Q1 2026 · 13F-HR
Avoro Capital Advisors LLCholdings as filed
Filed 2026-05-15 · accession 0001104659-26-061754
$10.16B
Reported value
32
Positions
2026-03-31
Period end
The Brief · Avoro Capital Advisors LLC · Q1 2026
AI · grounded in 13F
Avoro Capital Advisors LLC closed its position in Avidity Biosciences Inc, reducing exposure by $393.4M. The fund established a new position in 430 worth $300.2M and exited its holding in XBI for $256M. Other new entries include CYTK at $219.7M and DMRA at $98M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP | $1.56B | 15.3% | 2,630,000 | Common | SOLE |
| 04351P101 | ASNDUSD | ASCENDIS PHARMA | $1.16B | 11.4% | 5,062,500 | Common | SOLE |
| 558868105 | MDGL | MADRIGAL PHARMACEUTICALS INC | $951.8M | 9.36% | 1,818,181 | Common | SOLE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $746.3M | 7.34% | 2,888,888 | Common | SOLE |
| 04016X101 | ARGX | ARGENX SE | $730.3M | 7.18% | 1,000,000 | Common | SOLE |
| 04280A100 | ARWR | ARROWHEAD PHARMACEUTICALS INC | $670.9M | 6.60% | 10,699,999 | Common | SOLE |
| 501575104 | KYMR | KYMERA THERAPEUTICS INC | $622.6M | 6.12% | 7,474,747 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $491.7M | 4.84% | 12,222,222 | Common | SOLE |
| 152309100 | CNTA | CENTESSA PHARMACEUTICALS PLC | $454.0M | 4.47% | 11,430,455 | Common | SOLE |
| 15102K100 | CELC | CELCUITY INC | $385.2M | 3.79% | 3,375,000 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $336.0M | 3.31% | 5,777,777 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $316.0M | 3.11% | 6,555,555 | Common | SOLE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $300.2M | 2.95% | 5,695,000 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $236.9M | 2.33% | 5,888,888 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $228.0M | 2.24% | 2,344,444 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $219.7M | 2.16% | 3,333,333 | Common | SOLE |
| 67576A100 | OCUL | OCULAR THERAPEUTIX INC | $104.3M | 1.03% | 12,315,000 | Common | SOLE |
| 36322Q206 | DMRA | DAMORA THERAPEUTICS INC | $98.0M | 0.96% | 3,783,000 | Common | SOLE |
| N90064101 | QURE | UNIQURE NV | $97.4M | 0.96% | 5,959,595 | Common | SOLE |
| 877619106 | TSHA | TAYSHA GENE THERAPIES INC | $97.0M | 0.95% | 21,700,000 | Common | SOLE |
| 24477V105 | DFTX | DEFINIUM THERAPEUTICS INC | $94.5M | 0.93% | 5,000,000 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $77.0M | 0.76% | 2,300,000 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $42.4M | 0.42% | 1,200,000 | Common | SOLE |
| 81734D104 | SEPN | SEPTERNA INC | $32.1M | 0.32% | 1,337,500 | Common | SOLE |
| 92790C104 | VRDN | VIRIDIAN THERAPEUTICS INC | $29.3M | 0.29% | 1,500,000 | Common | SOLE |
| G3855L106 | GHRS | GH RESEARCH PLC | $25.3M | 0.25% | 1,800,000 | Common | SOLE |
| 05338F306 | AVTX | AVALO THERAPEUTICS | $21.1M | 0.21% | 1,410,000 | Common | SOLE |
| 52886X107 | LXEO | LEXEO THERAPEUTICS INC | $10.8M | 0.11% | 1,875,000 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP | $10.3M | 0.10% | 380,000 | CALL | SOLE |
| 00032Q104 | WHWK | WHITEHAWK THERAPEUTICS INC | $9.8M | 0.10% | 2,849,402 | Common | SOLE |
| 56400P706 | MNKD | MANNKIND CORP | $5.4M | 0.05% | 2,200,000 | Common | SOLE |
| 15102K100 | CELC | CELCUITY INC | $3.0M | 0.03% | 200,000 | CALL | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.