Funds › Avoro Capital Advisors LLC
Avoro Capital Advisors LLC
13F for Q2 2026, filed Aug 14, 2026. 26 positions worth $11.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Avoro Capital Advisors LLC in the latest 13F quarter?
Using 13F.ai, how has Avoro Capital Advisors LLC's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Avoro Capital Advisors LLC's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q2 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | UTHR United Therapeutics Corporation | 2.78M | $1.5B | 13.5% | +5.6% | 13F ↗ |
| 2 | ASND Ascendis Pharma A/S | 5.11M | $1.4B | 12.2% | New | 13F ↗ |
| 3 | KRYS Krystal Biotech, Inc. | 2.89M | $1.1B | 9.6% | Unchanged | 13F ↗ |
| 4 | MDGL Madrigal Pharmaceuticals, Inc. | 1.83M | $984.4M | 8.8% | +0.8% | 13F ↗ |
| 5 | ARGX argenx SE · ADR | 1.00M | $927.8M | 8.3% | Unchanged | 13F ↗ |
| 6 | ARWR Arrowhead Pharmaceuticals, Inc. | 11.36M | $925.6M | 8.3% | +6.1% | 13F ↗ |
| 7 | KYMR Kymera Therapeutics, Inc. | 7.47M | $857.1M | 7.7% | Unchanged | 13F ↗ |
| 8 | RVMD Revolution Medicines, Inc. | 2.30M | $430.2M | 3.9% | -2.0% | 13F ↗ |
| 9 | CYTK Cytokinetics, Incorporated | 5.00M | $425.9M | 3.8% | +50.0% | 13F ↗ |
| 10 | CELC Celcuity Inc. | 3.40M | $355.7M | 3.2% | +0.7% | 13F ↗ |
| 11 | GPCR Structure Therapeutics Inc. | 6.56M | $351.8M | 3.2% | Unchanged | 13F ↗ |
| 12 | XENE Xenon Pharmaceuticals Inc. | 5.78M | $348.7M | 3.1% | Unchanged | 13F ↗ |
| 13 | DFTX Definium Therapeutics, Inc. | 7.19M | $338.2M | 3.0% | +43.8% | 13F ↗ |
| 14 | QURE uniQure N.V. | 6.73M | $309.9M | 2.8% | +12.9% | 13F ↗ |
| 15 | VERA Vera Therapeutics, Inc. | 5.72M | $245.6M | 2.2% | -2.8% | 13F ↗ |
| 16 | TSHA Taysha Gene Therapies, Inc. | 23.89M | $162.7M | 1.5% | +10.1% | 13F ↗ |
| 17 | OCUL Ocular Therapeutix, Inc. | 12.54M | $123.1M | 1.1% | +1.8% | 13F ↗ |
| 18 | Damora Therapeutics Inc | 3.78M | $98.4M | 0.9% | Unchanged | 13F ↗ |
| 19 | COAG Hemab Therapeutics Holdings, Inc. | 1.93M | $70.7M | 0.6% | New | 13F ↗ |
| 20 | GHRS GH Research PLC | 1.80M | $48.4M | 0.4% | Unchanged | 13F ↗ |
| 21 | VRDN Viridian Therapeutics, Inc. | 2.50M | $45.9M | 0.4% | +66.7% | 13F ↗ |
| 22 | SEPN Septerna, Inc. | 1.34M | $44.8M | 0.4% | Unchanged | 13F ↗ |
| 23 | AVTX Avalo Therapeutics, Inc. | 2.33M | $43.1M | 0.4% | +65.5% | 13F ↗ |
| 24 | FTH Faeth Therapeutics, Inc. | 1.44M | $36.1M | 0.3% | New | 13F ↗ |
| 25 | WHWK Whitehawk Therapeutics, Inc. | 2.85M | $13.1M | 0.1% | Unchanged | 13F ↗ |
| 26 | LXEO Lexeo Therapeutics, Inc. | 1.49M | $6.9M | 0.1% | -20.6% | 13F ↗ |
Changes since Q1 2026
3 new, 11 added to, 3 trimmed, 7 exited, 9 unchanged. By estimated dollars.
New positions (3)
Added to (11)
| CYTK Cytokinetics, Incorporated | 5.00M | +50.0% | $142.0M |
| DFTX Definium Therapeutics, Inc. | 7.19M | +43.8% | $103.0M |
| UTHR United Therapeutics Corporation | 2.78M | +5.6% | $80.1M |
| ARWR Arrowhead Pharmaceuticals, Inc. | 11.36M | +6.1% | $53.4M |
| QURE uniQure N.V. | 6.73M | +12.9% | $35.4M |
| VRDN Viridian Therapeutics, Inc. | 2.50M | +66.7% | $18.4M |
| AVTX Avalo Therapeutics, Inc. | 2.33M | +65.5% | $17.1M |
| TSHA Taysha Gene Therapies, Inc. | 23.89M | +10.1% | $14.9M |
| MDGL Madrigal Pharmaceuticals, Inc. | 1.83M | +0.8% | $8.1M |
| CELC Celcuity Inc. | 3.40M | +0.7% | $2.6M |
Trimmed (3)
Exited (7)
| Ascendis Pharma A/S ADR | 5.06M | Exited | -$1.2B |
| Apellis Pharmaceuticals Inc | 12.22M | Exited | -$491.7M |
| Centessa Pharmaceuticals plc ADR | 11.43M | Exited | -$454.0M |
| Terns Pharmaceuticals Inc | 5.70M | Exited | -$300.2M |
| Soleno Therapeutics Inc | 2.30M | Exited | -$77.0M |
| ALKS Alkermes plc | 1.20M | Exited | -$42.4M |
| MNKD MannKind Corporation | 2.20M | Exited | -$5.4M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q2 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 13F-HR | 26 | $11.1B | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 32 | $10.2B | Current | SEC ↗ |
| Q4 2025 | Mar 16, 2026 | 13F-HR/A (restatement) | 34 | $10.2B | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 34 | $10.2B | Replaced | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 32 | $7.7B | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 30 | $5.7B | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 33 | $6.4B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer