Avoro Capital Advisors LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Avoro Capital Advisors LLC disclosed 30 US equity positions worth $10.2bn in its Q1 2026 13F filing. The largest position was UTHR at 15.4% of the reported book, followed by ASND and MDGL.
What did Avoro Capital Advisors LLC own in Q1 2026? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | UTHR UNITED THERAPEUTICS CORP | Healthcare | 15.4% | $1.6bn | 2,630,000 | – | |
| 2 | ASND ASCENDIS PHARMA | Healthcare | 11.4% | $1.2bn | 5,062,500 | – | |
| 3 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 9.4% | $951.8m | 1,818,181 | – | |
| 4 | KRYS KRYSTAL BIOTECH INC | Healthcare | 7.4% | $746.3m | 2,888,888 | – | |
| 5 | ARGX ARGENX SE | Healthcare | 7.2% | $730.2m | 1,000,000 | – | |
| 6 | ARWR ARROWHEAD PHARMACEUTICALS INC | Healthcare | 6.6% | $670.9m | 10,699,999 | – | |
| 7 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 6.1% | $622.6m | 7,474,747 | – | |
| 8 | APLSUSD APELLIS PHARMACEUTICALS INC | 4.8% | $491.7m | 12,222,222 | – | ||
| 9 | CNTA CENTESSA PHARMACEUTICALS PLC | 4.5% | $454.0m | 11,430,455 | – | ||
| 10 | CELC CELCUITY INC | Healthcare | 3.8% | $385.2m | 3,375,000 | – | |
| 11 | XENE XENON PHARMACEUTICALS INC | Healthcare | 3.3% | $336.0m | 5,777,777 | – | |
| 12 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 3.1% | $316.0m | 6,555,555 | – | |
| 13 | 430 TERNS PHARMACEUTICALS INC | 3.0% | $300.2m | 5,695,000 | – | ||
| 14 | VERA VERA THERAPEUTICS INC | Healthcare | 2.3% | $236.9m | 5,888,888 | – | |
| 15 | RVMD REVOLUTION MEDICINES INC | Healthcare | 2.2% | $228.0m | 2,344,444 | – | |
| 16 | CYTK CYTOKINETICS INC | Healthcare | 2.2% | $219.7m | 3,333,333 | – | |
| 17 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 1.0% | $104.3m | 12,315,000 | – | |
| 18 | DMRA DAMORA THERAPEUTICS INC | Healthcare | 1.0% | $98.0m | 3,783,000 | – | |
| 19 | UNIQURE NV | 1.0% | $97.4m | 5,959,595 | – | ||
| 20 | TSHA TAYSHA GENE THERAPIES INC | Healthcare | 1.0% | $97.0m | 21,700,000 | – | |
| 21 | DFTX DEFINIUM THERAPEUTICS INC | Healthcare | 0.9% | $94.5m | 5,000,000 | – | |
| 22 | SLNOEUR SOLENO THERAPEUTICS INC | 0.8% | $77.0m | 2,300,000 | – | ||
| 23 | ALKS ALKERMES PLC | Healthcare | 0.4% | $42.4m | 1,200,000 | – | |
| 24 | SEPN SEPTERNA INC | Healthcare | 0.3% | $32.1m | 1,337,500 | – | |
| 25 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 0.3% | $29.3m | 1,500,000 | – | |
| 26 | GHRS GH RESEARCH PLC | Healthcare | 0.2% | $25.3m | 1,800,000 | – | |
| 27 | AVTX AVALO THERAPEUTICS | Healthcare | 0.2% | $21.1m | 1,410,000 | – | |
| 28 | LXEO LEXEO THERAPEUTICS INC | Healthcare | 0.1% | $10.8m | 1,875,000 | – | |
| 29 | WHWK WHITEHAWK THERAPEUTICS INC | Healthcare | 0.1% | $9.8m | 2,849,402 | – | |
| 30 | MNKD MANNKIND CORP | Healthcare | 0.1% | $5.4m | 2,200,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.