Avoro Capital Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Avoro Capital Advisors Llc disclosed 24 stock positions valued at approximately $11.14B as of quarter-end June 30, 2026. The largest holdings include UNITED THERAPEUTICS CORP, KRYSTAL BIOTECH INC, and MADRIGAL PHARMACEUTICALS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 24
- Portfolio Value
- $11.14B
Holdings by Sector
Avoro Capital Advisors Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| UNITED THERAPEUTICS CORP | UTHR | Healthcare | 13.52% | 2,777,777 | +147,777 | +5.62% | $1,505,082,912 |
| KRYSTAL BIOTECH INC | KRYS | Healthcare | 9.64% | 2,888,888 | - | - | $1,073,713,003 |
| MADRIGAL PHARMACEUTICALS INC | MDGL | Healthcare | 8.84% | 1,833,333 | +15,152 | +0.83% | $984,408,154 |
| ARGENX SE | ARGX | Healthcare | 8.33% | 1,000,000 | - | - | $927,770,000 |
| ARROWHEAD PHARMACEUTICALS INC | ARWR | Healthcare | 8.31% | 11,355,555 | +655,556 | +6.13% | $925,591,288 |
| KYMERA THERAPEUTICS INC | KYMR | Healthcare | 7.70% | 7,474,747 | - | - | $857,129,238 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 3.86% | 2,297,000 | -47,444 | -2.02% | $430,182,160 |
| CYTOKINETICS INC | CYTK | Healthcare | 3.82% | 4,999,999 | +1,666,666 | +50.00% | $425,949,915 |
| CELCUITY INC | CELC | Healthcare | 3.19% | 3,400,000 | +25,000 | +0.74% | $355,708,000 |
| STRUCTURE THERAPEUTICS INC | GPCR | Healthcare | 3.16% | 6,555,555 | - | - | $351,836,637 |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 3.13% | 5,777,777 | - | - | $348,746,620 |
| DEFINIUM THERAPEUTICS INC | DFTX | Other | 3.04% | 7,188,888 | +2,188,888 | +43.78% | $338,165,292 |
| UNIQURE NV | QURE | Other | 2.78% | 6,727,777 | +768,182 | +12.89% | $309,881,409 |
| VERA THERAPEUTICS INC | VERA | Healthcare | 2.21% | 5,723,888 | -165,000 | -2.80% | $245,612,034 |
| TAYSHA GENE THERAPIES INC | TSHA | Healthcare | 1.46% | 23,888,888 | +2,188,888 | +10.09% | $162,683,327 |
| OCULAR THERAPEUTIX INC | OCUL | Healthcare | 1.11% | 12,540,000 | +225,000 | +1.83% | $123,142,800 |
| HEMAB THERAPEUTICS HLDGS INC | COAG | Other | 0.63% | 1,925,150 | +1,925,150 | +100.00% | $70,710,760 |
| GH RESEARCH PLC | GHRS | Other | 0.43% | 1,800,000 | - | - | $48,384,000 |
| VIRIDIAN THERAPEUTICS INC | VRDN | Healthcare | 0.41% | 2,500,000 | +1,000,000 | +66.67% | $45,925,000 |
| SEPTERNA INC | SEPN | Other | 0.40% | 1,337,500 | - | - | $44,792,875 |
| AVALO THERAPEUTICS | AVTX | Healthcare | 0.39% | 2,333,333 | +923,333 | +65.48% | $43,119,994 |
| FAETH THERAPEUTICS INC | FTH | Other | 0.32% | 1,444,039 | +1,444,039 | +100.00% | $36,100,975 |
| WHITEHAWK THERAPEUTICS INC | AADI | Healthcare | 0.12% | 2,849,402 | - | - | $13,050,261 |
| LEXEO THERAPEUTICS INC | LXEO | Healthcare | 0.06% | 1,489,189 | -385,811 | -20.58% | $6,932,175 |
Showing 24 of 24 holdings in the latest reporting period.