20 | GHRS GH RESEARCH PLC | Healthcare | 0.4% | $48.4m | 1,800,000 | 0% | held |
| 21 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 0.4% | $45.9m | 2,500,000 | 67% | added |
| 22 | SEPN SEPTERNA INC | Healthcare | 0.4% | $44.8m | 1,337,500 | 0% | held |
| 23 | AVTX AVALO THERAPEUTICS | Healthcare | 0.4% | $43.1m | 2,333,333 | 65% | added |
| 24 | FTH FAETH THERAPEUTICS INC | 0.3% | $36.1m | 1,444,039 | – | new | |
| 25 | WHWK WHITEHAWK THERAPEUTICS INC | Healthcare | 0.1% | $13.1m | 2,849,402 | 0% | held |
| 26 | LXEO LEXEO THERAPEUTICS INC | Healthcare | 0.1% | $6.9m | 1,489,189 | -21% | reduced |
What did Avoro Capital Advisors LLC sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| ASND ASCENDIS PHARMA | 45.8% | $1.2bn |
| APLSUSD APELLIS PHARMACEUTICALS INC | 19.4% | $491.7m |
| CNTA CENTESSA PHARMACEUTICALS PLC | 18.0% | $454.0m |
| 430 TERNS PHARMACEUTICALS INC | 11.9% | $300.2m |
| SLNOEUR SOLENO THERAPEUTICS INC | 3.0% | $77.0m |
| ALKS ALKERMES PLC | 1.7% | $42.4m |
| MNKD MANNKIND CORP | 0.2% | $5.4m |
Sector mix
| Sector | Weight |
|---|---|
| Healthcare | 96.3% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Avoro Capital Advisors LLC's portfolio?
Across every quarter Avoro Capital Advisors LLC has filed, its median largest position is 14.4% of the book and its median top-ten weight is 78.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 6.0 completed holding spells, the median lasted 1.0 quarters; 26.0 positions are still open and their final length is unknown.