Avoro Capital Advisors LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
26 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 100.0% | $11,136,250,174 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TSHA | Taysha Gene Therapies, Inc. | +2,188,888 | 23,888,888 | $162,683,327 | |
| DFTX | Definium Therapeutics, Inc. | +2,188,888 | 7,188,888 | $338,165,291 | |
| CYTK | Cytokinetics Inc | +1,666,666 | 4,999,999 | $425,949,914 | |
| VRDN | Viridian Therapeutics, Inc.\DE | +1,000,000 | 2,500,000 | $45,925,000 | |
| AVTX | Avalo Therapeutics, Inc. | +923,333 | 2,333,333 | $43,119,993 | |
| QURE | uniQure N.V. | +768,182 | 6,727,777 | $309,881,408 | |
| ARWR | Arrowhead Pharmaceuticals, Inc. | +655,556 | 11,355,555 | $925,591,288 | |
| OCUL | Ocular Therapeutix, Inc | +225,000 | 12,540,000 | $123,142,800 | |
| ASND | Ascendis Pharma A/S | +48,611 | 5,111,111 | $1,363,235,525 | |
| MDGL | Madrigal Pharmaceuticals, Inc. | +15,152 | 1,833,333 | $984,408,154 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LXEO | Lexeo Therapeutics, Inc. | −385,811 | 1,489,189 | $6,932,174 | |
| UTHR | UNITED THERAPEUTICS Corp | −232,223 | 2,777,777 | $1,505,082,911 | |
| CELC | Celcuity Inc. | −175,000 | 3,400,000 | $355,708,000 | |
| VERA | Vera Therapeutics, Inc. | −165,000 | 5,723,888 | $245,612,034 | |
| RVMD | Revolution Medicines, Inc. | −47,444 | 2,297,000 | $430,182,160 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ALKS | Alkermes plc. | 1,200,000 | $42,432,000 | |
| MNKD | Mannkind Corp | 2,200,000 | $5,390,000 | |
| APLS | Apellis Pharmaceuticals, Inc. | 12,222,222 | $0 | |
| SLNO | Soleno Therapeutics Inc | 2,300,000 | $0 | |
| TERN | Terns Pharmaceuticals, Inc. | 5,695,000 | $0 | |
| CNTA | Centessa Pharmaceuticals plc | 11,430,455 | $0 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
Reduced | 2,777,777 | $1,505,082,911 | 13.52% | |
| ASND |
Ascendis Pharma A/S
Healthcare
|
Added | 5,111,111 | $1,363,235,525 | 12.24% | |
| KRYS |
Krystal Biotech, Inc.
Healthcare
|
Held | 2,888,888 | $1,073,713,002 | 9.64% | |
| MDGL |
Madrigal Pharmaceuticals, Inc.
Healthcare
|
Added | 1,833,333 | $984,408,154 | 8.84% | |
| ARGX |
Argenx SE
Healthcare
|
Held | 1,000,000 | $927,770,000 | 8.33% | |
| ARWR |
Arrowhead Pharmaceuticals, Inc.
Healthcare
|
Added | 11,355,555 | $925,591,288 | 8.31% | |
| KYMR |
Kymera Therapeutics, Inc.
Healthcare
|
Held | 7,474,747 | $857,129,238 | 7.70% | |
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
Reduced | 2,297,000 | $430,182,160 | 3.86% | |
| CYTK |
Cytokinetics Inc
Healthcare
|
Added | 4,999,999 | $425,949,914 | 3.82% | |
| CELC |
Celcuity Inc.
Healthcare
|
Reduced | 3,400,000 | $355,708,000 | 3.19% | |
| GPCR |
Structure Therapeutics Inc.
Healthcare
|
Held | 6,555,555 | $351,836,636 | 3.16% | |
| XENE |
Xenon Pharmaceuticals Inc.
Healthcare
|
Held | 5,777,777 | $348,746,619 | 3.13% | |
| DFTX |
Definium Therapeutics, Inc.
Healthcare
|
Added | 7,188,888 | $338,165,291 | 3.04% | |
| QURE |
uniQure N.V.
Healthcare
|
Added | 6,727,777 | $309,881,408 | 2.78% | |
| VERA |
Vera Therapeutics, Inc.
Healthcare
|
Reduced | 5,723,888 | $245,612,034 | 2.21% | |
| TSHA |
Taysha Gene Therapies, Inc.
Healthcare
|
Added | 23,888,888 | $162,683,327 | 1.46% | |
| OCUL |
Ocular Therapeutix, Inc
Healthcare
|
Added | 12,540,000 | $123,142,800 | 1.11% | |
| DMRA |
Damora Therapeutics, Inc.
Healthcare
|
Held | 3,783,000 | $98,395,830 | 0.88% | |
| COAG |
Hemab Therapeutics Holdings, Inc.
Healthcare
|
NEW | 1,925,150 | $70,710,759 | 0.63% | |
| GHRS |
GH Research PLC
Healthcare
|
Held | 1,800,000 | $48,384,000 | 0.43% | |
| VRDN |
Viridian Therapeutics, Inc.\DE
Healthcare
|
Added | 2,500,000 | $45,925,000 | 0.41% | |
| SEPN |
Septerna, Inc.
Healthcare
|
Held | 1,337,500 | $44,792,875 | 0.40% | |
| AVTX |
Avalo Therapeutics, Inc.
Healthcare
|
Added | 2,333,333 | $43,119,993 | 0.39% | |
| FTH |
Faeth Therapeutics, Inc.
Healthcare
|
NEW | 1,444,039 | $36,100,975 | 0.32% | |
| WHWK |
Whitehawk Therapeutics, Inc.
Healthcare
|
Held | 2,849,402 | $13,050,261 | 0.12% | |
| LXEO |
Lexeo Therapeutics, Inc.
Healthcare
|
Reduced | 1,489,189 | $6,932,174 | 0.06% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.