Avoro Capital Advisors LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Avoro Capital Advisors LLC disclosed 26 US equity positions worth $11.1bn in its Q2 2026 13F filing. The largest position was UTHR at 13.5% of the reported book, followed by ASND and KRYS. Against the Q1 2026 filing, it opened 3 new positions, added to 11 and reduced 3 among the top 26 holdings.
What did Avoro Capital Advisors LLC own in Q2 2026? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
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.