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Avoro Capital Advisors LLC
hedge fundUpdated 27 days agoManaged by Avoro Capital Advisors Llc • Latest filing Q2 2026
Portfolio value
$11.1B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
5.6%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $6.7B |
| Q2 2023 | $7.4B |
| Q3 2023 | $6.4B |
| Q4 2023 | $7.2B |
| Q1 2024 | $8.6B |
| Q2 2024 | $7.5B |
| Q3 2024 | $6.9B |
| Q4 2024 | $7.1B |
| Q1 2025 | $6.4B |
| Q2 2025 | $5.7B |
| Q3 2025 | $7.7B |
| Q4 2025 | $10.2B |
| Q1 2026 | $10.2B |
| Q2 2026 | $11.1B |
Top holdings
26 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | U UTHR UNITED THERAPEUTICS CORP | $1.5B | 2.78M | 13.52% | — |
| 2 | A ASND ASCENDIS PHARMA | $1.4B | 5.11M | 12.24% | — |
| 3 | K KRYS KRYSTAL BIOTECH INC | $1.1B | 2.89M | 9.64% | — |
| 4 | M MDGL MADRIGAL PHARMACEUTICALS INC | $984.4M | 1.83M | 8.84% | — |
| 5 | A ARGX ARGENX SE | $927.8M | 1.00M | 8.33% | — |
| 6 | A ARWR ARROWHEAD PHARMACEUTICALS INC | $925.6M | 11.36M | 8.31% | — |
| 7 | K KYMR KYMERA THERAPEUTICS INC | $857.1M | 7.47M | 7.70% | — |
| 8 | R RVMDW REVOLUTION MEDICINES INC | $430.2M | 2.30M | 3.86% | — |
| 9 | C CYTK CYTOKINETICS INC | $425.9M | 5.00M | 3.82% | — |
| 10 | C CELC CELCUITY INC | $355.7M | 3.40M | 3.19% | — |
| 11 | G GPCR STRUCTURE THERAPEUTICS INC | $351.8M | 6.56M | 3.16% | — |
| 12 | X XENE XENON PHARMACEUTICALS INC | $348.7M | 5.78M | 3.13% | — |
| 13 | D DFTX DEFINIUM THERAPEUTICS INC | $338.2M | 7.19M | 3.04% | — |
| 14 | Q QURE UNIQURE NV | $309.9M | 6.73M | 2.78% | — |
| 15 | V VERA VERA THERAPEUTICS INC | $245.6M | 5.72M | 2.21% | — |
| 16 | T TSHA TAYSHA GENE THERAPIES INC | $162.7M | 23.89M | 1.46% | — |
| 17 | O OCFC OCULAR THERAPEUTIX INC | $123.1M | 12.54M | 1.11% | — |
| 18 | ? N/A DAMORA THERAPEUTICS INC | $98.4M | 3.78M | 0.88% | — |
| 19 | C COAG HEMAB THERAPEUTICS HLDGS INC | $70.7M | 1.93M | 0.64% | — |
| 20 | G GHRS GH RESEARCH PLC | $48.4M | 1.80M | 0.43% | — |