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Avoro Capital Advisors LLC Top Holdings and 13F Report (2026)

About Avoro Capital Advisors LLC

Investment Activity

  • Avoro Capital Advisors LLC has $11.14 billion in total holdings as of June 30, 2026.
  • Avoro Capital Advisors LLC owns shares of 26 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 16.74% of the portfolio was purchased this quarter.
  • About 24.16% of the portfolio was sold this quarter.
  • This quarter, Avoro Capital Advisors LLC has purchased 30 new stocks and bought additional shares in 9 stocks.
  • Avoro Capital Advisors LLC sold shares of 5 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

United Therapeutics
$1,505,082,912
ASCENDIS PHARMA
$1,363,235,526
Krystal Biotech
$1,073,713,003
argenex
$927,770,000

Largest New Holdings this Quarter

K08588103 - ASCENDIS PHARMA
$1,363,235,526 Holding
423494103 - HEMAB THERAPEUTICS HLDGS INC
$70,710,760 Holding
81728A207 - FAETH THERAPEUTICS INC
$36,100,975 Holding

Largest Purchases this Quarter

ASCENDIS PHARMA
5,111,111 shares (about $1.36B)
Cytokinetics
1,666,666 shares (about $141.98M)
DEFINIUM THERAPEUTICS INC
2,188,888 shares (about $102.97M)
HEMAB THERAPEUTICS HLDGS INC
1,925,150 shares (about $70.71M)
Arrowhead Pharmaceuticals
655,556 shares (about $53.43M)

Largest Sales this Quarter

United Therapeutics
232,223 shares (about $125.83M)
Celcuity
175,000 shares (about $18.31M)
Revolution Medicines
47,444 shares (about $8.89M)
Vera Therapeutics
165,000 shares (about $7.08M)
LEXEO THERAPEUTICS INC
385,811 shares (about $1.80M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAvoro Capital Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
United Therapeutics Corporation stock logo
UTHR
United Therapeutics
$1,505,082,912$125,825,388 â–¼-7.7%2,777,77713.5%Healthcare
ASCENDIS PHARMA
$1,363,235,526$1,363,235,526 â–²New Holding5,111,11112.2%ORDINARY SHARES
Krystal Biotech, Inc. stock logo
KRYS
Krystal Biotech
$1,073,713,0030.0%2,888,8889.6%Healthcare
Madrigal Pharmaceuticals, Inc. stock logo
MDGL
Madrigal Pharmaceuticals
$984,408,154$8,135,866 â–²0.8%1,833,3338.8%Healthcare
argenex SE stock logo
ARGX
argenex
$927,770,0000.0%1,000,0008.3%Healthcare
Arrowhead Pharmaceuticals, Inc. stock logo
ARWR
Arrowhead Pharmaceuticals
$925,591,288$53,434,370 â–²6.1%11,355,5558.3%Healthcare
Kymera Therapeutics, Inc. stock logo
KYMR
Kymera Therapeutics
$857,129,2380.0%7,474,7477.7%Healthcare
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$430,182,160$8,885,312 â–¼-2.0%2,297,0003.9%Healthcare
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$425,949,915$141,983,277 â–²50.0%4,999,9993.8%Healthcare
Celcuity, Inc. stock logo
CELC
Celcuity
$355,708,000$18,308,500 â–¼-4.9%3,400,0003.2%Healthcare
Structure Therapeutics Inc. Sponsored ADR stock logo
GPCR
Structure Therapeutics
$351,836,6370.0%6,555,5553.2%Healthcare
Xenon Pharmaceuticals Inc. stock logo
XENE
Xenon Pharmaceuticals
$348,746,6200.0%5,777,7773.1%Healthcare
DEFINIUM THERAPEUTICS INC
$338,165,292$102,965,292 â–²43.8%7,188,8883.0%Common
uniQure N.V. stock logo
QURE
uniQure
$309,881,409$35,382,463 â–²12.9%6,727,7772.8%Healthcare
Vera Therapeutics, Inc. stock logo
VERA
Vera Therapeutics
$245,612,034$7,080,150 â–¼-2.8%5,723,8882.2%Healthcare
Taysha Gene Therapies, Inc. stock logo
TSHA
Taysha Gene Therapies
$162,683,327$14,906,327 â–²10.1%23,888,8881.5%Healthcare
Ocular Therapeutix, Inc. stock logo
OCUL
Ocular Therapeutix
$123,142,800$2,209,500 â–²1.8%12,540,0001.1%Healthcare
DAMORA THERAPEUTICS INC
$98,395,8300.0%3,783,0000.9%Common
HEMAB THERAPEUTICS HLDGS INC
$70,710,760$70,710,760 â–²New Holding1,925,1500.6%Common
GH Research PLC stock logo
GHRS
GH Research
$48,384,0000.0%1,800,0000.4%Healthcare
Viridian Therapeutics, Inc. stock logo
VRDN
Viridian Therapeutics
$45,925,000$18,370,000 â–²66.7%2,500,0000.4%Healthcare
SEPTERNA INC
$44,792,8750.0%1,337,5000.4%Common
AVALO THERAPEUTICS
$43,119,994$17,063,194 â–²65.5%2,333,3330.4%Common
FAETH THERAPEUTICS INC
$36,100,975$36,100,975 â–²New Holding1,444,0390.3%COMMON
Aadi Bioscience, Inc. stock logo
AADI
Aadi Bioscience
$13,050,2610.0%2,849,4020.1%Healthcare
LEXEO THERAPEUTICS INC
$6,932,175$1,795,950 â–¼-20.6%1,489,1890.1%Common
Ascendis Pharma A/S stock logo
ASND
Ascendis Pharma A/S
$0$1,157,945,625 â–¼-100.0%00.0%Healthcare
Apellis Pharmaceuticals, Inc. stock logo
APLS
Apellis Pharmaceuticals
$0$491,699,991 â–¼-100.0%00.0%Healthcare
Centessa Pharmaceuticals PLC Sponsored ADR stock logo
CNTA
Centessa Pharmaceuticals
$0$454,017,673 â–¼-100.0%00.0%Healthcare
Terns Pharmaceuticals, Inc. stock logo
TERN
Terns Pharmaceuticals
$0$300,240,400 â–¼-100.0%00.0%Healthcare
Soleno Therapeutics, Inc. stock logo
SLNO
Soleno Therapeutics
$0$77,004,000 â–¼-100.0%00.0%Healthcare
Alkermes plc stock logo
ALKS
Alkermes
$0$42,432,000 â–¼-100.0%00.0%Healthcare
MannKind Corporation stock logo
MNKD
MannKind
$0$5,390,000 â–¼-100.0%00.0%Healthcare

Showing largest 100 holdings. View all holdings.
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