Avoro Capital Advisors LLC — 13F Holdings & Portfolio
CIK 1633313 · latest 13F-HR filed 2026-08-14
Avoro Capital Advisors LLC manages $11.14B in 13F-reported U.S. long-equity assets across 26 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are UTHR (13.52%), ASND (12.24%), KRYS (9.64%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 7, added to 16, and trimmed 2.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$11.14B
Long-equity book
26
Distinct positions
2026-06-30
Filed 2026-08-14
+3 / −7 / ↑16 / ↓2
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Share-count changes vs the prior 13F.
Top Adds (vs prior quarter)
- KRYSTAL BIOTECH INC$327.5M +43.9%
- ARROWHEAD PHARMACEUTICALS INC$254.7M +38.0%
- DEFINIUM THERAPEUTICS INC$243.7M +257.8%
- KYMERA THERAPEUTICS INC$234.6M +37.7%
- UNIQURE NV$212.4M +218.0%
New Positions
- ASCENDIS PHARMA$1.36B
- HEMAB THERAPEUTICS HLDGS INC$70.7M
- FAETH THERAPEUTICS INC$36.1M
Exited Positions
- ASCENDIS PHARMA$1.16B
- APELLIS PHARMACEUTICALS INC$491.7M
- CENTESSA PHARMACEUTICALS PLC$454.0M
- TERNS PHARMACEUTICALS INC$300.2M
- SOLENO THERAPEUTICS INC$77.0M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | UNITED THERAPEUTICS CORP | UTHR | 91307C102 | $1.51B | 13.52% | 2,777,777 | SH |
| 2 | ASCENDIS PHARMA | ASND | K08588103 | $1.36B | 12.24% | 5,111,111 | SH |
| 3 | KRYSTAL BIOTECH INC | KRYS | 501147102 | $1.07B | 9.64% | 2,888,888 | SH |
| 4 | MADRIGAL PHARMACEUTICALS INC | MDGL | 558868105 | $984.4M | 8.84% | 1,833,333 | SH |
| 5 | ARGENX SE | ARGX | 04016X101 | $927.8M | 8.33% | 1,000,000 | SH |
| 6 | ARROWHEAD PHARMACEUTICALS INC | ARWR | 04280A100 | $925.6M | 8.31% | 11,355,555 | SH |
| 7 | KYMERA THERAPEUTICS INC | KYMR | 501575104 | $857.1M | 7.70% | 7,474,747 | SH |
| 8 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $430.2M | 3.86% | 2,297,000 | SH |
| 9 | CYTOKINETICS INC | CYTK | 23282W605 | $425.9M | 3.82% | 4,999,999 | SH |
| 10 | CELCUITY INC | CELC | 15102K100 | $355.7M | 3.19% | 3,400,000 | SH |
| 11 | STRUCTURE THERAPEUTICS INC | GPCR | 86366E106 | $351.8M | 3.16% | 6,555,555 | SH |
| 12 | XENON PHARMACEUTICALS INC | XENE | 98420N105 | $348.7M | 3.13% | 5,777,777 | SH |
| 13 | DEFINIUM THERAPEUTICS INC | DFTX | 24477V105 | $338.2M | 3.04% | 7,188,888 | SH |
| 14 | UNIQURE NV | QURE | N90064101 | $309.9M | 2.78% | 6,727,777 | SH |
| 15 | VERA THERAPEUTICS INC | VERA | 92337R101 | $245.6M | 2.21% | 5,723,888 | SH |
| 16 | TAYSHA GENE THERAPIES INC | TSHA | 877619106 | $162.7M | 1.46% | 23,888,888 | SH |
| 17 | OCULAR THERAPEUTIX INC | OCUL | 67576A100 | $123.1M | 1.11% | 12,540,000 | SH |
| 18 | DAMORA THERAPEUTICS INC | DMRA | 36322Q206 | $98.4M | 0.88% | 3,783,000 | SH |
| 19 | HEMAB THERAPEUTICS HLDGS INC | COAG | 423494103 | $70.7M | 0.63% | 1,925,150 | SH |
| 20 | GH RESEARCH PLC | GHRS | G3855L106 | $48.4M | 0.43% | 1,800,000 | SH |
| 21 | VIRIDIAN THERAPEUTICS INC | VRDN | 92790C104 | $45.9M | 0.41% | 2,500,000 | SH |
| 22 | SEPTERNA INC | SEPN | 81734D104 | $44.8M | 0.40% | 1,337,500 | SH |
| 23 | AVALO THERAPEUTICS | AVTX | 05338F306 | $43.1M | 0.39% | 2,333,333 | SH |
| 24 | FAETH THERAPEUTICS INC | FTH | 81728A207 | $36.1M | 0.32% | 1,444,039 | SH |
| 25 | WHITEHAWK THERAPEUTICS INC | WHWK | 00032Q104 | $13.1M | 0.12% | 2,849,402 | SH |
| 26 | LEXEO THERAPEUTICS INC | LXEO | 52886X107 | $6.9M | 0.06% | 1,489,189 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $11.14B | 26 | 0001104659-26-096427 |
| 2026-03-31 | 2026-05-15 | $10.16B | 33 | 0001104659-26-061754 |
| 2025-12-31 | 2026-03-16 | $10.17B | 34 | 0001104659-26-027799 |
| 2025-12-31 | 2026-02-17 | $10.17B | 34 | 0001104659-26-015748 |
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