Avoro Capital Advisors LLC
Net seller this quarter
$11.1B
26
-$816M
79.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 UTHR | $1.51B | 13.52% | 6.51% | +5.6% | Q4 2020 |
 ASND | $1.36B | 12.24% | 8.25% | +1.0% | Q3 2016 |
 KRYS | $1.07B | 9.64% | 9.76% | Not reported | Q4 2021 |
 MDGL | $984M | 8.84% | 7.94% | +0.8% | Q2 2018 |
 ARGX | $928M | 8.33% | 1.62% | Not reported | Q2 2017 |
 ARWR | $926M | 8.31% | 8.05% | +6.1% | Q4 2014 |
 KYMR | $857M | 7.70% | 9.03% | Not reported | Q3 2020 |
 RVMD | $430M | 3.86% | 1.07% | -2.0% | Q1 2020 |
 CYTK | $426M | 3.82% | 4.02% | +50.0% | Q2 2016 |
 CELC | $356M | 3.19% | 6.95% | +0.7% | Q4 2025 |
 GPCR | $352M | 3.16% | 3.07% | Not reported | Q3 2023 |
 XENE | $349M | 3.13% | 5.97% | Not reported | Q2 2018 |
 DFTX | $338M | 3.04% | 5.35% | +43.8% | Q1 2026 |
 QURE | $310M | 2.78% | 9.70% | +12.9% | Q1 2015 |
 VERA | $246M | 2.21% | 7.97% | -2.8% | Q1 2024 |
 TSHA | $163M | 1.46% | 7.34% | +10.1% | Q3 2023 |
 OCUL | $123M | 1.11% | 5.71% | +1.8% | Q1 2024 |
 DMRA | $98.4M | 0.88% | 6.13% | Not reported | Q1 2026 |
 COAG | $70.7M | 0.63% | 4.12% | New | Q2 2026 |
 GHRS | $48.4M | 0.43% | 2.90% | Not reported | Q4 2025 |
 VRDN | $45.9M | 0.41% | 2.21% | +66.7% | Q4 2025 |
 SEPN | $44.8M | 0.40% | 2.93% | Not reported | Q4 2024 |
 AVTX | $43.1M | 0.39% | 4.41% | +65.5% | Q1 2026 |
 FTH | $36.1M | 0.32% | 5.59% | New | Q2 2026 |
 WHWK | $13.1M | 0.12% | 5.00% | Not reported | Q3 2021 |
 LXEO | $6.93M | 0.06% | 1.89% | -20.6% | Q4 2025 |
| Q1 2026 | |||||
| UTHR | $1.56B | 15.34% | 6.24% | +0.9% | Q4 2020 |
| ASND | $1.16B | 11.39% | 8.17% | -1.0% | Q3 2016 |
| MDGL | $952M | 9.36% | 7.89% | +0.6% | Q2 2018 |
| KRYS | $746M | 7.34% | 9.81% | Not reported | Q4 2021 |
| ARGX | $730M | 7.18% | 1.62% | +1.0% | Q2 2017 |
| ARWR | $671M | 6.60% | 7.61% | +0.7% | Q4 2014 |
| KYMR | $623M | 6.12% | 9.10% | Not reported | Q3 2020 |
| APLS | $492M | 4.84% | 9.55% | Not reported | Q4 2017 |
| CNTA | $454M | 4.47% | 7.39% | -21.5% | Q2 2021 |
| CELC | $385M | 3.79% | 6.98% | +8.5% | Q4 2025 |
| XENE | $336M | 3.31% | 5.98% | +6.5% | Q2 2018 |
| GPCR | $316M | 3.11% | 3.07% | Not reported | Q3 2023 |
| TERN | $300M | 2.95% | 4.93% | +30.9% | Q4 2025 |
| VERA | $237M | 2.33% | 9.21% | Not reported | Q1 2024 |
| RVMD | $228M | 2.24% | 1.17% | +8.0% | Q1 2020 |
| CYTK | $220M | 2.16% | 2.71% | Not reported | Q2 2016 |
| OCUL | $104M | 1.03% | 5.63% | +14.3% | Q1 2024 |
| DMRA | $98M | 0.96% | 6.27% | New | Q1 2026 |
| QURE | $97.4M | 0.96% | 9.45% | -3.1% | Q1 2015 |
| TSHA | $97M | 0.95% | 7.55% | Not reported | Q3 2023 |
| DFTX | $94.5M | 0.93% | 4.81% | New | Q1 2026 |
| SLNO | $77M | 0.76% | 4.45% | -20.7% | Q4 2023 |
 ALKS | $42.4M | 0.42% | 0.72% | -14.3% | Q4 2024 |
| SEPN | $32.1M | 0.32% | 2.98% | Not reported | Q4 2024 |
| VRDN | $29.3M | 0.29% | 1.46% | Not reported | Q4 2025 |
| GHRS | $25.3M | 0.25% | 2.90% | Not reported | Q4 2025 |
| AVTX | $21.1M | 0.21% | 5.72% | New | Q1 2026 |
| LXEO | $10.8M | 0.11% | 2.53% | -43.2% | Q4 2025 |
| WHWK | $9.83M | 0.10% | 6.04% | Not reported | Q3 2021 |
 MNKD | $5.39M | 0.05% | 0.71% | -50.5% | Q4 2020 |
| Q4 2025 | |||||
| UTHR | $1.27B | 12.48% | 5.97% | +28.9% | Q4 2020 |
| ASND | $1.09B | 10.71% | 8.25% | 0.0% | Q3 2016 |
