Avoro Capital Advisors LLC

CIK

1633313

Location

NEW YORK, NY

Portfolio Value

Large $11,136,250,174

Diversification

Diversified

Filing Date

Global Rank

#503 / 8,794 ▼ 2 · as of Jun 2026

Top Industry

Biotechnology 86.5%

3Y Alpha vs SPY

+1.2%

Period ended 3 months ago

Filed Aug 14, 2026 · 52d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

26 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.5%

−4.2 pts

Top 5

52.6%

−5.7 pts

Top 10

79.5%

−5.2 pts

HHI

788

Diversified−134

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	100.0%	$11,136,250,174	26

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
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

5 positions

Ticker	Company	Δ Shares	Shares	Value
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.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
COAG	Hemab Therapeutics Holdings, Inc.	1,925,150	$70,710,759
FTH	Faeth Therapeutics, Inc.	1,444,039	$36,100,975
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
ALKS	Alkermes plc.	1,200,000	$42,432,000
MNKD	Mannkind Corp	2,200,000	$5,390,000
—		12,222,222	$0
—		2,300,000	$0
—		5,695,000	$0
CNTA	Centessa Pharmaceuticals plc	11,430,455	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

26 tracked positions · $11,136,250,174 total · filing declares 26 positions · $11,136,250,185 · as of Jun 30, 2026

All sectors Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
UTHR	UNITED THERAPEUTICS Corp Healthcare	Reduced	2,777,777	-232,223	$1,505,082,911	−4.1%	13.52%
ASND	Ascendis Pharma A/S Healthcare	Added	5,111,111	+48,611	$1,363,235,525	+17.7%	12.24%
KRYS	Krystal Biotech, Inc. Healthcare	Held	2,888,888	0	$1,073,713,002	+43.9%	9.64%
MDGL	Madrigal Pharmaceuticals, Inc. Healthcare	Added	1,833,333	+15,152	$984,408,154	+3.4%	8.84%
ARGX	Argenx SE Healthcare	Held	1,000,000	0	$927,770,000	+27.0%	8.33%
ARWR	Arrowhead Pharmaceuticals, Inc. Healthcare	Added	11,355,555	+655,556	$925,591,288	+38.0%	8.31%
KYMR	Kymera Therapeutics, Inc. Healthcare	Held	7,474,747	0	$857,129,238	+37.7%	7.70%
RVMD	Revolution Medicines, Inc. Healthcare	Reduced	2,297,000	-47,444	$430,182,160	+88.7%	3.86%
CYTK	Cytokinetics Inc Healthcare	Added	4,999,999	+1,666,666	$425,949,914	+93.9%	3.82%
CELC	Celcuity Inc. Healthcare	Reduced	3,400,000	-175,000	$355,708,000	−8.4%	3.19%
GPCR	Structure Therapeutics Inc. Healthcare	Held	6,555,555	0	$351,836,636	+11.3%	3.16%
XENE	Xenon Pharmaceuticals Inc. Healthcare	Held	5,777,777	0	$348,746,619	+3.8%	3.13%
DFTX	Definium Therapeutics, Inc. Healthcare	Added	7,188,888	+2,188,888	$338,165,291	+257.8%	3.04%
QURE	uniQure N.V. Healthcare	Added	6,727,777	+768,182	$309,881,408	+218.0%	2.78%
VERA	Vera Therapeutics, Inc. Healthcare	Reduced	5,723,888	-165,000	$245,612,034	+3.7%	2.21%
TSHA	Taysha Gene Therapies, Inc. Healthcare	Added	23,888,888	+2,188,888	$162,683,327	+67.7%	1.46%
OCUL	Ocular Therapeutix, Inc Healthcare	Added	12,540,000	+225,000	$123,142,800	+18.1%	1.11%
DMRA	Damora Therapeutics, Inc. Healthcare	Held	3,783,000	0	$98,395,830	+0.4%	0.88%
COAG	Hemab Therapeutics Holdings, Inc. Healthcare	NEW	1,925,150	NEW	$70,710,759	NEW	0.63%
GHRS	GH Research PLC Healthcare	Held	1,800,000	0	$48,384,000	+91.2%	0.43%
VRDN	Viridian Therapeutics, Inc.\DE Healthcare	Added	2,500,000	+1,000,000	$45,925,000	+56.5%	0.41%
SEPN	Septerna, Inc. Healthcare	Held	1,337,500	0	$44,792,875	+39.4%	0.40%
AVTX	Avalo Therapeutics, Inc. Healthcare	Added	2,333,333	+923,333	$43,119,993	+104.8%	0.39%
FTH	Faeth Therapeutics, Inc. Healthcare	NEW	1,444,039	NEW	$36,100,975	NEW	0.32%
WHWK	Whitehawk Therapeutics, Inc. Healthcare	Held	2,849,402	0	$13,050,261	+32.8%	0.12%
LXEO	Lexeo Therapeutics, Inc. Healthcare	Reduced	1,489,189	-385,811	$6,932,174	−35.6%	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.