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Avoro Capital Advisors LLC

CIK 1633313 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Avoro Capital Advisors LLC reported 26 US-listed holdings worth $11.14 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: United Therapeutics Corp. (13.5%), Ascendis Pharma A/s (12.2%) and Krystal Biotech, Inc. (9.6%). Against the quarter before, it opened 3 positions, added to 11, trimmed 3 and sold out of 7.

Reported holdings$11.14B+9.7% on Q1 2026
Positions26-4 on Q1 2026
The largest ten79.5%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toHeldTrimmed
UTHR13.5%ASND12.2%KRYS9.6%MDGL8.8%ARGX8.3%ARWR8.3%KYMR7.7%RVMD3.9%CYTK3.8%CELC3.2%GPCR3.2%XENE3.1%DFTX3.0%QURE2.8%12 more8.4%

The 14 largest of its 26 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $6.86 billion in 35 positions$6.86BQ3 24Q4 2024: $7.07 billion in 39 positions$7.07BQ4 24Q1 2025: $6.41 billion in 33 positions$6.41BQ1 25Q2 2025: $5.71 billion in 30 positions$5.71BQ2 25Q3 2025: $7.73 billion in 30 positions$7.73BQ3 25Q4 2025: $10.17 billion in 33 positions$10.2BQ4 25Q1 2026: $10.15 billion in 30 positions$10.2BQ1 26Q2 2026: $11.14 billion in 26 positions$11.1BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 3Added 11Held 9Trimmed 3Sold out 7
Opened: 3Added: 11Held: 9Trimmed: 3Sold out: 7

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 3

  1. Ascendis Pharma A/s ASND$1.36 billion
  2. Hemab Therapeutics Hldgs Inc. COAG$70.7 million
  3. Sensei Biotherapeutics Inc. FTH$36.1 million

Added to 11

  1. Cytokinetics Inc. CYTK+1.7 million shares · +50%
  2. Definium Therapeutics Inc. DFTX+2.2 million shares · +44%
  3. United Therapeutics Corp. UTHR+147,777 shares · +6%
  4. Arrowhead Pharmaceuticals, Inc. ARWR+655,556 shares · +6%
  5. Uniqure NV QURE+768,182 shares · +13%
  6. Viridian Therapeutics Inc. VRDN+1.0 million shares · +67%
  7. Avalo Therapeutics Inc. AVTX+923,333 shares · +65%
  8. Taysha Gene Therapies Inc. TSHA+2.2 million shares · +10%

and 3 more in the table below

Trimmed 3

  1. Revolution Medicines, Inc. RVMD-47,444 shares · -2%
  2. Vera Therapeutics Inc. VERA-165,000 shares · -3%
  3. Lexeo Therapeutics Inc. LXEO-385,811 shares · -21%

Sold out of 7

  1. Ascendis Pharma A/s ASND$1.16 billion last quarter
  2. Apellis Pharmaceuticals Inc. APLS$491.7 million last quarter
  3. Centessa Pharmaceuticals PLC CNTA$454.0 million last quarter
  4. Terns Pharmaceuticals Inc. TERN$300.2 million last quarter
  5. Soleno Therapeutics Inc. SLNO$77.0 million last quarter
  6. Alkermes plc. ALKS$42.4 million last quarter
  7. Mannkind Corp. MNKD$5.4 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
United Therapeutics Corp. UTHR2,777,777$1.51 billion13.52%+147,777
Ascendis Pharma A/s ASND5,111,111$1.36 billion12.24%new
Krystal Biotech, Inc. KRYS2,888,888$1.07 billion9.64%no change
Madrigal Pharmaceuticals Inc. MDGL1,833,333$984.4 million8.84%+15,152
argenx SE ARGX1,000,000$927.8 million8.33%no change
Arrowhead Pharmaceuticals, Inc. ARWR11,355,555$925.6 million8.31%+655,556
Kymera Therapeutics Inc. KYMR7,474,747$857.1 million7.70%no change
Revolution Medicines, Inc. RVMD2,297,000$430.2 million3.86%-47,444
Cytokinetics Inc. CYTK4,999,999$425.9 million3.82%+1,666,666
Celcuity Inc. CELC3,400,000$355.7 million3.19%+25,000
Structure Therapeutics Inc. GPCR6,555,555$351.8 million3.16%no change
Xenon Pharmaceuticals Inc. XENE5,777,777$348.7 million3.13%no change
Definium Therapeutics Inc. DFTX7,188,888$338.2 million3.04%+2,188,888
Uniqure NV QURE6,727,777$309.9 million2.78%+768,182
Vera Therapeutics Inc. VERA5,723,888$245.6 million2.21%-165,000
Taysha Gene Therapies Inc. TSHA23,888,888$162.7 million1.46%+2,188,888
Ocular Therapeutix Inc. OCUL12,540,000$123.1 million1.11%+225,000
Galecto Inc. DMRA3,783,000$98.4 million0.88%no change
Hemab Therapeutics Hldgs Inc. COAG1,925,150$70.7 million0.63%new
GH Research PLC GHRS1,800,000$48.4 million0.43%no change
Viridian Therapeutics Inc. VRDN2,500,000$45.9 million0.41%+1,000,000
Septerna Inc. SEPN1,337,500$44.8 million0.40%no change
Avalo Therapeutics Inc. AVTX2,333,333$43.1 million0.39%+923,333
Sensei Biotherapeutics Inc. FTH1,444,039$36.1 million0.32%new
Aadi Bioscience Inc. WHWK2,849,402$13.1 million0.12%no change
Lexeo Therapeutics Inc. LXEO1,489,189$6.9 million0.06%-385,811
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 7 it sold out of are in the box above.