Avoro Capital Advisors Llc Portfolio Stock Holdings

Avoro Capital Advisors Llc disclosed 30 stock positions valued at approximately $10.2 billion in its latest SEC 13F filing. The largest holdings include UNITED THERAPEUTICS CORP, ASCENDIS PHARMA, and MADRIGAL PHARMACEUTICALS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
30
Portfolio Value
$10.2B
Holdings by Sector
Avoro Capital Advisors Llc Portfolio Holdings in Q1 2026

25 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
UNITED THERAPEUTICS CORPUTHRHealthcare15.36%2,630,000+23,940+0.92%$1,559,537,400
ASCENDIS PHARMAASNDHealthcare11.41%5,062,500-48,611-0.95%$1,157,945,625
MADRIGAL PHARMACEUTICALS INCMDGLHealthcare9.38%1,818,181+10,681+0.59%$951,763,208
KRYSTAL BIOTECH INCKRYSHealthcare7.35%2,888,888--$746,257,548
ARGENX SEARGXHealthcare7.19%1,000,000+10,000+1.01%$730,250,000
ARROWHEAD PHARMACEUTICALS INCARWRHealthcare6.61%10,699,999+74,999+0.71%$670,889,937
KYMERA THERAPEUTICS INCKYMRHealthcare6.13%7,474,747--$622,571,678
APELLIS PHARMACEUTICALS INCAPLSHealthcare4.84%12,222,222--$491,699,991
CENTESSA PHARMACEUTICALS PLCCNTAHealthcare4.47%11,430,455-3,125,100-21.47%$454,017,673
CELCUITY INCCELCHealthcare3.79%3,375,000+263,889+8.48%$385,222,500
XENON PHARMACEUTICALS INCXENEHealthcare3.31%5,777,777+353,333+6.51%$335,977,733
STRUCTURE THERAPEUTICS INCGPCRHealthcare3.11%6,555,555--$315,977,751
TERNS PHARMACEUTICALS INCTERNHealthcare2.96%5,695,000+5,695,000+100.00%$300,240,400
VERA THERAPEUTICS INCVERAHealthcare2.33%5,888,888--$236,909,964
REVOLUTION MEDICINES INCRVMDHealthcare2.25%2,344,444+174,444+8.04%$227,997,179
CYTOKINETICS INCCYTKHealthcare2.16%3,333,333+3,333,333+100.00%$219,699,978
OCULAR THERAPEUTIX INCOCULHealthcare1.03%12,315,000+1,537,223+14.26%$104,308,050
TAYSHA GENE THERAPIES INCTSHAHealthcare0.96%21,700,000--$96,999,000
SOLENO THERAPEUTICS INCSLNOHealthcare0.76%2,300,000-600,000-20.69%$77,004,000
ALKERMES PLCG01767105Other0.42%1,200,000-200,000-14.29%$42,432,000
VIRIDIAN THERAPEUTICS INCVRDNHealthcare0.29%1,500,000--$29,340,000
AVALO THERAPEUTICSAVTXHealthcare0.21%1,410,000+1,410,000+100.00%$21,051,300
LEXEO THERAPEUTICS INCLXEOHealthcare0.11%1,875,000-1,425,000-43.18%$10,762,500
WHITEHAWK THERAPEUTICS INCAADIHealthcare0.10%2,849,402--$9,830,437
MANNKIND CORPMNKDHealthcare0.05%2,200,000-2,244,444-50.50%$5,390,000
Avoro Capital Advisors Llc Options Holdings in Q1 2026

2 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026UTHRUnited Therapeutics CorporationCALL380,000$10,296,000
Q1 2026CELCCelcuity Inc.CALL200,000$3,050,000

Notional value represents the total exposure of the options position.