| MDGL | $1.05B | 10.35% | 7.91% | -1.4% | Q2 2018 |
| ARGX | $833M | 8.18% | 1.60% | Not reported | Q2 2017 |
| KRYS | $712M | 7.00% | 9.90% | +4.0% | Q4 2021 |
| ARWR | $705M | 6.93% | 7.73% | -2.5% | Q4 2014 |
| KYMR | $582M | 5.72% | 9.19% | +17.7% | Q3 2020 |
| GPCR | $456M | 4.48% | 3.08% | +27.2% | Q3 2023 |
| RNAM | $393M | 3.87% | 3.61% | -28.7% | Q2 2020 |
| CNTA | $364M | 3.58% | 9.75% | +34.7% | Q2 2021 |
| CELC | $310M | 3.05% | 6.45% | New | Q4 2025 |
| APLS | $307M | 3.02% | 9.65% | Not reported | Q4 2017 |
| VERA | $298M | 2.93% | 9.21% | -5.2% | Q1 2024 |
| XENE | $243M | 2.39% | 6.78% | +0.5% | Q2 2018 |
| TERN | $176M | 1.73% | 3.87% | New | Q4 2025 |
| RVMD | $173M | 1.70% | 1.10% | Not reported | Q1 2020 |
| QURE | $147M | 1.45% | 9.87% | +38.4% | Q1 2015 |
| SLNO | $134M | 1.32% | 5.55% | +12.5% | Q4 2023 |
| OCUL | $131M | 1.29% | 4.99% | +5.2% | Q1 2024 |
| TSHA | $119M | 1.17% | 7.61% | Not reported | Q3 2023 |
| MNMD | $67M | 0.66% | Not reported | New | Q4 2025 |
 PTCT | $52M | 0.51% | 0.84% | Not reported | Q2 2017 |
| VRDN | $46.7M | 0.46% | 1.47% | New | Q4 2025 |
 ORKA | $40.4M | 0.40% | 2.74% | Not reported | Q3 2025 |
| ALKS | $39.2M | 0.39% | 0.85% | -37.5% | Q4 2024 |
| APGE | $37.7M | 0.37% | 0.73% | New | Q4 2025 |
| SEPN | $37.3M | 0.37% | 2.99% | Not reported | Q4 2024 |
| LXEO | $32.8M | 0.32% | 4.52% | New | Q4 2025 |
| MNKD | $25.2M | 0.25% | 1.44% | -0.6% | Q4 2020 |
| GHRS | $22.9M | 0.22% | 2.90% | New | Q4 2025 |
 INCY | $13.3M | 0.13% | 0.07% | Not reported | Q4 2017 |
| WHWK | $6.9M | 0.07% | 6.04% | Not reported | Q3 2021 |
| Q3 2025 | |||||
| ASND | $1.02B | 13.13% | 8.42% | +2.6% | Q3 2016 |
| UTHR | $848M | 10.96% | 4.71% | -14.7% | Q4 2020 |
| MDGL | $841M | 10.87% | 8.07% | -2.2% | Q2 2018 |
| ARGX | $730M | 9.44% | 1.63% | -15.7% | Q2 2017 |
| KRYS | $490M | 6.34% | 9.58% | +4.4% | Q4 2021 |
| ARWR | $376M | 4.86% | 8.03% | +2.8% | Q4 2014 |
| KYMR | $359M | 4.65% | 8.85% | -3.1% | Q3 2020 |
| MRUS | $334M | 4.31% | 4.67% | +12.3% | Q1 2021 |
| RNAM | $333M | 4.31% | 5.21% | +8.4% | Q2 2020 |
| APLS | $277M | 3.58% | 9.66% | Not reported | Q4 2017 |
| CNTA | $262M | 3.39% | 8.04% | +116.2% | Q2 2021 |
| QURE | $259M | 3.35% | 7.15% | +22.6% | Q1 2015 |
| XENE | $217M | 2.80% | 7.00% | Not reported | Q2 2018 |
| AKRO | $188M | 2.43% | 4.94% | +13.0% | Q3 2023 |
| VERA | $180M | 2.33% | 9.73% | -1.4% | Q1 2024 |
| SLNO | $174M | 2.25% | 4.80% | +25.8% | Q4 2023 |
| GPCR | $144M | 1.87% | 2.83% | Not reported | Q3 2023 |
| TRML | $122M | 1.58% | 9.95% | Not reported | Q4 2023 |
| OCUL | $120M | 1.55% | 5.86% | +38.5% | Q1 2024 |
| FOLD | $118M | 1.53% | 4.87% | -16.5% | Q4 2014 |
| ETNB | $93.9M | 1.21% | 4.31% | -5.4% | Q4 2024 |
| TSHA | $71M | 0.92% | 7.92% | Not reported | Q3 2023 |
| ALKS | $67.2M | 0.87% | 1.36% | -22.8% | Q4 2024 |
| ORKA | $25.6M | 0.33% | 2.76% | New | Q3 2025 |
| SEPN | $25.2M | 0.33% | 3.00% | +8.1% | Q4 2024 |
| MNKD | $24M | 0.31% | 1.46% | -23.6% | Q4 2020 |
 MLTX | $14.3M | 0.19% | 3.80% | -51.8% | Q2 2023 |
 BCRX | $9.49M | 0.12% | 0.59% | -72.2% | Q3 2016 |
| WHWK | $5.41M | 0.07% | 6.05% | Not reported | Q3 2021 |
 TNGX | $4.58M | 0.06% | 0.49% | Not reported | Q3 2021 |