Avoro Capital Advisors LLC
Form 13F · CIK 1633313. Holdings on 30 Jun 2026, as filed with the SEC on 14 Aug 2026, each set beside the March 2026 quarter. The 13F on the SEC's site.
Avoro Capital Advisors LLC reported 26 positions worth $11.1B for the June 2026 quarter, on a Form 13F filed 14 Aug 2026; the largest holding was United Therapeutics Corp., at 13.5% of the fund.
What it bought and sold
The largest moves since the March 2026 quarter, by the dollars that moved: 2 opened, 12 added, 3 trimmed, 6 sold out.
New position: 2
| Company | Value | Change in shares |
|---|---|---|
| Hemab Therapeutics Hldgs Inc. (COAG) | $70.7M | +1,925,150 |
| Sensei Biotherapeutics Inc. (FTH) | $36.1M | +1,444,039 |
Added: 12
| Company | Value | Change in shares |
|---|---|---|
| Arrowhead Pharmaceuticals, Inc. (ARWR) | $925.6M | +655,556 |
| Definium Therapeutics Inc. (DFTX) | $338.2M | +2,188,888 |
| uniQure N.V. (QURE) | $309.9M | +768,182 |
| Cytokinetics Inc. (CYTK) | $425.9M | +1,666,666 |
| Ascendis Pharma A/s (ASND) | $1.4B | +48,611 |
| Taysha Gene Therapies, Inc. (TSHA) | $162.7M | +2,188,888 |
| United Therapeutics Corp. (UTHR) | $1.5B | +147,777 |
| Madrigal Pharmaceuticals, Inc. (MDGL) | $984.4M | +15,152 |
| Celcuity Inc. (CELC) | $355.7M | +25,000 |
| Avalo Therapeutics Inc. (AVTX) | $43.1M | +923,333 |
Trimmed: 3
| Company | Value | Change in shares |
|---|---|---|
| Revolution Medicines, Inc. (RVMD) | $430.2M | -47,444 |
| Vera Therapeutics Inc. (VERA) | $245.6M | -165,000 |
| Lexeo Therapeutics Inc. (LXEO) | $6.9M | -385,811 |
Sold out: 6
| Company | Value a quarter before | Change in shares |
|---|---|---|
| Apellis Pharmaceuticals Inc. (APLS) | $491.7M | -12,222,222 |
| Centessa Pharmaceuticals PLC (CNTA) | $454.0M | -11,430,455 |
| Terns Pharmaceuticals Inc. (TERN) | $300.2M | -5,695,000 |
| Soleno Therapeutics Inc. (SLNO) | $77.0M | -2,300,000 |
| Alkermes plc. (ALKS) | $42.4M | -1,200,000 |
| Mannkind Corp. (MNKD) | $5.4M | -2,200,000 |
Largest holdings
Every holding, by value.
| Company | Value | Of the fund | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| United Therapeutics Corp. (UTHR) | $1.5B | 13.52% | 2,777,777 | +147,777 | Added |
| Ascendis Pharma A/s (ASND) | $1.4B | 12.24% | 5,111,111 | +48,611 | Added |
| Krystal Biotech, Inc. (KRYS) | $1.1B | 9.64% | 2,888,888 | 0 | Held |
| Madrigal Pharmaceuticals, Inc. (MDGL) | $984.4M | 8.84% | 1,833,333 | +15,152 | Added |
| argenx SE (ARGX) | $927.8M | 8.33% | 1,000,000 | 0 | Held |
| Arrowhead Pharmaceuticals, Inc. (ARWR) | $925.6M | 8.31% | 11,355,555 | +655,556 | Added |
| Kymera Therapeutics, Inc. (KYMR) | $857.1M | 7.70% | 7,474,747 | 0 | Held |
| Revolution Medicines, Inc. (RVMD) | $430.2M | 3.86% | 2,297,000 | -47,444 | Trimmed |
| Cytokinetics Inc. (CYTK) | $425.9M | 3.83% | 4,999,999 | +1,666,666 | Added |
| Celcuity Inc. (CELC) | $355.7M | 3.19% | 3,400,000 | +25,000 | Added |
| Structure Therapeutics Inc. (GPCR) | $351.8M | 3.16% | 6,555,555 | 0 | Held |
| Xenon Pharmaceuticals Inc. (XENE) | $348.7M | 3.13% | 5,777,777 | 0 | Held |
| Definium Therapeutics Inc. (DFTX) | $338.2M | 3.04% | 7,188,888 | +2,188,888 | Added |
| uniQure N.V. (QURE) | $309.9M | 2.78% | 6,727,777 | +768,182 | Added |
| Vera Therapeutics Inc. (VERA) | $245.6M | 2.21% | 5,723,888 | -165,000 | Trimmed |
| Taysha Gene Therapies, Inc. (TSHA) | $162.7M | 1.46% | 23,888,888 | +2,188,888 | Added |
| Ocular Therapeutix, Inc. (OCUL) | $123.1M | 1.11% | 12,540,000 | +225,000 | Added |
| Galecto Inc. (DMRA) | $98.4M | 0.88% | 3,783,000 | 0 | Held |
| Hemab Therapeutics Hldgs Inc. (COAG) | $70.7M | 0.64% | 1,925,150 | +1,925,150 | New position |
| GH Research PLC (GHRS) | $48.4M | 0.43% | 1,800,000 | 0 | Held |
| Viridian Therapeutics, Inc. (VRDN) | $45.9M | 0.41% | 2,500,000 | +1,000,000 | Added |
| Septerna, Inc. (SEPN) | $44.8M | 0.40% | 1,337,500 | 0 | Held |
| Avalo Therapeutics Inc. (AVTX) | $43.1M | 0.39% | 2,333,333 | +923,333 | Added |
| Sensei Biotherapeutics Inc. (FTH) | $36.1M | 0.32% | 1,444,039 | +1,444,039 | New position |
| Aadi Bioscience Inc. (WHWK) | $13.1M | 0.12% | 2,849,402 | 0 | Held |
| Lexeo Therapeutics Inc. (LXEO) | $6.9M | 0.06% | 1,489,189 | -385,811 | Trimmed |
Every quarter it filed
What the fund reported and how many positions it held, each quarter since September 2024.
| Quarter | Reported value | Positions |
|---|---|---|
| June 2026 quarter | $11.1B | 26 |
| March 2026 quarter | $10.2B | 30 |
| December 2025 quarter | $10.2B | 33 |
| September 2025 quarter | $7.7B | 30 |
| June 2025 quarter | $5.7B | 30 |
| March 2025 quarter | $6.4B | 33 |
| December 2024 quarter | $7.1B | 39 |
| September 2024 quarter | $6.9B | 35 |